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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.

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6968 results found

  1. Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor

    So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.

    So when he or she logs in they can see the following:

    Which customers are allocated to them
    How many sales that customer has against their name
    How many pending, sent and outstanding invoices their are.
    Their overall turnover etc etc

    In roles and specific roles this cannot be done as I keep seeing when I log into a test…

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

  2. Support Chinese (BIG5) characters

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

  3. Billable Bank Charges

    It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).

    I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.

    For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.

    For now, if they send…

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

  4. Itegration of PayPal Standard & Paypal Business UK

    Hi All,
    It would be great if you could integreat - PayPal Standard & Paypal Business UK, as a UK user of ZoHo books we are resticted in use many of the features that zoho US offers and I feel this is very unfair!

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

  5. make a P/L report of each individual salesperson, if salespersons work on commission, no way to get the right number atm

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

  6. Allow payments in excess in bills

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

  7. Add the ability to make a custom field required for contacts.

    In Guatemala a NIT number is necessary to be able to claim a deduction. I would like to be able to make a custom field mandatory, and make it show up everywhere the contacts information is presented.

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

  8. As a "Staff-Timesheet only" user, I want to see the total of hours I have logged in one project

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

  9. Estoque

    Boa tarde,

    Não consigo localizar o estoque das compras feitas e lançadas no sistema.

    Meu ramo é venda de cinemas e para isso, nós damos entradas no pedido de compra, após fechar com fornecedor, fazemos o contas a pagar, para que no final quando formos vender o produto CINEMA, incluir todas as peças ou objetos que demos entrada no sistema, isso que dizer, o estoque precisa ser baixado.

    Obrigado.

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

  10. Allow multi deletion of zero value transactions

    We have many zero value transactions when importing bank feeds. These are all set in uncategorised transactions and have to be manually deleted one by one. Would love a way to select multiple items and delete.

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

  11. Sales by item report should have some changes

    In reports, sales by item seggregating the details of invoices generated in the specified month but actually it should show the item detail whichever payment has been done in the mentioned month. For eg while am generating payments received report am geeting the total collected amount as Rs.500000/- but while generating sales by item report it showing only Rs.430000/-. Here I guess that it is displaying only the receipts generated in sepcified month. The receipts which hold previous month date has the specified month payment date will not display here. kindly provide us that feature

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

  12. CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts

    Right now the trigger applies to all accounts with a new closed won potential, I only need invoices to be auto triggered for a few selected accounts, is there a way to do it?

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

  13. We want to integrate the estimate form

    We want to integrate the estimate form into our website so that our customers can select their products and buy them online.
    They do not have accounts in zoho books and the payment must be done in our platform, not in zoho.
    Is their a way to embedd the estimate form in an iframe and access it anonymously (not logged into zoho books).

    3 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  14. Have Inventory catagories and sub catagories to filter large inventory databases

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

  15. more than one tax on an expense item

    In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:

    https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0

    3% over the purchased item + 22% over the 3%

    I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses

    3 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  16. When matching uncategorized deposits from bank, ability to match remainder to account

    Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period.  Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking).  Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.

    It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…

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

  17. Show reorder point on Contacts: Vendors - Reorder Items.

    It is good to know what we need to order and from whom, but we still need to know how many! Otherwise, we must look up every item individually to check the ROP. It would also be good to have the ROP on the inventory summary report.

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

  18. Remember the parameters settings for the last search

    I wish that when I went back to a search page, such as Timesheet, it would remember my last search. In my case, I have to repeatedly be telling it Unbilled and This Month.

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

  19. Would like to create personal items that I wish to add it in the invoice, but it should not be recorded in the sales.

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

  20. Auto Save Option ( High Priority )

    It happned with me while I am working long time and suddenly the page refreshed all gone .. need to auto save each 5 min minimum

    Thanks

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