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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.

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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6590 results found

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  2. MLM software company in Ohio | MLM software development company in Ohio

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  6. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

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    0 comments  ·  Customers  ·  Admin →
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  7. whatsapp intergration for vendors

    I appreciate the existing WhatsApp integration in Zoho Books for customer-related communications, which significantly improves efficiency and ease of use.

    To further enhance the functionality of Zoho Books, I would like to suggest extending the WhatsApp integration to vendor-related processes. This enhancement would streamline communication with vendors and provide real-time updates. Specifically, the following features could be included:

    Sending Purchase Orders via WhatsApp:
    Allowing businesses to send purchase orders directly to vendors through WhatsApp would ensure timely delivery and facilitate better tracking of communication.

    Payment Notifications to Vendors:
    Integrating the ability to send payment confirmation messages via WhatsApp when a…

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  8. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

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    7 comments  ·  Invoices  ·  Admin →
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  9. Option to set default from (email) address for Invoices, Estimates, purchase order etc.

    Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").

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  10. approval

    Can you put in a appropriate approval template? I would like to see the full names ie first and second names. At the moment its only picking the surname.

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    0 comments  ·  Templates  ·  Admin →
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  11. report page numbers

    Please add a page number on transaction reports.

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    0 comments  ·  Accountant  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. 0 votes
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  17. 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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  18. 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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  19. 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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  20. 0 votes
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