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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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6152 results found

  1. Tiered Pricing In Addition to Volume Pricing

    Its great that we now have volume pricing but this does not fit our business pricing model. We need tiered Pricing as we sell SAAS products:

    Tiered Pricing Example:

    Product A:
    1-5000 units (Tier 1) $0.50
    5001-1500 units (Tier 2) $0.45
    15000-30000 units (Tier 3) $0.43
    A customer purchases 16,000 units of Product.

    With Tiered pricing the calculation would be:

    First 5000 units (Tier 1) @ $0.50 = $2,500
    Next 10000 units (Tier 2) @0.45 = $4,500
    Next 1000 units (Tier 3) @0.43 = $430
    Total = $7430.00

    (Note: In contrast, with simple volume pricing, the calculation would be
    16000…

    1 vote
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  2. Need to add more projects in customer invoices

    I am getting a consolidated invoices with different project numbers. Now it is only an access to give one project number for each invoice. So not able to divide cost between the jobs. so please give more columns for adding more projects

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  3. To be able to send invoices, ... not only in pdf, but also in XML

    To be able to send invoices, ... not only in pdf, but also in XML

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. I need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.

    We need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.
    We need to create invoices for multiple accounts per same deal.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Lower Deduction of TDS for Particular Vendor if he has Certificate

    How to add Lower Deduction Certificate Details with Validity and Limits

    1 vote
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  6. Transaction Approval levels for New Payment Received

    Transaction Approval levels for New Payment Received

    1 vote
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    0 comments  ·  Transaction Approval  ·  Admin →
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  7. Option to let the logo be on top of header

    In Zoho Books, when you use a header it covers the organization logo. I need an option to have the logo on top of the header

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Implement a Notes or Post It feature (similar to ZOHO CRM)

    Implementing a Notes or Post It feature (similar to ZOHO CRM) to quickly capture follow up items

    1 vote
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  9. would like to add separate address in invoice for seller like factory address and corporate address

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  10. Remove Inactive Projects from default view

    Under projects, could the default setting show only active projects and inactive projects can be accessed separately?

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  11. I would like to Have trial balance projectwise so that Balance sheet can be made projectwise and asset bifurcation is made possible

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  12. Scheduled email for payment notification

    It would really be useful to have the option to email the pdf for Payment Made with a Scheduled email (we can choose the date) as sometimes we do the payments in advance at the bank level but with Zoh we need to send the email payment notification right away. - this way we get to notify our suppliers that payment had been made at the same date they got it the payment from the bank.. Just adding the option of scheduled email for payment notification to the customer.

    1 vote
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    0 comments  ·  Online Payments  ·  Admin →
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  13. Client Approvals View Allow Sorting on Submitted On column.

    In the TimeTracking > Client Approvals view, please make the "Submitted On" column be sort-able. Currently only Name and Customer are clickable.

    1 vote
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  14. Branchwise inventory Report

    Require Branchwise Inventory Report

    1 vote
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  15. while calculating sale price it would be nice to have a % box so that it automatically calculates the sale prize from purchasing price

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    0 comments  ·  Invoices  ·  Admin →
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  16. Allow more symbol characters in Note fields

    It's usual for me to add / paste things into the Note field in a Timesheet entry, but symbol characters are not supported. It's very annoying to not allow arrows (->) and math symbols (&) in the field and have to omit them and lose meaning. How hard is it to "escape" everything entered into the Notes field on the backend?

    1 vote
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  17. Customizable VAT Report Details

    It would be ideal to have an option or an update to the current VAT Reports which will eventually show the Supplier/Vendors details inline with the Bill/Credit Reference.

    1 vote
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  18. MSME Registration No.

    we need to maintain that our vendor's are registered in MSME or not if we can manage this thing also through venor creation page so this will be very help full.

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  19. Please make available spreadsheet format for sales order, purchase order, delivery challan

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  20. Attach from cloud option while sending estimates

    While sending estimates to client - attach documents from cloud option is missing we need it as we will be sending multiple estimate on daily basis from different locations. Option of attaching from cloud makes it more easier.
    Another option is giving sub-folder option in documents section.
    Our business scenario is such that for single estimate we would need to attach 3-4 relevant files your customer care team has informed to make use of attach from documents option but that does not work for us as searching documents takes time everytime and there is possibility of errors.
    Kindly consider our…

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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