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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6956 results found

  1. please include the option for selecting the partial sales order of the same client while invoicing.

    currently we can select normal job but not partial job while we create a new invoice. so please include that option also

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  2. 1 vote
    0 comments  ·  Invoices  ·  Admin →
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  3. Allow bank accounts to be grouped under higher-level folders.

    Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.

    1 vote
    0 comments  ·  Banking  ·  Admin →
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  4. ADD RESSOURCE ON THE ARTICLE

    please add a field 'ressource' on the article could be a good solution to link with a people'name or to a room or to a something else

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  5. 1 vote
    0 comments  ·  Reports  ·  Admin →
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  6. Add option of setting different selling price to different customers(not 3 or price levels)

    we sell at showroom & supply to companies having projects(cash & credit sales). We have walkin customers,small shop owners who resale & end users.Our selling price of each item is different for evry company.Since having lot of companies/customers,we cannot memorise our last selling price of a particular item to them.We want to set price of items for each company/customer separately(we r using peachtree & they have this feature but that is not arabic enabled software.) .Many softwares have 3 or 4 price levels to be set but we need customisable price fixing facility.

    1 vote
    0 comments  ·  Admin →
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  7. I think it is good to add a feature that someone can recheck a deleted invoice in the system in case someone wants to know what went wrong.

    I think it is good to add a feature that someone can re-check a deleted invoice in the system in case someone wants to know what went wrong. this should be helpful

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  8. 1 vote
    0 comments  ·  Admin →
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  9. Product Name/SKU field on Purchase Order page

    It would be helpful to have an additional field on the Purchase Order summary page to show product name(s) or SKU(s) for easier reference without having to open each PO.

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
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  10. Allow attachment of file while creating lead in Zoho CRM.

    Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.

    1 vote
    How important is this to you?
  11. I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .

    I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  12. 1 vote
    0 comments  ·  Admin →
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  13. provide an option to compare expenses per month of the curent year and the previous year.

    this option would make it possible to compare the costs of particular expenses (by item) of the previous year at the same month. for instance At the begining of a new year I make plans to cut expenses on contribution on Booking.com by putting more effort to get bookings through other channels. Iwould like to know if I've succeeded in this goal and compare this expense item with january 201. So please add a dashboard feature where I can do this with bars stacked.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. completing ideas

    Feedback for this uservoice page... In searching for to see if an idea I had already existed I noticed two features (api limit remaining for the day) and sending an invoice via api without actually sending it. Both of these features exist today in zoho books via the report page and the api markInvoiceAsSent methods. It would be nice to either purge out completed requests or mark them as complete / comment on them when they are done.

    1 vote
    0 comments  ·  Admin →
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  15. 1 vote
    1 comment  ·  Invoices  ·  Admin →
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  16. Report Output

    When we take an output for cash or Bank, the VAT amount is not displayed. If it is there showing separately, it would be easier to check.

    1 vote
    0 comments  ·  Reports  ·  Admin →
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  17. 1 vote
    0 comments  ·  Admin →
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  18. Saudi Arabia Legalities

    Information required for VAT invoices
    The tax invoice must include the below details related to the transaction, provided in Arabic:
    • The invoice issue date and the date of supply (if they differ)
    • A sequential invoice number to identify the document
    • The supplier’s legal name, address, and tax identification number
    • The customer’s legal name, address, and, when the customer is self-billing, tax identification
    number (and a statement that the customer and supplier have agreed to self-billing of VAT)
    • The quantity and type of goods, or the extent and nature of services provided
    • The total amount…

    1 vote
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  19. Twikey integration

    Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com

    1 vote
    How important is this to you?
  20. Admin to Admin Approval Options

    If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
    Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
    If not there is a list of approvals #1Admin does NOT need to approve.
    also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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