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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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6817 results found

  1. Make a way for us to see if emails bounce back or are delivered.

    If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?

    1 vote
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  2. when matching payments show payment No so it can be easily identifable

    When Matching uncategorised transactions, with payments, it would be useful to have the payment number.

    1 vote
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  3. use currency gain/loss directly in banking transaction

    If we exchange our amount in out bank accounts , for example CHF to USD , if it possible to show both amount currency type to input it , not only source bank currency type

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    0 comments  ·  Banking  ·  Admin →
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  4. Stock Summary in Tally ERP 9

    I Want Item Adjustment As Same Stock Summary in Tally ERP 9

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  5. Tresury options

    I suggest have a tresury module, for managment masive payments.

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  6. Sort Invoice "Status"of Paid or Overdue

    The column that I care about most in my invoice module is the column named "Status" that indicates whether my clients have paid for the work my company has performed. Unfortunately that is the only column in the Invoice module that I cannot sort. Please make the "Status" column sortable A to Z and Z to A.

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  7. I would like to Block the G / L account but record in a subaccounts, this to don`t have a misstakes in the type of Expense

    I would like to record a expenses ina subaacounts but not in the GL.

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Enter date as 021117 to make for faster data entry - or at least not need the 20 in 2017

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  9. Notes or a notes on anything so you can ask your accountant questions and attach stuff to your questions

    Notes or a notes on anything so you can ask your accountant questions and attach stuff to your questions

    Also a notes section so you can put all your questions in one place with attachments for your accountant.

    1 vote
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  10. Invoice Numbering Per Billing Point

    If a client has 4 different showrooms, he needs different billing sequences for each showroom

    1 vote
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  11. put a sub total for quantity also

    1 vote
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  12. put a sub total for quantity also

    put a sub total for quantity also

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  13. 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).

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  14. Inserire una riga dei "totali" per le visualizzazioni personalizzate "spese" e "fatture"

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. 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.

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    0 comments  ·  Estimates  ·  Admin →
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  16. 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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  17. installation certificate

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

    1 vote
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  18. 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.

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  19. 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

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  20. PURCHASE BILLS

    Add discount option item wise in purchase bills

    1 vote
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