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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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6551 results found

  1. statement of account

    Option to generate Statement of Account for unpaid invoices only should be provided. This is very common function and wonder why it is missing in Zoho books. Full statement with completely paid invoices appearing along with payment details is confusing for clients.

    Also, statement of account does not display invoice number in seperate column. It just shows as part of description which makes the statement reconciliation very difficult.

    Provide satement of account customize option also to add some important field to statement like custom fields. These fields appear in invoice while entering and also while generating invoice report but does…

    1 vote
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    1 comment  ·  Reports  ·  Admin →
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  2. send customer monthly paper statement

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. Clone previous day for timesheet entries

    1 vote
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  4. Field level Validation

    Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. provision to enter income from various channels

    In addition to the sales and purchase categories,it would be better if you could include provision for business investment and other income through various channels

    1 vote
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  6. Facility to categorize a transaction with more than one bill/expense / to categorise more than one transaction with a single bill / expense

    1 vote
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  7. Please provide an option to attached "pending invoices" when sending bulk invoices.

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    0 comments  ·  Invoices  ·  Admin →
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  8. Please add "Due Date" column for invoices/Aging Details report

    It is under Sales tab in the Contacts section.

    1 vote
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  9. Pls add video in this page how work

    Add video about zoho books tip

    1 vote
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  10. As per Required Daily Schuldued basis Report auto genreted

    As per Required Daily Schuldued basis Report auto genreted

    1 vote
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  11. invoice to challan

    I have been facing 2 issues -
    1. When i convert my estimate to invoice the Terms & Conditions changes to the t&cs of last invoice. I would want that the terms and conditions in the invoice should remain same as in the estimates.

    1. We've the create challan's every time a material is delivered, but there is no option to convert and invoice into a challan which becomes a big hassle. Would love to have these features soon on Zoho.
    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. BY MAKING INVOICE MUST BE SHOW THAT HAW MUCH I SALE LAST TIME AND FOR PERCHESE LAST TIME FROM THIS VENDOR MUST BE SHOW

    1 vote
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  13. Sales should have Sales type Drop down so that we can differentiate our sales and generate the reports

    We have Digital Sales and Non digital sales , no options to differentiate sales type in zoho which is very basic feature , unable to generate the report, every time we have to download and work on excel is no use having system, please address this add sales type option.

    1 vote
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  14. Export of active items only.

    We would like an option of choosing to export only active items in inventory. before downloading, you could have an "ignore inactive items" button.

    1 vote
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  15. Add the ability to change the theme colour depending on which Organisation you are in

    Currently in the mobile app you can select a theme, which changes the main colour of the app. It would be really handy to be able to have a theme per organisation, so that you can visually see which organisation you are currently in.

    1 vote
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  16. Why the entire GL cannot be downloaded to Excel as one file

    Why the entire GL cannot be downloaded to Excel as one file

    1 vote
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  17. Paying multiple expenses reports in one go

    We should be able to pay multiple employee expense reports in one go, currently we can only chose one at a time. It should be similar to paying multiple vendor bills in one transfer... come on guys, I can't believe that I am requesting this simple feature!

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  18. There should separate column for total net amount for particular item no.

    e.g. item no. 1 has 4no. of camera @2012.72 CGST9% 144.16, SGST 9% 1449.16 Amount 8050.88 BUT There is one thing is missing Total amount with GST of that particular item. So my suggestion is to add one column for net amount for that particular item, Thanks

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  19. integrate Venmo [a service of PayPal] to accept payment without fees in the US

    consider just adding PayPal bank transfers instead of just credit card payments in the meantime.

    1 vote
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  20. Edit option for"item "s important to mange inventory.

    after saving the item specification we are not able to edit the item.I any manual error happened then we are not able to use the same specification and not able to manage the inventory as well. please discuss and do the needful... Sharon-7904673323

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