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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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6968 results found

  1. Allow advance payments to be recorded as income instead of liability

    In our service business, a project often takes weeks to complete, but labor and other expenses are incurred throughout the project period so we often ask for advance or installment payments. Since a final invoice amount often isn't known until the project is complete, we invoice at the end of the project and receive a final payment for the balance due. Under the current system, the advance payments received are recorded as a liability, but in our case it is actually income for services provided (labor costs, etc.) during the project. The current system imposes accrual based accounting on our…

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

  2. Use Professional Barcode Scanner in Mobile Apps

    It would be great if we could use the inbuilt barcode scanner on our mobile devices https://na.panasonic.com/ns/250230_FZ-N1mk2_Solution_Guide_FINAL.pdf. The camera is clunky and not fit for scanning many items in quickly. If we could select inbuilt scanner rather than it defaulting to the device camera that would be awesome

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

  3. option to select the Bank Account details from a multi tab that need to appear on Invoices

    We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.

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

  4. Give the ability to customize the look and feel of the client portal

    Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.

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

  5. how does this work on an hourly system of pay. this only has a monthly salary structure possibility

    IN ZOHO PAYROLL

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

  6. Import the Recurring Invoices - Overwrite Function please

    Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.

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

  7. stop invoice creation for late paying customer

    If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.

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

  8. Email template dynamic if then else tags

    Allow us to add %if% tags to email templates. So, for instance, we can do things like:

    %if:OverdueDays>0% Overdue by: %OverdueDays%!! %endif%

    %if:ProjectName% Project: %ProjectName% %else% No project. %endif%

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

  9. Separate Field customisation for Vendor and Customer and Mandating them

    We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information

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

  10. Not display invoice copy

    Would it be possible to deactivate the link that displays actual invoice.
    Indeed we are not using Zoho invoice template.
    Setting up clickable link shall be offered to Zoho customers.

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

  11. Be able to transfer money between banks with different currencies

    If you have multiple bank accounts and need to transfer money between them how do you deal with this?

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

  12. Printing check to blank check paper

    I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.

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

  13. Bulk Recurring Next Invoices Changing

    Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle

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

  14. add gold and silver currency code XAU AND XAG TO ZOHO BOOKS CURRENCIES OPTIONS CHOICE TABLE

    THIS will solve the issue of recording purchase of gold as a reserve asset for management of corporate treasuries
    right now we are using the bill function with zoho books but it is not right because it is used for managing inventories, which is different from managing treasuries by investing in gold
    the simple and elegant way is to simply ADD a currency code XAU AND XAG to zoho books and then we could simply add manually an cash account denominated in XAU to record the transfer of fiat currency into gold as an current assset to hold in the…

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

  15. Allow memo lines to be printed with checks (i.e. - Job name)

    We use the same vendors for multiple projects and it gets confusing when a check goes out without the job name on it. Adding this will simplify things for our vendors!

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

  16. Get the summary of the Outstanding owed by each client in the DashBoard

    With the summary of the outstanding by each client we will be able to know which client owes us the money and how much with out going to the reports and downloading the report.

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

  17. Change of Estimate Status to Draft even after send

    When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission

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

  18. clearly guide us to select different sales account while creating a sales entry

    i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.

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

  19. WATERMARK on PDF

    All documents specifically Estimate, Sales order and invoice should carry a watermark of the document stage, DRAFT / APPROVED. After "mark as sent" only PDF can produce.

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

  20. sale and purchase entries in one account ledger

    i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
    Request you to kindly resolve the issue. or tell us how to do such entries in that case.

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