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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6971 results found

  1. Edit Time Entries from Draft Invoices

    When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Make a feature in Zoho Books to next to add, also delete or inactivate certain expense categories. Much like you already have in Zoho Invoic

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  3. Territory Management

    There should be separate invoicing and reporting system

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. The option to set Miscellaneous reminders in Zoho Books.

    Reminders that are not necessarily tied to any transaction entries (for example: "Christmas Party" or "Buy XYZ at the grocery, etc)

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

  5. Import

    Import an Reimbursible expense into a vendor bill.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  6. 1. Have the ability to create a "Service" Type Purchase Order and link the cost to a specific Customer or Project.

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  7. Need for additional Fields

    Need the fields customer name and tin number in Tax report

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  8. Invoice - "Order Due Date" Field - NOT Custom Field

    We send out estimates all the time, the customer places an order for the products from us after recieving that estimate, we then convert the "estimate" into "invoice - Draft", It has to be draft because we have not made and delivered the parts yet. When the customer sends us the order, they have given us a "requested delivery date". We are a components manufacturer, so the customer tells us when they need the order by". If we could have a field on the invoice "Req Delivery Date" and this date is available in the "Main Draft Invoice List", then…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  9. Bug: Tax exempt customer should not be rebilled for taxable expense

    When a customer is tax exempt, one should not rebill the customer for recoverable taxes paid on their behalf but instead recover those taxes from the tax agency. Zoho does this incorrectly, in violation of accounting rules (certainly in Canada, probably elsewhere for all recoverable value added taxes).

    Example:
    -Create a tax exempt customer
    -Create a taxable expense associated with this tax-exempt customer
    -Create an invoice to re-bill for the expense
    -The expense will be entered as a taxable line item, with no option to change

    As a workaround, one can set a tax for the customer, which curiously enables…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  10. Credit Card HTML5 Field Input Field Type

    When a customer is paying an invoice on their mobile device the credit card number and the CVC fields should be <input type="number"> or some other method to make the mobile keyboard display numbers only - much easier for customer to input. Not to mention that this would also keep letter and other characters from accidentally being entered.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  11. For us dealing with ships spares it is urgently needed that you allow us to insert three custom fields before the customer name and address.

    For us dealing with ships spares it is urgently needed that you allow us to insert three custom fields before the customer name and address.
    One fied should be for ''the master & owners of MV'' the next should be ''ships name" abd the third "c/o". This is the standard in the shipping industry and it is very difficult to use the system with out that option

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  12. When I click edit on a payment in undeposited funds, let me change the account as needed when I deposit it.

    When edit in "undeposited Funds" add the ability to change to another account since this necessary when it is deposited into a bank account.

    1 vote
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  13. Make the Calendar monthly Hours actually accurate

    The hours for the month-- listed at the bottom of the timesheet calendar-- is not accurate. The total includes hours billed in the prior month. Please make it actually accurate.

    1 vote
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  14. Low and high range for estimates.

    I usually give a range of costs. For example, $500 to $600. It would be nice if there were a slick way to do that without adding it to the comments or description of the line item.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  15. Give ability to attached documents to a Contact or Vendor for reference purposes.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  16. integrate zoho with dochub free digital signatures/pdf edits

    work with dochub for digital signatures. it's free!
    https://dochub.com/

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

  17. Refunds/Credit Notes to reflect on Sales by Sales Person Report

    We have to manually deduct any refunds/credit notes from each persons sales totals to calculate commissions properly. Also, there is no field to specify sales person when creating a Credit Note. This would at least make the tracking of refunds much easier!

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  18. To not chose "taxable" or "not taxable" when creating customer.

    Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  19. Put currency on invoice

    It's not clear is it US dollars or CA dollars on invoice.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. Añadir cualquier columna en los informes

    Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
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