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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. Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    1 vote
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    1 comment  ·  Transactions  ·  Admin →
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  2. In mobile app create multiple line of item in invoice

    to create invoice in mobile apps to add an items is difficult. need multiple line of items in mobile app

    1 vote
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  3. grid view zoho books timesheet

    It would be nice if you could add the grid view (as in zoho projects) in zoho books timesheet.

    Thx!

    1 vote
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  4. Exporting records matching a criteria

    Exporting records matching a criteria

    Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Customizing Estimate # when quoting through CRM

    If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. Adding Route to an Invoice

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  7. print associated documents

    of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
    this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. With holding tax in online payment

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  9. add accepted estimates (=value of work in progress) to the overview

    1 vote
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  10. Auto-Charge Retainer Invoices with customer's credit card on file.

    Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
    There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. will be nice that put a small line of text under: "Proceed to Payment".

    once customers get my invoice with the paypal link, if customers click that link, it will open the invoice, then once customers click the "Pay" button, it will only show one option: "Paypal" under the "CHOOSE YOUR MODE OF PAYMENT" section.

    some of my customers stop there because they want to pay by credit card. and they don't know once they click the: "PROCEED TO PAYMENT", it will have an option to pay by credit card (without Paypal account).

    Suggestion: will be nice that you can put a small line of text under 'PROCEED TO PAYMENT" green button, say: "you…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  12. Add PayPoint to Banking feeds

    PayPal is good however there are other methods payment has been taken so PayPoint will be very useful

    Thank you
    Asya

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. in zoho book apps add the item in the invoice like iges plus app

    we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. see different prices applied for an items

    1 vote
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  15. Create a report that shows money not yet settled

    Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Remove a pop up window after editing an invoice

    it's annoying that every time I edit an invoice I need to make some sort of a note instead of just saving it in one click

    1 vote
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  17. a column showing prices with tax for each item separately

    My costumers want a price with tax without calculating them

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  18. mass upload tool

    a mass upload tool which accepts csv or excel where we can enter old transaction details like old completed invoice, old purchase orders happened in past dates and upload into applications and finally they should reflect in the dash board and reports

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  19. Sales IQ potential sale made via chat

    When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. T4 summary form

    Possibility to generate a T4 Summary from Zoho Books for a Canadian company

    1 vote
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