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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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6973 results found

  1. Creating Delivery Challan from Invoice

    Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.

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

  2. Job Costing

    Adding the ability to Job Cost from Zoho Books is greatly needed. All of the components are already tied and just need to be fine tuned. CRM registers everything as a deal/potential and books sees them under expense as a potential already. All that has to be done is allow the software to tie that potential to the invoice and allow it to report on it.

    Job costing is one of the most basic of bookkeeping and is essential to a business owner that provides services of any kind. Having to recreate projects in the projects module is double work…

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

  3. Bulk print "Payments Made" like invoices

    In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.

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

  4. Minimum payment or deposit required field on invoice

    Hello

    I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.

    Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.

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

  5. Generate report with submitter name

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

  6. Please add payroll option

    Please add payroll option it can help us lot..

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

  7. Ability to generate invoices on the LAST day of each month.

    Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.

    You can only generate recurring invoices on specific dates.

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

  8. Inactivate a user from project

    Now there is no option inactivate a user project so as to prevent user from accessing the project in future

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

  9. Allow $0 price for a pricelist item

    The pricelist does not differentiate between $0 and null. In some cases may need to include an item at a zero charge on an estimate/invoice.

    When entering a $0 price, this is automatically wiped and set to null. Null and zero are not the same.

    Currrently you need to remember and override this manually.

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

  10. Add a new gateway provider

    We want to add our gateway provider "CardPointe" to the current list. Could you help?

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

  11. DBS corporate bank link

    Hello Sir/Ma'am,

    Please add DBS corporate bank (DBS Ideal - https://ideal.dbs.com/loginSubscriberv2/login/pin) linking for automatic fetch transaction and it is most helpful. I am using Zoho Books since last four years and i don't wont to leave zoho. So please add DBS bank.

    Thank you!

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

  12. Reporting on initiated transactions showing Forte/Elavon unique transaction ID

    Is there a way to report on invoices with initiated payment (showing transaction ID) that are still settling? This is needed to reconcile deposit discrepancy due to ACH settling time 5 to 7 business days

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

  13. Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908

    Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908

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

  14. When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once

    When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.

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

  15. show which projects are inactive while making invoice

    If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.

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

  16. We have to be able to set default COA for invoice based on customer currency

    Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice

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

  17. Create a cost centre option for Cost of Sales/expenses and sales

    Create a cost center option for Cost of Sales/expenses and Sales to find out the cost incurred against sales

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

  18. Request Payment made feature in Expenses.

    I need a function payment made for Expenses. We use expenses for internal staff claim and some case is payment made on behalf of company, and claim later.

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

  19. credit card limit

    In the Banking Feature, add a field for credit limit for credit cards. That way we can monitor the percent of credit used or how close to the max we are with our credit cards. Also nice would be entering the APR of the cards.

    This is useful for credit management

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

  20. Customize emails for vendor bill payments when using "Pay via ACH" integration

    When you make a bill payment to a vendor using "Pay via ACH", two automated emails are sent out.
    1. Notification of Payment Initiation
    2. Notification of Payment Success
    I would like the ability to customize the content of these emails like we can for the other system generated emails

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