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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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6638 results found

  1. cXML, OAG or OCI support for Amazon Business website for orders

    Please allow the integration with Amazon Business website by implementing the cXML, OAG or OCI standard.

    6 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Restrict a user to use only one branch for his entries.

    Restrict a user to use only one or many branches for his voucher entries.

    6 votes
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    2 comments  ·  Users & Roles  ·  Admin →
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  3. Allow a user to delegate the right to send email from his address

    I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.

    6 votes
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    0 comments  ·  Templates  ·  Admin →
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  4. price list

    When a price list is de-activated, all the contacts that had that list assigned automatically just stop having an active list assigned. Now I need to go contact by contact by contact re assigning the new list... so that I don't need to do it every time that contact makes a purchase.

    My solution:
    If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.

    Thanks
    bye!

    6 votes
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    0 comments  ·  Items  ·  Admin →
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  5. option to edit multiple Invoices

    customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Data migration from Zoho books to Tally

    It would be amazing if we could have direct data migration from Zoho Books to Tally as our accountants are more familiar with Tally. Also please suggest if there is any other way by which this can be done till the direct migration service is built

    6 votes
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    0 comments  ·  Migration  ·  Admin →
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  7. Option to consider an advance payment (partial or full) from the customer to a sales order rather than just invoice raised.

    In Businesses like custom manufacturing and construction, customers are expected to pay an advance post-confirmation of the order from the customer to the vendor. If multiple projects are being done for the same project considering the advance paid for these projects starts becoming tricky without the option to consider the advance payments for specific orders. Hence, suggesting an option to tentatively consider the advance payment for a specific sales order which is still going on would be very helpful.

    6 votes
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    0 comments  ·  Sales Orders  ·  Admin →
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  8. WIO Bank (UAE)

    Add WIO Bank to be able to connect it with my account

    6 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. provide whatsapp details about invoice amount , payment reminder and payment received details also

    need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Reports. I should be able to select the period and see the breakdown in columns

    When I see a report, I should be able to select period eg, financial quarter, last financial quarter, financial year.. I shoul then be able to see the break down in columns for eg in months or Quarters etc along with the totals.

    6 votes
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  11. Allow external SMTP configuration for mail sent from Zoho Books.

    Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.

    This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. CHECK PRINTING WITHOUT BILL - CASH ACCOUNTING

    For Accrual accounting, we understand why it is required to enter a bill and then pay it via check or otherwise. However, In ZOHO you can not write a check without it being advanced payment or via a bill. This should be updated to allow for the CASH accounting method where its not required to enter bills to pay.

    6 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. Leistungsdatum mit Export zu Datev

    Es wird in der Rechnung verlangt, dass das Leistungsdatum oder der Leistungszeitraum angegeben wird. Dieses Feld muss auch an Datev übergeben werden können. Dies ist sehr wichtig, da wir Leistungen des Vormonats abrechnen.

    6 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Happy gaming!

    As a passionate gamer, I am always on the lookout for games that offer both fun and challenge. Two such games that have captured my attention are Jewel Quest and Bubble Town. Both games, while different in their mechanics, provide hours of entertainment and are perfect for players who enjoy puzzle-solving and strategic thinking. In this article, I will share my experiences with these games and explain why they are worth your time.

    6 votes
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    0 comments  ·  General  ·  Admin →
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  15. Attached files to Recurring Invoices

    Most of our customers require use to attach our Certificate of Insurance and a copy of the purchase order with our invoice for billing purposes and they want this done every time.

    When we setup Recring Invoices there is no way to attach a document so it forces us to send an email after the fact every month with our billing to include these documents making it less efficient and making recurring invoices almost pointless.

    Having the ability to attach documents to the recurring invoice just like a regular invoice would solve this problem for us.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. allow time sheet users to add tasks to a project

    When I have a time sheet user work on a project, I always have to have the specific task already in there for them. It would be nice if they could add a task to the project to help detail what they are working on.

    6 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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  17. Change the way you handle price list

    Sorry to tell you that but the way you handle the price list and prices for items is not good at all...

    I am dealing with 3 currencies and exchange rates, Having to export my items to a cvs file then modify ONE FILE per currency is just a pain....

    Why dont you let us set the prices per item for all the currency and add a text box saying something like "Overwrite default exchange rate" or "use system currency exchange" to calculate the price.

    Working with CSV is really a pain especially when adding new items on a daily…

    6 votes
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    1 comment  ·  Items  ·  Admin →
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  18. Custom categorize invoice

    I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.

    6 votes
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    2 comments  ·  Invoices  ·  Admin →
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  19. OpenCart

    Complete Opencart Zoho Integration -

    Right now we don't have OpenCart integration available, we need to use Zoho API's and implement integrations.

    I have seen an OpenCart extension in OpenCart store for integrating Zoho Apps with OPenCart.

    https://www.opencart.com/index.php?route=marketplace/extension/info&extension_id=35837&filter_search=Zoho

    This looks good reviews and developer is responding good. It would be great if the integration comes from Zoho, then it will be more authentic. Another thing is it is 159$, little expensive for a startup like us. I now I started using Zoho Books which I paid around 36$ but for integrating only Zoho Books with OpenCart the extension costs 59$…

    6 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  20. Customer and Vendor account numbers / urn

    System field for account number

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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