Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6957 results found

  1. Mismatch in titles

    Preference > Payments Received
    The title of the tab is "Field customization" !

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

  2. Mark bills as planned for payment

    When I receive bills, I upload them into the Bills Module. Once a week, I enter these bills in the relevant bank. For the bills I enter, I add a comment saying that they have been entered in the bank and will be paid once the due date hits. Because I enter the bills in the Bills Module during the week and in the bank once a week, and because the payment terms differ between different suppliers, I have to go through all the bills again to see if I entered them in the bank already. Is it possible to…

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

  3. Withholding Tax summary in reports

    Want to Generate a Withholding Tax report per customer and summary for all customers.

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

  4. Applying Retainer and not marking invoice "sent"

    When I create a retainer invoice, then later apply that credit to a regular invoice, it marks the regular invoice as "sent" and that bypasses the "approve invoice" step (it's too easy for invoice to not be actually sent). Make this optional, so the regular invoice with the credit applied is "pending approval" instead.

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

  5. i need balance confirmation letter to be generate, like Tally

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

  6. Make Payment terms default button visible

    The "default" button in the payment terms is currently invisible, but becomes visible on mouse-over. I propose you make the button to make one of the payment options a default always visible.

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

  7. Need Delivery Challan Module for New Zealand.

    Need Delivery Challan Module for international clients as well. Please take quick action to launch this module as it's becoming a drawback.

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

  8. Amount Field Javascript

    A simple improvement: when pasting a value into the Amount field in Expenses, often what is copied contains a currency symbol ($). Since that's not valid, an extra step of erasing the currency symbol. In a recent update, it actually seems that the entire field is reset to 0.00 if you click to another field.

    It would be very helpful (and likely quite easy) to implement a bit of Javascript to strip out all currency symbols, commas, etc, or strip out everything but numbers and a single decimal.

    This could actually be implemented in multiple areas (Invoices, etc), but Expenses…

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

  9. add a field for "Maximum Stock" in the inventory tracking section

    in the track inventory section, add a field for "Maximum Stock". This will help us know how much of a product we need to reorder

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

  10. custom field pricebook

    custom field pricebook

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

  11. Custom Dashboard

    add remove widgets to see what summery user want like the CRM home pages

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

  12. Additional Address custom name

    Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
    So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
    I would like one of the following:
    1) Let me change the "Shipping Address" label to "Service Address" or
    2) In "Additional Address" let me change the label to "Service…

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

  13. Complete Quickbooks Desktop migration tool

    Many Zoho Books clients are coming from Quickbooks desktop. I, for example, have 20 years of history, which is really valuable. If I move accounting systems I expect to bring all that.

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

  14. Adjust how the program interfaces

    Regarding matching uncatergorized transactions to the bank statement: rather than have the entire page refresh when a transaction has been matched to to the bank statement, it would save a lot of time to have the selection automatically jump to the next uncategorized item on the list and maintain it's place (not have the whole page refresh and return to the top of the list), eliminating the need to scroll all the way down and find your place again. This is a small detail that many other programs feature and I estimate it would increase a person's productivity by 300-500%…

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

  15. It will be great in the Books Sub Ledger concept for Vendors and Creditors

    It will be great in the Books Sub Ledger concept for Vendors and Creditors

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

  16. change your contact number

    sir i called at your provided number in website but someone says this is wrong number always i want to upgrade my plan so kindly reply me .. last date of free trial is expired day after tommorow .

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

  17. Payment made record for purchase orders

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

  18. Yubikey for MultiFactor Authentication

    Please make an integration to use Yubikey for MultiFactor authentication. Yubikey is one of the prime contributors on earth (in the protocol working groups with Microsoft, Google etc.) for writing multifactor authentication protocols. See the W3C Chairs for the WebAuthn Group: https://www.w3.org/2017/08/web-authentication-charter.html
    Consider that they are in the "Enterprise Deployment Working Group" for the FIDO authentication protocol: https://fidoalliance.org/members/working-groups/

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

  19. Give an option for a 2nd subtotaal on an invoice, after discount is applied

    On invoices that I apply a lot total discount, I would like to show 2 subtotal fields.
    Subtotal, exclusive of discount, exclusive of taxes, and in the event a discount applies, a 2nd subtotal which is inclusive of the discount and exclusive of taxes.

    The reason I'm requesting this, is that when I process payment with credit card for the invoice, my credit card app automatically calculated the total invoice amount inclusive of taxes - and I need to enter the subtotal (exclusive of taxes, inclusive of dicounts, inclusive of freight if applicable) into the credit card application - in…

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

  20. Invoicing: Drop-down menu for Save and Record Payment

    When creating a new invoice, there is an option at the bottom that says "Save and Send" with a drop-down menu that has other options, like "Save and Print" etc.

    Please add the option "Save and Record Payment" so it takes you straight to the record payment screen.

    Thanks :)

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
1 2 … 220 222 224 … 347 348
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)