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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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6175 results found

  1. 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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  2. 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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  3. 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.

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    1 comment  ·  Admin →
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  4. 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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  5. Pachcheck stubs

    Can you create paycheck stubs?

    1 vote
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    2 comments  ·  Admin →
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  6. 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.

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    0 comments  ·  Invoices  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. access door requirement for maintenance only

    I have a situation that having a stair up to the roof, the stair room has two doors, one door (#1) is connected to the accessible (for people) part of the roof, the other door(#2) is connected the maintenance only part of the roof. The two parts of the roof is not connected. Because the roof has a slope, the door connected to the accessible part has enough height required by the code, the door connected to the maintenance only part can only have a height of 4'6" or so. My question is for this 4'6" height door, can this…

    1 vote
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    2 comments  ·  Admin →
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  12. When entering a bill manually, it would be nice if we could bulk update LINE ITEMS for the "account" like the bulk update is for 'customer'

    When entering a bill manually, it would be nice if we could bulk update LINE ITEMS for the "account" like the bulk update is for 'customer' and 'reporting tags'

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  13. Give the option to apply or at least remind us that a client has a credit on his account before the next invoice is sent to the client.

    I already discussed this via chat and email with Zoho support but was told this is not possible. They did indicate this is doable but only with recurring invoices.

    My situation: client mistakenly sent two checks for the same job. He told us to go ahead and deposit both checks and to issue him a credit on his account that shall be applied towards his next invoice. We invoice this client once per year so it's likely we will forget to apply the credit.

    Solution: Zoho should add functionality so we get the option to apply OR at least remind…

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. When an invoice is paid in Zoho Books the associated Zoho Project will be closed.

    When an Invoice, associated with a Project, is paid in Zoho Books update the Project's State/Status as paid.
    We have Deals with multiple associated Projects, each which is invoiced separately, so we would not necessarily want to have a paid invoice change the status of the Deal.

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    0 comments  ·  Invoices  ·  Admin →
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  15. Top 10 Reasons to Choose the Best Website Development Company in India

    In today's digital age, having a strong online presence is essential for businesses to thrive. Here are ten compelling reasons to consider hiring the best website development company in India:

    Cost-Effectiveness: India is renowned for its competitive pricing in the IT sector. Hiring a website development company in India can offer significant cost savings without compromising on quality.

    High-Quality Work: India boasts a pool of highly skilled and experienced web developers who deliver top-notch quality work. The best website development companies in India adhere to international quality standards and ensure excellence in every project.

    Diverse Expertise: Indian website development companies…

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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