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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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  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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6553 results found

  1. Kindly add 3% slab of GST For India

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  2. Please consider notes option on the dashboard. personal notes or set a reminder.

    It would be great, if there is an option available on the Zoho dashboard screen where we can make notes or self alert like company license expiry date, Staff medical insurance renewal date etc.etc. It would be very easy, if all those important notes all available on the dashboard with reporting option would make life easy!!

    1 vote
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  3. Add an appendix/index opyion

    Certain bills will consist of more or less 30 to 50 items in a single bill, thus while taking print it goes to more than 3 to 4 pages. This honestly is a waste of paper and is a environmental issue.

    1 vote
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  4. recurring

    Invoice recurring
    Add feature "jump period of payment"

    Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
    It would be convenient to decide to set non-billable times.

    1 vote
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  5. retroactive recurring payments or expenses

    I setup a recurring monthly/daily/whatever expense or payment and it is only effective for dates in the future. Even if I specify a start date of the beginning of the year I still have to manually go back and create expenses for every previous expense period. One would think that the start date would actually start the expense at that date instead of only dates in the future of the date it was entered. This means it only makes sense to setup your service at the beginning of the year and not any other time without having to do a…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Service charges (in %) on individual item and total bill; then the GST addition

    Please add this feature asap.
    This is already present in form of Discount.

    I need exact same feature, the only changes would be instead of deduction in case of Discount, it should be addition of the amount in the total.

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  7. A link back to current project being timed in the bottom left counter area.

    A link back to the project being currently timed in the bottom left counter. Sometimes I will accidentally leave a timer go

    1 vote
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  8. Aging Summary report: Make own custom intervals default

    At present ( as of 4 Aug 2017 ) the aging summary always defaults to 15 days, whereas in our company we always need it to be 30 day intervals. Make it possible to set 30 days as default, for example? Certainly it's easy enough to switch from 15 to 30 days, but annoying when we forget and run a report for 15 instead of the required 30 days.

    1 vote
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  9. Convert Delivery Challan to Invoice

    we supply the material on Delivery Challan and then need to convert the Delivery Challan to raised the Invoice modification should be allowed while raising the Invoice

    1 vote
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  10. Quotation Via SMS

    Sending Quotation of items to vendor mobile number and send other offers to end customers.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  11. Allow us to see salesperson report in Zoho Books Mobile

    Allow us to see salesperson report in Zoho Books Mobile

    1 vote
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  12. There is no way I can connect my standard chartered corporate banking account to get transaction feeds

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    0 comments  ·  Third Party Integrations  ·  Admin →
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  13. Mobile timer: allow me to enter notes and save to close

    In the timer screen where you can stop and start... the only thing missing that would really make life easier is something to signal the end of the journey, especially the notes field, I understand that we need to select the project and task first (though I wish there was a way you can start a random timer and choose the artifacts at the end of the journey), but to enter notes at the beginning or after you stop and go back to timesheet screen, is a bit of a long trip. If there were at least the notes field…

    1 vote
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  14. would like excel template in bill section. discount column in received bills column

    there is no excel template option in bill section. also what should I do when i received a bill for multiple discounted items. there is also no option for discount in bill section

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  15. re formate your invoice templete excell to fit into a4 paper.

    re formate your invoice templete excell to fit into a4 paper. let all invoice remain of a4 standard size printout, like tally bill
    all taxes to be tabled and shown at proper place
    not one below the other ,

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Ability to assign one/multiple product categories to Item and filter for same while searching for products

    Ability to assign one/multiple product categories to Item and then ability to filter items by category while adding line item to order/invoice. This filter should be available both in web and phone apps.

    This way those users can locate product items faster who have huge product list. Also user will see a short list of products if they are looking for specific category product only.

    1 vote
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  17. we were exploring the software, and what we're looking for specifically is how to convert the item details in estimates into a list of tasks

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  18. Specific Industry Related Tools and Template

    Hi Folks, I would like to have specific industry based tools and templates (accounting and project assignment tools also) such as CA Dashboard or CA Automation specific to CA Community.

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. WANT TO USE IT FOR HOTEL/GUEST HOUSE KINDLY MODIFY IT FOR HOTELS

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  20. Customer Service Phone number added to the Help and Support Window as soon as it opens.. I had to look in other links to find it.

    1 vote
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