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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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6342 results found

  1. Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe

    Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe

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    0 comments  ·  Invoices  ·  Admin →
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  2. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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    0 comments  ·  Customers  ·  Admin →
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  3. Line # on Screen on Invoices and Purchase orders

    The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...

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    0 comments  ·  Purchase Order  ·  Admin →
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  4. Integrate with payment gateway TAP (http://www.tap.company/)

    At the moment the payment gateways you are integrated with do not support most of the worldwide currencies. Can you please consider enlarging your pool of payment gateways to ones that take into account currencies like the KWD? Thx

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    0 comments  ·  Third Party Integrations  ·  Admin →
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  5. Personalize timesheet details report by billed or not billed

    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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    0 comments  ·  Reports  ·  Admin →
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  6. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

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    0 comments  ·  Purchase Order  ·  Admin →
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  7. In India, there are multiple sources of funding, in addition to formal sources such as banks, credit card. Can you add this feature

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    1 comment  ·  Banking  ·  Admin →
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  8. Auto Create Bit.lyf Link for Invoice Online Payment

    By This feature customer easily payment to company.

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  9. Document Comments enhancement

    Allow us to keep important comments visible when activity scrolls them out of view - see attached - Oh - NOT able to attach image ?
    I suppose I'd better suggest this also then, unless I'm missing something :-)

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  10. Add Tax Authority related fields to the available fields for sync with Zoho Reports

    I would like for these 3 fields from the Contact record to be available for syncing to Zoho Reports. Tax Preference, Exemption Reason, Tax Authority

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    0 comments  ·  Third Party Integrations  ·  Admin →
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  11. Stop the message to refresh on every page when an enhancement is made.

    Nearly every time a page is loaded, you get the message on top that an enhancement has been made and to reload the page. There is zero value in this message at the rate that it is received. It just wastes time.

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  12. Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.

    Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.

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    0 comments  ·  Inventory  ·  Admin →
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  13. Address doesn't stay the same on reoccurring invoices.

    When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?

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    0 comments  ·  Invoices  ·  Admin →
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  14. Snail mail retainer invoice

    To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks

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    0 comments  ·  Invoices  ·  Admin →
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  15. genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e

    Easy contact with all languages. In India with your customer to get to know this app and books

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  16. Entering Bills Are A Pain

    When I enter bills to apply to an invoice, so are too many steps! You have to click on the "3 dots" at the end to choose what customer to tag it too. Then you have to click on the field, then click on the box to make it billable, then click on save. Why can't the box automatically pop up... or even being able TAB to each field would make it faster! Please!

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  17. Bills - "Send Payment Confirmation" email button

    When you record a payment against a bill, it would be great if there was a "Send Payment Confirmation" email option.

    There is similar functionality in the invoices, when one can send a "Thank you note" so having this mirrored on the billing side would be helpful.

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    0 comments  ·  Payments  ·  Admin →
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  18. Working Capital & Free Cash Flow reports

    I am currently calculating my working capital manually - if this could be shown on the dashboard or in a report it would be very useful.

    The same applies to FCF.

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  19. invoice view

    In the invoice page where it list all invoices, I have created 3 custom view namely
    Nov when inv date is after 31-OCT-2017 and before 30-Nov-2017
    Dec when inv date is after 30-Nov-2017 and before 31-Nov-2017
    Current - when invoice date is 'This Month'

    Now in nov 2018 the view needs to be recreated.
    In addition to 'ALL' by default zoho books should come with monthly view of the invoice.

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  20. After giving the bill payment to the vendor....Kindly allow credit note for the same bill

    After giving the bill payment to the vendor....Kindly allow credit note for the same bill

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