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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.

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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6163 results found

  1. It would be very useful when we create a purchase item that each item is "connected" with 2 to 4 suppliers.

    2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  2. signature

    Capture client signature on invoices on mobile device. Joist app has a great integration.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. would like attachments from sales order automatically transfer over to invoices without having to re-attach in invoice

    2 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  4. Be able to customize content of dashboard in Zoho Books

    1) Decide which section we want to include or not in the dashboard
    2) Include a section with web links

    2 votes
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    0 comments  ·  General  ·  Admin →
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  5. Need to separate access for Invoices and Recurring Invoices

    I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.

    2 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  6. month wise and year wise sales comparison

    we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Expense Refund section to review the transaction directly reconciled from the bank feeds

    Expense Refund section to review the transaction directly reconciled from the bank feeds.

    The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.

    the workaround available now is to filter the bank transactions or check the account transaction report.

    Which again will not include the vendor names and references.

    2 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  8. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    2 votes
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    1 comment  ·  Automation  ·  Admin →
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  9. integrate Zoho payroll into Zoho books for European clients

    I suggest to launch Zoho payroll to the international market and pair it to Zoho books.

    2 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  10. Please enable merging of customer and vendor's statement

    If a same company is your vendor and customer as well then need to have single statement of company.

    2 votes
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    1 comment  ·  Transactions  ·  Admin →
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  11. Add a context field or comment field for additional addresses

    Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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  12. Payment receive approval

    How to Make customer Payment Receive transaction with approval stage

    Right now software has no provision to approve this transactiona but we can make some custom field with Drop down option (Draft, Approval,Reject) so that other user can edit and change the status of the transaction and we can track it.

    2 votes
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    0 comments  ·  Transaction Approval  ·  Admin →
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  13. EORI

    Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. Capability to modify the email template for sending a Payment Link.

    Capability to modify the email template for sending a Payment Link.

    2 votes
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    1 comment  ·  Templates  ·  Admin →
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  15. Client Portal As a Tool of Document Exchange

    Client portal should also be used as medium of document and information change between Business entity and Vendors and same should not only be restricted to documents related to invoices so under option along with Convert to invoice and reject another option must be added of accept document even without converting into invoice

    2 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  16. Time sheets to track employee hours

    I want to be able to track time that our employees are working for the entire day. Currently they would have to make a new time sheet after they come back form lunch. I would like to see being able to enter multiple times worked under the same project in the same day. Also if they could be organized into a week that would be helpful as well.

    2 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  17. Invoice Templates order summary page

    We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Enhance page numbering on PDF

    Enhance page numbering from displaying page numbers to displaying page number followed by total pages.

    2 votes
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    0 comments  ·  General  ·  Admin →
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  19. Automated manual journal for depreciation at X% rate

    In Canada, depreciation rates for tax reporting purposes are determined on a per asset category basis. Depreciation is not linear. It would be nice to automate a journal entry based on that % and the remaining asset value on the BS. Example, for a 1000$ inial asset value that depreciate at 20% per year, Depreciation expense at year 1 is 200$, remaining asset value is 800$. At year 2, depreciation expense is 20% x 800$ = 160$, remaining asset value is 640$, And so on... Right now, the recurrin journals feature can only be set at a fixed depreciation value…

    2 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  20. Free books and software in statistics, cellular automata, Maple and Mathematica

    The https://sites.google.com/view/aladjevbookssoft/home site contains free books and software created under the guidance of the main author prof. V. Aladjev in such areas as general theory of statistics, theory of cellular automata, programming in Maple and Mathematica systems. Each book is archived, including its cover and book block in pdf format. The software is designed for Maple and Mathematica.

    2 votes
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    1 comment  ·  Admin →
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