Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6976 results found

  1. Ability to be able to Void a Payment Made

    Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.

    I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.

    4 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  2. Weighted average for stock instead of just FIFO

    Would like to have the option of calculating the cost of stock usage in the weighted average method

    4 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  3. EWAY BILL FOR IPHONE APP

    EWAY bill creat by iPhone apps

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  4. Upload Budgets in Zoho Books from Excel

    Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!

    4 votes
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  5. Have the client portal link API for integration on any website

    instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.

    4 votes
    0 comments  ·  Client Portal  ·  Admin →
    How important is this to you?

  6. Integration with WIX Website

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  7. THE PRINT PACKING SLIP

    IF I PASTE THE PACKING SLIP ITSELF ON THE BOXES OR CONTENT HOLDERS SO THAT IT CAN BE EASILY TRACED OUT FOR WHAT ARE THE CONTENTS OF THE BOXES AND HOW MANY TOTAL BOXES ARE THERE FOR THE INVOICE.
    NEED A MANUAL ADDITION OF NUMBER OF BOXES, BOX NO( 1 OF 20 LIKE WISE), BOX CONTENTS CAN BE ADDED WHILE PRINTING THE PACKING THE SLIP

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  8. Sales person contact number shall be displayed in the invoice

    Sales person contact number shall be displayed in the invoice

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  9. Add a template for payments made

    Kindly request you to let us change template of payments made document. Because the current one looks really bad.

    4 votes
    1 comment  ·  Payments  ·  Admin →
    How important is this to you?

  10. STOCK VALUATION ON ZOHO BOOKS

    Currently on Zoho books under stock valuation summary report there is no option of warehouse selection, I request the development team to add this option as well as add a column for unit price and unit of measurement. This will make stock comparison between system stocks and physical count very easy.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  11. Backdated or Futuredated Invoicing & Payment Recording

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

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  12. Adding reporting tags in the settings in bulk (comma separated format)

    Other Zoho apps have this option. Adding reporting tags in the settings one by one does not make sense. I have a list of more than a hundred tags that I would like to add at one in a comma separated format

    4 votes
    0 comments  ·  Reporting tags  ·  Admin →
    How important is this to you?

  13. Copy weekly timesheet project and task categories to the following week

    When i set up my timesheet for the week I have multiple tasks from multiple projects. I'd like to be able to duplicate the projects and tasks to the following week's timesheet so I don't need to scroll through all the project / task drop down menus that are hard to read.
    also want to be able to add comments in weekly view.

    4 votes
    2 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  14. Must be a setting that e-mails sent from the system is sent from the users e-mail addy and not the primary e-mail address of the system.

    Customers are responding to the wrong e-mail address and we cannot set to automatically send emails out of books from the users e-mail. Only the Primary e-mail addy.

    4 votes
    1 comment  ·  Users & Roles  ·  Admin →
    How important is this to you?

  15. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  16. milestone invoicing

    A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  17. Intégrer le rapport FEC (fichier des écritures comptables)

    Ce document est requis par l'administration fiscale française depuis 2014.
    https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-20170607

    4 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  18. Integration with Bluevine

    They work with a variety of bookkeeping software packages to feed the invoice to them for approval.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  19. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  20. Please add Pay options for South Africa. SnapScan or Zapper

    4 votes
    0 comments  ·  Admin →
    How important is this to you?
1 2 … 99 101 103 … 348 349
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)