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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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6488 results found

  1. Templates

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could be have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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    0 comments  ·  Reports  ·  Admin →
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  2. Template formats

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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    0 comments  ·  Reports  ·  Admin →
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  3. change contact for shipping

    I would like the ability to select the contact for billing and the contact for Shipping separately. Currently only the default contact will show up for both the bill to and ship to address.

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    0 comments  ·  Invoices  ·  Admin →
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  4. Please add the ability to include $ before 'rate' and 'amount' on the invoice line items

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  5. Please give the option to arrange the Invoices by Date, Invoice No, etc in GST Filling under GSTR-1 (When clicked on Number of Transactions)

    Its Helpful for checking the No of transactions correctly, if filling Manual Returns....

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  6. Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs

    I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.

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  7. Financial Reporting Company General Ledger Accounts Payable Accounts Receivable Accounts Reconciliation Cash Management Order Entry Purchasi

    Financial Reporting
    Company
    General Ledger
    Accounts Payable
    Accounts Receivable
    Accounts Reconciliation
    Cash Management
    Order Entry
    Purchasing
    Time & Expenses
    Platform Services
    Budget Planning

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  8. Sending bills created to vendor by mail

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. recurring payments or employees salaries should have a fixed salary + percentage from the payment calculated by the sales he made

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    0 comments  ·  Transactions  ·  Admin →
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  10. unsettled payment details

    unsettled payment further details should be avialable.

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    0 comments  ·  Invoices  ·  Admin →
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  11. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

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  12. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

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  13. ADD "ADVANCE PAYMENT" OPTIONS IN PAYMENT TERMS TAB (OR) MAKE IT CUSTOM FIELD TO ENABLE USER TO ENTER TEXT BASED ON CUSTOMER

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    0 comments  ·  Invoices  ·  Admin →
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  14. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

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    0 comments  ·  Banking  ·  Admin →
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  15. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

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    0 comments  ·  Automation  ·  Admin →
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  16. Currency symbols for all prices

    At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.

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    0 comments  ·  Templates  ·  Admin →
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  17. SO VOID RESTRICTION TO USER

    SO VOID RESTRICTION TO USER

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    0 comments  ·  Sales Orders  ·  Admin →
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  18. Expand search in Purchase Bills> Items> Customer Details

    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).

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Would like to have internal tracking rate vs external rate for billing

    Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  20. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

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