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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.

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


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6555 results found

  1. 1 vote
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  2. 1 vote
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  3. Comments and History feature

    In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. the option to create estimates directly from selected inventory items

    would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  5. client automatic numering

    Assign to a client a number that ifentify him as is done for BILLS,ESTIMATES .....

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  6. Zoho books Calendar intergration

    One feature of Sales and ordering software sadly lacking is a dedicated calendar integration feature. This would be driven by the Sales Order, Purchase Order, and Invoice components, so a diagrammatic representation of customers orders could be viewed and moved around easily.

    On any day you could see fields like

    CUSTOMER _____________________PRODUCTS

    SALES ORDER _______PURCHASE ORDER_______

    INVOICE____________

    1 vote
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  7. accent

    enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
    These accents are part of the Spanish spelling :D

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. add vacation tracking so that an employee knows how many hours he/she has left

    Right now, we have to go to HR who has to log in and get a report to see how much time a person has left for vacation hours. This is time consuming, and not always immediately available. Would be nice to see for an employee to be able to get a report of how many vacation hours they gave left.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. Modification of Dutch translation for Open Bills

    Can you please change the wording now used for an open bill from 'Openen' to 'Openstaand' which is the appropriate translation as the Dutch 'openen' is opening in english which has no relation whatsoever with outstanding bills.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.

    At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.

    1 vote
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  11. Hi, I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any inv

    Hi,

    I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any invoices from the supplier. Really we are lost : the program asked me to update again ???? Can you explain ??? It's urgent.
    Thank you

    1 vote
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  12. 1 vote
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  13. Know Trial Period left and change profile pic

    There is no Way to know how many days of trial is left for me.
    Plus I can't figure out how to setup my picture in the user profile.

    please check screenshot at this link for a better ideas.
    Imgur

    1 vote
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  14. 1 vote
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  15. Print a Contact

    We are a gun club and like to verify members each month. You should have a way to a simply do a quick print of the customer (name, address, phone, etc) that can print during check in of the client, so they can quickly verify all their information is correct, like may dr's offices do. I would really like to see this feature soon. Thanks!!

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  16. Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.

    Setting to enable time to be entered in date/time format (e.g. 01:25 instead of 01:15) and carry this forward to report output.

    1 vote
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  17. How can I see my future cash flow (recurring invoices) by month ?

    I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.

    1 vote
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  18. Share Particular Expenses Account to User

    IN this Feature.
    Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Integration with prestashop

    Zoho books and Zoho Inventory need to be integrated with PRESTASHOP

    1 vote
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  20. Support Korean banks

    I'd love it if zoho books could support interacting with Korean banks.

    1 vote
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