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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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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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6494 results found

  1. Connection to Zoho Commerce & Zoho Books user portal

    Good morning, we have an online store at Zoho Commerce and we think it would be nice to unify the Zoho Books customer portal with Zoho Commerce. Right now we are seeing that the user data is not synchronized, we have problems accessing the Zoho Books portal with the access data of Zoho Commerce. These two access portals should be linked in order to better serve customers.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  2. Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.

    When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  3. update the new TDS rates

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. PACKING SLIP CUSTOMER COMPLETE ADDRESS DETAILS

    ADDRESS DETAILS OF CUSTOMER FOR PACKING

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  5. Estimates report which excludes those that are converted to Sales Orders

    Estimates Report which excludes those that are converted to Sales Orders

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  6. Drop down custom field: Editable, sortable.

    I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.

    I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.

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    0 comments  ·  Customers  ·  Admin →
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  7. Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO

    Is there a system of raising the PO from other state ( other GSTN) to the HO internally and that PO to be converted to Sales order by the HO so that internal purchases can be done without manually having to create the SO or Invoice for the branch again thus saving time and human errors

    1 vote
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  8. Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page

    Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page. In the case of ICICI, it lands in a common page & we are free to select any type of bank account like savings or current account. Please help.

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    0 comments  ·  Banking  ·  Admin →
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  9. allow warehouses to be created in different states

    Warehouse creation in differnt state than the organistion is not allowed . In this case how can branches across differnt states be attolted warehouses ?

    1 vote
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  10. After This Feature in CRM Branch option is not populating

    This Branch option should be populate in CRM Finance

    1 vote
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  11. JOURNAL ENTRY TEMPLATE CUSTOMIZATION IS NOT CONSISTENT

    IT LET YOU CUSTOMIZE TABLE COLOR, TABLE FONT AND HEATHER CONTENT, BUT SUBTOTAL AND GRAND TOTALS, TAX ETC REMAIN WITH DETAULF FORMATING, VERY INCONSISTENT.

    1 vote
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  12. I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.

    I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.

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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  13. provide the branches option without gst number

    provide the branches option without gst number

    1 vote
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  14. provide an option to give the associate tags for TDS column

    provide an option to give the associate tags for TDS column

    1 vote
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  15. see available stocks within a price list

    view and export an available stocks list that includes a specific price list? So basically, i want to view all items that are on hand with the current selling price and ALSO the wholesale price on one spreadsheet. Wholesale price is in Price Lists.

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    0 comments  ·  Inventory  ·  Admin →
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  16. Writing off old bills due to vendors

    Like how we can write off an invoice to customer as bad debts, same way we need to have entr/system where we can write off old bills of the vendors.Now we dont have this facility I suppose.

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    0 comments  ·  Vendors  ·  Admin →
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  17. client portal needs it's own tab

    Customer Portal Needs it's own tab in the customer view. So you can easily see comments, documents, invoices, credit limit, all that is shared other than estimates/sales orders/invoices.

    1 vote
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  18. Remarks or Notes Coulmn in Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

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  19. Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

    1 vote
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  20. 101715595

    1 vote
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