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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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6129 results found

  1. Batch edit customers into different language groups (English, German etc.) when sending out email templates

    We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.

    It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..

    2 votes
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    0 comments  ·  Templates  ·  Admin →
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  2. Show Project Name in invoice header

    Include option in template header to show project name.

    Example.

    To: Bob's Property Management
    Re: Install light posts at 123 Elm St.

    Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Show how much time has elapsed for a task on Timesheet

    Hey there!

    It would be really awesome if you could see how much time has elapsed once you click on the start button. You can add a dynamic timer onto the Time cell for the task.

    Thanks guys!

    2 votes
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  4. Track client payment history to identify whether a client tends to pay late or early and by how many days

    Hello, I would like you to enable a view of client payment history to see which clients pay late, or early, and by how many days. After all, what is the use of tracking this information in the system by entering the date of payment if it is not available for later use? This would seem to be a very basic client management feature, and the data is already in the system in the form of the invoice date and the date of payment, so I hope you will be able to implement this quickly. Thank you.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  5. Travel Agency

    Every Business has different needs E.g a We are a Travel Agency Hotel Supplier as well as seller, We Buy Hotel Rooms from Different vendor and Sales to another travel agency.
    We require the Guest Name, Hotel name, Room Type, Meal Plan, Period from and to date, and cost pernight and sub total cost in last column sometime customer purchases 2 three hotel rooms of different period of diferent location. all this information on the Invoice which will be treated as Tentative Voucher. Hence Instead of Invoice we Name it is Voucher.
    After Payment is Made by Customer before the…

    2 votes
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  6. On the Expense Details report, include the transaction entry number

    On the Expense Details report, include the transaction entry number

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Sale & Purchase from One Company

    In current system there is a problem while we purchase & sale from a single party there is no option that can allow us to purchase the material against the sale without payment transection.

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  8. to add chat feature to interact with the agent immediately

    to add chat feature to interact with the agent immediately

    2 votes
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  9. Integration with Quickbooks or Sage

    Some users download information to quickbooks, sage or MS Money. It would be great if:
    1) Company integration with quickbooks/sage - so companies (users) can download information to sync with Quickbooks/Sage for accountants and bookkeepers - or sync with Quickbooks/Sage - similar to calendar
    2) Customers can download information from their portal and automatically integrate it into Quickbooks/Sage
    3) Accountants can integrate and download information into their system so they can more easily build tax information for companies

    2 votes
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  10. suppress inactive accounts from being printed in Trial Balance

    Even though we have marked some account heads as inactive, but still they appear in the Trial Balance printout every time. If an account is inactive and has zero balance and no transactions, it should be suppressed in the printout, else it just wastes paper.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. While we record payment, We can record withheld also. but that Advance tax record on the same day. In case of Payment of March 16 bill which

    While we record payment, We can record withheld also. but that Advance tax recorded on the same day, will be counted in the year of entry.

    In case of March 17 bill payment which paid in april 17 now with the payment receiving this advance tax entry also will be counted in 17-18. logically we should have date of advance tax so it could be recorded in year 16-17.

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. Transfer balance between contacts

    for example we have a contact with two difference currency , it could useful if we can change balance between contact and the do a payment

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. how to get cash book in zoho

    i am not getting cash book. how to find it?

    2 votes
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    0 comments  ·  Banking  ·  Admin →
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  14. Customer Payment Custom Field

    Please enable custom field in Customer Payment received template to allow us to add Images of Cheques received using Printer scanner or from the Computer

    2 votes
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  15. Sales receipts

    there should be an option to create sales receipts

    2 votes
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  16. in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.

    in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.

    and also add page next and page previous button on top of all the pages, this will help in scrolling time.

    it should be on all the pages like, delivery challan, invoices, estimates, payments received, sales order, credit notes

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. add field for picture

    Add a field for pictures. Like expenses that you can add a picture of receipt, i want to add a picture of check

    2 votes
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  18. I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency

    I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency

    2 votes
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  19. Add new Data feild

    Please add CGST AND IGST data field to be pulled in customize reports from ZOHO Books. It will resolve 2 issues:
    1.Item Total will not be wrong
    2. Item TAX % break up will clearly be visible in the report.
    3. The same data feild is already present in Sale module of reporting

    2 votes
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  20. enable crop images when uploading receipt images

    enable crop images when uploading receipt images

    2 votes
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    0 comments  ·  Mobile App  ·  Admin →
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