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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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6977 results found

  1. On the Taxes Help pages you should add Previous and Next arrows to make it easy to page through the whole section.

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

  2. Add Total Discount Overview for Transaction Level Discounts

    It would be really great if we would be able to see the total amount of discount given for transaction level discounts as well. At the moment, we just see for example the percentage but it's not possible to see the overall discount given nor total price before discount. It would be enough if customers would be able to see the display of total discounts given at the "subtotal" or even below "Total" in smaller letters. It's a simple detail that would really bring more value to the whole thing. Thanks a lot!

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

  3. Update invoicing to align with Projects

    Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.

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

  4. I want to add Dispatch address

    Dispatch Address

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

  5. I suggest you to give an option to create debit note against all kind of purchases

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

  6. Integration of Zoho Books multi-organisation with only multi-organisation in Zoho People

    We wish to create multiple organizations with different countries [Different Entities with different GST Numbers] in Zoho Books under a single account. [Entities can be Indian or International]

    This module should work across all applications in Zoho One. We should be able to identify users & their respective data based on their respective entities [should have a drop-down for selecting entities].

    At the same time, there should be one master employee database so that in future if we wish to migrate from Zoho to another platform it should be easily migrated.

    Can anyone suggest what can be done ?>

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

  7. Retainer Invoice and Invoice

    Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.

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

  8. DEBIT NOTE FOR VENDOR

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

  9. Edit Layouts in Books vendor module

    We need to be able to edit layouts (like we can in crm) in books vendor module, so we can create rules of what data to show. Also would like roles and profiles so we can restrict certain info to certain users.

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

  10. Access to change Account type

    Chart of Accounts:
    Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.

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

  11. Be able to distinguish between TIME and ITEMS when exporting invoices

    Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.

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

  12. need the digital sign feature on MacBooks as well.

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

  13. Filter Companiess from Individuals in Customers

    We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.

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

  14. Allow for reminders to be turned on based on customer, vs 'all or nothing'.

    Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…

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

  15. Ability to change the template on the Books application.

    Currently we cannot change the template when we generate a document on the Mobile application. We have to go to the web browser, make the change and then go back to the mobile application which is not productive. I suggest adding the ability to change the template when generating a PDF on the Zoho Books mobile application.

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

  16. Customer Portal can have reports pushed from Zoho Creator

    Currently we are working on setting up production reports for our customer in zoho creator and will be making mit available for our customers via the customer portal but this will be a different login, instead if there is an API availale to make these reports to be shown on the books portal itself, the customer wouldnt have to login multiple times.

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

  17. Change colour of paused task to yellow or orange

    When a timed task is running, it is green. When you pause it, it remains green, so it's possible to miss this fact. Can we please change it to yellow or orange to indicate it's not running?

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

  18. Wrong code given for Andhra Pradesh.

    Need to correct Andhra Pradesh code which was given wrongly as "AD",

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

  19. All email templates have multi-lingual options

    Although some email templates currently allow multiple templates, for example one for each language, others simply do not have this option.

    These include:
    - User Invite
    - Client Portal Invitation
    - Timesheet Client Approval
    - Payment Request Information
    - Payment Initiated
    - Vendor Credit Notification

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

  20. Dashboard Customisation

    The Receivables and payables ageing on the Dashboard has a standard ageing interval 1-15,16-30,31-45>45. You can give the user of setting the predermined intervals as aginst above interval..

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