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Zoho Books

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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6132 results found

  1. Airline tickets

    selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
    someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…

    3 votes
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  2. Paypal pro for Australian and NZ editions

    Can we have Paypal pro made available to AU and NZ customers?

    3 votes
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  3. To limite The view on invoicing

    Users can only see the invoices that they have made

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. make hours worked by staff automaticly calculate as an expence for the job.

    Hours worked by staff are automatically matched to the jobs worked and calculated as a job expense.

    3 votes
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  5. Zoho Books Android App: Clicking an invoice notification should bring up the invoice

    Currently, When you click a notification related to an invoice on the Android app it just takes you back to the app home screen. The notification should be a link to the invoice that so that you can can see what client it is associated with and what is on the invoice. Please make it so that when you click a notification related to an invoice it brings up the invoice that the notification is associated with.

    3 votes
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  6. Register sSearch

    I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.

    3 votes
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  7. Request you to enable State Bank of Mysore (Corporate)(India) link.

    Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.

    3 votes
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  8. Multiple Estimates Added to a Potential

    In regards to the CRM integration allowing you to link an estimate to a potential. Currently you can only link 1 estimate per potential, we need to be able to add more than 1 estimate to a potential.

    3 votes
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  9. permission for template

    I need multiple templates, however I do not want to make all of them available for everyone to use. For example, I used a different template for the invoices that I IMPORTED from another CRM, to make them stand out in case we need to research the data for some reason. I would at least like to be able to mark a template as INACTIVE so that my users could not use that template going forward.

    3 votes
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  10. Adding the account receivable type to the account types when creating a new account under the chart of accounts

    We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. Create a report for Sales Orders with Open status

    Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.

    3 votes
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  12. Directions Credit Union add to integrations

    You have the credit card link but not for the bank accounts.

    3 votes
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  13. Sale history graph of individual products/items

    Be able to click on sales by item report and then drill down into a particular item to be able to see the sales history of that item (ie SKU) in a graphical format - with an interval setting eg, daily, monthly, quarterly, yearly. This will help businesses quickly see the sales growth/decline of different products.

    3 votes
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  14. Introduce simple scheduling of reports

    It would be good to have the ability to simply schedule the production and distribution of a report to the report user.
    An example - it would be good if I could simply schedule a Sales by Sales Person report to output via PDF, XLS etc. to my staff every Monday for the previous week. This would allow them to easily track their progress without having access to the entire reporting module.

    3 votes
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  15. Enable customer to change invoice to recurring invoice in portal

    Would like customer to be able to switch current open invoice to recurring invoice and enable auto charge on their saved credit card.

    3 votes
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  16. I need a lab reporting tool

    Lab reporting tool where in i can input values for an item/test conducted in the lab. A simple report which shows test/item name, observed value in the lab, required value as per specifications, test method used, results or remarks. A section for explainations with pictures from my gallary and conclusions.

    Digital signatures by 3 levels of officers.

    Integration with Invoice.

    So that the lab report plus its invoice can be emailed to the client.

    If you develop the above you will kill much of your competition.

    Thanks
    Pari

    3 votes
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  17. Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times

    Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times

    3 votes
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  18. Add vertitrans payment gateway for indonesia

    supports nearly all payment types for indonesia

    3 votes
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  19. Sort the Account Transcations report by any column, not just the date.

    This is very useful in being able to track down an entry by any means

    3 votes
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  20. Be able to track sales agent and production staff member who did the work.

    I would like to be able track which person brought the client to the firm (sales agent) in terms of dollars collected by the client and track who did the work (staff member). An owner may bring a client to the firm (sales agent) but may not do the work; we need to measure value of who grows the firm as well as who did the work (for bonuses).

    3 votes
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