Zoho Books

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If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

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  1. We use schedulit to keep track of the training sessions we provide. An API or method of invoicing after completion would be great.

    We use schedulit to keep track of the face to face training sessions we provide. An API or method of invoicing after completion would be great, or a simple scheduling program from Zoho would also be great.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Zoho books and zoho reports integration- please allow a sync field for current item stock from zoho books

    I would like a report for items that have no sales or low sales... i would like to identify these items to have a stock clearance. Item on stock needed in books and reports sync.
    Please consider.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Return user to previous search results after editing

    After saving an edit on an item or composite item if it was accessed via a search, the user should be returned to the search list. Instead the user is returned to all items list.

    Workaround: Right-click browser back button (Chrome) and go select 3 or 4th option.

    1 vote
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    0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
  5. sales person assign customer

    why do we have to select the sales person every time when we create the invoices. it should take default sales person. and also customers balance due in sales person report is not total balance.

    can you guys update this feature as early possible.

    thank you

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. online quote link where client can adjust the quantity and delete items they don't need

    When sending estimates. it would be great there is an online version where client can adjust the quantity and delete items they don't need and e-sign the quote.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Can you have one line item and severeal different quantities on the customer estimate?

    I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
    P/N "DEF" qty levels at 25 - 50 - 100
    Can each part number be only one item # and multiple quantities below it?

    1 vote
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  8. SNAP SHOT option for last bill made

    When we prepare a bill for particular customer .We can be able to see his last transaction invoice, which helps us to make same invoice

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Fix the Zoho Books Timer icon for the Chrome addon

    I love the Zoho Books Timer addon (on Chrome), however the design of the icon is so complicated for 16 pixels that it's not clear at all (not to mention far from the identity symbol I associate with Zoho). Rethinking/updating this icon would be a tiny move that would have huge impact on the user experience if the timer. Thanks!

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. when importing bank feeds to also include check images provided by the bank

    Automatically upload check image provided by the bank to "Attach Receipt" drop down list in banking feed. This will allow you to stay in zoho and not have to open bank page separately in order to see who the check was made out to.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. bank statements

    Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.

    I know you can do something like this from reports but please add it in the bank section

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  12. SHOW STOCK AVAILABLITY IN INVENTORY DROP DOWN SEQUENCE

    SHOW STOCK AVAILABILITY IN INVENTORY DROP DOWN SEQUENCE, IT WILL HELP IN MAKING BILL, FIRSTLY I HAD TO CHECK MY STOCK, NOTE IT DOWN ON A SEPARATE PAPER THEN HAD TO CREATE A BILL

    1 vote
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    0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
  13. Stop mobile device from locking when timer is running

    I have forgotten that the mobile app timer was running, or just really wanted to be able to glance at my phone to see the current timer while working, but you do not have an option to stop the phone from locking while the timer is running. Please add that! It's definitely possible, Map My Ride has the "keep screen on" option to do exact that.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. display cheque numbers in ledger statements

    the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well

    1 vote
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  17. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  18. Viewing only by person who posts them

    Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to sort Uncategorized Transactions by other fields

    Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  20. enable crop images when uploading receipt images

    enable crop images when uploading receipt images

    1 vote
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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