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Zoho Books

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. Notifications timeframe

    I really suggest to implement a functionality to define a specific timeframe for the notification (example 8a.m. 6p.m.) the inventory reorder are coming just after the midnight every day, this is painful.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  2. Invoice status "DUE IN XX DAYS"

    I suggest to see the status "DUE IN XX DAYS" in the mobile app like the website version.

    1 vote
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  3. Cancellation of Partially used sales order

    I can cancel partially used sales order with items as goods.
    But when the items in the sales order is services, I am not able to cancel partially invoiced sales order. Don't know why they kept it. The answer I am getting from the support team is that currently it is not possible. I don't know what logic is behind it. And don't know if the option is available for goods, why they can't roll it out to services. We are an IT services company & because of this issue, I am creating all items as GOODS. Hope you will…

    1 vote
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  4. BS account mapping for Service Sales

    This is a simple enough one. While mapping the account for a service, the system allows only the P&L items of Revenue nature. While there are certain business cases where a BS item should be used. (Accrued Sales)
    Hence please enable this feature.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  5. city and county tax

    can we add additional tax rate for city and one for county jurisdictions, not just state?

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  6. Add facility to enter discount (% + amount) at line item level. Its very common in industry. Buyer gets discount itemwise.

    Add facility to enter discount (% + amount) on Purchase Bill, at line item level. Its very common in industry. Buyer gets discount itemwise.

    There is not any option to enter discount (given by supplier) itemwise on Purchase bill/ purchase order. Its a must have features. Basic invoicing features missing in zohobooks.

    1 vote
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    3 comments  ·  Invoices  ·  Admin →
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  7. An image of signature should be posted while generating invoices, estimates and documents

    An image of signature should be posted on all generated invoices, estimates and documents

    1 vote
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  8. I would like to add cost to items already created

    I create items when my supplier invoices me. However, the transportation bill comes from a different company like one month later. Then depending on the sale I make there are different costs involved. So If I could keep adding costs to a particular item, I would be able to figure out the total cost of that product which would be very convenient.

    1 vote
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  9. If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address

    If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address.

    At least in our business, there is no reason for a 2nd address, unless the customer had a different ship to address than the billing address. I would like it if there is an address in the other field, that when that client is pulled into Books from CRM, that it uses that other address as the ship to address, so it doesn't have to be entered manually again.

    1 vote
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  10. Have a keyboard shortcut to clone an expense

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. GST ROUDUP OPTION

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  12. How i get Mail feed back message to my register mobile no.?

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  13. RESTRICTION TO INVOICE WHEN STOCK DROPS BELOW A CERTAIN QTY

    This is an EXTREMELY URGENT REQUEST especially for organizations that deal with hundreds of items. I've never heard before of an accounting system that allows invoicing when items become unavailable in stock. How can this be possible? Qties dropping under zero & people still being able to invoice. PLEASE MAKE SURE THIS FEATURE IS IMPLEMENTED THE SOONEST.
    Our sales team is not aware of our stock situation, invoicing unavailable items to customers & therefore not being able to deliver, losing the SALE & THE CUSTOMER!!!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Customize invoice reminders

    If that's possible, please create the opportunity to enter the date for each client after which the invoice reminder will be sent.

    1 vote
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  15. To have the possibility to assign default email templates to salespersons

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  16. Can we merge customer statement of account only for sending statements

    We have customers who have branches across the state. They would like to see invoices in their address but as the finance is centralized would want a consolidated SOA . I could use the tags but tags are not printed on the SOA. ANY suggestion ??

    1 vote
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  17. Thai characters in the reports section.

    Can u please add Thai font in report section, its work in invoice, sales order and purchase order, but do not support in report section. if you will add this feature it will be good in thailand

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  18. Snail Mail Statements

    Add the ability to send Statements via snail mail

    1 vote
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  19. Allow deduction in split transactions in banking

    Example:
    Gross Wages $1000
    Social Security - 62.00 (negative transaction, deducts from above total)
    Medicare -14.50
    Adjusted transaction amount $923.50

    We have a lot of transactions that require deduction splits (bank fees, etc), this would be a very helpful feature! Zoho Books does allow you to enter the negative transactions and total adjusts, will not allow you to save though. We only use Zoho Books for our invoicing currently, this feature is a must for payroll and other transactions, currently using Quickbooks for accounting and would love to only have one accounting application

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  20. An auto generated number for bill is necessary as a mean of internal control

    1 vote
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