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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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6167 results found

  1. Multiple Languages for Terms and Conditions and Customer Notes

    Many Countries have multiple official languages.
    Sales Documents must be sent in the language of the Customer.
    Currently, in Zoho the Terms and Condition applies generally to all Sales Documents. But, it must be that the Terms and Conditions and Customer Notes are in the language of the customer.

    1 vote
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  2. To create New field" Posting Date" apart from Invoice Date while creating Purchase Bills

    In Zoho books, Stock summary report is generated based on the invoices and bills accounted.
    We need a separate field like Posting date apart from Bill date so that Stock summary report will be generated based on posting date.
    Because if myy vendor raise a bill on 30th June and if it reaches my end at 1st day of July,my inventory report is being confused after i accounted the same, Since I entered the date as specified in the bill.

    This leads to stock mismatch in the previous month and if there is a option like stock report generation based…

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. Enabling Bulk Download of Invoices in Customer Portal

    Would be better if mu customer be able to dowload the invoices in bulk. Now it is only possible to view invoices one by one.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  4. Material receipt acknowledgement Field in customer portal

    When my customer is able to bulk acknowledge the material receipts against the invoices in Customer portal,It would be treated as our digital Proof of delivery and if zoho enables option to download the acknowldgement status in excel,it would be fantastic

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  5. GST ITC 04 report for jobworks

    We need ITC 05 GST report for all job work delivery challans to vendors.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  6. Multiple Search Filter for Invoice, Bills

    Multiple Search Filter for Invoice, Bills

    1 vote
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  7. quotation generation thru same account

    quotation generation thru same account required . It shall save lots of time and help to keep a record of quotes given

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  8. expense reports with attachments

    For accounting purpose, ability to generate an expense reports with attachments (proof of expense)

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. Our company sells different product

    Our company sells different types of products and services to different types of customers. Because of the amount of customers is it possible to create a receivables aging report filtered by customers type not all customers

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  10. Auto detect the same reference numbers on "Payment Received"

    Please implement not to allow the same reference numbers entered in "Payment Received".(e.g Auto detect the same reference numbers especially our clerks have accidentally entered the same reference numbers)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. Auto detect the same reference numbers on "Payment Received"

    Please implement not to allow the same reference numbers entered in "Payment Received".(e.g Auto detect the same reference numbers especially our clerks have accidentally entered the same reference numbers)

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  12. Show custom statuses from Books in CRM view

    Customer Statuses, such as those on Sales Orders, cannot be viewed in CRM. This confuses users that work in CRM because it appears an action has not been taken, even though it has, and the custom status in Books added by Finance staff indicate this.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  13. Can I create a blank template or upload my own? move fields / objects around and add text?

    Hi,

    Can you please help on the above query?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Ability to remove tax authorities no longer paid from the sales tax liability report (generated from reports)

    Depending on where Nexus is, our tax liability agencies change from year to year. We'd like to be able to remove inactive tax authorities from the sales tax report

    1 vote
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  15. I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of t

    I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of the invoice,

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  16. Automation of VAT Return

    100% automation of VAT return submission (possibly by API), no human or user input required.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  17. have the company logo added to reports

    Have the company logo to printed reports.

    1 vote
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  18. Please add Expense Payment date and Invoice date separately

    In order for me not to have lots of vendors, it would be better if you could add invoice date and expense payment date separately. At the moment we have invoice date which acts as payment date by default.

    1 vote
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  19. We need an option modify the existing account type as per our requirements.

    1 vote
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    1 comment  ·  Accountant  ·  Admin →
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  20. address

    Allow to select a address-to person when selecting the addresses in the documents.

    Reason is that in many companies, the mail/document must be addressed to a person.

    For example:
    Company Name
    Adress-to-Person (select)
    Street streenumber
    Address Stre 2
    City, State, Zip
    Country

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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