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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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6971 results found

  1. Debtor & Creditor Reporting

    I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors. 

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

  2. Ability to continue time entry from previous day

    In a single click, be able to clone a time entry with a time value of zero and start the timer

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

  3. Purchase order notification on Zoho before expiry

    Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry

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

  4. Purchase order notification on Zoho before expiry

    Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry

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

  5. Allow for default universal/advanced search across the entire Zoho Books database

    Zoho Books holds a lot of information, just like any accounting system.
    It would be great of Zoho Books had the ability to automatically do an advanced Advanced Search across all modules instead having to drill down into a specific module each time you are trying to find a transaction, expense, PO amount, etc.

    For example, if I am need to check and ensure a purchase order was created for a specific dollar amount, I currently have to click Purchases > Purchase Orders > select the drop down search by clicking on the magnifying class > enter the dollar amount…

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

  6. Adding time period of service

    for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too

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

  7. supplier credit notes need to show on deposit slits

    we need to see amounts of supplier credit notes on deposit slits

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

  8. Customized Reports from the Invoice and schedule report

    Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
    Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.

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

  9. Associate one contact person to multiple companies

    Ability to associate one person to multiple companies and optionally adding relationship type (for example owner, manager, accountant) and/or e-mail (the same person can have many e-mails depending on the company)

    Useful in many business cases:

    • Create reporting at the group level. For example show me revenue generated to this managers companies

    • Less data entry and less errors in data. Entered/fixed once, correct everywhere.

    • Better customer management. You know all activites with this contact person

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

  10. 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?

  11. 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?

  12. 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?

  13. 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?

  14. 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?

  15. Lock Functionality for Accountant

    2 different lock functionality

    Lock 1 - affect all users except accountant user
    Lock 2 - affect all users

    With the above Lock 1, accountant can review the accounts and make changes easily but not other users.

    Current lock feature is Lock 2.

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

  16. 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?

  17. Support Auto Generating Bill Numbers

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

  18. 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?

  19. 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 →
    How important is this to you?

  20. 20102278603648.

    20102278603648.

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