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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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6957 results found

  1. Composite items components full descriptions should be visible on estimates/invoices

    You should be able to show all of the items within a composite item with their full descriptions, pictures, and details underneath the main composite item. The current text list with only the items name is just not a good solution.

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

  2. Invoice no. as per customer

    There should be option to generate auto invoice no. for each customers.

    e.g: Customer ABC, Customer XYX.....then to generate inv for ABC... we should have prefix as ABC-2021(Financial Yr.)-001 (Auto incremental inv. no.).

    to generate inv for XYZ....Invoice # XYZ-2021-001...like this.

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

  3. Vendor Acceptance of PO in Vendor Portal and Delivery Date Confirmation

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

  4. I like to suggest being able to maintain multiple unit of measures for an item

    I like to suggest being able to maintain multiple unit of measures for an item

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

  5. Apply vendor credits to a check and not necessarily a specific bill.

    Currently I have to apply vendor credits to a specific bill. I would like to be able to have the credits, along with the open bills, pull in under a vendor name when making a check payment so that I do not have to apply it to a specific bill. The credits would show as line items, just as the bills, with the deduction amount.

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

  6. Item search in transaction forms

    The item lookup field in the transaction forms have to be searchable. Currently one needs to type in the item description in the right order for the item to be displayed in look up. This forces the user to remember the item in the exact same way it was created. Instead as the user types, the lookup should display all the items that contains that term. For example-if the user types in a model no of the item, the lookup should display the item that contains the model no irrespective of the location of the model no in the item…

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

  7. Please add automated report generation at hour count. for example a report generated at 72 hours mark. There is no option at the moment.

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

  8. GSTR 2A Mismatch

    While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.

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

  9. E-Way Bill generation for Import Goods from Zoho

    Request to help us Generate E-Way bill for import goods from cargo

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

  10. Ledger Account enquiry

    Currently the only way to enquire on a ledger account is to produce a report.
    Why can't we view the chart of accountant, see account balances and then look at transactions.
    Seems very poor to have to produce a report to see this information.

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

  11. Apply Tax Witheld without Payment

    Hi, will really appreciate if you can add a feature wherein we can manually enter Tax Deducted at Source (TDS) / Tax Witheld amounts without recording a payment received as in some cases Tax Witheld is credited by Customers much before they make payments, hence this would provide exact outstanding amount from a customer.

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

  12. Creating single PO for 2 Sales Oder

    Creating single PO for 2 Sales Oder

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

  13. Why can't I view items by vendor? When I add an item there should be an automatic field attaching it to a specific vendor.

    Why can't i view items by vendor? When I add an item there should be an automatic field attaching it to a specific vendor.

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

  14. Create sub-accounts for clients so that there is a main client from which sub-clients flow

    Create sub-accounts for clients so that there is a main client from which sub-clients flow

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

  15. Add "remove salesperson" option.

    One should be able to remove a salesperson

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

  16. md.mostofa899753@gmail.com

    500

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

  17. Name and Mobile Number in Retail Invoice PDF

    We request you to incorporate Name & Mobile number to be printed in PDF.

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

  18. Purchaser Order field for customer to populate when approving estimates

    When a customer reviews an estimate within their portal and they wish to accept they should be prompted to provide a Purchase Order within a specific field as this is the authority number given for the purchase by the customers finance team. This PO should then be pre-populated into both the Sales Order and the Invoice

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

  19. How to send only unpaid invoice under sales by sales person

    please how to do ?

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

  20. Purchase return order

    1. Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
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