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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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6342 results found

  1. 0 votes
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  2. Chart of Account numbers

    Hi
    My accountant and I are Zoho Partners for Australia we have an important feature that we would love to see implemented. Current the chart of accounts show in the trial balance report shows like this:
    Office Expenses ( 6-1070 ) in one line.
    Accountants here use account number like 6-1070 to short accounts and to search for accounts. Would be great if the chart of account number can be in a different column on reports so that it can be used to filter like in the chart of accounts list.

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    1 comment  ·  Admin →
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  3. invoice both bills and time from projects

    While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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  4. When you update a contact it should also update the reoccurring invoices.

    When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?

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    1 comment  ·  Invoices  ·  Admin →
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  5. Purchase Orders pending approval need to be on the Dashboard

    Please add Pending and Open Purchase orders by Aging so that we can see what orders are being held up for payment.

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  6. Allow us to alphabetize the list of "ship to" addresses in a customer file.

    In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
    it would make life MUCH easier

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  7. Deny purchase order

    Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.

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  8. Reoccurring Invoices

    When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.

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    0 comments  ·  Invoices  ·  Admin →
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  9. Remarks Section On Invoice

    It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.

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    1 comment  ·  Invoices  ·  Admin →
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  10. should be able to search custom field created in item module, value entered at the time of creating invoice or purchase

    I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.

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    0 comments  ·  Invoices  ·  Admin →
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  11. Sales Order

    We have three requests that, in our opinion, would make ZOHO nearly perfect!
    1- ZOHO recently added the ability to add 100 ship to addresses to a contact. We used them up within a month! And now, as we replace "old" ship to addresses with "new" ship to addresses, we are right back where we were when ZOHO only allowed 10 ship to addresses. Why not allow an unlimited amount of ship to addresses? Or, if ZOHO is afraid of some sort of memory overload, please give us a limit of 5000 ship to addresses. We easily will have at…

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    0 comments  ·  Transactions  ·  Admin →
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  12. statements

    The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.

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    1 comment  ·  Invoices  ·  Admin →
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    Hi Debbi,

    You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.

    Hope this helps.

    Thank you.

  13. Check Print enhancement

    A better way to print checks, need to configure/ adjust design of check/voucher, choose bank account where check will be drawing from

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    0 comments  ·  Payments  ·  Admin →
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  14. Ship Preference by vendor and ability to say if something is null in the automation module

    I would like to see a Ship Preference to be set by vendor and customer

    Also it would be nice if in automation i could say do this to a blank or null field

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  15. Sales Person Reports

    Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
    It is Important Options.

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    0 comments  ·  Reports  ·  Admin →
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  16. Recurring invoices should keep same shipping address when creating a new child invoice

    When I'm in a recurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the recurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the recurring invoice should automatically stay the same when you chose to create an invoice.

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  17. Zoho books should notify us if there are any negative cash balance

    Zoho books should notify us if there are any negative cash balance

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  18. specific customer can be seen by the certain salesperson

    Hi
    Please add 1 feature in which some specific customer can be seen by the certain salesperson.

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    0 comments  ·  Customers  ·  Admin →
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  19. Items Per Page in Inventory Summary

    Reports > Inventory Summary
    Only 50 Items per page is seen.

    Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL

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    0 comments  ·  Reports  ·  Admin →
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  20. Allow 5 or 6 zero after the decimal point in exchange rate

    The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
    Currently Zoho Books support 0.00005 but not 0.000005

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    0 comments  ·  Banking  ·  Admin →
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