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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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6958 results found

  1. In Mobile app while creating invoice vendor address need to display and has an option to change multiple address of that vendor.

    Need to have a future of importing and exporting of Delivery challan.

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

  2. Remove one column in report

    I need to remove the column of transaction reference in report of any account transaction. And would be happy if Transaction details column be larger

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

  3. Need a column Sales-Invoices-Custom Report Primary Contact name should be displayed

    We have created a custom report in Invoices by using your custom column.We need one more column like Contact name and Primary Contact name against customer name

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

  4. Unadjusted credits adjustment

    Please have a feature to have the unadjusted credits adjusted even if they are created using a journal

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

  5. Tax Summary in Base Currency

    Tax Summary in Base Currency Required

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

  6. Please give Alert Message at the time of line item deletion

    Please give alert message / Pop Up at the time of line item deletion in Estimate, Sales Order, Purchase Order and Invoice

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

  7. spanish PGC

    Hi,

    we just started using Zoho Books.I have many questions:

    1-Is it possible to register the movements following the Spanish PGC?

    2-Is it possible to have every invoice related to a salesperson without showing it to the invoice but having it as a report by sales?

    3-Is it possible to present the taxes model in Spain using Zoho?

    4-Can I integrate all contacts from Zoho CRM to Zoho Books?

    Thanks,

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

  8. Bilingual

    we need to have Bilingual options to create invoices etc. as here in Saudi Arabia we are required by Saudi Authorities to show our invoices in English & Arabic both Languages. we have been given time till end of March, from effective 1st April,, invoices only in English will not be acceptable.

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

  9. Indicate the estimate number on the invoice

    I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?

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

  10. A way to receive in inventory prior to receiving the bill

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

  11. Print Option for All Draft Documents - Add water mark option.

    Draft Documents should have water mark. if not we can't identify the difference between a draft copy and finalized copy .

    My team preparing draft Invoices and sending to business partner and editing @ will as per the business needs.

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

  12. Apply Discount in the Estimates after total instead of item basis

    Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum

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

  13. Why no bank transfer option in retainers? ONLY CC options there? Make no sense.

    Why no bank transfer option in retainers?
    ONLY CC options there? Make no sense.
    Bank transfer should be possible on all invoices and retainers.

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

  14. Allow bank charge account to be specified when receiving customer payment against invoice

    When I receive payments, I would like to include the credit card processing fee when entering the customer Invoice payment.

    Invoice payment allows for "bank charges" to be specified, but they are hard wired to use a generic bank charges account, which is not applicable if the charge is part of Cost of Goods Sold (COGS) - I would like to have the flexibility to change this, so that it goes to a (COGS) credit card charges account.

    A benefit of this, would be that I would not have to enter a separate transaction to mop up the difference between…

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

  15. no totals in reports

    provide totals in every report that is generated eg: in GSTR 3B form there is no total for amount, IGST, CGST and SGST Columns.

    This makes the checking and verification of any report a very cumbersome task.

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

  16. inflexible and rigid reports

    The report module does not allow to view and extract information by putting in various criteria and configuration like in Tally.

    There is very good feature in Tally which allows you to configure any report using different criteria like sort by debit or credit vouchers, detailed or condensed, with or without narrations, with or without running balances, sort by name or date and host of other features.

    Also, there are options to populate reports on intelligent queries for entries meeting a particular criteria eg: all entries with XXX amount

    The absence makes working in Zoho very slow and cumbersome to…

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

  17. to provide 2 Selectable options in Terms and Conditions

    I Just want 2 Different Terms and Conditions in one invoice.
    If it is possible please make 2 selectable options from which we can select any one according to our need.

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

  18. Page Setup

    Page setup should be added under the Templates, current templates are using more spaces between line items, if we enter more than 10 line items, it will move to the second page.
    some applications have the features like Fit to page option. so we are expecting the same

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

  19. Date specific price lists

    We require to be able to load a price list to a clients account - but to ask the system to only apply the new prices during a specific date period. At the present time we have to remember to cancel it when the offer period has passed. This would be very helpful

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

  20. Optional article

    Hello,

    it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.

    Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.

    Can't wait to see this "little" but necessary feature in Zoho Books.
    Please vote for it!

    Thanks, Markus

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