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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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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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6548 results found

  1. Viewing only by person who posts them

    Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  2. Able to add income taxes as a liability when is pending to be paid or for example when the company enter into a payment plan with the IRS

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    0 comments  ·  Transactions  ·  Admin →
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  3. Remove ugly generic graphic icon & add numbering to line items

    1. There is no need for those ugly generic graphic icons that appear to the left of each line item. Please remove. No need to use precious screen real estate with these.

    2. Can you please have invoices automatically add numbers to each line item? This is useful when you are cross checking with other documents or useful just in general. For example: you are on the phone with a client and you can say "Line item number 3 ..."

    Thanks!

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  4. Sub Folders in Documents section

    Sub Folders in Documents section

    1 vote
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  5. Sub Folders in Documents section

    Creating Sub Folders in Documents section

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  6. Sundry Debtors & Creditors Import into Zoho Books.

    Import of Sundry Debtors (Accounts Receivable) and Sundry Creditors (Accounts Payable) into the Books.

    1 vote
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  7. As I'm doing GTA business,for some transactions gst is exempt and for some transactions gst is reverse charge thenhowcanigenerate theinvoice

    To one customer we are giving both GST exempt and GST reverse charge services at that time i want to generate one consolidated invoice in zoho books.please suggest the same.
    Thank you

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Enhanced timesheet entries list in client portal

    1. Add username to the timesheet entries list in client portal. 2. Allow filter by Date Ranges, Tasks, Users 3. Add Sort options 4. Allow for export / print.
    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  9. provide commission option on when making invoice according salse person

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. Multi location invoice and reports

    In books, provide a feature that allows reporting by location, many customers have more than one site and need to allocate cost accordingly. The customer will need to view and produce reports by location.

    1 vote
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  11. first fix the issues in zoho books, lot of bugs

    Lot of bugs in zoho books i shared and few of them fixed, but i can find bugs the more i use. seems to me worst application

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  12. Allow customers to select the invoices to pay in one transaction on the portal.

    Allow customers to select the invoices to pay in one transaction on the portal

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  13. Zoho Books

    Estimates,sales orders,invoices.
    The option of the Filter or sorting can be added in headers so that multiple option search will be easier.
    In Invoice details Report:
    It will be good if we club together the month wise details.
    Like on viewing the annual invoice details we can able to get the month wise total invoice detail,which directly shows our performance in that year.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  14. Change Zoho Books portal invitation status.

    When a portal invitation is sent from Books, the contact invitation status is set to "Portal invitation not accepted". This is misleading as it suggests that the contact rejected the invitation. I recommend changing it to "Portal invitation pending". Depending on how the contact acts upon the invitation, then have it change to the appropriate status as "Portal invitation not accepted", "Portal invitation accepted"

    1 vote
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  15. PreSelect Reminder Date and Local Time for Reminder or Auto-Invoice/Estimate sending

    The actual reminder system may generate reminder at inappropriate dates, e.g. over weekends or public holidays like Christmas, client birthdays etc.. That is according my understanding, bad timing.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. format of invoice should be more attractive like tally, you should make the fonts more big and bold

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  17. How to convert tally data to ZOHO books?

    1 vote
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  18. Bills Payment - Customization

    Should have option to customize the bill payment voucher so that it can printed & stored as per organization requirements

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. a column should be added in vendor and customer statement which shows amount paid is from which bank or amount received in which bnak

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  20. Item Adjustment

    When doing stock adjustment, I want to be able to adjust many products in one transaction

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