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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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  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


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6976 results found

  1. change mileage rate on mobile

    Be able to change the mileage rate when adding a mileage expense to mobile

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

  2. Item on sale - price override option

    Would it be possible to have a check box in the items sales information section, that would allow you to set a sale price which would then override any discounts or price lists set for an account.

    More detail: I have multiple price lists setup for different size customers. My inventory will be over 2000 sku’s, but if I set the sell price at a discount, then when I add the item to a customers sales order, it will automatically apply another discount. This would cause me to sell the item for less then cost. My sales orders could have…

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

  3. Internal projects

    Ability to create and budget for a project that is not attached to a specific customer, i.e redesigning our own website.

    We would still like to track expenses and hours spent even though it will never be billed to a customer.

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

  4. Need History / Quick Links in Bill Screen just like in SO's , PO's, Invoices

    The Bill Screen needs to show the same "History" section at the top that shows where the bill was created from (such as Purchase Order) with a quick link back to that source. The same feature already exists in all other modules like Estimate, SO, PO, Invoice so it should exist in the Billing to allow the user to seamlessly move through the transaction history. As it is now, we must copy the PO number then go search for it.

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

  5. Stripe test mode

    It would be very helpful to allow for using Stripe test mode when first setting up ZB.

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

  6. Why ZOHO can add multi-ccy expenses but can not pay multi-ccy bills to vendors?

    I just upgrade to standard version however I found that I can only use single currency to manage vendors and corresponding bills?!

    why ZOHO books can add multi-ccy expenses but can not pay multi-ccy bills to vendors?

    Please consider it, thanks.

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

  7. I would like

    I would to suggest that the customer statement or even vendor statement to show ageing analysis at the end of the statement. Its difficult to collect outstanding amounts if customers cant see the amounts which are 60,90 and 120 plus over due.

    Currently the customer show total amount and from that amount you need to determine which is 90 days plus over due.

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

  8. Purchase Inquiry

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

  9. Set up recurring invoice for %(UnbilledHoursToDate)%

    Create a variable that represents unbilled Timesheet hours to date for this project, and let me use it in the QTY field of my recurring invoice... Bonus points if each task in a customer project got its own variable, so I can set up individual line items for each task.

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

  10. Add additional address for each contact

    Need the ability to add additional addresses for a contact or edit the address while creating an EST, SO or INV. Currently, when you are creating an EST, SO or INV in the CRM integration, you can only chose the address associated and cannot add or edit, forcing you to overwrite your contacts address just to get the correct one to show up on on your EST, SO or INV. In Zoho Books, you can make these edits. Why can you not do this with the CRM integration?

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

  11. statement

    Add a link to the statement which enables the customer to pay via the integrations (such as Square, Stripe or GoCardless).

    This would ensure you are ahead of other accounting systems such as Quickbooks and Xero!!

    The integration is there, there just needs to be a payment link on the bottom of the statement to enable the customer to pay by card straight away - people these days want speed (they don't want to have to log on to their bank accounts).

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

  12. yes

    good day

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

  13. Allow manual payment using stored card details atleast once.

    There's a major bug. if we miss an automatic payment,we should be able to login and make a manual payment using card details. Every other online payment gateway and provider allows this. You should not delete card details when attempt a manual payment even if you put the account back to the trial mode.

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

  14. I would like to use my company font on my email templates. The fonts available make the system look really outdated

    Add fonts that are modern and match my company font

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

  15. Multiple Choice or optional choices in estimates

    Allow the customer to check a box with a multiple choice option or to click a box if they would like to select an optional item which will update the final total also.

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

  16. birthday date

    Would like to have a filed in contacts where we can add an Birthday date of our clients. and send an automate email or sms.

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

  17. Zoho books client portal hyperlink

    I need a way to create a hyperlink in the customer portal. Currently you can create a custom field with a link, the issue is that the customer would have to copy and paste the link to a web browser. it would be nice if they could just click on the link and have it open a new tab in the browser.

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

  18. Being able to have multiple tables in estimates and invoices

    I want to able to have multiple tables in estimates and invoices to breakdown the services I offer.

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

  19. Have a link to item edit (after the line item) from the sales order edit screen, like Zoho Inventory

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

  20. Have the option to add the date when the report was actually ran (not just the range of dates but on which date the report was ran)

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