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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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6547 results found

  1. Align Invoice Template with Bill Template.

    I see that when creating Invoices, it's easy to add Shipping costs. However, with creating a Bill, it's not the same. I'd expect feature parity there. If we could add the ability to enter Shipping charges in the same location as Invoices, rather than having to enable Landed Charges, and enter is as a line item, it would be great. Let me know if that doesn't make sense.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  2. can you please tell me why i am unable to make any withdrawals from any zoho accounts

    please inform me what is stopping my withdrawals from zoho or crm

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  3. Be able to change currency on invoice without having to re-do an invoice

    I'd like to be able to change a currency for an invoice without having to re-do it.

    We'll invoice a client in GBP but then they'll ask for an invoice in EURO. It's silly that we can't simply convert the current invoice instead i have to delete it, change client info and then re-invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Add the ability to make cash on account payments. Which do not require an invoice first.

    These payments would negate the requirement that a retainer invoice be used.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. 1 vote
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  6. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.

    We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.

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  8. Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.

    Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.

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  9. Calendare for items to remind us about the renewal

    we need calendar to add the purchased items to remind us for the renewal.

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  10. 1 vote
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  11. credit control - stop future statements/automatic debtor chase emails temporarily

    It would be great if there was a feature which, once you've spoken to a client and agreed a future payment date, would stop any future automatic statements or debtor chases.

    I would see it as follows:

    There's a debt collectors box attached to either 1) the customer's account as a whole, or 2) certain invoices on a customers account.

    Either way, if there was a "postpone statements, automatic reminder letters to request payment" up to a certain date this would be AMAZING!

    1 vote
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  12. To associate invoice with credit note

    It will be more helpful and good if the invoice details displayed in the credit note automatically for editing when it is asking for the associated invoice number. The problem now is it is more time consuming to refer the old invoice for details. Hope the team will make this for us.

    1 vote
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  13. Monthwise report

    Monthwise Sales and purchase reports

    1 vote
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  14. Option to add logo image in expense voucher

    Expense Voucher printing with company logo and all details same like invoices

    1 vote
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  15. Zillow Home Values on "Books"

    You have service for CRM lets do it on books. We own a few properties and getting updates on current value for our balance sheet would be great. Thank you for the great software you provide

    1 vote
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  16. ZOHO Book

    Dear Concern, we want Invoice Name in Summary of Outward Supplies....please check and do the needful as soon as possible.

    1 vote
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  17. add automatic reminders that be added to subscriptions and books

    You should add reminders that can be treated differently for different modules.

    I.E. you should be able to communicate one thing to customers in subscription, another in books.

    1 vote
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  18. 1 vote
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  19. Stop mobile device from locking when timer is running

    I have forgotten that the mobile app timer was running, or just really wanted to be able to glance at my phone to see the current timer while working, but you do not have an option to stop the phone from locking while the timer is running. Please add that! It's definitely possible, Map My Ride has the "keep screen on" option to do exact that.

    1 vote
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  20. To display recently Searched items

    Display recently Searched items or contacts or sales order or invoices etc. Guess that would be best addition which might be useful to all user's and it might cut the valuable time from typing in the recurring searches.

    1 vote
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