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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.

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6959 results found

  1. Ability to switch sync settings with Zoho CRM

    I am looking to see it fixed with Zoho Books that two way integration is supported on it's own without having to contact support to enable or change my settings of Sync.

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

  2. discount

    Discount to be split over item sales rather than posted to a discount account - similar to landed cost.

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

  3. Integrate with Stripe Issuing to import transactions and track issuing balance for payments to vendors and/or expenses

    Integrate with Stripe's Issuing platform to track the issuing balance and transactions like is already in place with their credit card processing platform and with many traditional small business credit cards at many banks, that way payments can be easily reconciled and transfers into the balance from a bank more easily tracked.

    After that minimal integration is in place addon features that would help:

    the ability to tie a card to a vendor in zoho to auto tag transactions on a virtual card to that vendor when vendor specific cards are used to control (and optionally an ability to create…

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

  4. Grouping of Client in Zoho Books

    Generally all the reports are generated in Customer wise. However, sometime we have more than one company we do billing for the same client but different customer account.

    In tally we can create Groups so it becomes easier to track the billing group wise.

    For eg: if I am supplying goods to Reliance Industries Limited, Reliance Jio Comm Limited etc. I can club all these customers into Reliance Groups to have a direct balances.

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

  5. Allow E-Signatures for Invoices

    Please allow CUSTOMER e-signatures on INVOICES. Currently you only allow customers to sign the estimate but not the invoice? Seems a bit counterintuitive if your business doesn't create estimates for your existing customers.

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

  6. Share Links for clients

    I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…

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

  7. Share Link for clients/costumer

    I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…

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

  8. 07

    07

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

  9. provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

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

  10. Customizable Import Field Identifiers

    When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.

    I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.

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

  11. Delivery Challan address

    Give an option to change delivery challan address. currently only customer address can be selected from dropdown list, similarly multiple addresses should be possible to "Dispatch From" address.

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

  12. indicate overdue balance of customers

    indicate amount of overdue balance in a different color when we open the customers book

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

  13. Non Integratoin of Bank Account Details

    I just want to display my VPA, QR and NEFT. The client would pay the invoice.

    I do not want to pay the integration charges to the Bank for receiving money online.

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

  14. When we create new draft invoice its shouldn't allocate to invoice number before submitting for approval at least

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

  15. Salesperson sales by quantities report

    All companies calculate sell target for salesperson one once by total amount send once by quantities
    So all need to appear sales by quantities report for salesperson please

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

  16. Direct paying my bill in Zoho

    We like it in the global Zoho books the Payment like in this Zoho Video: https://youtu.be/BEAX2aG7ES0 is possible?

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

  17. Payment Link Automation

    I want to generate payment links (while adding gateway margins to payee) as soon as I mark the invoice as sent.

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

  18. Apply multiple bank feeds to a single journal entry

    I would like to be able to "Match" multiple bank feeds to a single Journal Entry

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

  19. comments be updated to include the email address on reminders

    Include the email that payment reminders are sent to in the comments. When you send out an invoice it shows who it was emailed to, add this same variable to the comment created when payment reminders sent out.

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

  20. match email attachment with expense, or bill from zoho mail extension

    It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.

    Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming

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