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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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261 results found

  1. Associating a default template for a Item

    For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.

    Eg.
    Spreadsheet Plus - Have around 40 Items (Paper Products).
    Spreadsheet Plus - Only One Line Item Wood Pellet.

    When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
    When the invoice has the remaining 40 products, the format should be spreadsheet.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  2. Items - Estimates History

    In every item page there are tabs of Overview, Purchases and History. It is very important to include Estimates to know how much items where quoted in the past and to whom. It will help for Price Reports.Thanks.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  3. item list with price tag

    we need a template in excel so we may upload our 869 items.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  4. Have Items view option for just images in both Book and Inventory

    Have the option to view the items by just their images or with large image with small name underneath.

    1 vote
    1 comment  ·  Items  ·  Admin →
    How important is this to you?

  5. Add Item Grouping

    1) The ability to create sub-items so that I can have item groupings 2) The ability to sort the item page by user created fields such as grouping, etc.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  6. View all items in a price list without needing to download the list even when you have more than 500items

    View all items in a price list without needing to download the list even when you have more than 500 items

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  7. how to generate a material receipt note for the raw materials purchased

    we purchase raw materials process and make final product and sell it to end user. how to record the raw material purchase

    1 vote
    0 comments  ·  Items  ·  Admin →
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  8. Quiero crear varias listas de articulos...es vital para lo que quiero hacer...

    Seria interesante poder crear varias lista de articulos...¿alguna idea?

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  9. Edit option for"item "s important to mange inventory.

    after saving the item specification we are not able to edit the item.I any manual error happened then we are not able to use the same specification and not able to manage the inventory as well. please discuss and do the needful... Sharon-7904673323

    1 vote
    0 comments  ·  Items  ·  Admin →
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  10. shows if you have ordered any stock when looking through items

    1 vote
    0 comments  ·  Items  ·  Admin →
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  11. BS account mapping for Service Sales

    This is a simple enough one. While mapping the account for a service, the system allows only the P&L items of Revenue nature. While there are certain business cases where a BS item should be used. (Accrued Sales)
    Hence please enable this feature.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  12. I would like to add cost to items already created

    I create items when my supplier invoices me. However, the transportation bill comes from a different company like one month later. Then depending on the sale I make there are different costs involved. So If I could keep adding costs to a particular item, I would be able to figure out the total cost of that product which would be very convenient.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  13. Include how to show "Director's Sitting Fee" receipts in GSTR 3B

    There is Utter Confusion whether Director's Sitting Fee Receipts to be shown as Outward Supplies under 3.1 in GSTR3B and if so, under (a) or (b) or (c) - should be under (a) I feel. But then how the tax payable by recipient under Reverse Charge will be accounted for.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  14. Delivery challan

    delivery hsn code is showing but when print the challan hsn code is not showing below the item description please add the HSN code by default as invoice

    1 vote
    0 comments  ·  Items  ·  Admin →
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  15. The ability to add time activity to a client and not have to add a project profile.

    When logging in time I am forced to create a project, I think it would be easier to just add a client and make it billable to a project.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  16. Deletion of Items associated with Zoho Checkout Payment Pages

    Please, solve the problem that the payment pages created in Zoho Checkout cannot be deleted just like Items in Zoho Books associated with them.
    At the moment one can only mark the payment pages as inactive in Zoho Checkout, and after that also mark the items as inactive in Zoho Books.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  17. Item Adjustment

    When doing stock adjustment, I want to be able to adjust many products in one transaction

    1 vote
    0 comments  ·  Items  ·  Admin →
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  18. If you can have any stock lost to be treated as a loss for the business and added as an expense automatically and this loss added to SP.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  19. GST tax rate change for multiple skus

    How to make changes in tax GST rates for a skus when the items are active

    1 vote
    0 comments  ·  Items  ·  Admin →
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  20. How do I bring the sales and purchase accounts codes through from the item to the sales invoice?

    All the items have a different sales and purchase accounts on their record. However these codes are not reflected in the sales order/invoice or purchase order/invoice. As a consequence they have to be manually coded at time of invoicing which leaves huge room for error.

    1 vote
    0 comments  ·  Items  ·  Admin →
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