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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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6133 results found

  1. to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot

    hello

    currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).

    if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.

    awaiting for the feedback.

    jatin

    to allow me to send my…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. Ability to attach files from invoice to payments

    Currently we can attach files to invoices, receipts separately. Kindly add a feature that lets you attach files from within invoices to receipts and vice versa.

    For Eg: If we add a attachment to invoice. It must be made available even while recording payments.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. search by last name

    When I enter the last name of a client when searching by customer name on the create an invoice page, no results come up. It would be helpful to be able to search by last name in addition to first name.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. i need a sales orders report by salesman.

    i need a sales reports by salesman.

    1 vote
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  5. I would like a sales orders reports by salesman

    I would like a sales orders reports by salesman

    1 vote
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  6. Allow a choice of both Accounts and Contacts to sync as the primary for example. One account in CRM has many different departments and each

    Allow a choice of both Accounts and Contacts to sync as the primary
    or allow departments in both Books and CRM.

    for example. One account has many different departments and each department has a contact.

    It would be great if each contact could have its own client portal only able to see their invoices

    When it syncs to the CRM only the invoices attached to that contact shows up under that contact, but all invoices show up under accounts .

    1 vote
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  7. add item in the retainer invoice

    Select a percentage retainer for an existing item.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. to make it possible to create a customer and to divide it by its branch like a chain supermarkets.

    For example we had a costumer that has 5 supermarkets around the country, and at the end of the year we need to have a statment for all transactions in one place.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. Social login in - client portal

    The clients are hesitant to use client portal - Can you pls integrate social log in in client portal.

    1 vote
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  10. Share Invoices and Bills with other Zoho Books trading partners

    We love using Books. We also have customers and suppliers who also use Books. It would be great if we can all send each other Invoices and Bills and have the automatically entered, uploaded or shared in Books.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Surcharge on VAT

    Please add surcharge on VAT IN Invoices option. After that we can plan to buy this software only. Without this option, this is not helpful for us,

    1 vote
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  12. Comments: Make window larger

    Invoices, Sales Orders, Purchase Orders--we would like to see a larger window (vs. only 3 lines available in view) when adding a comment.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  13. arhab

    merci

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  14. Provision to Add Supplier Name & Supplier Amount While Creating Invoices

    We have cases wherein we also sell third party products. In such cases currently we need to create an Invoice in Sales and concurrently in Purchase.

    This process exposes of possibilities wherein accounts forgets to update the supplier details under Purchase Invoices and is only realized once an invoice is received from our supplier.

    Further if the supplier does not send the invoice for a quarter (in our case they have not bothered to send us the invoice for 8 months) the monthly balance sheet would emulate incorrect data. Hence we would propose if there can be a provision wherein…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. re-arrange the sequence of rows in app

    in the app there is no option to rearrange the sequence of rows in estimates or invoices. eg. its not possible to take the last row of the estimate to the top of estimate. or insert a new row between the existing rows.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  16. Upload from All Files and not just from Inbox in Bills/Expenses

    Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill

    1 vote
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  17. 1 vote
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  18. Matched transactions

    In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  19. Filter : Quotes by sales person

    Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.

    1 vote
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  20. 1 vote
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