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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. Each Org including Meany Dpts. Each Dpt Can not viewing to others work and all working on same chart of Accounts

    1 vote
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  2. Quotation Template / Format should be there.

    1 vote
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  3. Dear Sir / Madam, I need Sales person wise Payment received report and sales person wise customer balance report

    1 vote
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  4. Enable Bank Feed for Punjab and Sind Bank Retail Login. Please!

    For Proprietorship accounts, Punjab and Sind Bank creates Internet Banking in the Retail Users category only.
    Please enable direct feed for PSB Retail.

    1 vote
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  5. Apply Journal Entries to Vendor & Customer Balances to knock-off adjustments which are non-GST in nature

    We need to make adjustments via JE to customer & vendor accounts due to certain transactions not falling under the purview of GST and for which we do not account the transactions as Bills / Invoices. We want to be able to use these adjustments against receipts / payments / bills / invoices - as the case may be.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Purchase order multiple page options must be available for adding more information

    Purchase order multiple page options must be available to add more points in terms and condition coloumn

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  7. costomer individual account statement

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Please put an option to add Project to the invoice

    Please put an option to add Project name to the invoice currently there is no option but on the estimate there is the option, we need something on the invoice too.

    1 vote
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  9. all data or say site data must be in bold character for easy viewing

    all data or say site data must be in bold character for easy viewing
    all fonts are very thin to view pls make it large and bold

    1 vote
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  10. Sales by item report should show Tax amount.

    The current item wise report does not show tax amount separately. The problem here is item wise report is not matching with daily deposits(which are inclusive of tax).

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  11. PRO FORMA

    Pro Forma invoices allow you to ship stock without a taxable invoice, but still treating it as a transaction with an agreed value of items - usually to be billed when the receiver sells it onward. This allows effective asset and stock tracking. Please add pro forma under Invoices options

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Want to see profit margin and profit amount for each invoice and invoice lineitem

    1 vote
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  13. Retail Invoice

    Please add Retail Invoice as main Module under Sales and need to give separate template option

    1 vote
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  14. Make an export format for Sage would be great. In europe Sage is well used by accountants.

    Make an export format for Sage would be great. In europe Sage is well used by accountants.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  15. Document List, for examples Expense, to be displayed with serial number, which can be an automated number field for all documents.

    Document List, for examples Expense, to be displayed with serial number, which can be an automated number field for all documents.

    1 vote
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  16. JOB workers inventory

    i receive raw materials, machine it to finish component and send it back to the parent company. what i want is to enter the data of the received components.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  17. Items - Estimates History

    In every item page there are tabs of Overview, Purchases and History. It is very important to include Estimates to know how much items where quoted in the past and to whom. It will help for Price Reports.Thanks.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  18. P&L by month and account matrix report

    Account J F M A M J J A S O N D

    Account 2015 2016 2017 2017 ....

    1 vote
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  19. Allow for overpayment on an invoice ... have an open credit should the client pay more than the original invoice amount.

    Have an open credit should the client pay more than the original invoice amount. This is especially helpful when only invoice is on the books and the client pays more than the amount ... an open credit would be appreciated.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  20. Receiving requirement from customer

    Hi sir/madam,

    Iam a zoho books customer currently in my trial period.

    Iam a business owner of a trade agency.
    I prefer zoho books to have an ease of access to the accounts and automate the existing manual process.

    Iam happy with the features provided but the difficulties we face in getting the customers requirements still exists.
    Receiving an order/requirement from my customer is the first step in the trade process. Even after i opted for zoho books my customers has to call me to place an order. The customers may choose to call after business hours or in lunch…

    1 vote
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