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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.

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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6638 results found

  1. Show Total Outstanding on each PDF invoice.

    Zoho Books on customer/client's invoice should show up the total outstanding amount as option. It's much more easy to track customer and customer easy to find it if they don't us "Client Portals".

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Unable to inactive resources from the project

    when the user switches one project to another project we are not able to stop their access for the current project.

    6 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  3. Allow for alias for zoho receipts on my domain

    All that would have to be done is a additional account be added to the Zoho Mail and that account would be set up to forward all emails to the system generated email address for the receipt inbox. I know this works i did it on my mail server before going to zoho one. And now i cant do it with out creating a additional license on zoho one.

    Why? Well the inbox is essentially a AR@yourdomain email that way all incoming invoices goes to it. Only issue is if someone emails that account that is not a receipt. So…

    6 votes
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    0 comments  ·  Admin →
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  4. Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway

    Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway

    6 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  5. Integration with Veem for $1 Bank Payments

    I realize there's 100's of other requests for transaction integrations. But in my opinion, Veem is a pretty good one for customer payments.

    It's only $1 US or International to transfer money between banks. It'd be nice if Zoho could have Veem generate a custom payment URL that gets placed on each invoice.

    We don't like to take CC payment because of extra fees, and customers don't like to pay with checks because of hassle. This seems to take care of both of those issues so everyone is happy.

    6 votes
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    1 comment  ·  Online Payments  ·  Admin →
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  6. Remark to Populate in sales orders it does shows up in Invoice

    Remarks that you set in customer details do show up when you create a invoice. They do not show up in sales orders. Can this be fixed please.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  7. Ability to print Refund Cheques

    In order to issue a refund to a customer currently Zoho advises to follow:

    https://www.zoho.com/ca/invoice/kb/credits/refund-invoice-amount.html

    The credit note gets created and marked as paid. However there is no option to print a cheque for this refund to be processed. The refund to be issued is via a cheque.

    I would like this option to be added.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. Search with wildcards

    It should be possible to search with wildcards. We have a database with 12000+ items.

    Example: I want to add 'Stamp ABC 123 17mm' to a quote

    When I search for 'stamp' it gives me 400+ results
    Being able to enter 'stamp*17mm' or 'stamp%17mm' or 'stamp&17mm' and then narrowing the result list down to the matching results would really help!

    So please add a possibility to search for multiple parts in an item name description with one request.

    6 votes
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    0 comments  ·  Items  ·  Admin →
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  9. Restrict access fro sales team

    Let sales team only access order that they created

    6 votes
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    1 comment  ·  Admin →
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  10. Allow multiple payment reminders based on Customers (different languages).

    Allow multiple payment reminders based on Customers (different languages).

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Per Contact Hourly Rates

    Have the ability to assign customers/contacts a custom hourly rate that can be selected as a billing method option when creating a new project or invoice rather then having to manually enter a custom hourly or project rate.

    6 votes
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  12. Sort by transaction date in "Recent Activities"

    Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. bi-monthly option in the "Date Range"

    INclude an option in the "Date Range" drop down menu for reports to select bi-monthy periods

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Connection between administrator and more condominium (clients)

    We have clients that are condominiums and they have an administrator, so we would like to have a connection so we'll can filter a lot of things about the administrator: the lists of condominium connect with him, the estimates, the invoices, etc...

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  15. Add sequential numbering

    We should have sequential numbering for both payment receipts & bills, but especially for payment receipts, as they should be tracked for accounting purposes.

    Thx.

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  16. add inventory to reports on mobile app

    add inventory to reports on mobile app

    6 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  17. Reminder to customer for open Estimates

    Same as what you do now for invoices, but for estimates instead to remind customers that they have an open estimate.

    6 votes
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    0 comments  ·  Estimates  ·  Admin →
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  18. Report for Service Orders

    I would like to be able to run a report for Service Order similar like running reports for Invoices & Estimates in the "Receivables" section of Report

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  19. Increase HTML characters in E-mail template

    Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.

    6 votes
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    0 comments  ·  Templates  ·  Admin →
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  20. We´d like to down the inventory when we use sell orders.

    We use sell orders to do recurrent services and we´d like to associate our inventory when we use it.

    6 votes
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    0 comments  ·  Inventory  ·  Admin →
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