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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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  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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6494 results found

  1. Greek Language in Zoho Books?

    Is any option to use Greek Language in Zoho Books?

    1 vote
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    0 comments  ·  General  ·  Admin →
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  2. Report to show the receipt matched with bank separately.

    Create report to show the matched payment receipt separately.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  3. integrate with openinvoice

    Integrate with openinvoice so invoices generated in books would automatically submit into openivoice.

    1 vote
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  4. filter invoices in mobile apps

    in mobile app customers tab, add filter to separate activities and invoices.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  5. Items Prices linked to an Index

    I sell items that have a cost/purchase/sell price attached to an Index. For example Aluminum, Zinc, Copper...
    The Index at the London Metal Exchange (LME) for these materials changes intraday but for simplicity, I only need update my prices once a month.
    If I could store the value of LME for Aluminum, Copper or Zinc in a single field and define that this or that Item is linked to that field, then I can drastically simplify the updating of prices.
    For example: Item1 this month would be 'ALUMINUM LME' ($2) + Item purchase price ($3) = $5. Next month LME…

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  6. Landed Cost on PO

    We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  7. Credit Card Auto-Import Original Currency and Exchange Rate

    For foreign transactions on my credit card I cannot see the original value, but only the exchanged main currency value. I'd need to also original value, because that is what is written on the receipts I want to attach to it.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  8. Address in Zoho Books Document (Need Company Main address)

    In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company

    On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.

    Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. Custom logic for Books to select the appropriate Invoice Email Template

    We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  11. customer statement

    Customer statement: all historic transactions

    When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  12. Dashboard

    It is great to have the option to choose the financial year. My requests are the following
    1. Provide options to choose the period (in the dashboard)
    2. Provide options to the bank accounts (one or multiple)

    Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. I suggest for multi series for invoice is the most important feature & it should be in Books

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Total operating income (after deducting bad debt) to display on dashboard

    Please display Total operating income (after deducting the bad debt)on dashboard in Income and Expense section. Also, if possible to have a setting or a way to set up what other expense want to display in dashboard based on custom user roles/access.

    1 vote
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  15. Insert a new category for Gift & Cashback income

    Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  16. I would like to be able to print checks for refunds off customer payments.

    Currently you can only print checks as payments to vendors. Often times customers request to be refunded for projects and would like it in the form of a check, which I can't accomplish out of Zoho and need to hand write. This feature would be great.

    1 vote
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  17. In the portal customer should be able upload their orders in zoho books

    The customer should be able to upload his order once we enable him in the portal.
    This will help in a big way

    1 vote
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  18. Preprinted invoice

    We need an option for preprinted invoice stationary

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Make things easy

    Make things intuitive! UGH!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. new line to enter GSTIN of customer ship to address

    Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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