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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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6165 results found

  1. Purchases reports

    At the end of the year, My Auditor needs total purchases for the year and monthly breakdown so I am facing difficulty to get this report please solve this problem as early as possible.

    1 vote
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  2. Kindly include itemwise discount option on purchase entry

    Need item wise discount option on purchase entry

    1 vote
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  3. Provide the option to create a Proforma Invoice

    1 vote
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  4. Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders

    Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  5. GST rate for shipping or extra charges in invoice

    GST amount on shipping or extra charges has to be apportioned based on on value or quantity in purchase or sales invoice when multiple GST rate items in bill

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Customer screen list stay while looking through the transactions

    It is annoying when you click on a customer in the list on the left and it goes away when the screen changes/list goes away. Keep it there so you dont have to keep going back and forth or even opening another tab to keep track of what you were doing.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  7. bulk change tax name

    bulk change tax name in any transaction record is very much needed. we are changing the name of an old tax name, so far we have to change tax name one by one. a bulk change tax name is very much needed.

    1 vote
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  8. Printing on a Existing Pre-Printed Invoice from the portal. It should be like just a fill in the blanks

    I request team to give an feature to print the required information only (i.e. Customer Details, Product and sales details only) on a Physical Pre-Printed Invoice Paper so that invoice copy looks for better.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. PLease provide a way to show larger product images in the quotes/invoices etc. Its so small at the moment.

    1 vote
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  10. Can I process my UNIX website that is brand new with VISA only,. skatertrust.com and empirematrix

    we have great technical support for hosting and would be glad to give you some tips to make it easy to process VISA on your UNIX website
    just email us at falcondenver@protonmail.com

    1 vote
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    1 comment  ·  Online Payments  ·  Admin →
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  11. Total page numbers at invoices

    There should be a total page number at the footer of the invoices.
    i.e. Page 1 of 8
    This is very crucial and urgent.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  12. INVENTORY MOVEMENT REPORT BASED IN PR & PACKAGE

    It is best to have individual inventory movement report based on the PR, packages & sales returns. (Example - if you view a item in the inventory valuation report it will show the accounting stock movement based on the invoices, bills and credit notes. Same report based on the PR, Package & Sales returns as well.)

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  13. Add Post Code Lookup + Address Fill

    Other vendors provide automatic address fill by postcode. For Example Microsoft use https://getaddress.io/ for NAV and Business Central. This would be a relatively simple yet excellent addition to make and would save a lot of time having to type out addresses.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  14. Audit log of who accesses the client portal

    A simple way to track who is accessing the portal to gauge adoption

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  15. it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)

    it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  16. I would like interest income to appear as Other Income

    Allow interest income to be Other Income

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  17. Delivery Challan- Challan type has fixed values

    Surprised that the Delivery Challan module dropdown field Challan type has fixed values and there is no way of adding or editing like other dropdown fields

    1 vote
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    0 comments  ·  General  ·  Admin →
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  18. Paypal Refund transaction

    Can we have a Paypal Refund transaction. This would have field for amount of refund and amount of fee credited. Currently I can either input an adjusted amount that doesn't match the statement or enter a journal to account for the credit but this also looks strange on the reconciliation. Thanks

    1 vote
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  19. Placing a description, not just an invoice number, in the pmt line

    When sending a statement to allow the payment line to show the invoice number and description so that customers don't have to try and track down the invoice to see what it was.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst

    I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst in single report

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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