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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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6976 results found

  1. We should have the ability to view bank registers without ANY filtering so that we can look for any item. Currently it's too limiting.

    The current filtering options are very limiting. Coming to you from Quickbooks Online, I am a bit surprised at some of your limitations. When I want to look at the bank register, I need to see ALL of the register. No filters. All transactions. PLEASE!!!!

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

  2. Need banking in mobile app

    Really need the ability to interact with the banking section from within the mobile app. I didn't have my laptop and wanted to make updates from the app. No joy!

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

  3. Salesinbox App

    Bothers me that I have to resort to switching to other email clients instead of being able to access my Salesinbox on the road. Is this in the works?

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

  4. Recurring Projects

    I have repeating monthly services, which are charged on fixed cost.
    Even though there are fixed I create a project to log actual work hours in order to track internally how we perform and if our pricing is correct.

    The problem is that I have to clone this project each month manualy in order for the budget vs actual and revenue reports would be correct each month. Else the comparison is for a project which is setup up for one month vs logged hours of several months.

    It would be useful if there would be an option for setting up…

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

  5. add pay online feature to estimates

    We work in an industry that we send quotations (estimates) to a lot of customers and clients. Sometimes the customer accepts the estimate and wants to pay, so we have to take the details over the phone to process a card payment, or manually send a payment request via Paypal.

    Can the pay online feature on your invoices be added to estimates?

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

  6. GST TDS AND RETENTION MONEY IN PAYMENT RECEIPT PAGE

    NEED FEATURE IN payment received time gst TDS and retentions money

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

  7. Save an estimate or invoice inside Zoho Documents

    Why there is no icon to save the estimate (as PDF) directly inside a sub folder in Documents?!

    Function like this it merit to be applied on all Zoho modules as estimates, invoices etc.. by this way the user can save a copy or backup in easy way also this will encourage the users to buy more space and use Documents.

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

  8. Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.

    We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.

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

  9. At the available inventory of an item, change from "Total stock at hand" to "Available for sales".

    When I am offering a product and I see next to the item the inventory at hand, it looks like I have product to sell because it is in the warehouse. But somethimes the Item is reserved and there is no product to sell anymore. When you click the inventory number you can look in the inventory and see what is available for sales but I think it is a better idea to have that number next to every item.

    3 votes
    0 comments  ·  Inventory  ·  Admin →
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  10. 20102278603648.

    20102278603648.

    3 votes
    0 comments  ·  General  ·  Admin →
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  11. include a feature to enable a mandatory hierarchical approval for inventory adjustments.

    I see this as an important feature to control unauthorised adjustments, incorrect stock adjustment and/or stock loss.

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

  12. Retainer Invoice show value of taxes

    We need to show the value of the taxes on the retainer invoice.

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

  13. Track employee/Contractor payments

    Hi, we do not truly have employees, we have consultant who have access to projects, we then invoice for their time (i.e. we issue an invoice to the client with the person's name and their billing rate), then upon receipt of payment we pay the consultant a portion of the moneys received. is there a way to also trigger an accounts payable for the consultants in the invoice?
    It would be great if you could add features like these, so you can handle the professional services (consulting) industry. An example is I invoice a client US$100, this is turn mean…

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

  14. We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous rec

    We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous reconciled accounts and do the reconciliation again
    Please look into the matter at the earliest

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

  15. Create an alert and notification when

    Create and notify when employees do not enter the daily working hours on the timesheet each day

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

  16. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

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

  17. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

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

  18. Batch pay bills Via A Check in the Bills section

    There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?

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

  19. Attachment field vendor portal

    Make the custom attachment fields available on the vendor portal.

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

  20. format for INVOICE

    the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.

    Pls allow for option to customise the standard formats / templates available in zoho books.
    Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.

    Once done, this can be saved by the user for future use. Makes it standard and unique for each business.

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