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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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6968 results found

  1. Add additional address column in tempelate

    Add additional column in between address and city in upload contacts template for second part of billing address or shipping address. For example, 123 main street, apt .2, Denver, CO instead of just 123 main st. Denver, CO

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

  2. Invoice

    In my existing software, I use to add reimbursement of expense (as a pure agent) as separate line item with out charging Tax in my invoice.

    This is not permitted in Zoho

    In Zoho, I am advised to issue bill of supply with out charging GST.

    As per Section 31(3)(c) of CGST act
    (c) a registered person supplying exempted goods or services or both or paying
    tax under the provisions of section 10 shall issue, instead of a tax invoice, a bill of
    supply containing such particulars and in such manner as may be prescribed:

    Reimbursement of expense is not…

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

  3. Graphical Representation of Reports

    I suggest implementations of graphical reports for decision makers.

    Kindly look into this or refer me to any that may be available on ZOHO.

    Thank you.

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

  4. Would like to see if we can have .exe to use this software. There arfe network issues which no one can help with.

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

  5. Soportes de pago para gastos

    Seria genial que cuando se registre un gasto se obtuviera un soporte del mismo, como un recibo de pago, y asi imprimirlo.

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

  6. journal entries day to day

    day to day journal entries for services.

    for example

    transportation charges ac. dr.

        to party accont      cr.
    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  7. There needs to be a way to see which Undeposited funds have not yet been processed

    There needs to be a way to see which undeposited funds are not yet processed by bank. There is not easy way to see what is currently in undeposited funds. We only can see ALL of the transactions. Quickbooks allows matching of these funds when feeds from bank come through and then they are removed from the undeposited funds list.

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

  8. 9134056206

    Adhar link

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

  9. If i am viewing report / customer receivable and send a statement to first customer and press back it goes contacts my request it should go

    it should go back to customer resivable only then we can send stament to next customers

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

  10. include a billing feature so that the tool can be used it shops and showrooms as well

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

  11. once item select for invoice and item no longer available mark as inactive

    Once item select for invoice and item no longer available mark item as inactive automatically.

    Button to be located in preference for Items tab

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

  12. It would be nice if the final amount column gets automatically populated after TDS deduction is entered in receipt vouchers.

    It would be nice if the final amount column gets automatically populated after TDS deduction is entered in receipt vouchers.

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

  13. to create option to assgin customer to multiple users

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

  14. pdf credit card

    I think the pay by credit card needs to be more obvious on the PDF. I have PayPal and Stripe integrated, but I can't tell you how many times a client calls to ask how to pay by credit card when looking at the invoice. They see the PayPal icon, but don't know that the credit card icon is for CC payments. I suggest having the words "pay by credit card" or something similar on the icon itself.

    Additionally, clients often overlook the link to view/pay the invoice online. Is there a way this could be made to be a…

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

  15. Draft Creation timeline

    Have the ability to set the creation timeline of a Draft Invoice to a certain amount of time before the date so that you can schedule the sending and modifications if necessary.

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

  16. Include a column on the invoice that shows the price of the item + VAT%

    A lot of costumers are interested in knowing the landing price for the product they buy, as such they need to know the price of each item including VAT on it.

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

  17. in the "all transactions tab" Permit add a "field" to view...ie..payee?

    In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view

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

  18. Delivery Challan

    Please have an option of removing the tax section from the total section. Also add an discount option in the total section like in invoice. We give a percentage to the vendor to sell our goods.

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

  19. customize columns in bulk add expenses in zoho books

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

  20. drag and drop designer for estimates and invoices besides the pre made templates, just like the one used in CRM

    In CRM you have to option to either create your Invoice / Estimate tempalte from scratch, using HTML or use the Drag & Drop tool. Althoug for many use cases the pre-made tamplates are good enough and easy to configure, there are cases in wich you need more freedom in this process. One specific case that I currently have is that after creating the templates for Estimates and Invocies in Zoho CRM that have been approved by my client, after convincing him to use Zoho Books I am finding dificult to justify that the tamplates will not be the same.

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