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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.

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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6584 results found

  1. Documents tab in Contacts panel

    Would allow user to upload documents related to the customer such as scanned copies of receipts, orders, reports, and so on. This could also be linked to Zoho Docs..

    3 votes
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  2. 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
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    0 comments  ·  Admin →
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  3. Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate

    Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate

    3 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  4. Stripe test mode

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

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  5. Provide the option "Vendor Advance" in the "Manage Transaction Rules"

    That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  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
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  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
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    0 comments  ·  Customers  ·  Admin →
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  8. Purchase Inquiry

    3 votes
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    0 comments  ·  Vendors  ·  Admin →
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  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
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    0 comments  ·  Invoices  ·  Admin →
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  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
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  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
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    0 comments  ·  Reports  ·  Admin →
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  12. yes

    good day

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. 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
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    0 comments  ·  Templates  ·  Admin →
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  14. To enable notifications for comments section

    If a user update any Comment in "Comments section", a notification to be sent to an user of Zoho Books.
    Like if CEO reviewed any invoice and adds a comment in that invoice, this to be notified to the Account Person so he can review it easily.

    3 votes
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    1 comment  ·  Admin →
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  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
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  16. Correct the zohobooks.com SPF record

    The current SPF record for zohobooks.com is "v=spf1 include:transmail.net ~all include:zoho.com ~all".

    Note that there are 2x ~all mechanisms, and according to RFC7208 (https://tools.ietf.org/html/rfc7208#page-21) "Mechanisms after "all" will never be tested" and must be ignored. Thus, transmail.net is being appraised, but zoho.com is being ignored.

    3 votes
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  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
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  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
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    0 comments  ·  Estimates  ·  Admin →
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  19. Have a link to item edit (after the line item) from the sales order edit screen, like Zoho Inventory

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  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
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