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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.

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  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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6167 results found

  1. column for Number of packages/ Bags in item detail

    column for Number of packages/ Bags in item detail table.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Add item description to the inventory reports. Today only the name and the SKU code are visible.

    It is very hard to distinguish products from the same vendor using only item name and SKU for reordering purposes. Its important to have the description column added to the inventory reports so better decisions can be made at the time one reorders stock. Currenlty I need to download the item list and inventory to build a customized report using excel.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. While recording the transaction TDS deductions shouldbr considered so we are getting wrong entries. We deduct TDS while making any pay.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. wrike integration

    integrate with wrike to syn between projects and accounting books

    3 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  5. Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping c

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. items sales history

    Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  7. Item Numbering

    After several years of use, we feel that it would be helpful to have a label option to add Item Numbers to each item.

    Users may have the option to check whether to have Item Numbering in preferences.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  8. Pull Exchange rate from HMRC

    Can we add an option to allow us to select the Exchange rate from HMRC? so when you click on the Exchange rate, you have options to set it manually, but also, you can then see what it is from XE and HMRC perhaps? or even just a quick button to show the rates in a window?

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. ADD TO INVOICE SHIP VIA AND TRACKING REF. NO.

    THERE MUST BE OPTION TO ADD SHIPPING DETAILS(SHIPPED VIA AND TRACKING NO.)

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. GIVE SELECTION BUTTONS INSTEAD OF RADIO BUTTON WHILE PRINTING

    WHILE PRINTING INVOICES THE OPTION WOULD BE GIVEN TO SELECT FROM WHETHER I WANT TO PRINT CUSTOMER COPY, SELLER COPY, TRANSPORT COPY ETC OR THERE MUST BE SELECTION BUTTONS TO SELECT APPROPRIATE COPY

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Stand Alone Software

    Instead of loading all elements on the browser for every clicks why can't the graphical elements be stored in standalone software and just load the data from the servers which will make things work efficient and fast manner than seeing the loading icons

    3 votes
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    0 comments  ·  Migration  ·  Admin →
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  12. To provide direct link from invoice, estimate or expense to the project it relates to.

    It is really necessary to be able to switch from invoice , estimate or expense to the project it relates to. The business most of the time is project based and it is frustrating after reviewing or editing invoice, estimate or expense to start navigation to corresponding project again from scratch.

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  13. notifications to manager about actions taken by team

    The Finance manager should get a notification every time the intern or subordinate accountant performs an important action on invoices / accounts, etc.
    Checking reports and logs does not solve the purpose. Notifications are real time and will give immediate attention. There should be an option to give daily digest or real time notification.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. please develop classic version of zoho books, look like software

    3 votes
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  15. Can account selection be streamlined?

    It would be nice if while you are creating a bill or expense only expense account gets shown instead of all. We have the same items in income accounts & expense accounts hence there are times when the income account is selected while entering the bill/expense.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  16. triggers

    A/B or IF/AND/THEN Triggers

    We currently have Books connected through Zapier to Ship Station. The current trigger is set so that when an Invoice in Books is marked as PAID, then the Invoice/Order information is sent via Zapier to Ship Station. But we don't to send every single Invoice/Order to Ship Station...since not every Invoice is for an item(s) that needs to ship out.

    What we want to see is the following for a trigger option:
    IF Invoice is marked as PAID,
    AND Invoice custom field PRODUCT TYPE = PHYSICAL PRODUCT,
    THEN trigger Zapier to send information to Ship Station.

    …

    3 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  17. Field Labor Users

    We love Zoho and appreciate what you have created! In our line of work (Electricians), Phone Numbers and Addresses are the most basic things that FIELD LABOR USERS would need when they get time to start and try to complete a PROJECT. As they finish up with one Project, they need to call the next Customer to make sure they are home, ready, etc. Field Labor cannot do this right now. We've had to copy and paste the Contacts phone number and then go back and copy and paste the address into the Project Description. At that point our Techs…

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  18. Date Period to Appear on Invoices

    We are a subscription and we bill in advance for the month. We bill monthly, quartery, bi annually and annually. We need the date to appear on the invoice that the invoice covers.

    For example: It is a monthly invoice, so every month the invoice automatically says: Covers From December 1st to December 31st 2017.

    Or if its quarterly: Invoice Covers from December 1st 2017 to February 28th 2018 etc..

    The dates are very important for our clients to know how long they have actually paid for.

    3 votes
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  19. To have better reports for different locations/reporting tags

    I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Prompt adding yourself as a user to a job after attempting to log time

    When logging time for a job, if you're not a user in the job (even if you have the ability to add yourself to it) it's super frustrating if you enter your time into a task with notes and realise you aren't involved in it. Which means you have to exit out, lose all the info you put in, add yourself in, go back, redo it all. I think if you have the ability to add yourself to the project, it should prompt you right then and there if you'd like to add yourself to the project so that you…

    3 votes
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