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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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6163 results found

  1. Mileage Rate Settings: Sort by Start Date

    In Expenses Preferences, Mileage Rates—where the mileage rate is specified for a start date—appear to be sorted based on when the entry was made.

    It would be helpful if this list was sorted by Start Date.

    2 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  2. Limited Discount Rate controlled by admin.

    Would like to control the discount rate for employee related to their position, Its can't be open discount rate as the current system.

    it can be added in item level and employee power.

    Example:

    Employee 1 is supervisor can go for maximum 25% on the item
    Employee 2 is a sales can go for maximum 15% on the item
    Employee 3 is a secretary can not make discount

    2 votes
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  3. TB Upload option for Opening Balances

    Currently we have to manually upload all balances. If a template is made available where I can specify the opening balances against the ledger and upload the same into Books, it will be helpful.

    2 votes
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  4. Clone an Item in zoho inventory

    The ability to clone an ITEM is Zoho Inventory (which is available in Zoho Books)

    2 votes
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    1 comment  ·  Inventory  ·  Admin →
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  5. Contact related transactions

    In the iOs app, it's currently not possible to search for contacts and see all related transactions (quotes, sales orders, invoices etc.)...! Please make this possible as soon as possible, what's the point of having a mobile app if this kind of checks can't be done?

    2 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  6. Cash account or Bank account should be default in "payment through" option at expense booking

    please make as default petty cash/Current account as payment through while expense book .. and very bad thing is that in payment through option all another unwanted ledger name also visible .. there should be either cash account or bank account ..i am not undersanding why all chat of accounts visible there ?

    2 votes
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  7. VAT Compliant Version For Bahrain

    Bahrain is Introducing VAT starting from October 2018. Do you have any plan to introduce a VAT compliant version of zohobooks for kingdom of bahrain?

    2 votes
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  8. I need the add tax to amount feature that is present in 'lite' template in other templates too

    need the add tax to amount feature that is present in 'lite' template in other templates too... It is not available in all templates.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Add the ability to edit a scheduled invoice email

    When I create a scheduled email for an invoice by pressing "Save and Send Later", I would like to be able to edit the scheduled email.

    Right now, there's no way to edit the scheduled email. When I click the Email icon after I've scheduled the email, I can only "Send" or "Cancel". "Send" sends the email immediately, cancelling the scheduled email. "Cancel" deletes my edits. A "Save changes" or "Save Draft" button would be really helpful.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Sargam

    143

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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  11. Multiple companies under 1 client

    I have an unusual situation where a client has 6 companies which I would like to link under the 1 client as he pays with 1 cheque and the credits are against 1 company so I cannot use them for the other companies. Could you add this as a feature similar to the way you can add vendors to customers? Thank you

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. USER - ADD FEATURE IN USER, WHO CAN VIEW DATA, ONLY FOR SPECIFIC FINANCIAL YEAR!

    MY CA MUST VIEW THE DATA OF CURRENT FINANCIAL YEAR ONLY.

    2 votes
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  13. Default tasks for projects.

    We have several tasks that are always the same for each project. There should be a setting to make taks defaults for all projects. They we by default be added and could be removed later if not required.

    2 votes
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  14. Rupa kumari

    Mobile

    2 votes
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    4 comments  ·  Admin →
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  15. Link email correspondance to an Item

    I would like to be able to archive all emails relevant to an Items sale so that in future I can look up an item and see all email history on relevant to it.

    2 votes
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    0 comments  ·  Items  ·  Admin →
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  16. Allow editing of fields that are not sensitive

    PO expected delivery date, SO Shipping date etc.
    These fields are not going to affect any financial data & should therefore be changeable even if items have been received / billed for PO's & packages have been shipped in sales orders, it's very difficult to keep track of these important events otherwise !!!

    2 votes
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  17. NO IDEA

    YUGFY7

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  18. defult printing template per customer. so every time i am creating invoice for that customer the default template that i alrea

    I need to be able to chose a defult printing template per customer. so every time i am creating invoice for that customer the default template that i already assigned to that customer would print. MYOB has this function already

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Add peopleperhour to the Banking feed list

    Similar to Upwork - I use peopleperhour for my business, would be great to pull in transactions automatically

    2 votes
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  20. supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!

    customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.

    Then why the supplier name not reflected in summary of inward supplies?

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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