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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.

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7073 results found

  1. Zoho Showtime : watch videos on-demand on mobile device !!

    Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.

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

  2. Option to disable email auto populate in "Send To" field

    Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.

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

  3. Invoices: State appearing in wrong line

    I have created a customer entry in Zoho Books. However, when I download the invoice as PDF, I see that the state initials appear in the wrong place. Example:

    Bill To
    Customer Name
    123 Main Street 2nd Floor
    New York
    10018 NY

    Correct should be:
    Bill To:
    Customer Name
    123 Main Street 2nd Floor
    New York, NY 10018

    Please fix this ASAP.

    Also, please add a colon after "Bill To".

    Thanks.

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

  4. Need Proper Reports

    Reports Page is not helpful. for ex: if we go Bank Leger its shows all transaction but if we done any edit in one ledger after that it will not go again the bank ledger its struck only the edit ledger. so again we want go bank ledger manually.. which is taking more time and more effort. please give more modules in accounts like Sage 50

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

  5. pay checks out direct from your bank within zoho books

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

  6. When there is a discount against a client's invoice, it would be great to be able to tag that discount.

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

  7. Funds Received on Behalf of Customers for Paying Taxes

    In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.

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

  8. PLease ensure that we are able to make payments through ICICI via other payment gateways / links / url's

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

  9. STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE

    STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.

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

  10. allow exporting invoices with one click but separated PDF file

    i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.

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

  11. Auto signature on payment reminders in Accounts Receivable

    Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders

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

  12. Ability to select specific user timesheets and turn those into a bill for the user - contractor / vendor

    users enter timesheets into Zoho Books, users are either employees or contractors / vendors. The feature would allow us to take a users timesheets and create the billable side for the contractor.

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

  13. Zoho Books - Multiple selection for terms and conditions

    We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.

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

  14. payment to customer

    I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…

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

  15. bank statement next page

    Bank statement. Put an additional set of controls to move to previous and next page at the top of the bank statement page. It is frustrating to have to scroll right to the bottom of the list to move to another page!

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

  16. Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense

    I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…

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

  17. To have different approve workflows for POs and for Bills

    Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.

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

  18. Reoccurring invoices - variable (month name) parameter

    Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.

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

  19. When will the vendors portal be available in the USA

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

  20. Create bill on behalf of vendor and email to them

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

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