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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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6817 results found

  1. ability to clone retainer invoices and add items from the list to them so it calculates with sales tax as well

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. wages

    i am a director of our company and there is not an easy way that i have found to keep track or our wages along with the tax components/work cover etc that the business has to pay with wages

    1 vote
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  3. allow for multiple codes per one expense

    I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  4. Individual Client Outstanding Invoice Report

    I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.

    Please make it easy for us to send it to our clients.. .

    Thanks!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Hold monthly webinars to help us understand the full potential of your tools.

    I am using zoho books and zoho projects and I am finding this one of the most helpful tools for my business. I feel like I do not know all of its full potential. I would love to attend webinars that give me helpful advice how to navigate and save time tracking projects,times, expenses and getting paid.

    1 vote
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  6. Add new URL to the online banking System

    There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.

    It has however a different portal adress :

    https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme

    Please add this url to your system in order to use it.

    1 vote
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  7. Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.

    Sometimes customers request estimates and find foundations to pay for the work, etc.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  8. in

    When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.

    1 vote
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  9. I suggest to make a filter icon ( by item name ) in the inventory valuation summary report

    valuation summary report filer icon

    1 vote
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  10. allow for auto created invoices to be marked sent (not just as draft) so they show up on receivables

    1 vote
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  11. Add "semi-monthly" as a schedule for recurring expenses.

    Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.

    This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).

    Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. Customizable Statements with reference data

    1 vote
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  13. Disable decimal in "rate"

    Option to disable decimal in "rate" number format.

    1 vote
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  14. Allow sorting by name in managing rules

    Would be easier to find and edit a rule if sorted by rule name

    1 vote
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  15. Some strong suggstions which i think would benefit almost everyone using Zoho Books:

    1. Allow many different versions of invoices i.e. not just one "terms and conditions" generic to all invoices. Allow unlimited versions with no restrictions.

    2. Improve reports so that the user can decide on detailed criteria to export by (and create dashboards based on that. calculate/export total "automotive expenses" for this calendar year, or total revenue from client ABC from last month etc.

    3. Allow REVENUES and EXPENSES to be logged/categorised in more detail such as per product/project. i.e. 1000eur sale was for Product A and $2000 sale was for product B, and 200euro expense was for product B. Then you can look…

    1 vote
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  16. Show the status of how many items are yet to be paid

    Would like to suggest Zoho Books to track down different payments made in one invoice.
    Lets say a client purchased 7 items from me, and made payment for 4 of the products >> Zoho books shows the status of the transaction.i.e status will show: 4/7 items paid.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  17. Customised Number Formatting as per South Africa Regional - R # ##0.00

    There is 1 234,56 but not 1 234.56 (dot vs comma)

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  18. Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    1 vote
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    1 comment  ·  Transactions  ·  Admin →
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  19. In mobile app create multiple line of item in invoice

    to create invoice in mobile apps to add an items is difficult. need multiple line of items in mobile app

    1 vote
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  20. grid view zoho books timesheet

    It would be nice if you could add the grid view (as in zoho projects) in zoho books timesheet.

    Thx!

    1 vote
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