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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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6545 results found

  1. 1 vote
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  2. Make Payment terms default button visible

    The "default" button in the payment terms is currently invisible, but becomes visible on mouse-over. I propose you make the button to make one of the payment options a default always visible.

    1 vote
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  3. Need Delivery Challan Module for New Zealand.

    Need Delivery Challan Module for international clients as well. Please take quick action to launch this module as it's becoming a drawback.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  4. Amount Field Javascript

    A simple improvement: when pasting a value into the Amount field in Expenses, often what is copied contains a currency symbol ($). Since that's not valid, an extra step of erasing the currency symbol. In a recent update, it actually seems that the entire field is reset to 0.00 if you click to another field.

    It would be very helpful (and likely quite easy) to implement a bit of Javascript to strip out all currency symbols, commas, etc, or strip out everything but numbers and a single decimal.

    This could actually be implemented in multiple areas (Invoices, etc), but Expenses…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. add a field for "Maximum Stock" in the inventory tracking section

    in the track inventory section, add a field for "Maximum Stock". This will help us know how much of a product we need to reorder

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  6. monthly summary reports for all accounts in books

    Monthly summary of chart accounts for tracking of totals of each month debits and credits.(which is available in tally)

    1 vote
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  7. custom field pricebook

    custom field pricebook

    1 vote
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  8. Custom Dashboard

    add remove widgets to see what summery user want like the CRM home pages

    1 vote
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  9. Additional Address custom name

    Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
    So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
    I would like one of the following:
    1) Let me change the "Shipping Address" label to "Service Address" or
    2) In "Additional Address" let me change the label to "Service…

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. Complete Quickbooks Desktop migration tool

    Many Zoho Books clients are coming from Quickbooks desktop. I, for example, have 20 years of history, which is really valuable. If I move accounting systems I expect to bring all that.

    1 vote
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  11. Adjust how the program interfaces

    Regarding matching uncatergorized transactions to the bank statement: rather than have the entire page refresh when a transaction has been matched to to the bank statement, it would save a lot of time to have the selection automatically jump to the next uncategorized item on the list and maintain it's place (not have the whole page refresh and return to the top of the list), eliminating the need to scroll all the way down and find your place again. This is a small detail that many other programs feature and I estimate it would increase a person's productivity by 300-500%…

    1 vote
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  12. It will be great in the Books Sub Ledger concept for Vendors and Creditors

    It will be great in the Books Sub Ledger concept for Vendors and Creditors

    1 vote
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  13. change your contact number

    sir i called at your provided number in website but someone says this is wrong number always i want to upgrade my plan so kindly reply me .. last date of free trial is expired day after tommorow .

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  14. 1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. Yubikey for MultiFactor Authentication

    Please make an integration to use Yubikey for MultiFactor authentication. Yubikey is one of the prime contributors on earth (in the protocol working groups with Microsoft, Google etc.) for writing multifactor authentication protocols. See the W3C Chairs for the WebAuthn Group: https://www.w3.org/2017/08/web-authentication-charter.html
    Consider that they are in the "Enterprise Deployment Working Group" for the FIDO authentication protocol: https://fidoalliance.org/members/working-groups/

    1 vote
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  16. Give an option for a 2nd subtotaal on an invoice, after discount is applied

    On invoices that I apply a lot total discount, I would like to show 2 subtotal fields.
    Subtotal, exclusive of discount, exclusive of taxes, and in the event a discount applies, a 2nd subtotal which is inclusive of the discount and exclusive of taxes.

    The reason I'm requesting this, is that when I process payment with credit card for the invoice, my credit card app automatically calculated the total invoice amount inclusive of taxes - and I need to enter the subtotal (exclusive of taxes, inclusive of dicounts, inclusive of freight if applicable) into the credit card application - in…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Invoicing: Drop-down menu for Save and Record Payment

    When creating a new invoice, there is an option at the bottom that says "Save and Send" with a drop-down menu that has other options, like "Save and Print" etc.

    Please add the option "Save and Record Payment" so it takes you straight to the record payment screen.

    Thanks :)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. something happened with a recent update. When entering timesheets the "notes" box is now very tiny.

    something happened with a recent update. When entering timesheets the "notes" box is now very tiny. Please make box bigger so we can see the details we are entering.

    1 vote
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  19. pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  20. Reporting Tags in Bills Forms

    Hi
    i using the Zoho Books in Purchases and filling a Bill i cant select my tags.
    In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses forms.
    My Question: Have a way that i can use the tag in Bills and Recurring Bills too? or a way to configure?

    Thank you

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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