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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.

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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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6163 results found

  1. 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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  2. 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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  3. 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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  4. 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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    0 comments  ·  Vendors  ·  Admin →
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  5. Please make available spreadsheet format for sales order, purchase order, delivery challan

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  6. 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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  7. additional column in invoice table

    We need to add additional row in invoice table for mentioning additional information regarding each item. (because we need to mention description in separate column.)

    1 vote
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  8. Backdated or Futuredated Invoicing & Payment Recording

    I want to restrict my manager to record backdated(&futuredated) payment or raising backdated(&futuredated) invoice.

    1 vote
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  9. Contact Roles to Segment Communication

    I would like to assign roles to contacts within customers such as "Accounts Payable" or "Purchasing" that would automatically include that contact on certain communications such as invoices, statements, sales orders, etc. Or perhaps it could just be that all communications would have a checkbox option in the contact edit field so that you could assign who gets what at the contact level.

    1 vote
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  10. Would like to see option of creating sales order from multiple estimates

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. VOID option for Purchase Order.

    PO Should also have option to VOID the PO.

    There is draft option, but to identify PO that are not be released , we shall have a void option.

    1 vote
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  12. enquiry

    to supplier

    1 vote
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  13. VOID option for Purchase Order.

    PO Should also have option to VOID the PO.

    There is draft option, but to identify PO that are not be released , we shall have a void option.

    1 vote
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  14. Have an option where I can set the partial payment amount for my clients

    We use square. We have the "pay online" button at the bottom of our invoices. Customers are allowed to make partial payments. Is there a way we can add how much that partial payment is before we send the invoice or set it up to automatically be 50% of the total invoice?

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  15. both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

    the same project & customer is being generated in zoho expense as well as zoho people ...

    zoho people project & customer is getting sync with zoho expense but zoho expense customer & projects are not getting sync with zoho people...

    both ways sync should be there ....like it is with zoho expense & zoho books...

    one way integration/sync is creating problem ... doubling is getting done for customer & projects ..

    some time we create customer & project in zoho books/zoho expense but it is not getting sync with zoho people....so i have to create same customer & project…

    1 vote
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  16. Paynow payment method

    I would like to suggest the ZOHO team to have an pay now option for due bill payments along with the auto renewal option.

    1 vote
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  17. Clone the expenses from Banking overview

    Please enable an option of cloning the expenses from banking overview

    1 vote
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  18. Packing List with Multiple Invoices

    We ship out multiple invoices at a time. Thus, we needed to consolidate 1 or more invoices into 1 packing list.

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  19. you will enable find option while making invoices very easy for using,so please add this option

    you will enable find option while making invoices very easy for using,so please add this option

    1 vote
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  20. Payroll integration for small business holders who have only 8-10 employees

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    0 comments  ·  Zoho Integrations  ·  Admin →
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