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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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6554 results found

  1. Global Rate Change for Users Needed

    There needs to be a way to make a global rate change to a user's billable rate, otherwise for every project that a user is assigned to, we must make a rate change for users (any time the user has a rate change).

    1 vote
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  2. When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax

    When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax. I'm a reseller so when I convert a Sales Order it automatically maps over the sales tax and then I have to manually remove them. As a reseller, I don't pay sales tax on items I purchase for resale. It's an easy fix inside of Zoho Books in the Items Module. Provide the option as you do for the Selling side but under the PO side.

    1 vote
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  3. GPS automatic clock in and clock out, plus optional lunch break deduction when logging work hours

    In Zoho books there is a feature I would like to see, which is GPS automatic clock in and clock out (see http://www.hourstrackerapp.com for reference)

    I would also like to see the option to select a lunch break. I love most things about ZOHO books and all the others, but I am using http://www.hourstrackerapp.com at the moment for my staff to register worked hours as it is more convenient, however hourstracker is lacking everything else from ZOHO.

    I am sure many other zoho users will see this as beneficial

    thanks,
    Svenni

    1 vote
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  4. Container return

    I have 20 Ltr Water Refilling Business. So, consumer return container at delivery time.

    if consumer not return container the Billing Amount will effected,

    Is it Possible ?
    if possible ,then tell me in details.

    1 vote
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  5. INTEGRACION DE FECHA DE PRESTACION DEL SERVICIO

    me gustaria que se integrara la fecha de prestacion de servicio en la factura y que se pudiera contar con disponivilidad de del producto por fecha ( ejempo) 10 sillas para el tour del 10 de mayo

    1 vote
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  6. pour quoi les Devis ne s'imprime pas en format légal? pour notre entreprise ce serais important! merci de résoudre ce problème!!

    Pourquoi les estimates ne s'imprime pas en format légal 8 1/2 x 11 ça serais important pour notre entreprise , merci de régler ce problème!!

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  7. 1 vote
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  8. Vinculador el calendario para citas con los contactos

    La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. multiple customer addresses appear in PDF

    Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. We use schedulit to keep track of the training sessions we provide. An API or method of invoicing after completion would be great.

    We use schedulit to keep track of the face to face training sessions we provide. An API or method of invoicing after completion would be great, or a simple scheduling program from Zoho would also be great.

    1 vote
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  11. 1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  12. Add the ability to import state tax tables from CSV.

    I can download an Excel spreadsheet from my state Department of Revenue with the tax rates for every jurisdiction (358 in total, paid per the point of delivery, not the point of sale, Washington State). Anyway, I would like to be able to simply import the rate sheet as a CSV to avoid manually entering 358 tax rates every quarter.

    I see that you have already integrated Avalara, and I would use them if they weren't asking for $695 per year for their bottom end package.

    Perhaps you could make their hooks available for other cost conscious users to import…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  13. For recurring expenses include a new category under Repeats - "Weekdays"

    For recurring expenses include a new category under Repeats - "Weekdays"

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. sales orders notes

    Sales Order Notes should have checkbox to say transfer to Purchase Orders and/or Invoices. It is a big problem when customer specific notes like delivery instructions do not get transferred to PO or Invoice for packing slips

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    1 vote
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  16. annual account

    Can we have a report button that shows all the three financials on one page - The Income statement, cash flow and balance sheet.

    It would really be nice for managerial reporting purpose.

    Thank you

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  17. what is your transaction security e.g.public key

    public -private key encrypt decrypt

    1 vote
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  18. Exportar Lista de pecios

    Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal

    1 vote
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  19. PayUMoney

    PayUMoney is a fairly use payment gateway since, there are no setup costs. I would like to request an integration with PayUMoney Payment Gatweay so that my customers would have a way to pay via., the gateway.

    1 vote
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  20. Format currency sign positions according to locale settings

    In many cases currency sign/code goes before the number, like $123, €321 etc. But sometimes, like in Sweden, the currency code goes after the number like 123 SEK.

    Can't find any way to change it from SEK123, which looks unprofessional.

    1 vote
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