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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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  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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7020 results found

  1. We would like to customize the portal so that they can see only the statements

    We want our customers to see only the statement of accounts from the portal and hide other menu items. Also can they upload docs ?. Can weuse creatorto modify this portsl?

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

  2. Would like to have the ability to assign an account to multiple owners.

    1 vote
    0 comments  ·  Admin →
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  3. Better to add some information regarding discount in bills

    Better to add some information regarding discount in bills

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

  4. Direct / Automatic Bank Feed & Sync

    Please allow direct feed updates for bank accounts (like PayPal) so it sync in the background and not require manual clicking of Sync button.

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

  5. Option to Hide Zoho Books logo

    Option to Hide Zoho Books logo

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

  6. 8652007166

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

  7. make timesheet hour entry 12 hour

    Allow free form text on hours on timesheet that would be smart. So 8a = 8:00, 3p = 03:00 pm or 15:00. I hate having to use 24 hour time and my clients don't like it either.

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

  8. Allow Users to Adjust Default Settings with Zoho Books Timer extension in Chrome

    Within the Zoho Books Timer extension in Chrome, users should be able to set defaults so that the extension: 1) opens in the "log time" tab; and 2) within the "log time" tab opens in "set start time and end time" mode.

    Currently, I inefficiently waste 2 clicks getting to this point each time I make a time entry.

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

  9. Please add custom status in purchase order

    I would like to add a custom status in purchaser order where after it is approved, the purchaser can request for the payment ahead of time before it will be billed.

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

  10. 1) Add total to Account report groupings; 2) Able to run Account report filtering by Contact

    1. When we run a report for Account and add a Group By Contact, we want a sum per group
    2. When we run a report for Account, we want to be able to add Contact as an additional Filter
    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  11. Adding one Bottom to go the last page of item list and one bottom to the first page .

    We have more than 50 pages of 200 each page of items . it is time consuming to move from first page to last page by clicking next each time .

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

  12. Required Comment Option For Items

    There Is an Option Of Commenting On Any Of Transactions. Like Purchase Orders, Bills, Invoice Etc. We Need The Same Of For Items Level. Requesting To Discuss This With The Zoho Developer Team And Get The Feedback.

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

  13. Trash Folder for deleted Estimates/PO/Invoices etc

    Please provide a trash folder where all the deleted estimates/invoice/PO document will go and get deleted automatically after 30 days or so.

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

  14. I would like a shipping date field on the AR customer invoice

    I believe the AR customer invoice needs a shipping date on it so that the customer and he Finance Dept have that information on our invoices to them

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

  15. i would like a re-arrangement of the fields on Bills

    I would like the entry fields on the Bills to appearas:
    Bill #
    Date
    Order #
    etc
    In all of my years of accounting that is the order of bills biill number then date or date and then bill #

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

  16. one windows for booking

    Dears,

    I need your help to guide me to which of your solutions will help me in my business:

    How we work: we are commission agent “OTA – Online Travel Agency" usually, we purchase from the supplier once customers pay for us.

    Our business nature:
    As an online travel agency (such as Expedia.com), we integrated with several online suppliers. Customers book from our portal or by a call center, here we sell supplier products with our commission/Service fee/margin. So no need to enter two times for purchases and selling. So we need one window to enter the booking details.

    VAT…

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

  17. Add an option to select predefined texts for an estimate (or even an invoice) below the price and item list.

    Please add an option to select predefined texts for the Customer Notice field in an estimate (or even an invoice). This way I can add different Customer Notes from which I can choose each time I write an estimate (or invoice).

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

  18. Android 10 - Gesture Navigation and Receipt Cropping

    Recently, Google has added "Gesture Navigation" to Android. This allows you to go back to a previous screen by swiping left or right on the phone screen.

    To crop a receipt in the Android app. the cropping frame is very close to the edge of the screen. On several occasions, I have accidentally navigated backwards from the cropping screen.

    Could you make the cropping frame in the mobile app a little smaller so that it is not so close to the edge of the screen?

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

  19. negative number in expense details for zoho books

    Currently, negative numbers cannot be saved.

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

  20. We need Freeform for Drop shipping that does not include our Customers address above the ship to address line.

    When doing a drop ship. The Customers Business name appears above the address line. Causing Confusion.

    I am drop shipping for my Customer to their customer, Only their Customer's name should appear in the Ship Address.

    This also happens when I drop ship for my customer through my vendor to end user. I have to print the PO. Mark out the double name and then scan it , then send. Real hassle.

    Ship to Address field should only contain exactly what I key in that field. Do not add in the account name above the ship to address.

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