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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.

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6638 results found

  1. Have option to add multiple sales reps to an invoice with different percentage of sales credit

    We have invoices where I need to add multiple sales people to the invoice with different percentages of the sale credit to each. Right now I have to create a separate spreadsheet to keep track of sales because I can only add one sales rep for invoice.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. add tags option to bank/cc import categorization window

    It takes twice as long as it should to enter in tags to imported transactions from banks and credit cards. As it stands, you have to categorize the expenses/income and then save it and then go back and find it again and then click edit in order to add a tag. It's a serious PIA. It would be such an easy thing to add the tag field to the initial window when categorizing bank and cc transactions. Right now tags is the only feature that stands out with Zoho over other providers, but it's clunky. I really hope you guys…

    6 votes
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  3. Recurrent Bills WITHOUT registering payment (You can loose track of really paying them)

    Recurrent Bills is ok, but can I choose to register payment when its really done? So its registered as a Pending Expense, and I can handle payments based on what its expected to pay. IT WOULD BE THE NICEST THING TO DO ZOHO BOOKS MORE USABLE.

    I could set up a profie just to check whats pending! And I never loose trach of what I have to recurrenly pay!

    6 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  5. Big Flaw Importing Customers via CSV: only one address field

    Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
    Billing address first line
    Billing address second line

    Please add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  6. Discount Options - Allow per item AND globally

    Today I must choose between discount per item or global discount. In many cases I need both (for some product provide special discount and a global discount for the complete invoice).

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. I have to Make Custom Template Pls Help me

    Make Custom Template Pls Help me

    6 votes
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  8. Need UCO Bank Corporate Login for getting accounts Linked

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  9. Zoho TimeSheet Rollover of Hours for uneven hourly Rates

    Hi,
    I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
    https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png

    6 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  10. Invoice format suitable for India GST which includes columns for CGST, SGST & IGST.

    Under India GST, each invoice has three likely components-SGST, CGST & IGST. We need option to apply any two applicable and put third one as zero. This is urgently needed.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Customer ID auto generate

    It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.

    This is a real helpful features to track a customer / vendor data easily.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  12. Show items on other Sales Orders as unavailable

    If another sales order has an item or composite item and the status is confirmed, show those items as reserved and unavailable. We would like to determine what orders we need to ship now with the current stock and what we need to order for future orders.

    6 votes
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    0 comments  ·  Inventory  ·  Admin →
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  13. Page Numbers for Customer's statement of Account

    Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. Automatically create an end date on recurring invoices base on terms.

    We want to setup a recurring invoice. The invoice is for $1,200 with repayment terms of $100 each month for 12 months. We want the ability to enter an invoice for $100, set repayment terms to 12 months, enter a start date, then have Books automatically create 12 invoices. Right now, we have to enter an end date. Thats crazy. Then if we have an invoice paid every other week, that makes it even more complicated. Its like a car payment. $20,000 invoice. $400 per month. 50 invoices would be created. If the start date was August 1, 50 invoices…

    6 votes
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    Planned  ·  0 comments  ·  Invoices  ·  Admin →
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  15. Timesheet by Third Party Pro Tools into Zoho Books (and/or Projects/CRM)

    Please add third party pro tool(s) into your product(s) Zoho Books (Projects/CRM):

    • toggl.com
    • timelyapp.com

    • timecamp.com

    • etc.

    Thank you!

    6 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  16. There should be an option to enter transport details for goods sold out of state an dispatched through transport.

    we should be able to enter transport details while generating invoices. your invoice format should also include the consignors complete contact details (not just address) and consignor name should be highlighted a little better.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Hide Zoho brand label on screens

    It would be nice to be able to hide the Zoho label which is boldly shown on the top left of every screen. Even if it cost some money to hide.

    6 votes
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  18. Cash Sales Option should be given

    Currently we have to record the Invoice any then record cash received this is Tedious job hence give cash sales option

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Wildcard Item Search In Invoice/Bill

    Seach Any Word in betwwen Item Name In Invoice/Bill.
    See Below Image For more Clarification
    http://prntscr.com/gcvo5x
    http://prntscr.com/gcvoc2

    6 votes
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    2 comments  ·  Invoices  ·  Admin →
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  20. Edition of Amount of Each Unit

    Like in the Tally, while entering the Bill, the total amount will be after the discount, so it will be helpful if we enter the total amount of the unit, it can divide the amount for the nos of unit present.

    6 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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