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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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  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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6957 results found

  1. Items custom fileds in packing slips

    Items' custom fields created under item preferences can be printed in invoices but do not print on the packing slips.

    Invoice Templates on the Item table has the option to show Custom Fields. That option does not exist for packing slip.

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

  2. The ability to send a letter reminder when an estimate is about to expire would be fantastic.

    When an estimate is due to expire, it would be wonderful to be able to send the clients a letter reminder as a response to prior correspondence.

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

  3. how can we settle customer vendor dues

    not able pass journal entry in customer & vendor account

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

  4. We want multiple vendor bulk payment. We should be able to select multiple bills and then simple click to pay

    We pay multiple Vendors every month. Irrespective to vendors we want to select all Bills and just one click pay. that will make our life so easy

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

  5. Display Base Currency Value of Foreign Currency in bills

    When capturing a foreign currency bill or expense, have the base currency value reflect under the foreign currency value.

    This would be similar to how the markup is shown on an invoice while editing, just it will be on the rate, the item total and invoice total

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

  6. To add Purchase Indent and Material Resource Planning to use Zoho Books efficiently

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

  7. Allow a bank deposit transaction to be converted in to a Sales Receipt directly, with associated purchased items and GST payment.

    Quick books allowed a Bank deposit transaction to be converted to Sales Receipt with just a drop down field, and allowed it to be itemized with line items and GST and category etc.. I am not able to do this in Zoho Books. This is critical because most customers for me are walk-in and pay using UPI/GPAY etc.. which becomes a bank deposit transaction in Zoho books

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

  8. Add Credits to customer accounts after commission is paid

    Paying commission by crediting the users accounts.

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

  9. Add Items subform to custom module

    We need to add Items to a custom module.

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

  10. Best Industrial Flooring Contractors in UAE

    Being one of the best industrial flooring contractors in UAE, we provide wide ranges of floorings including Resin Based Epoxy Floor Coating, Poly Urethane (PU) Floor Coating, Self-Level Flooring, Anti-slip Flooring especially for Industries, in particular, the Commercial, Industrial Manufacturing & Processing Plants. We also provide innovative solutions for Heavy duty floor coating for car park facilities.

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

  11. I still see my client org as my own & not as my client, maybe it's coz of my client made me admin to his accounts for me to setup his org.

    Managing client accounting in my own profile.

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

  12. Undo Payment

    I should have the capability to designate an invoice as unpaid in the event that it was inadvertently marked as paid during previous records.

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

  13. Amount Column in Expenses or Bills Tab default to base currency with additional column for Foreign Currency

    When viewing bills or expenses in their respective "list" view please can we have an option to have the amount default to the base currency but with the vendor currecny value underneath similar to the way a markup value shows underneath a billed expense

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

  14. Report with Serial number

    Report with Serial number
    The invoice report included the Serial number,
    warehouse report with serial number can be tracked and cross-checked with inventory

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

  15. Cookie Consent: Understanding the Importance and Best Practices

    Understanding Cookies

    What are Cookies?

    Cookies are small text files stored on a user's device when they visit a website. These files contain data that allows websites to remember user actions and preferences, making their browsing experience more efficient and personalized.
    https://seersco.com/articles/articles/gdpr-cookie-consent-banner/

    How Do Cookies Work?
    When a user visits a website, the site's server sends a cookie to the user's browser. The browser stores this cookie, and the next time the user visits the same website, the browser sends the cookie back to the server. This enables the website to recognize the user and remember their preferences.

    Different Types…

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

  16. Goodman on Gambling and Social Media

    https://twitter.com/GoodmanHoops/status/1225774771595567104?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1225774771595567104%7Ctwgr%5E%7Ctwcon%5Es1_c10&ref_url=

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

  17. Can they scan the tickets off the phone?

    I know it says they must be printed but I just went to print them and my ink cartridge is empty. Bah!

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

  18. I have discussed with Zoho Support Agent and found that in zoho books comments section we cant tag to any user.

    I have discussed with Zoho Support Agent and found that in zoho books comments section we cant tag to any user. Also we are unable to tag in Zoho Task Comments section.

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

  19. mobile access to zoho books tasks

    ADD tasks to the mobile app

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

  20. Add date placeholders (merge fields) to email templates

    Adding month, day and other "date math" such as %(MONTH-1)% to all email templates would reduce manual typing -- especially when creating invoices. You already have this concept for recurring invoices (see https://www.zoho.com/us/books/kb/invoices/add-date-recurring-invoice.html ). Make these date placeholders available to be used in all email templates please.

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