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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.

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. 4201426873

    Hxixjixkdk

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

  2. MLM Software Developers Company in Delhi

    Welcome to [N2N SYSTEMS], the leading MLM Software Developers Company in Delhi! We specialize in developing creative and adaptable software that caters to the different demands of MLM enterprises. Our experienced team blends cutting-edge technology with years of industry expertise to create solutions that are durable, user-friendly, and scalable.

    Call Now for Demo:- +91- 9582569545, 9953119957
    Visit Website :- https://www.n2nsystems.co.in/mlmsoftware.html

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

  3. e-way bill generation for Stock Transfer(Transfer Order as per ZOHO)

    As of now there's no feature to generate e-way bill from ZOHO Books directly. It will be helpful for lot of businesses if you enable this feature.

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

  4. MLM Software Company in Delhi

    Boost your MLM Software company in Delhi with our skilled MLM software . As a leading MLM software firm, we provide specific platforms to help you improve your network marketing operations. Our revolutionary technology will help you maximize productivity, optimize procedures, and drive success.https://www.n2nsystems.co.in/mlmsoftware.html

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

  5. Jfnddj

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

  6. MX

    Integrate with MX.COM instead of Plaid/Yodlee

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

  7. Add a list of values to a custom field

    In the custom fields for items we use a classification value which is usually out of 4 or 5 choices. it would be great to create a list of values for the custom field like the data validation feature in excel where you can have a drop down list under the cell and just pick a value from there.

    For example, When creating a new item I like to classify them as 'Spare Parts', 'Electric tools', 'Pneumatic tools', 'Consumables' etc. Its usually something out of those values so rather than having to type it in everytime I create a new…

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

  8. Allow DXF files to be attatched to inventory items

    Allow files with DXF extension to be attatched to inventory items. This would turn the Zoho Inventory into a powerful BOM tool for manufacturing businesses. Each product could have its respective drawing and dxf file attatched for production reference.

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

  9. Please include invoice status as "Closed with CN" instead of showing "Paid"

    When Invoices are closed with CN, invoice status shows as 'Paid' which creates confusion like payment is received by bank or closed with CN? We have to open each invoice to check the payment mode. 'Paid invoices by bank' and 'Paid invoices with CN' can not be filtered through "Status" as there is only one status "Paid" for both.

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

  10. Allow multiple social media accounts into single brand

    We need the ability to add more than one account per social media platform into a single brand instead of creating multiple brands to manage. This is standard business practice today! Zoho, we know this has been requested for years now.

    3 votes
    0 comments  ·  General  ·  Admin →
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  11. Opening Balance import for AR

    Hi,

    Opening balances of AR are not good and competent to the statutory requirements.

    1. In case we update the AR balances of a customer by mentioning the date of the invoice and invoice number will allow us and the owner to see the ACTUAL AGING reports and help them to report under MSME and Companies Act with Accuracy.

    2. In case of mentioning the bulk amount under the opening balances FAILS ZOHO BOOKS to generate accurate AR/AP Aging reports and also mislead the Owner, Statute and Auditors by giving false information.

    We suggest you provide the columns like "Date of Invoice",…

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

  12. we can add one more feature as Performa Invoice inbetween Quote and Invoice

    adding one more tab in between Quote and Invoice, which is missing.
    if added will be more useful.

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

  13. Import items from excel when creating a quote/invoice

    It is extremely hard and time consuming to create a quote/invoice for 50-100 items and then change the discount for each item individually. It would be very helpful to import items along with their discounts while create a quote/invoice. This feature is also available in similar softwares.
    Thanks

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

  14. Show Previous rate

    Show Previous rate of an item to the same customer given in previous invoice ( so we dont have see the previous every time). And also automatically pickup tha previous rate in the new invoice.

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

  15. Extra item in inventory that can be sold with out purchasing

    Make place for yield (of a crop/ live stock) as an item in inventory. Now only purchased items or combination of purchased items can be invoiced.

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

  16. emding google address

    It would be great if we add a customer when adding their address google searches the address and autocomplete the fields of the address this would speed up the process and also insure correct spelling.

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

  17. Payment Gate for South Africa

    It would be great if you can Partner with https://ozow.com/ for online payments in South Africa. And also if we can use https://www.bulksms.com/ for a SMS Service In South Africa.

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

  18. Create Template for Projects Overview report (Under Time Tracking - Zoho Books)

    Dear Zoho Team,

    Please create a template or change the listed view in the Projects under Time Tracking. By changing, it will create the user to have a better UI and simple understanding on the project status and other details

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

  19. custom fields

    Custom fields should be selectable by the PDF design. If you want a custom field to be a part of all PDFs then select all the PDF templates you have created. Example: I have 5 PDF templates for Invoicing customers. I only want the custom field to show on two of the templates, not all 5. by having the custom field show on all PDFs the default information input in the custom field will not be relevant to all PDFs.

    Also, allow the selection of the template at the beginning of creation of the Invoice or Quote or whatever, not…

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

  20. Record bulk payment for multiple vendors under ONE payment #

    The current "bulk payment" option is not very helpful because payments to multiple vendors are recorded as individual transactions with separate payment numbers. We would like to use the bulk payment to pay multiple vendors, but have the payment show as a single transaction in our bank account, with a single payment #.

    Most of our bills are credit card charges. We record them as different vendors in Zoho Books.But, at month-end when we pay the credit card, we would like to do a single transaction to pay off the credit card. Right now, that's not possible and we have…

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