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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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  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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6171 results found

  1. plooto

    Bill Pay solutions for business.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  2. allow minutes in project hours

    currently when you convert a quote you to a project you cant add 1/2 hours into budget project hours.

    this needs to be sorted, not every quotes in round hours

    1 vote
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  3. by date

    Allow Filtering of Transactions by Date by entering start and end date

    It is hard to search for each transaction otherwise.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  4. Add allahabad bank current ac url to direct import statement

    Add allahabad bank current ac url to direct import statement
    Most business run with an current account, so please add url to import statement of popular banks. For example Allahabad bank saving ac can be imported but current account adding facility is not there.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  5. Sales Order / Invocing Module - Quick View of Customer's previous Invoices

    Namaste, While preparing Sales Orders or Invoices, need quick view of customers previous invoices - to match price. - ammu foods

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Proforma Invoice & SMS updates right from estimates

    Proforma Invoice & SMS updates right from estimates

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  7. 增加扣款单的功能

    1. 当货物有后期发现的零星不良时间，需要扣款处理（此时间款项已付，需要从其他的款项中扣回）
    2. 当来料导致其他额外的损失时间，需要扣款处理！

    目前的系统无法实现此功能！需要增加！

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  8. How about providing examples suitable for the UK rather than for a US/Californian entity?

    I'm not convinced how well you support UK businesses given your examples are for a US entity paying Californian taxes.

    1 vote
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  9. Retainer vs. retention

    Retainer invoices are like deposits. Retention money held by a builder is where they hold back a proportion of the payment and these are typically for 12 months. These can be a) difficult to track, and b) impact on cash flow if there is a large number of them. There is an online system in Australia called Retention One, that assists in tracking and collecting such payments. If there was something similar within Zoho .....!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. 2 warehouse in zoho book

    Need to add 2 warehouse in zoho book. its very easy to control

    2 warehouse inventory from single zoho book.
    At the time of create estimate/ invoice ask option for select warehouse name .

    1 vote
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    2 comments  ·  Inventory  ·  Admin →
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  11. To Assign Customer more then One User

    Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
    so Pleas Update the following option . thanks

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  12. If you can have any stock lost to be treated as a loss for the business and added as an expense automatically and this loss added to SP.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  13. GST tax rate change for multiple skus

    How to make changes in tax GST rates for a skus when the items are active

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  14. Align the item's unit in the same row as the item and not under the Qty

    In a sales invoice template, you should allow users to easily add the column Unit separate from the Qty column. This is to align the item's unit in the same row and not under the Qty of an item.
    Ideally Qty and Unit are in two separate columns and the corresponding value for the item's Qty and Unit should be in the same row. The Unit should not be added as a custom field since this is just a workaround. Unit value should automatically be displayed in the Unit column based from the Item's master data. refer to Chat transcript#…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Legend on Banking page

    It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...

    https://www.screencast.com/t/eL7i18qvD

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  16. ability to send test emails

    After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  17. Multiple Currency option while creating items

    Multiple Currency option while creating items

    1 vote
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    1 comment  ·  Inventory  ·  Admin →
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  18. Rename Sales Order to Repair Order

    Would like to Rename heading of Sales order to Repair Order

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Payment Bill or Invoice with different cash or bank currency

    For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  20. Alphabetical

    My Query was not satisfactory answered.

    1 vote
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