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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.

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6968 results found

  1. Adjust the cost of an item at invoice time

    It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.

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

  2. order and inventory

    order from customers linked to the inventory management would be useful.

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

  3. When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice

    When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.

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

  4. diary on ZOHO Books Dashboar

    It wold be nice to have a diary on ZoHo Books Dashboard.

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

  5. Credit card field on the invoice

    There needs to be a credit card field that gets inserted into an invoice that clients can fill out where we have Name on card, address of card, card #, expiration date, cvs code which also pulls the invoice number and balance due in to the same area. If you do internet or phone sales you have to have a copy of the creidt card info with the clients signature to protect your self from fraudulent charge backs. This items always have to be one the same page. So when the page is broken up into two printed pages the…

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

  6. % of claimable stuff for taxes

    I would like to be able to quickly know how much money I can claim to the governement for exemple food is 50% of the taxes I spent, so I would like to be able to quickly know the amount I could claim in this category of expenses. Electricity is 30% etc.....

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

  7. Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)

    Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address

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

  8. HubSpot Integration

    Integration with HubSpot and HubSpot CRM to track Revenue and Profit Value per Contact / Customer

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

  9. in books, when an estimate is converted to an invoice it shows "invoiced" as a status. This should show converted to invoice not "invoiced"

    1 vote
    0 comments  ·  Admin →
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  10. Make a way to go back in estimate history as you change it.

    1 vote
    0 comments  ·  Admin →
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  11. Fix the Zoho Books Timer icon for the Chrome addon

    I love the Zoho Books Timer addon (on Chrome), however the design of the icon is so complicated for 16 pixels that it's not clear at all (not to mention far from the identity symbol I associate with Zoho). Rethinking/updating this icon would be a tiny move that would have huge impact on the user experience if the timer. Thanks!

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

  12. Integration with Cushion app

    Integration with Cushion (http://cushionapp.com/). I would like the ability to send project setup + invoice data from Zoho Books into Cushion.

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

  13. Please add a document storage facility in order to scan and store all invoices, receipts etc

    We scan and store every receipt, invoice etc and require a system whereby we can retain all documents for tax purposes.

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

  14. invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS

    invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  15. lock previous months in Zoho Books

    Good Afternoon, please testify block the months to prevent unauthorized modifications. It´s possible in Zoho Books?
    Regards
    Monica

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

  16. Report required that ages by "expected due date"

    This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.

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

  17. 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?

  18. Tag transactions for different DBA's under one tax id number. Help in tracking for accounting purposes.

    Tag items for different DBA's under one Tax ID number.

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

  19. 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?

  20. 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?
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