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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. Proyectar la tesorería a futuro en función de los ingresos y gastos

    La ideas es que se pueda proyectar a futuro la tesorería en base a los ingresos y gastos que se puedan preveer y de manera aproximada para saber como estará la empresa en un momento determinado y así poder tomar mejores decisiones.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. add a notes section on individual items

    to be able to add notes for each individual item that does not show on invoices or purchase orders.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  3. Group Contacts

    It would be nice to group contacts in categories by type of vendor, customer, project, etc.

    4 votes
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    1 comment  ·  Customers  ·  Admin →
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  4. Expense booking

    Please enable TRN number field in expense booking module to avoid unnecessary creation of contact list for one time transaction. Also request to provide the same option in itemize expense booking to book transactions with VAT.

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Add a template that has invoice and delivery note/ delivery challan on the same page

    Add a template that has invoice and delivery note/ delivery challan on the same page

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice

    Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice.

    In many countries, the auto-generated invoice is not useful, since a formal invoice must be issued either on paper or by the tax authority's electronic system. Not only is the auto-generated invoice not useful, it also generates confusion for the client, Zoho Books could offer an option to send the Invoice record's attachments (where a copy of the true invoice can be stored).

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Need option to enter customer invoice / Vendor Bill adjustments in Manual Journal

    For example customer has paid $990 instead of the invoice value of $1000 and $10 pending as outstanding for many months. Now I want to write-off this $10 by crediting Customer account and debiting Bad Debts. Please provide this option

    4 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  8. Contra Entry for conversion from foreign currency (foreign currency account) to INR (INR account)

    Currently, we are unable to categorise or match, the conversion of foreign currency to INR ( actual bank transaction when I convert EUR to INR). There is a debit of EUR in EUR bank account and credit of INR in INR bank account. But unable to categorise or match in the bank account.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. Email Integration for Contact Persons at a company. Not only for 1 Company email address.

    Email integration is available only for "Customer" email address not for people who work at the customer, "contact persons". This renders this feature useless as we deal with multiple email contacts at our customers and vendors. Please cater for the "Contact Persons" email address's instead of only at "Contact Level".

    4 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  10. i want to make able to choose automaticly on the last day of the month to send automatickly statment og the month.

    i have every day Costumer telling me that I need to send them statment on last day of the month so they all do pay on next 20, at this stage i pay one by one but is taking to much time, seems all other online softwars offr this.

    4 votes
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    2 comments  ·  Invoices  ·  Admin →
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  11. Time Tracking Project view should include column for unbilled hours

    Projects view should show unbilled hours, also it has a column called rate but it has nothing in it?

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  12. Banking

    Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap

    Thanls!

    4 votes
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  13. OCR facility

    While scanning the documents can we have the facility to scan the items along with the price for that particular purchase invoice. Currently it is only handling the date and total price for the particular vendor

    4 votes
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    2 comments  ·  Admin →
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  14. percentage wise invoicing for customers

    there should be a column under total area, where we can enter the %age which should be calculated automatically and show under subtotal before tax calculation and VAT need to calculate on that particular amount. this is mainly applicable for the contracting companies where they prefer to invoice stage wise.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Zoho form and Zoho books connection

    Separate employee add data to zoho form and then from it will go to zoho books. this is to maintain privacy. Zoho expenses also not giving this conneciton with privacy.

    4 votes
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  16. option to have database of quotation received from vendor

    recording facility to record quotation from vendor like bills
    that can be converted into PO so all quotation and costing related data will be available on cloud

    4 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  17. Generate report that shows invoice date, number, item number for each part invoiced

    Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.

    4 votes
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  18. Composite item should be available in zoho books even without subscribing to zoho inventory. Please note it is available in quickbooks.

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  19. Ability to sort Uncategorized Transactions by other fields

    Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. JOB SHEET for service organisation.

    We do sales and service so please give an option for creating the job sheet for repair systems

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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