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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.

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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. something happened with a recent update. When entering timesheets the "notes" box is now very tiny.

    something happened with a recent update. When entering timesheets the "notes" box is now very tiny. Please make box bigger so we can see the details we are entering.

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

  2. pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

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

  3. Put the shipping address on invoices to the right of the billing address to save space

    Put the shipping address on invoices to the right of the billing address to save space

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

  4. Reporting Tags in Bills Forms

    Hi
    i using the Zoho Books in Purchases and filling a Bill i cant select my tags.
    In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses forms.
    My Question: Have a way that i can use the tag in Bills and Recurring Bills too? or a way to configure?

    Thank you

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

  5. Report customisation to show ONLY parent accounts in PDF

    Currently, when exporting a report such as PNL and BS in PDF, ALL accounts are displayed (including sub accounts). There should be a feature to only have the parent account displayed to show concise information for users of these reports.

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

  6. Bills custom view that 'Does NOT contain'

    I want to create a custom view in Zoho Books 'Bills' where:
    Bill# - Does not contain - 'criteria'.

    There is only an option to choose - Contains - 'criteria'

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

  7. please include a feature where i can enter payment receipt of various customers in single step using batch payment

    invoice amount of A=10
    invoice amount of B=30
    invoice amount of C=50
    I need to credit cash received in a single receipt of 90 against A,B&C

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

  8. bulk delete

    I found some issue after imported banking transaction by Import feature but there is no such feature to delete it.

    Delete feature should be there except Sync transaction.

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

  9. local indian fonts in invoice template

    Keeping localisation in mind I request you to provide Indian local font options in Invoice

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

  10. Funnel transactions by date

    Allow us to funnel transactions into the registries by date.

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

  11. Our client deductes TDS of 2% on every transaction. How do we show that on invoice? For Rs 100/-we get Rs 98?

    Our client deductes TDS of 2% on every transaction. How do we show that on invoice? For Rs 100/-we get Rs 98? So there will be a difference of 2%, how do we justify that in invoices?Please help!

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

  12. sales return product but no search option button

    sales return product but no search option button

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

  13. Integrar cuentas de entidades financieras españolas

    Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es

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

  14. bulk entry for 'record payment'

    Hi, there should be an option of bulk entry for payment received data. Many a time, we are not able to do entry, mostly it happens in month end, if there is an option of any excel for bulk entry, then it will be really helpful,

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

  15. Books Customer Portal and Invoice Payment Email Reminder Reporting

    1. Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.

    2. Email Reminder Reporting:
      We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.

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

  16. Purchase Location Map

    A map that tracks your sales by item and location of purchase.

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

  17. Customer field on the time entry screen

    Time entry screen is linked to projects: so, on the time entry screen, you choose a project and record the time. This means that, where there are same projects which are common to multiple customers it is not clear from the time entry screen which customer you are recording time against: the only way round this is to have unique named projects (which will increase the number of projects hugely) or to first select a project from the projects list and then record the time. So - simple suggestion - it would be extremely helpful if the time entry screen…

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

  18. Change the name of Chattisgarh to Chhattisgarh

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

  19. Filter in the banking for the Catagorise Manully to match the invoices

    Please provide the filter in the Catagories Manully to reach directly on a new or old invoice

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

  20. Feature required in Estimate

    Estimate feature required for per unit or per meter price is not available in templetes

    Pls kindly advice

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