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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.

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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6958 results found

  1. Transparent data encryption in Backend storage of customer data

    All backend storage of customer data is need to encrypted, if your using database to store the transaction, then entire Db should be encrypted

    so that the product can assure the customer their data's encrypted even zoho team can't view any direct data of each cusomter, since the product is mainly related to CRM this can be must go feature for all.

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

  2. Print Preferences

    Similar to selecting Organisation name, Accural/Cash Basis, Report by, Report Generated Date and Reported Time.

    If you could implement Organisation GST Number, Organisation Address in Print Preferences it will be useful.

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

  3. We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy. We need define hierarchy

    We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy.

    We need define hierarchy in Zoho Books e Inventory, for ejemple, several seller reports to a manager, each seller can only see their accounts, contacts and potencials, but can not see accounts, contacts the anothers sellers.
    The manager can see their own accounts, contaccts, potencial, and the accounts, contacts and potencial the seller what they depend on.

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

  4. Enable inventory tracking in basic subscription

    Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa

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

  5. Create a button when generating invoice link

    After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.

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

  6. Role based transaction approval with additional criteria

    Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.

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

  7. 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?

  8. 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?

  9. 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?

  10. Generate report with submitter name

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

  11. 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?

  12. 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?

  13. 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?

  14. 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?

  15. 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?

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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