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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.

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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6576 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
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    0 comments  ·  Users & Roles  ·  Admin →
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  2. 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
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  3. 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
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  4. EORI

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

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  5. 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
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    1 comment  ·  Admin →
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  6. 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
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    1 comment  ·  Invoices  ·  Admin →
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  7. 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
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    0 comments  ·  Invoices  ·  Admin →
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  8. Enhance page numbering on PDF

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

    2 votes
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  9. 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
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  10. IndusInd Directfeed

    IndusInd is one of the prominent banks and it is needed to have its direct feed urgently.
    Also, the existing yodlee patching is faulty as it directs to IndusInd personal banking not corporate banking.

    2 votes
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  11. 2 votes
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    1 comment  ·  Banking  ·  Admin →
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  12. What Software is used to Monitor Fuel Consumption?

    Through the use of Fuel Management Software, businesses can monitor their fuel consumption in real-time, allowing them to make informed decisions and stay on top of their fuel budget. By utilizing this powerful software system by NYGGS, businesses can maximize their fuel efficiency, reduce their fuel costs, and ensure their fleet operations are running smoothly. Want to know more? Contact us to talk to experts!

    Know more details here: https://nyggs.com/fuel-management-software.html

    2 votes
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    1 comment  ·  General  ·  Admin →
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  13. T4 summary form

    Possibility to generate a T4 Summary from Zoho Books for a Canadian company

    1 vote
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  14. Settlement discounts

    The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  15. Bank Reconciliations

    When I am working with the bank reconciliation I want to be able to print out the recon in progress from the reconciliation screen so I can work on it manually if necessary.

    1 vote
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    2 comments  ·  Banking  ·  Admin →
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  16. Mass Link or Bulk Link of Vendors and Customers

    Hi, I am migrating from existing accounting software into Books. And we have about 300+ customers who are our vendors too. Currently I am manually clicking it to ensure we can link the customers and vendors together. If you can develop a bulk link or mass link of vendors through CSV will be the best solution!

    Thanks!

    1 vote
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    1 comment  ·  Admin →
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  17. Submit vendor credit note through expenses

    I want to be able to record and submit a supplier credit note in the same way that I would any other expense through the ZoHo mobile app.

    The credit is applied by the supplier directly using the business account debit card.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  18. Invoice Generate time on must be showing on the invoice

    Invoice Generate time must be showing on the invoice i cant find this option in ZOHO BOOKS.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Two locations within 0.5 miles of each other

    Hi there

    I have a real estate client who is opening a second office within 0.5 miles of the first one. Is it worth creating a Google My Business Listing for it or is there a risk one of them gets filtered out in SERPS?

    Thanks

    1 vote
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    1 comment  ·  Admin →
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  20. Daycare Center and Family Home Forum

    I hate my job today. Every one of my kids are irritating me.

    DCG3, DCG3, DCG4 fight ALL.DAY.EVERY.DAY. Most of them are only here 3-4 days/week.

    DCG2 starts shoving DCB1. For no reason at all, except that she is bigger than him. Like literally has him pinned against the couch with her arm pressed against his chest.

    All 4 DCGs mentioned above are extremely stubborn!!!

    DCB1 mentioned above cries about everything. If he doesn't get the toy he wants, if someone accidentally bumps him, if I mention the word "no".

    DCG5months has a blowout at least 2x's /week and she's…

    1 vote
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    1 comment  ·  General  ·  Admin →
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