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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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  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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6203 results found

  1. a way to create templates to send emails to contacts

    3 votes
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    0 comments  ·  Templates  ·  Admin →
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  2. Zoho books client portal hyperlink

    I need a way to create a hyperlink in the customer portal. Currently you can create a custom field with a link, the issue is that the customer would have to copy and paste the link to a web browser. it would be nice if they could just click on the link and have it open a new tab in the browser.

    3 votes
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    0 comments  ·  Admin →
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  3. Being able to have multiple tables in estimates and invoices

    I want to able to have multiple tables in estimates and invoices to breakdown the services I offer.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  4. Have a link to item edit (after the line item) from the sales order edit screen, like Zoho Inventory

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Have the option to add the date when the report was actually ran (not just the range of dates but on which date the report was ran)

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  6. Any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition.

    any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition. already using ROPS7 of Gofrugal technologies with tally integration adapter want to switch on zoho books.

    3 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  7. We need the ability to filter "Sales By Item" and "Product Sales Report" by Warehouse Name.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. Bill to Destination Place of supply as Other Territory 97

    Change in the new IGST law requires Courier and Cargo moving transportation companies to consider destination as the place of supply for international shipments. Would be nice if we can have the flexibility to choose destination as the place of supply in which case we need to record our bills and sales for international shipments as Other territory - 97.

    3 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  9. Send a reminder users when a recurring invoice is nearing it's end date

    If a recurring invoice is for a set period that is to be renewed at the end of the time period, it would be helpful for the platform to notify the users (us) that the end of the recurring invoice is near dependent on the frequency.

    So for instance is the recurring invoice is setup to have a monthly frequency and is for 12 months, when the last but one invoice is sent a renewal reminder can be sent to us that the recurring invoice is due to end.

    It would also be nice to be able to filter the…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Mobile App Version - Need to add option to enter Customer name and related project for items while creating BILL and project for invoice

    While using mobile app version of zoho books
    We are unable to enter customer name and project for each item while we make BILLS
    We are also unable to add project number while we make invoice for multiple items

    We have this option in the Website online version where we are allowed to enter customer details column while making bills and also we can add additional information while making invoice. we need the same option while we use mobile app version

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  11. do not include opening balances of non-cash asset accounts as part of the cash flow statement.

    Furniture transferred from another non-profit as a donation (included in opening balances) should not impact cash flows. In fact, no opening balances should impact cash flows. Opening balances occurred prior to the beginning of the accounting system, so even the opening balance for cash is not considered cash flow. If this was transferred from a previous system, that system would need to report the cash flow. Anything in Zoho books on the balance sheet if added to cash flows would technically be a double counting of the cash flows that led to the opening balance being transferred to Zoho. We…

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  12. Display Delivery Method on Invoices and POs, and allow us to set a default

    Not sure why this field is treated like a second class citizen. We need to display it on POs and Invoices, and would be nice if a default could be set as well.

    3 votes
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  13. Prompts ( Are you sure? ) when deleting a item in a sales order/invoice

    When you are in a sales order or invoice you can add items and then delete them can a prompt be added to ask if you are sure before just deleting that line?

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Custom options in the dropdowns

    That allows to load values ​​from a json file, xml or csv among others.
    Allow dropdown groups to be made to filter content according to the selected value.
    A graphic representation of the idea.

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    That allows to add a key associated to the text, type data dictionary.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  15. Add Full Custom Invoice

    allow to add Full Custom invoice

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Provide the option "Vendor Advance" in the "Manage Transaction Rules"

    That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  17. Auto estimate generate

    We should be able to select items and click on prepare estimate.
    this will save lot of time. and if you have already added all the items with description, buying and selling + Tax Treatment etc. Estimate will be ready in less than half a minute.

    for example : select 4 items and "click on Generate Estimate"
    you are done, just need to pick up the customer and send it.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  18. Sales Tax liability report

    Please fix the non-taxable list to show the name of the client as an option. It only shows invoice numbers, and a blank reference # list. I can't find anywhere how to add the name under the reference list to make it easier.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  19. Show Count and Sum of selected transactions and export selections

    This should be applicable to any transaction in any module. I want the ability to multi-select transactions and have a summary at the top or bottom tell me how many are currently selected and the sum of all transactions. I also want the ability to export the selections as a CSV. This is very useful for finding certain expenses that need to be reimbursed and quickly totaling the amount that I need to write a check for. Or perhaps I want to see the net of some non-sequential transactions in a given account. Or maybe you want to quickly sum…

    3 votes
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    0 comments  ·  Transactions  ·  Admin →
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  20. how to retain the deleted sales order

    how to retain the deleted sales order / please help

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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