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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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  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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6555 results found

  1. 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
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    0 comments  ·  Estimates  ·  Admin →
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  2. Give ability to attached documents to a Contact or Vendor for reference purposes.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  3. Allow the recurring bills to be created prior to the due date so they can show on the AP aging.

    1 vote
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  4. 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
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    0 comments  ·  Reports  ·  Admin →
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  5. Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    1 vote
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    1 comment  ·  Payments  ·  Admin →
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  6. 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
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    0 comments  ·  Customers  ·  Admin →
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  7. Put currency on invoice

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

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Add Complete Status on Purchase Orders

    I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.

    I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).

    1 vote
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    1 comment  ·  Purchase Order  ·  Admin →
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  9. 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
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  10. scrap this product. WAY too much manual work. Utter waste of my time.

    You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  11. Reporting function to display all receivables and payables to any date in the past.

    1 vote
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  12. To add boolean search while searching of items listed in the material master

    Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.

    1 vote
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  13. Better contact search

    It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.

    1 vote
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    1 comment  ·  Customers  ·  Admin →
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  14. on the "uncategorized transactions" screen. I would like to enter data and hit the save button without having to scroll down

    1 vote
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  15. adding multi items to Estimates when i select one item

    we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
    each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  16. sells partner

    i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
    and sells partner can be a reseller for my products

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Allow .xlsm files to be attached to invoices

    Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  18. Report for providers

    Hey,
    It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.

    1 vote
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  19. Add address information to Reports

    Allow fields for reports to include address information.

    1 vote
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  20. service invoice and income from this invoice should to go service or labour account

    1 vote
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