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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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  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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6976 results found

  1. Create Refunded Status for invoices instead of just Paid or OverDue -

    Currently, you can not glance at any account and see a refund. You have to drill into the invoice, see the payment and then see the refund.

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

  2. Fetch time from Projects to People for Payroll Timesheets

    AUTOMATICALLY fetch the time entered into PROJECTS as timesheet in PEOPLE for actual attendance and time tracking

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

  3. Payment receipt preview

    Payment receipt preview
    Display the bank fee in the preview to prevent having to edit the payment to see the value.

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

  4. develop client portal

    allow items and products to be displayed in the client portal - so customers can choose the products they wish for us to quote on

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

  5. Why as individual I need a multi-user limited plan

    I have a suspicion that my brother has installed a rootkit on my PC, for spying. also I have worry if he steals my cryptos and also manipulates file I use to keep track of my crypto.
    I found a solution to this worry. Creating an owner account on my safe phone in Zoho books and create a user for my PC that allowed to add transactions (no edit or delete)
    So I need a cheap subscription plan with these abilities:
    1- 2 users (owner on my phone and one user for my PC)
    2- bank accounts

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

  6. add a report feature that allows you to see how many hours grouped by task, and by a specific client for a specific time period

    in the reports section
    add a report feature that allows you to see how many hours grouped by task, and by a specific client for a specific time period

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

  7. Be able to group accepted estimates

    Be able to group accepted estimates with either - reference number or create a filter, neither of these are options you provide..
    Also It does not show under curate list -sort by ( reference ) under estimates on the app .... Please add that feature

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

  8. Include

    Include a payment voucher template so that one can either print to be attached to the cheque before the cheques are authorised for payments.
    Whatever is there is a payment voucher after paying the bills..please include before.

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

  9. Customer statement with invoice

    The new feature that enables us to send a quick statement to our customers when sending and invoice should be customizable.

    Usually, we send a statement with only the unpaid invoice in the statement, not all invoices, payments and unpaid invoices. This makes the list very long and it's exhasuting for the customer that received the statement.

    We should have a way to select only unpaid invoices in this version of the statement as a default, that way we will not be forced to edit this each time. The dates of the statement should also be preselected to include 1…

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

  10. To let the users create their own invoice template

    As every firm has different products and services to sell, there may be differences in billing format. As we have created a sample format, we want to use that on Zoho books

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

  11. CUSTOM STATUS

    Why I can't create customs status in sales orders? the only funtion available in my zoho books is to change the name status of Draft, open and nule. please help me!!!

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

  12. Save as Draft option on Recurring Templates

    Can we add an Option to Recurring Templates to specify how created records will default to with regards to status?

    I'd like to setup Recurring Bills and have them default to "Save as Draft" instead of "Open".

    There is a global option for Invoices, but not for Bills. In reality I would much rather have granular control at the Template level instead of system wide.

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

  13. Disponibilizar a opção de cadastrar e atualizar

    Fazer com que possamos cadastrar ou atualizar um contato sendo do tipo CLIENTE e FORNECEDOR ao mesmo tempo.

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

  14. Allow placement of any customer data on Sales Orders templates

    Currently the fields you can place on the Sales Order are limited. It would be helpful to be able to include standard details like Payment Terms on the template without using a Custom Field that duplicates that information.

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

  15. Drag and Drop facility for attachment

    There should be Drag and Drop facility for attachment while making a bill payment instead of browsing the file. This is something similar to dragging and dropping a bill (as an attachment) in Bill section under Purchases

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

  16. add ability to bulk associate templates to customers

    need to be able to bulk associate email and transaction templates to a filtered list of customers.

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

  17. Create Custom fields in multiple modules

    I just discovered that if you create the same custom field in multiple modules the data automatically get push across when converting. This is awesome, however there should be the automatic prompt to create custom fields in other modules when creating the custom field. It seem crazy that the data is automatically pushed but you have to manually create a separate custom field in each and you have to make sure the name and data type is identical.

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

  18. ship from warehouse to another

    between warehouses

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

  19. EN ESTADOS DE CUENTAS

    EN ESTADOS DE CUENTAS, REMPLAZAR LA COLUMNA DETALLES POR LA DESCRIPCIÓN DEL PRIMER PRODUCTO. ASÍ EL CLIENTE PODRÁ IDENTIFICAR QUE PAGA. O EN FACTURA TENER UN CAMPO DE DESCRIPCIÓN DE LA FACTURA PARA QUE APAREZCA EN CADA LINEA DE FACTURAS EN EL ESTADO DE CUENTA

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

  20. Make the weekly summary report available as a standard report

    Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.

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