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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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6130 results found

  1. 1 vote
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  2. Vinculador el calendario para citas con los contactos

    La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  3. multiple customer addresses appear in PDF

    Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  4. 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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  5. new Feature: search comment

    HI:

    I would like to request a new feature:

    Be able to search for any comments included during an Invoice, Purchase Order,etc, on the "History and Comments" window.

    These comments actually are not "Searchable" . On this Comments fields, we use Serial Number codes of products associated to these documents.

    Thanks!

    1 vote
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    1 comment  ·  Admin →
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  6. Add the ability to import state tax tables from CSV.

    I can download an Excel spreadsheet from my state Department of Revenue with the tax rates for every jurisdiction (358 in total, paid per the point of delivery, not the point of sale, Washington State). Anyway, I would like to be able to simply import the rate sheet as a CSV to avoid manually entering 358 tax rates every quarter.

    I see that you have already integrated Avalara, and I would use them if they weren't asking for $695 per year for their bottom end package.

    Perhaps you could make their hooks available for other cost conscious users to import…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. For recurring expenses include a new category under Repeats - "Weekdays"

    For recurring expenses include a new category under Repeats - "Weekdays"

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. sales orders notes

    Sales Order Notes should have checkbox to say transfer to Purchase Orders and/or Invoices. It is a big problem when customer specific notes like delivery instructions do not get transferred to PO or Invoice for packing slips

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. annual account

    Can we have a report button that shows all the three financials on one page - The Income statement, cash flow and balance sheet.

    It would really be nice for managerial reporting purpose.

    Thank you

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  11. what is your transaction security e.g.public key

    public -private key encrypt decrypt

    1 vote
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  12. Exportar Lista de pecios

    Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  13. PayUMoney

    PayUMoney is a fairly use payment gateway since, there are no setup costs. I would like to request an integration with PayUMoney Payment Gatweay so that my customers would have a way to pay via., the gateway.

    1 vote
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  14. Format currency sign positions according to locale settings

    In many cases currency sign/code goes before the number, like $123, €321 etc. But sometimes, like in Sweden, the currency code goes after the number like 123 SEK.

    Can't find any way to change it from SEK123, which looks unprofessional.

    1 vote
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  15. retainer payment will be added to the from estimate generated invoice

    the nice retainer invoice works nicely - but if you generate the main invoice the retainer payment shows up in the page after you made the invoce instead of before in the editor. Also if you generate a retainer it should remind you that you didn't generate the main invoice..

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Add a payment gateway in books app to take credit card payments on pending invoices

    we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  17. Add a Report "Estimates per User"

    Reports Estimates per User

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  18. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  19. banking integration for Yes Bank Retail

    Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  20. Account overview screen needs to show link to recurring invoices/subscriptions

    From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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