Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Multi-currency Vendor

    It will be nice to have a vendor multi-currency,
    1-Invoices in different currency (foreign and default)
    2-To make payments with diffent bank account currency (foreign or default)

    18 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
    • I would like to allow my vendors to log in the client portal

      We can allow access currently to the customers to the customer portal. I would want to allow my vendors too

      16 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
      • Sales breakdown by vendor

        Please can you add a feature where we can generate sales reports by Vendor.

        15 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
        • We need Zoho Point of Sales

          We need Zoho Point of Sales

          15 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
          • Apply discounts while recording Vendor Payments

            Being able to apply the discounts while recording the payments received from a vendor.

            13 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              Under review  ·  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
            • party rating system

              There should be vendor & customer rating system to track for good and worst customer on the basis of payments / delivery and orders

              11 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
              • Create an edit button against the vat rate in bills as in the bank

                This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item

                7 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                • Ability to attach document to Vendor Credits

                  When a vendor issues me a credit note/refund statement etc I enter it manually into books however I have no way to attach the actual statement to the credit as I would if I were entering a Bill.

                  This seems like something that was overlooked and easily remedied, I'd love to see it integrated so we can better keep a full record of our business.

                  6 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                  • VAT option for non-VAT registered users

                    Please allow VAT in purchases even if the user is not registered for VAT, to avoid having to calculate the amount inclusive of tax each time.

                    5 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                    • Return to Supplier / Return to Vendor

                      I would like to be able to create a Returns Note for returning goods to suppliers/vendors. Then when the supplier/vendor provides a credit note to convert this to credit note against the supplier/vendor.

                      This would be like Purchase Orders and Bills, but in reverse.

                      So I can track all return to suppliers and when the credit notes are raised.

                      5 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                      • 4 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          2 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                        • Auto-pay vendors

                          Add a check-mark box to vendors to indicate if you have selected auto payment. It would be helpful to add the last 4 digits of the credit card on file for the auto pay and the frequency and the amount of the automatic payment. It would also be helpful if you could run a report of the auto-pay vendors so that you could have a list if and when you need to update credit card details or check payment dates.

                          4 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                          • vendor payment terms

                            This is basic accounts payable procedure. as a purchaser, we have many accounts with many different vendors and we get different payment terms from each vendor, for example, 30 day terms, 15 day terms, COD, etc. we should be able to enter the payment terms per vendor so that when we create a bill it will not automatically show 'payment due' but rather will determine when the payment is due based on the terms we pre-defined with each vendor we create. maybe also send an email reminder a few days prior to due date of the payment.

                            4 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                            • vendor payment terms

                              Hi. Please as a matter of urgency make it possible to enter vendor payment terms. That way we will nor have to enter two dates on supplier invoices which will save a lot of time,

                              4 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                              • Default Account for Vendors

                                Default Account for Vendors set on the Contacts (Vendor) so that when I am recording a bill and I select this vendor, the Account defaults to the Account set on the Vendor details. This will reduce errors of using wrong accounts on vendor bills

                                4 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  1 comment  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                • Bank Charges for International Vendor Payments

                                  When paying Vendors, especially International ones, there's always a bank charges involve. There should be a separate box to enter this figure on the payment page.

                                  At the moment, I have to go to 'Bills', then create a separate bill for these bank charges. I feel it will be faster to simply be able to enter the bank charges at the same time when the payment to the Vendor is being made.

                                  Hope I'm making any sense, thanks for your support.

                                  3 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                  • to add the ability to add custom fields to Vendor credits

                                    As per our business requirements, we need to capture more information regarding a vendor credit, thus we need have custom fields for vendor credits also. Therefore could you please add the ability to add custom fields to vendor credits also.

                                    3 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Make it possible to turn a Vendor easily into a User for Timesheet

                                      In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.

                                      3 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Associate users with Vendors

                                        I would like to be able to define for a user that they can only process purchase transactions for certain vendors. I would like our back-office team to process purchases for office supplies, but not to be able to see orders for external consultants and other large purchases. Currently, it is possible to define this for client and sales in Zoho, but not for vendors.

                                        1 vote
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                        • zoho books can be set and related products suppliers do?

                                          zoho books can be set and related products suppliers do?

                                          1 vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1
                                          • Don't see your idea?

                                          Zoho Books

                                          Feedback and Knowledge Base