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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.

Before posting, please ensure the following:
  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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6971 results found

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. Can We have Accept or Decline Button in the Email Footer itself for Estimates.

    I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…

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

  8. multi text custom field

    Allow a custom multi line text box under the subject line in estimates.
    This will then allow us to add additional description details for the estimates.

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

  9. 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?

  10. Add search field for files in Zoho Books Documents module

    Add the possibility to search for a file names in the documents section Zoho Books

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

  11. Stop removing spaces from file names

    Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.

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

  12. Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain

    One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.

    It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.

    This would create a easier workflow and less admin for the team!

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

  13. urgently needs recipient name & tel number on deliver order

    urgently needs recipient name & tel number on deliver order

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

  14. I want cash as default like bank in deposit to or paid through because i have multiple cash A/c

    1.cash counter1
    2.cash counter 2
    3.cash invoice, Default as cash counter in Deposit to

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

  15. Payment Receipt link via sms

    A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link

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

  16. 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?

  17. make a project be able to be created when creating a Sales order.

    When creating a sales order, you need to be able to create a project linked to it.
    This is the same function that is available when you are creating an estimate but is not available in Sales Order.
    Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.

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

  18. Flexibility to use account names as sub-accounts under multiple parent accounts

    It would be very helpful to have the option of using the same account name within different types or Parent accounts.

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

  19. allow transaction entry into a register.

    Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.

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

  20. Itemizing expenses should show remaining balance

    When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.

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