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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.

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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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6553 results found

  1. Would like to have a direct connection to Zoho Docs mapping for Reports from Zoho Books

    Today you can´t mapp or send a report from Books directly to Zoho Docs mapping system. I would like to have a Connection and the possebility to save PDf-reports directly to Zoho Docs mapping system and if possible send montly reports automatic to a special mapp under Zoho Docs. (This will be two wishes).

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  2. Inserire una riga dei "totali" per le visualizzazioni personalizzate "spese" e "fatture"

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Make it possible to Create Reoccuring Invoice from and Estimate

    You are currently able to create an invoice from an estimate, but you are not able to create a reoccurring invoice from an estimate. I need some way to link a reoccurring invoice back to the estimate, and I think it would be easiest to just be able to have the option to create a reoccuring invoice from the estimate.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  4. Balance Sheet

    In the balance sheet the current assets are showing up below cash. That is not proper accounting. Cash should be above current assets.

    1 vote
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  5. installation certificate

    includes
    1.name of items(with accessories)
    2.warranty start and end date

    1 vote
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  6. Mention the Payments in Invoice when it is recorded.

    When a customer makes a payment like by CASH or Bank Transfer or Bank's Cheque and when is gets recorded under the RECORD PAYMENT option, there should be an Option to mention this payment details in the INVOICE like it is done in other standalone software.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. Customizable view options for the ITEMS view in the mobile app

    We need an option to put preferences on how we want to see the ITEMS list on the mobile device, currently only default columns such as Name, SKU, Purchase Rate, Rate and Stock can be viewed, but additional columns such as description would be really helpful to add

    1 vote
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  8. PURCHASE BILLS

    Add discount option item wise in purchase bills

    1 vote
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  9. GST DATE UPDATE BY OFFLINE

    Provide GST1 AND GST2 data in excel for update manually.

    1 vote
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  10. Date Column in Manual Journal

    In case of Manual Journal, date should not be on top but in table i.e. Date- Account - Description- Contacts- Debits- Credits. It would ease us posting several transactions related to one account but occuring on multiple dates. For e.g. in case of Bank or Cash expenses we have to post several expenses and we have to select new date after every posting which consumes a lot of time, hence plz ;ook into it.

    1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  11. Tax summary or GST reports only for paid invoices

    I would prefer to have a Tax Summary only for paid invoices

    1 vote
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  12. Market place retrun, commission etc reconciliation...Zoho is not right tool for that

    Reconciliation for marketplace online sale where there are different kind of return and different kind of marketplace fees

    1 vote
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  13. TDS Accoun(s) for billing and invoicing

    Hi, good day....
    When the feature TDS Account(s) for billing & invoicing is going to be available?
    Regards,
    Adolfo
    MAGRAVIS SAS
    admin@magravis.com

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Export to Excel File

    I can export to PDF.. but it would be great to be able to export things to excel.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. to let the owner be able to create templates on their own in regards with their usage.

    Its better if we can create our own templates. You know, like make use of the space that is available and also finally make them precise. My view though but it would be better if you could. It always messes up the space whenever the items are few in numbers.

    1 vote
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  16. Manual or Auto number for Payment Received

    Add manual number option for payment received

    1 vote
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  17. Implement 'AMEX Express Checkout'.

    Please consider implementing 'AMEX Express Checkout' to make it easy for customers paying via Amex.

    1 vote
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  18. thamu

    periyasiruvattur

    1 vote
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  19. While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)

    There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)

    Say If We have Designing Service - Rate vary from client to client
    So rate are not be mandatory to put at first place

    1 vote
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  20. B

    1 vote
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