Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6968 results found

  1. special rate and special scheme

    while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
    IS IT POSSIBLE in ZOHO

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

  2. option to force posting to sub-account (user will not be able to post to parent account)

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

  3. Options to define taxes for products

    In Canada, we have several product categories that are wholly or partially tax-exempt from federal taxes, as well as separate product exemptions from provincial taxes in some provinces.

    There is also the possibility of exemptions or different taxes required to be collected based on the customer's location or other characteristics (eg, some B2B transactions are PST exempt) and a business's operations (if a business advertises in some provinces, they are liable for collecting provincial taxes on sales to that province)

    I don't think Canada could possibly be unique in this regard.

    The current implementation has no allowance for products to…

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

  4. purchase order date

    purchase order DATE

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

  5. Screen division options - minimum vertical view options; black menu screen, list of customers/invoices versus when a document is viewed

    View settings to view a document (Purchase order, invoice, bill) in entirety versus three part screen where currently view is far left menu, then list of documents middle screen then document far right. We don't want to see the list of documents all the time (at least have the option to minimum vertically that middle part of screen (list of documents).

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

  6. Utilize token for german bank integration purposes (Commerzbank etc)

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

  7. Secured view by Sales person

    when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.

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

  8. When creating inventory items, would be great if the system only allowed account choices to be COG accounts.

    Having junior level staff creating inventory items, and having access to full chart of accounts to select from is very dangerous. You should be able to customize what accounts show up here to minimize major errors on both the income and expense side.

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

  9. Payment Mode in Bank Reconcilliation

    Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.

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

  10. Expense Category splits mobile app

    Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.

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

  11. We need to be a able to backup

    Need to be able to do daily backup of Everything Everything all Invoices, Estimates, etc. I see more people have asked for this. And given the problem you are having today with attacks you had better give us this option because if something happens to you and you lose our data and we cannot restore then the lawsuits will be flying. Not to mention many businesses going out of business. This is critical.

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

  12. The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields

    The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields

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

  13. Add Client Approval Status to Timesheet Details Report

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

  14. Feature Request

    We need to be able to schedule the report: "Sales Tax Liability". All the other reports can be schedule, this one needs to be as well. We have to pay taxes to tax authorities on a monthly basis and need to run this report every month. It would be more efficient to have this a scheduled reporat rather than have to manually run it every month,

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

  15. GST Feild Automatic Captial letter Conversion

    I want GST column feild data to be automatically converted into Capital letters . When clicked on validate the GST server is passing invalid value

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

  16. Invoice pdf needs Original Copy for the use of the recipient

    Invoice export to pdf is excellent as it creates filename with the invoice number. To be able to send it to a client it also needs to say (Original Copy for the use of the recipient) on the top. Can this be incorporated ?

    The workaround to print and save to pdf has an interesting problem.
    JS code embedded in the file launches the print dialog box every time we open the pdf file.

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

  17. Purchases reports

    At the end of the year, My Auditor needs total purchases for the year and monthly breakdown so I am facing difficulty to get this report please solve this problem as early as possible.

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

  18. Kindly include itemwise discount option on purchase entry

    Need item wise discount option on purchase entry

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

  19. Provide the option to create a Proforma Invoice

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

  20. Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders

    Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
1 2 … 276 278 280 … 348 349
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)