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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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6165 results found

  1. List that shows ALL customers with oustanding unused credit

    List that shows ALL customers with oustanding unused credit Una lista de todos los clientes que tengan Credito Sin Usar.

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  2. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

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    1 comment  ·  Invoices  ·  Admin →
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  3. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

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    1 comment  ·  Invoices  ·  Admin →
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  4. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

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    4 comments  ·  Invoices  ·  Admin →
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  5. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

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    1 comment  ·  Invoices  ·  Admin →
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  6. set default bank account to make payment from

    Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list

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    1 comment  ·  Payments  ·  Admin →
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  7. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
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    1 comment  ·  Invoices  ·  Admin →
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  8. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

    1 vote
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  9. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

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    0 comments  ·  Invoices  ·  Admin →
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  10. Show User on Purchase Order and allow filtering

    Good Afternoon,

    It would be great to have the Purchase Order show the user who created it.
    Also, allowing a filter by USER so an employee could see only their POS.

    Thanks,

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  11. kerala flood cess

    its is difficult to change CESS 1%(Kerala Flood Cess) every time for GST and for non GST Invoices.Please try to make it automatic.

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  12. print delivery note in multiple copies

    I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
    original
    customer copy
    etc

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    0 comments  ·  Invoices  ·  Admin →
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  13. Sales Pipeline View for Estimates

    Create a NEW VIEW for ESTIMATES….

    The ability to show ESTIMATES in a PIPELINE VIEW

    Columns to show

    -Quote Sent
    -Re-Quote Required
    -Potential
    -On Hold
    -Accepted
    -Declined

    Or maybe better to create CUSTOM statuses

    Then have the ability to SORT the columns as we see fit.

    0 votes
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    1 comment  ·  Admin →
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  14. Reporting Tags- relational database

    If we change Reporting tags, the historic data changes because the Tag is relational as opposed to attached to each individual historic transaction.

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    0 comments  ·  Reporting tags  ·  Admin →
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  15. Pachcheck stubs

    Can you create paycheck stubs?

    1 vote
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    2 comments  ·  Admin →
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  16. Allow discounts at both the individual item level and at the invoice level

    We know that Discounts can be applied on two levels in Zoho Books:

    Item level - Discount is applied individually on each item in a transaction.
    Invoice level - A discount is applied on the total amount of the invoice.

    It would be better if we allow users to select both options simultaneously.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. CGST,SGST or IGST bifurcation under GST Section Must Include

    In report section, monthly / quarterly sales or bills must include the CGST,SGST or IGST bifurcation for proper understanding by accountant for filing GST (Manually). While downloading in PDF or excel the separate column is not showing. Whereas, currently its only showing "GST" amount.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  18. Allow Vendors to submit a tracking number when they have dispatched an order

    Allow Vendors to submit a tracking number when they have dispatched an order via the Vendor Portal

    1 vote
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  19. MSI provides DNS and/or Proxy Servers???

    Was attacked today by a Sloppy Shlacker.
    Investigated the IP Address back to (web.06.msi.com). Does MSI provide DNS or Proxy servers?
    The additional info I gained about this attacker.
    IP: 46.244.5.186
    host: web.06.msi.com
    Org; As51088 A28 IP B.V.
    City: Amsterdam
    Region: North Holland
    Postal: 1012
    Country: NL
    Coordinates: (removed)
    1. Lost count of all the port scans i caught him doing.. even opened a couple just to help him out..
    2. Tried to drop Worm in on TCP 1433
    3. Tried to drop Trojan using Back Orifice on TCP 1349

    Any ideas? It really was a terrible attempt so I…

    1 vote
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    3 comments  ·  Admin →
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  20. ITEMS: Limit Create permission. Current options: View, Create/Edit. Either allow approval Item created or untic create allow edit.

    Limit Create permission. Current options: View, Create/Edit or Either of those two choices but need an approval for new Item created or allow edit but untic create, so we manage the abundance of items being created by staff.

    1 vote
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    2 comments  ·  Items  ·  Admin →
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