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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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6968 results found

  1. Refund multiple transactions in one payment

    This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.

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

  2. add ability to Mass update contacts

    I would like to mass update my custom fields on contacts

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

  3. Make an automatically adjusting description placeholder for recurring invoice year

    When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
    For instance:
    the placeholder: %m+, y% will make this:
    April, 2015

    but when you bill in December 2015 for the next month (January), you'll get:

    January, 2015

    Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?

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

  4. I want to have a private notes section on each invoice so for example I can put my profit on each invoice

    Private notes on estimate and invoice keep track of the profit on each

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

  5. In bulk add expense, replace "Notes" with "Reference"

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

  6. when receiving payments, can there be a shipping expense field, along with the existing bank fees field, that reduces the total deposit?

    When I receive a payment via PayPal from my customers, not only am I charged "bank fees", I am also charged for the shipping expense. The net of payment, the bank fees and shipping expense is what's deposited into my bank account in one lump sum. Example: invoice $20.00, bank fees $1.00, shipping $3.00, net deposit is $16.00. The existing "receive payment" only takes into consideration the bank fees to reduce the actual deposit (as above example would only be $20.00 invoice less $1.00 bank fee, Zoho would show the deposit as $19.00, making it impossible to "match" transactions for…

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

  7. Please make allowance for posting personal use of company credit cards

    When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).

    For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.

    If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…

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

  8. update invoice date when sending invoice

    We will often create an invoice while work is being done, but not send it until the job is completed. This may be several weeks later.

    It has occurred a number of times now that we sent an invoice, and just a couple of days later, the late payment notice was triggered because we did not update the invoice date when changing from draft to live invoice.

    Of course, this is not very good . . .

    At the very least, a warning message to update the invoice date would be very useful.

    Or it may make sense to change…

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

  9. Task pricing for Projects

    add the ability for a price to be entered into a specific task for a project and then carry that pricing over to the invoice when adding all unbilled time for a customer. right now you have to enter the price at the invoicing screen.

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

  10. packing slip only

    I need to make a custom role for driver to have access on invoices as packing slip only

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

  11. Reminder for not paid invoices by post (juridical)

    Dear Books,

    In france it is essential to make last reminder by post before doing any legal/justice steps. So, before sending a bailiff, you must informe the client with all the due invoices.

    Please, add this important function (Sage, ERP, API,..) have it standard.

    It must create (if possible from a template) a letter with date, total amount due, client infos, add the list of due invoices. Possible to generate a PDF (to print) from the due invoice state.

    I hope to see this functionality fast, because I think from the French market it's important, mostly because in Europe getting…

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

  12. i have added employee Name to Map the expanses, request you to add the into Shortcut while categorized the Banking Feeds

    Employee name has to be shown While mapping the Banking Transjection Feed thru shortcut

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

  13. To update Zoho Invoice

    Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.

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

  14. Like to export journal of banking with client account number so we can import into into SAGE

    Like to export journal of banking with client account number so we can import into into SAGE

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

  15. Takeout invoicing for those who don't need it.

    Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.

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

  16. comissions for sells person

    i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal

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

  17. ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO

    I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it

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

  18. Work better with Yodlee for image security layer

    I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."

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

  19. Custom Field Type - need "look up" eg Contact name

    Want to add a custom field that looks up a preexisting value such as contact name.
    Use case = received a bill that I want to lodge as a cost against a customer (not quite the same as expense) eg the cost of buying a Zoho license for a client so at the end of the year I can have a consolidated report that shows the total revenue from a client less the cost of goods supplied so we get a profit by customer report

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

  20. webhooks

    Hi,

    It would be great to have webhooks for Inventory quantity and price changes, changes in tracking status, changes in order status.

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