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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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6956 results found

  1. Need to separate access for Invoices and Recurring Invoices

    I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.

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

  2. month wise and year wise sales comparison

    we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,

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

  3. Expense Refund section to review the transaction directly reconciled from the bank feeds

    Expense Refund section to review the transaction directly reconciled from the bank feeds.

    The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.

    the workaround available now is to filter the bank transactions or check the account transaction report.

    Which again will not include the vendor names and references.

    2 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  4. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

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

  5. integrate Zoho payroll into Zoho books for European clients

    I suggest to launch Zoho payroll to the international market and pair it to Zoho books.

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

  6. Please enable merging of customer and vendor's statement

    If a same company is your vendor and customer as well then need to have single statement of company.

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

  7. Add a context field or comment field for additional addresses

    Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.

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

  8. Payment receive approval

    How to Make customer Payment Receive transaction with approval stage

    Right now software has no provision to approve this transactiona but we can make some custom field with Drop down option (Draft, Approval,Reject) so that other user can edit and change the status of the transaction and we can track it.

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

  9. EORI

    Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.

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

  10. Capability to modify the email template for sending a Payment Link.

    Capability to modify the email template for sending a Payment Link.

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

  11. Client Portal As a Tool of Document Exchange

    Client portal should also be used as medium of document and information change between Business entity and Vendors and same should not only be restricted to documents related to invoices so under option along with Convert to invoice and reject another option must be added of accept document even without converting into invoice

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

  12. Time sheets to track employee hours

    I want to be able to track time that our employees are working for the entire day. Currently they would have to make a new time sheet after they come back form lunch. I would like to see being able to enter multiple times worked under the same project in the same day. Also if they could be organized into a week that would be helpful as well.

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

  13. please create an advance payment amount option in the invoice

    have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder

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

  14. Invoice Templates order summary page

    We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.

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

  15. Enhance page numbering on PDF

    Enhance page numbering from displaying page numbers to displaying page number followed by total pages.

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

  16. Free books and software in statistics, cellular automata, Maple and Mathematica

    The https://sites.google.com/view/aladjevbookssoft/home site contains free books and software created under the guidance of the main author prof. V. Aladjev in such areas as general theory of statistics, theory of cellular automata, programming in Maple and Mathematica systems. Each book is archived, including its cover and book block in pdf format. The software is designed for Maple and Mathematica.

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

  17. Invoice TEMPLATE cloning feature

    Can you please allow for cloning of Invoice TEMPLATE, so that a template can be duplicated with a differnt name and be modified for different uses (e.g., I have invoices with quantities and some that do not need quantities)

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

  18. Add created by user column to Purchase Order list

    Please add the user who created/submitted a PO to the purchase order Customize Column selection.
    Thank you

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

  19. expert opening balance

    i can not export opening balance for accounts or vendor / customer
    must be export opining balance to match new balance with old data

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

  20. Add Billed Quantity to Purchase Order

    Please add a column to purchase orders to show how many have been billed. A use case would be ordering 4 of a product, only 2 arrives and should be paid. The accounting team pays for 2. It would be beneficial to show that there are 2 unbilled items remaining for that line on the Purchase Order.

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