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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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6968 results found

  1. More templates

    More templates

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

  2. Give a option where we can share invoice and statement can go to whats up app , there is no job sheet for service category

    Customers are more active in whats up the app in today world so please give a whats up a share option

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

  3. SNAP SHOT option for last bill made

    When we prepare a bill for particular customer .We can be able to see his last transaction invoice, which helps us to make same invoice

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

  4. There must be an option to send reminder of all pending invoices like request to pay the total outstanding balance of 3-4 invoices via email

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

  5. Vat to shipping charge

    shipping in the UK must have 20% added to it but when quotes the vat to shipping is 0%
    I need this altered asap please

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

  6. insert estimate contents into an existing draft invoice

    we recently switched from Quickbooks and miss the feature were we could create estimate for a client (we add all the services we perform for them in the estimate) we then copied their last invoice and insert the finished estimate into the draft invoice. Here is how it works in Quickbooks - https://cl.ly/372y3v2g2y44

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

  7. Label for Retainer Payment

    Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.

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

  8. Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)

    Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)

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

  9. How to change fields in the export file for invoices

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

  10. Regarding Statutory Transactions

    For easy Statutory compliances, Reporting and Reconciliation. I suggest that, separate fields like custom labels or custom buttons should be made available at the time of recording and saving any business transactions. These new custom field names may be GST Return Acknowledgement Number, TDS Provisional Receipt Number, Tax Challan Details such as BSR Code, Challan Number, Challan Date. Based on these custom fields excel report may be generated to know which GST out put is accounted and reported in which Challan Number or Return Number. In simple words, Government Authorities will ask "When and How did you remit this Output…

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

  11. should allow to download gst valid state code in excel format

    should allow to download gst valid state code in excel format

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

  12. Reclass

    Auto create projects based on products in accepted estimates,invoices, and sales receipts. Templates for projects will already be created in ZP, in invoices and estimates, give option to create projects when invoice is paid or when it is created and estimates when it is accepted or when invoice is issued or when invoice is paid

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

  13. memorized transactions

    The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.

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

  14. WHILE ENTERING ITEM...ONLY KEYWORD SHOULD WORK

    IF A KEYWORD OF ITEM IS ENTERED DURING BILL MAKING IT SHOULD SHOWN IN DOWN LIST TO CHOOSE.

    CURRENTLY ONE HAS TO ENTER EXACT WORDING TO FIND PRODUCT FOR BILLING. VERY IMPORTAN. IT IS VERY HARD TO FIND SPECIFIC ITEM FROM NUMEROUS PRODUCTS.

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

  15. Userwise Report Report 

      user wise report is a must as in the office 3 to 4 Staff who are operating one Id will have confusion if any entry get misplaced then its become very complicated 
  so it will be very important to have user wise report and i want to know till when i can get such report ?
    1 vote
    0 comments  ·  Admin →
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  16. I would like to be able to email Zoho Books reports from Zoho instead of first downloading then sending via my email client.

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

  17. Invoice Number and Date should be Bold.

    You should give the option to BOLD the INVOICE Number and INVOICE date.

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

  18. Qty. Ordered should also be visible in Inventory Item.

    You should also display "Quantity Ordered" below Stock on Hand or below Committed Stock in Item page.

    This will give better visibility for material Purchase planning.

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

  19. get the 2 factor authentication to work with sonicwall hardware/software

    you have two factor authentication. It would be nice if we could integrate it with the VPN unit (sonicwall firewall).

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

  20. I want suggest products expiring date

    I will like to suggest that inventory items should have expiring date at the point when you buy (supplier invoice) and when you sell. (cust. Invoice). there should also be a set of reports that show me movement and valuation report as per expiring. The report such that I can filter reports in weeks month and year.

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