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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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  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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6493 results found

  1. Show custom statuses from Books in CRM view

    Customer Statuses, such as those on Sales Orders, cannot be viewed in CRM. This confuses users that work in CRM because it appears an action has not been taken, even though it has, and the custom status in Books added by Finance staff indicate this.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  2. Can I create a blank template or upload my own? move fields / objects around and add text?

    Hi,

    Can you please help on the above query?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Ability to remove tax authorities no longer paid from the sales tax liability report (generated from reports)

    Depending on where Nexus is, our tax liability agencies change from year to year. We'd like to be able to remove inactive tax authorities from the sales tax report

    1 vote
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  4. I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of t

    I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of the invoice,

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  5. Automation of VAT Return

    100% automation of VAT return submission (possibly by API), no human or user input required.

    1 vote
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  6. have the company logo added to reports

    Have the company logo to printed reports.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  7. Please add Expense Payment date and Invoice date separately

    In order for me not to have lots of vendors, it would be better if you could add invoice date and expense payment date separately. At the moment we have invoice date which acts as payment date by default.

    1 vote
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  8. address

    Allow to select a address-to person when selecting the addresses in the documents.

    Reason is that in many companies, the mail/document must be addressed to a person.

    For example:
    Company Name
    Adress-to-Person (select)
    Street streenumber
    Address Stre 2
    City, State, Zip
    Country

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. 706504242

    How Two Vendors Master Data Export to Way Tds Column Note Data

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  10. CAN I ADD BALE NO. COLUMN IN ITEM TABLE WHO AUTOMATED GENERATE NO.

    1 vote
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  11. Packing Slip should be available for multiple invoices.

    It helps in loading sku wise material into delivery truck.
    1) When multiple invoices with same type of SKU are to be loaded for delivery then it speeds up
    2) Speeds up loading drastically
    3) Inventory mismatch is reduced

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. search by custom date

    When looking for projects in the overview, we can only use predefined date settings. These are today, this week, this month, this quarter, this year or all of these but with "last" instead.

    Would be very useful if we could search using custom date.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  13. Allow the use of existing vendors as carriers within Inventory for shipments

    We use our own carriers as the standard carriers do not ship our kind of product. Our carriers are normal vendors in Books / Inventory, which allows us to use all the billing, payment etc. functions of these apps. However this does not allow us to use the shipping features on the system, as these are for pre-configured carriers only.

    Would it be possible to add the ability perhaps under the "Ship Manually" option to use pre-existing vendors and an email facility for shipment orders? This makes the system much more flexible and would enable users like us to use…

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  14. Receipt Template for thailand region

    Many Hospitality industry generate tax when received payment . So tax name and tax detail have to display on Receipt Template. It's necessary for thailand region.

    1 vote
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  15. Tiered Pricing In Addition to Volume Pricing

    Its great that we now have volume pricing but this does not fit our business pricing model. We need tiered Pricing as we sell SAAS products:

    Tiered Pricing Example:

    Product A:
    1-5000 units (Tier 1) $0.50
    5001-1500 units (Tier 2) $0.45
    15000-30000 units (Tier 3) $0.43
    A customer purchases 16,000 units of Product.

    With Tiered pricing the calculation would be:

    First 5000 units (Tier 1) @ $0.50 = $2,500
    Next 10000 units (Tier 2) @0.45 = $4,500
    Next 1000 units (Tier 3) @0.43 = $430
    Total = $7430.00

    (Note: In contrast, with simple volume pricing, the calculation would be
    16000…

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  16. Need to add more projects in customer invoices

    I am getting a consolidated invoices with different project numbers. Now it is only an access to give one project number for each invoice. So not able to divide cost between the jobs. so please give more columns for adding more projects

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  17. To be able to send invoices, ... not only in pdf, but also in XML

    To be able to send invoices, ... not only in pdf, but also in XML

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. I need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.

    We need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.
    We need to create invoices for multiple accounts per same deal.

    1 vote
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  19. Lower Deduction of TDS for Particular Vendor if he has Certificate

    How to add Lower Deduction Certificate Details with Validity and Limits

    1 vote
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  20. Transaction Approval levels for New Payment Received

    Transaction Approval levels for New Payment Received

    1 vote
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