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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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6974 results found

  1. Add "search by" or "group by" customer to the Sales by Item report customisation

    It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!

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

  2. I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.

    I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.

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

  3. Reporting Tags, It would be nice to be able to select more than 1 option from each tag group

    It would be nice to be able to select more than 1 option from each tag group

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

  4. allow

    We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats

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

  5. Allow Projects to be sorted by a custom field created by the user -- ie: due date

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

  6. Notes

    This is a suggestion applicable for both Sales Orders and Invoices.

    I would like to see a simple function whereby on the list of both sales orders and invoices, wherever a note is applied to a specific invoice/sales order, a small icon is shown on the list of sales orders and invoices.

    This just serves to demonstrate which invoices or sales orders have notes assigned to them.

    Thank you

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

  7. Enable sort by "Age" and "Due Date" in Aging Details Report.

    The use of the report is to know when to pay bills and needs to be sortable.

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

  8. Report templates

    Just like email templates, I would like have custom templates available for my reports to I can my personalized timesheet reports.

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

  9. Would like to see Expenses and Bills posting

    Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.

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

  10. Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!

    Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute…

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

  11. Automated Recurring Invoice creation at the item level

    Automated Recurring Invoice creation at the product level

    There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

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

  12. Update price lists when invoice line item price changes

    I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
    Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
    If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.

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

  13. allow payment arrangements

    We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement

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

  14. Multiple entity on the same account

    Running multiple project inside a same entity. Now we need separate cash flow for different project. Now buying different account doesnt get the syncing in place.

    Now adding different entity. you can charge the same amount. However it should get synced up with parent account. This way we can know how much money moved from parent account to the group account.

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

  15. I would like to have a better control on cash flow

    Monitor cash flow by week, month or custom date range. Visualize Cash Flow

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

  16. Sales, Receipts and Dues

    Hi,
    it would be great if we could have this feature on the dashboard as on Zoho Invoice. It has been quite a useful feature

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

  17. Enable Sales, Receipts and Dues

    Display total sales, receipts and expenses over different time periods

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

  18. Enter a Purchuse order received from Customer

    Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.

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

  19. Add Selector Tool for Companies to Choose the States they Ship to

    Currently I only ship to a couple states but I have no way of stopping a purchase if a customer orders from a state I don't ship to. I really need this service to prevent bad customer experiences where I have to cancel orders. - Thank you.

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

  20. Ability for the document reader to process credit notes.

    Would really like to see the ability for the document reader to process credit notes.

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