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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.

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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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6968 results found

  1. Change in company name at Sales Order Stage

    I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.

    So the client should be able to decide to change on whom he would like these invoices.
    Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
    Not to mention if three were changes from Estimate to SALES ORDER you will need to make…

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

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. How do I link Zoho to Stripe to accept credit card payments

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

  11. Add Mandatory option under Reference for Payment Made

    Please add in preferences the ability to set Mandatory option for Reference for payment made.

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

  12. Add income tax filing to the zoho suite.

    Add income tax filing to the zoho suite. Or atleast have an integration to another company that you can use Zoho details for importing into the income tax software.

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

  13. Ability to enter manual journals inclusive or exclusive of GST in the price.

    Hi - please allow us to enter manual journals inclusive or exclusive of GST in the price. Currently it is only exclusive and its very frustrating and error prone to have to manually calculate the ex GST price of all entries.

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

  14. please allow to pass journal entries in AR & AP

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

  15. Record expenses from SMS received

    I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.

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

  16. Enable invoice payment through Stripe ACH without client portal

    When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.

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

  17. Fix the Avaza to Zapier zap

    There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…

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

  18. suryakumar

    kumar

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

  19. allow different transactions of the same category type to be included in a named rule

    Allow transactions from different vendors to be automatically categorised without naming a separate rule for each vendor. eg if using several restaurants/coffee shops, allow auto categorising under the one rule named Restaurants & Coffee

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

  20. Allow individual timesheet entries to appear on invoices

    I work with a lot of lawyers, who always want to see exactly how time is kept when I work on a file. An option to post all timesheet entries with my notes on invoices would really help automate legal workflows.

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