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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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6493 results found

  1. Have an option where I can set the partial payment amount for my clients

    We use square. We have the "pay online" button at the bottom of our invoices. Customers are allowed to make partial payments. Is there a way we can add how much that partial payment is before we send the invoice or set it up to automatically be 50% of the total invoice?

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

    the same project & customer is being generated in zoho expense as well as zoho people ...

    zoho people project & customer is getting sync with zoho expense but zoho expense customer & projects are not getting sync with zoho people...

    both ways sync should be there ....like it is with zoho expense & zoho books...

    one way integration/sync is creating problem ... doubling is getting done for customer & projects ..

    some time we create customer & project in zoho books/zoho expense but it is not getting sync with zoho people....so i have to create same customer & project…

    1 vote
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  3. Paynow payment method

    I would like to suggest the ZOHO team to have an pay now option for due bill payments along with the auto renewal option.

    1 vote
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  4. Clone the expenses from Banking overview

    Please enable an option of cloning the expenses from banking overview

    1 vote
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  5. can we use your payroll for daily wages employees

    daily wages for payroll

    1 vote
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    4 comments  ·  Zoho Integrations  ·  Admin →
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  6. Packing List with Multiple Invoices

    We ship out multiple invoices at a time. Thus, we needed to consolidate 1 or more invoices into 1 packing list.

    1 vote
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  7. you will enable find option while making invoices very easy for using,so please add this option

    you will enable find option while making invoices very easy for using,so please add this option

    1 vote
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  8. Payroll integration for small business holders who have only 8-10 employees

    1 vote
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  9. material delivered on DC at different dates should be allowed to convert to 1 invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Integrate Zoho Books with the "Tax Jar" service

    It would be great if Zoho Books integrated with the Tax Jar service. This is similar to Avalara, but the cost is better. Thank you.

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  11. Enable foreign suppliers & customers transactions to automatically generate into the base currency of the respected countries

    Respected Team,

    Shall you create one option to generate the statement of accounts in to the base currency of (INR)

    if the supplier having his base currency of JPY then the transaction shall be book in to his own currency but that transaction are automatically goes into base currency like "INR"

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  12. When searching for Invoices- to be able to search by month or year

    There is no way of searching an invoice using month or year

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  13. Can not void SO if I created a backordered or dropshipment

    My customer canceled the order and PO drop shipment was created.
    But, I can not void SO even though PO was canceled.

    In order to void the SO, I must delete the PO.

    For accounting record purposes, is not advisable to delete any records.

    Please fix this Zoho

    1 vote
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  14. I'd like to see a place for the contact person that is associated with the Account or Vendor

    linkage to choose the contact that belongs to the account. This will help with follow up if it's not the same sales person.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  15. I need a additional (estimate/job card) template

    Dear Sir,
    I need a customized template under SALES.

    We have two type of estimates,
    1. Product Estimates
    2. Service Job Estimates.

    both estimates having different template & terms and conditions.

    so we are having Estimates by default the same we are using for to send quote for products.

    Now we need another template (clone of regular estimate) under the SALES Menu.

    kindly do the needfull

    Regards,
    K. N. Naveen Kumar
    IT Support
    Pavan Machine Tools
    9448672255

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  16. Bank - Customer deposit rules

    Customer deposit should autmatically be allocated to customer based on a rule. We receive 1000 of deposits on a monthly basis and very time consuming to post each individual transaction. The bank should automatically recognise customer reference and give the option to deposit it to that spesific customer based on rule like any other transaction

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  17. Indian language support for all text including numbers. Especiall in Marathi

    I want to create invoices, POs, quotes, and all other documents in Indian local/ regional language, especially Marathi.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Include an Asset Register in Zoho Books

    1 vote
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  19. Full screen view in Books

    I have a 34" monitor, but the budget view in Zoho Books is cut in a half with full screen, it will be really helpful to have a full view when you have a big monitor.

    Apparently is limited to 1650px x

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  20. username portal not email

    It would be nice if we could have the username to the customer portal not be an email. We have customers who have multiple accounts with us but have a single email as the contact (so they have to provide us with a different email and/or they cannot set up their multiple accounts on the Zoho Portal). It would be nice if that customer (with multiple sites) could create a unique username for each of the sites rather than be forced to have the username as the email.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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