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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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6974 results found

  1. Group Products by Product Category in Zoho CRM - Quotes

    For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.

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

  2. Add Salesperson to Payment Notification

    Please add "salesperson" as a field in the payment notification email for when an invoice is paid. Since we have more than 1 salesperson this will help us to define whose it is.

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

  3. Zoho Books: Would Like to send email alert to accountant email id if cash balance is <1000

    Cash vouchers are being entered at Branch Level, so that whenever Cash balance goes certain limit , email alert to be send to Accountant email id

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

  4. estimate revision date

    need the estimate to show a revision date, while keeping the initial create date

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

  5. Restriction to enter the time only as of today, and not before

    I would like the system to restrict the users in order for them to be able to enter their time only as of today, and not before without my authorization. Right now, it is not possible to restrict them to not enter time for the past dates alone. The restriction cannot be put up based on a specific time. This is very annoying. I use Zoho Books both for invoicing clients and to pay the employee's salaries. Unfortunately, the system allows them to enter their time after the end of the payroll period! And this happens frequently. Every time, the…

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

  6. Online Payment Solution with - safe2pay.com.au

    Safe2Pay has partnered with leading processors in both Australia and globally to offer an online payment solution that boasts the highest level of security to be found in the e-commerce sector.
    visit: https://safe2pay.com.au/

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

  7. I would like a simple way of logging my incoming assignments in Zoho Books so I know what work I have on and what I need to invoice.

    I am a translator and need a way of simply keeping track of the work projects I have on. The project function is too complicated. It does not allow me to order the projects by date for a start. It also doesn't allow me to delete the projects if there are connected invoices. I just want a simple way of entering project information in a list form.

    Date
    Client
    PO number
    Word count (for me)
    Deadline

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

  8. LIMITED ACCESS TO C.A AND ACCOUNTANTS

    THE ACCOUNTANTS AND C.A SHOULD GET A DIRECT ACCESS TO FILE GSTR RETURNS WITH SECURITY FEATURE WHERE IN THEY CANT DO ANY CHANGES.AT PRESENT IF WE GIVE GSTR FILING OPTION THEN THEY CAN ACCESS ENTIRE RECORDS AND EVEN CAN CARRY CHANGES IF REQUIRED

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

  9. Mileage Rate Settings: Sort by Start Date

    In Expenses Preferences, Mileage Rates—where the mileage rate is specified for a start date—appear to be sorted based on when the entry was made.

    It would be helpful if this list was sorted by Start Date.

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

  10. Limited Discount Rate controlled by admin.

    Would like to control the discount rate for employee related to their position, Its can't be open discount rate as the current system.

    it can be added in item level and employee power.

    Example:

    Employee 1 is supervisor can go for maximum 25% on the item
    Employee 2 is a sales can go for maximum 15% on the item
    Employee 3 is a secretary can not make discount

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

  11. TB Upload option for Opening Balances

    Currently we have to manually upload all balances. If a template is made available where I can specify the opening balances against the ledger and upload the same into Books, it will be helpful.

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

  12. Clone an Item in zoho inventory

    The ability to clone an ITEM is Zoho Inventory (which is available in Zoho Books)

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

  13. Contact related transactions

    In the iOs app, it's currently not possible to search for contacts and see all related transactions (quotes, sales orders, invoices etc.)...! Please make this possible as soon as possible, what's the point of having a mobile app if this kind of checks can't be done?

    2 votes
    0 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  14. Cash account or Bank account should be default in "payment through" option at expense booking

    please make as default petty cash/Current account as payment through while expense book .. and very bad thing is that in payment through option all another unwanted ledger name also visible .. there should be either cash account or bank account ..i am not undersanding why all chat of accounts visible there ?

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

  15. VAT Compliant Version For Bahrain

    Bahrain is Introducing VAT starting from October 2018. Do you have any plan to introduce a VAT compliant version of zohobooks for kingdom of bahrain?

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

  16. I need the add tax to amount feature that is present in 'lite' template in other templates too

    need the add tax to amount feature that is present in 'lite' template in other templates too... It is not available in all templates.

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

  17. Add the ability to edit a scheduled invoice email

    When I create a scheduled email for an invoice by pressing "Save and Send Later", I would like to be able to edit the scheduled email.

    Right now, there's no way to edit the scheduled email. When I click the Email icon after I've scheduled the email, I can only "Send" or "Cancel". "Send" sends the email immediately, cancelling the scheduled email. "Cancel" deletes my edits. A "Save changes" or "Save Draft" button would be really helpful.

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

  18. Sargam

    143

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

  19. Multiple companies under 1 client

    I have an unusual situation where a client has 6 companies which I would like to link under the 1 client as he pays with 1 cheque and the credits are against 1 company so I cannot use them for the other companies. Could you add this as a feature similar to the way you can add vendors to customers? Thank you

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

  20. USER - ADD FEATURE IN USER, WHO CAN VIEW DATA, ONLY FOR SPECIFIC FINANCIAL YEAR!

    MY CA MUST VIEW THE DATA OF CURRENT FINANCIAL YEAR ONLY.

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