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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6957 results found

  1. Give access to PriceLists in Deluge (custom fucntions)

    Give me access to "PriceLists" via custom fucntions with deluge
    Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......

    Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists

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

  2. MAKE A DESKTOP APPLICATION FOR ZOHO BOOKS

    MAKE A DESKTOP APPLICATION FOR ZOHO BOOKS

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

  3. Expense - Manage Categories

    In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.

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

  4. Timesheet approval by clients

    Typical Workflow:
    Engineer works on a project for a customer.
    Engineer completes timesheet for hours spent on that project.
    Timesheet is approved by customer's project manager / user
    Approved timesheet is sent with invoice to customer finance.

    So far the Zoho process assumes hours and costs are managed internally, and not approved by the customer. This is not normal. At the moment zoho books does not allow:
    Approval of timesheets by customer (hardcopy is fine)
    Reporting of project time per project / customer (so that other customers cannot see hours spent on other projects)

    Think of the timesheet as the…

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

  5. Hypertext link between report lines and Zoho Books

    When creating a report, it would be interesting if a hyperlink takes us back to the desired place on Zoho Books. Example: I generate an expense report in Excel and for each line a link is created to the Zoho Books expense. So, I can easily recover the attached file.

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

  6. CRM Expenditures and Orders

    When you assign a Zoho Books expense to a customer, the Potential drop-down menu appears. It would be interesting if the order numbers of these customers could also be chosen from a drop-down menu.

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

  7. associate receipt with an expense in the mobile app

    The mobile app allows a user to upload a receipt image. It would be very useful to be able to then associate it with an expense the same way as in the web interface.

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

  8. Budget alerts based on percentage remaning

    Add % based alerts for the budget line items. If I'm at X% of my allowed budget for that particular item I'd like to know about it without having to open up the budget to see where it's at for each project.

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

  9. Remove or hide account names in system accounts that are not used in US

    Some of the account types and names are not applicable in the US and should not show up in the 'chart of accounts' or on my budget sheet. We should be allowed to at a minimum hide non-relevant fields. Renaming them is of no use when they are not used.

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

  10. 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?

  11. Can you please add

    https://www.freedomvoice.com

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

  12. Can you please add

    tave.com

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

  13. Add custom filters for IOS

    Add custom filters for IOS so that Purchase Orders can be filtered.

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

  14. 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?

  15. 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?

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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