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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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6958 results found

  1. Having a customer required signature on an invoice would be very helpful for companies like ours who do not use estimates for every sale.

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

  2. Change BAS frequency without having to delete and refile all previous BAS

    Ability to change BAS Frequence without deleting all previous BAS filed.

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

  3. Require Reference# on sales orders to be a unique number to prevent duplication of order entry.

    I would like to be notified whenever I enter a new purchase order from a customer for which the Reference# is already found in the system.

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

  4. Balance Sheet for Project

    Create a balance sheet for a project.

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

  5. Project number must be unique number which must be tracked in transfer order as well

    Project number must be unique number which must be tracked in transfer order as well.As currently there is no facility to issue material to projects.else there should be facility available to issue material for each project.After issue material to project it can be bundled and sent by invoice.

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

  6. able to update bank account final ballance and record the transaction detail later

    since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.

    It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy

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

  7. Add Select Brand Option in Invoice, Bills,expenses and all other modules

    Good afternoon,

    We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.

    For Example we have two Brands A and B.
    when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
    So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…

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

  8. Tax Refund Scheme options need to be updated in Zoho Books UAE Version

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

  9. Store shipping instructions for each shipping address

    We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.

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

  10. Assign different rates per task under time tracking

    i need to be able to charge different rates for different tasks on the same project. it would be nice if i could change the rate on a task-by-task basis inside of a project.

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

  11. Add currency drop-down on invoices when receiving a payment

    Let us say the base currency is USD, and invoices are issued in EUR for whatever reason. Customers will then make a transfer in base currency (USD). It would be efficient to have the ability to choose from a drop-down (like expenses) several currencies.

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

  12. Scan already uploaded document

    Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.

    I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).

    As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.

    Having this feature added will greatly simplify recording expenses.

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

  13. Invoice printing support for thermal printers

    Better invoice size support , A4 and letter size paper for invoicing a single item etc seems like a waste.

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

  14. Add paperclip icon when a document is attached in banking transactions view so we can see where this is an attachment vs where one is needed

    Add paperclip icon when a document is attached in banking transactions view so we can easily see which line item/expense has a receipt attached or where this is an attachment vs where one is needed

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

  15. Add an emailaddress field in the billing- and shippingaddress

    I want to store an emailaddress by addresses.
    In the billing address for sending the invoice
    In the shipping address for example to send the track & trace data

    (note, in my opinion you could remove the field 'fax', while who is using a fax these days!!)

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

  16. Edit client details inside the invoice without opening a new tab

    Whenever i want to edit client details i have to open a new tab. i suggest having it with (View customers details) whenever we are creating an invoice, estimate, sales order, etc... we can adjust it directly.

    thanks

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

  17. Books for italians companies

    In Italy companies have some needs related to the tax aspects of the country that ERPs meet but are not present in Zoho:
    1. The management of multiple payment deadlines is missing (the classic combinations of payment extensions 30-60-90 days from the end of the month or bank transfer, bank receipt, SDD transaction or a combination of these)

    1. There is no generation of an XML path that allows sending to the Revenue Agency for electronic invoicing and electronic fees

    2. The management of special VAT treatments such as declarations of intent, split payment, etc ... is missing.

    How we could use…

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

  18. Mark estimates as viewed, without customer needing to login to portal

    Mark estimates as viewed, without customer needing to login to portal. This is available as standard for a long time on other online accounts / invoicing applications like Zero, Freshbooks, Quickbooks etc.

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

  19. We want attachement option In items for attaching pdf document.

    While having any kind of transaction we can able to attach attachments of pdf document. We want this feature on Item level. Currently, there is an only option of attaching images. We want the option of attaching documents. By this, we can able to attach any kind of technical details, drawings to the corresponding item.

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

  20. Enter in an opening balance that is not imported. I have no money owed and I owe no money

    Show how to enter in an opening balance that is not imported. I have no money owed and I owe no money but have money in checking.
    Need to open with current balance without any accounting voodoo.
    a Simple input is not needed for most because of the amount of credit taken and given by business. We don't offer or use credit. You pay, you get. I pay, I get. Simple.

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