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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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6971 results found

  1. Would like to have a full detailed history to investigate what an update was, for example to revert a faulty or illegal change.

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

  2. Can you please add

    https://www.freedomvoice.com

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

  3. Can you please add

    tave.com

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

  4. make a placeholder for the email recipients first name and last name.

    Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.

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

  5. Easy Assembly for Composite Items made of Composite Items

    We're a manufacturing company and we build our products.
    We need to be able to assemble a composite item that is required to be in stock for another composite item to be assembled.

    Ex: I'm selling 3 types of tables but they all have the same legs. So the legs are a composite item (wood, glue, screws) but the table is also a composite item made of 4 legs and 1 top. How can I, in the invoice, assemble the legs I need in order to assemble the Table?

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

  6. Assign tax rate based on Place of Supply or Shipping address

    In Canada, we must charge sales tax - HST or GST - based on where we are supplying goods. Provinces in Canada have different tax rates. Currently, the tax rate assigned to a customer is used when an invoice is created. However, the ship to address should be used in order to determine which tax applies. Currently, we have to keep a chart handy and manually override the tax rates on each line item in order to make sure the correct tax is charged based on where the order is shipped. It would assist with compliance greatly if tax rates…

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

  7. image description

    In estimates and invoices we would like to be able to upload an image beside the description so our client can visually see what they're purchasing. at the moment, there isn't any way I can input an image.

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

  8. Set the account in a recurring invoice!!!

    Right now you can't set the account for a line item in a recurring invoice.

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

  9. Volume based price list for products

    We need urgently a way to integrate volume based pricing for our hardware sales. All products we sell have different prices depending on the volume purchased (very standard in the B2B world), i.e.:

    Product A:
    1-10 units - $10
    11-50 units - $9
    51-100 units - $8
    etc.

    At this moment we have to handle all pricing manually with price list created in Excel which is obviously extremely bad as it inherits offline work and room for a lot of errors.

    We hope that this can be accomplished soon as it’s very standard in varies industries which selling products.

    BR

    …

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

  10. Import addresses

    Currently, we can export customers additional addresses.
    But we cannot import.
    This is very much needed, especially when migrating from other software and some customers can have 100's of addresses.

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

  11. Increase the number of files you can associate to a customer

    Currently there is a limit to the number of items you can attach to a customer. The limit is 10. It should be more.

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

  12. exchange rate

    Add exchange rate column to the Detailed General Ledger report (as an available column)

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

  13. Button to Apply Credits from Vendor Advance

    Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.

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

  14. Additional search options for reports

    Please put an option for the date range for "since the creation of your zoho account" instead of inputting the date range or choosing this year or last year. I want to look at all sales for a specific item. It would be great to then be able to to sort that by date.

    Also, please put an option to narrow the search down by state not just by individual customer

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

  15. We need to print cheque in USD (our programme is in CDN). Canadian Co have sometime 2 Bank acc (CDN&USD)

    Canadian Co have often 2 Bank Accounts and we need to print cheque in both currencies (CDN & USD)

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

  16. For PO and other functions: to be able to buy in USD and sell in CDN and still calculate our margin and other ratios.

    Canadian American Co need to work with multi currencies. When we order with PO, we should be able to work with a purchase in USD and my clients are Canadian, so sell in CDN. My other accounting program works multi currencies.

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

  17. Add pop-up reminders when a certain item is ordered the requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)

    Add pop-up reminders - when a certain item is ordered that requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)

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

  18. Display customer number in Innvoice on the right side

    Sadly, as it is Standard in Germany, it is not posible to Add the Display customer number in the Innvoice for example below DATE, on the right side. IN CRM there is a customer number but not synchron in books. Pleas at this feature as the accountat need this information

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

  19. Multiple contacts for each customer/company as a dropdown menu

    We have multiple contact people for each company we do business for. They look after separate activities and we would like to keep invoices separate for each contact but still under the same company umbrella. There is currently no option to select from a set list of contacts for the same company. You can add contact persons to each customer/company but when making an invoice it's impossible to select just one person to send a specific invoice to. It's a bit ridiculous really because Zoho gives us the option to select our own salespeople from a dropdown list but not…

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

  20. PDF table update; add item SKUs to table as new column

    There is more than enough room to add another column to show the SKUs for each item. Instead of the SKU being listed below the item name. This will take up less space in each row and allow many invoices to remain a single page. Also the SKU will be more visible for the customers and sales people to place future orders.

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