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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


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6956 results found

  1. Changing dates on payments without unlatching entries

    We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.

    3 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  2. I want to add my company certification in the footer part of my invoice

    My company has various certification and i want to add them in the footer part of my invoice so request you to suggest me how to do that.
    Thanks

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  3. "Last Modified" field in invoices list view when viewing Drafts

    Invoice Date & Due Date are available. I would like to add an additional column for "Last Modified Time" and original "Created Time"

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  4. Quick Edit for Sales Orders/Invoices to edit summary data only

    We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  5. Invoice Ref Number is not printed in Credit Note

    When creating Credit Notes, the Invoice number for which the credit note is being given has to be referenced and printed on the PDF. This should be mandatory information. As of now, it is not so in Zoho Books.

    3 votes
    How important is this to you?
  6. enter amount and Books finds rate

    Enter a amount in the Amount column (Total Price of an item) the Books calculate the Rate (Price each)

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  7. Print out in A5 Format

    to save paper need prinout in A5 format. that will save papers usage and would be environment friendly also.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  8. Add billable/non-billable hours indicator to timesheet calendar view.

    We can see the total number of hours recorded for a given month on the calendar view of the timesheet. It would be very helpful to see a split between billable and non-billable hours on both the overall monthly total as well as the weekly totals. As it stands, we need to run reports any time we want an accurate total of billables for the month. This is cumbersome.

    3 votes
    How important is this to you?
  9. Add a revision system to the estimation system

    so that you can issue revised quotes but still be able to "convert to invoice" any of the previous revisions. This way you dont have to recreate the estimate when the customer goes with an earlier version.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  10. Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses

    The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.

    Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.

    Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?

    This is not a feature request,…

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

    Reconciliation screen, highlight checked transaction for the whole line, so it's easier to spot which transaction is checked, and which one is not checked.

    3 votes
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?
  12. 3 votes
    0 comments  ·  Admin →
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  13. Addition in Invoices

    1.Adding discount at item level in each line even if price list is selected.
    2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
    3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
    when you are making multiple price lists.
    4. in Custom rate in…

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  14. integrate calendar with timesheets

    As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.

    3 votes
    How important is this to you?
  15. Profile Name optional on new Recurring Invoices

    It is inconvenient (waste of precious human time) to manually specify a unique value for Profile Name when creating a new recurring invoice. Freshbooks does not require one to specify a unique Profile Name. Zoho Books should either make this field optional or automatically populate this field with a default value which can be optionally altered.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  16. Statement of Account for CUSTOMER

    pls add in all outstanding details: invoice no, date, custom field, total amount..... or let us choose what we want to show in our SOA for customer (Hide/Show). Thank you and have a nice day.

    3 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?
  17. 3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  18. Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    3 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?
  19. 3 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  20. Payments Made Statement shows the net balance after deductions like TDS etc.,

    Payments Made Statement shows the net balance after deductions like TDS etc.,

    Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made

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