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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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58 results found

  1. Allow option to print my business name on checks or enable HTML editor for Check template

    Allow option to print my business name on checks. My checks don't have my business name on them. My previous accounting software (Quickbooks) had the option to print my business name and address on the checks in the upper left corner. It would be great if this was an option, or give me the option to use the HTML editor on the check template and I could add it myself.

    1 vote
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  2. Make Order Number field a valid %placeholder% in templates

    In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.

    1 vote
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  3. Notification for all customer one time by mail

    I would like to send notification to my all customer and vendors about new updates or changes through one mail only.

    1 vote
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  4. Correct/ update the name when sending to an alternate contact

    When you send a quote or invoice/ any email to a contact the system automatically picks the main contact, even if you have picked another. It can be a bit embarrassing if you don't remember to change it every time!!

    1 vote
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  5. Improve the email tracking

    I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
    I cannot see the email content (if i have write something dedicated to the receiver).

    1 vote
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  6. To have the possibility to assign default email templates to salespersons

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  7. ability to send test emails

    After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.

    1 vote
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  8. Please allow users / admins to delete only mail account not to close the complete account

    Please allow users / admins to delete only mail account not to close the complete account, user / admin can create mail account by mistake, then he should have option to delete the same, it should not happen that he can't

    1 vote
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  9. add ability to bulk associate templates to customers

    need to be able to bulk associate email and transaction templates to a filtered list of customers.

    1 vote
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  10. Receipt Template for thailand region

    Many Hospitality industry generate tax when received payment . So tax name and tax detail have to display on Receipt Template. It's necessary for thailand region.

    1 vote
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  11. allow editing of the payment made email and template.

    1 vote
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  12. it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)

    it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)

    1 vote
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  13. JOURNAL ENTRY TEMPLATE CUSTOMIZATION IS NOT CONSISTENT

    IT LET YOU CUSTOMIZE TABLE COLOR, TABLE FONT AND HEATHER CONTENT, BUT SUBTOTAL AND GRAND TOTALS, TAX ETC REMAIN WITH DETAULF FORMATING, VERY INCONSISTENT.

    1 vote
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  14. Custom logic for Books to select the appropriate Invoice Email Template

    We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.

    1 vote
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  15. Delivery Challan Customize Templet should be there

    Delivery Challan Customize Templet should be there

    1 vote
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  16. CAN I ADD BALE NO. COLUMN IN ITEM TABLE WHO AUTOMATED GENERATE NO.

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  17. approval

    Can you put in a appropriate approval template? I would like to see the full names ie first and second names. At the moment its only picking the surname.

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  18. Currency symbols for all prices

    At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.

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