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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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6971 results found

  1. client portal needs it's own tab

    Customer Portal Needs it's own tab in the customer view. So you can easily see comments, documents, invoices, credit limit, all that is shared other than estimates/sales orders/invoices.

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

  2. Remarks or Notes Coulmn in Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

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

  3. Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

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

  4. Inventory Items on Projects

    Having the ability to added inventory items to a project would be super helpful! I know there is the option to associate projects to bills but most items we have in inventory, have already be paid for at an earlier time and so we just charge the customer at the time of the project. So, associating a project to bills, doesn't really help us.

    Could this be added?

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

  5. Enlarge the 'pay now' button for customers who have multiple open invoices so they don't miss this and only pay for the current invoice

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

  6. Challan Type: Include option for Weighment

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

  7. Please make YESBANK also for customer payments

    To collect payments from customer include YESBANK also

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

  8. Show inter-branch transactions report

    like inter branch transfer of materials, funds, paid on behalf of one another etc.in a single report or ledger.

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

  9. ENTRY POSSIBILITY FROM ONE CUSTOMER TO ANOTHER OR ONE PAYABLE TO ANOTHER. ALSO CHOOSING MULTIPLE CUSTOMER ON THE RECIPT OF THE MONEY EITHR

    possibility of transfer entry fROM ONE CUSTOMER TO ANOTHER OR ONE SUPPLIER TO ANOTHER

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

  10. Project Summary Report - Ability to remove/hide Cost amount

    The Project Summary report shows budget and actual hours AND budget and actual cost.
    We want to share this report with our staff so they can see the time consumed - but do not want to share the budget and actual cost.

    We need the ability to remove or hide the budget and actual cost amounts from this report - or have a separate report.

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

  11. Bank Charge default with bank account currencuy

    when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
    Would like to default the bank account currency , let us no need do the calculation again...

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

  12. unlimited reporting tag

    500 limited for reporting tag in one tag is not enough

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

  13. Wish to pay TDS from direct web

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

  14. Ability to make notes about transactions BEFORE categorizing

    I would like to be able to make myself quick notes about uncategorized transactions. For instance, I have questions on how to categorize something and would like the accountant or another team member to look at it or have my question answered before I categorize.

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

  15. 2 factor authentication on email

    Hi,

    Why do we not have the option of getting 2 Factor authentication number on our registered email address.

    This will be very helpful for people who wants to live a basic life without mobile phones.

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

  16. Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III

    Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III

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

  17. Screen division options - minimum vertical view options; black menu screen, list of customers/invoices versus when a document is viewed

    View settings to view a document (Purchase order, invoice, bill) in entirety versus three part screen where currently view is far left menu, then list of documents middle screen then document far right. We don't want to see the list of documents all the time (at least have the option to minimum vertically that middle part of screen (list of documents).

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

  18. Please add the invoice number option into filter section

    Please add the invoice number option into filter section, that will be really convenient to do the matching for a big transaction includes several invoices. It will be save time

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

  19. Please include Sales without Invoices in Customer Report!

    Please include Sales without Invoices in Customer Report!

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

  20. Feedback Report

    Generate a report to show the comments made by users in the organization In the "Activity Report/Activity log" grouped by related activity. It would be very useful to follow up with customers and suppliers

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