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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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6601 results found

  1. Support Delayed Charging in zoho books

    whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Contact Type

    in the Contacts you have to add another contact type which is both ( customer and vendor in same time ) it is already available in mobile apps but not in web app

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. create an option to view contacts by last name first, or first name first.

    Since we don't have parent/child options, this would at least allow us to see the members of one family that have the same last name together.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  4. allow to cusomise the estimates so we can add/view the contact name

    Can't have the contact name in an estimate - note there might be a variety of different contacts within an organization and its more personal.

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  5. Add ability to edit the CRM data in Books

    Some data is being synced back to CRM but not all. You should be able to edit / update the CRM details for a contact (such as Industry or source).

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  6. Need a report which has details of the projects with the users assigned and the hourly rate per user.

    Need a report which has details of the projects with the users assigned and the hourly rate per user.

    4 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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  7. ALTERNATE QTY IN ITEMS

    Alternate Quantity in items
    thats pieces converted to kilogram
    kilogram converted to Pieces

    4 votes
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  8. Expense Category in main Bills View

    I think it would be a great idea to be able to see the expense category in the main "Bills" view. Same as it is with the main "Expenses" view.
    Thanks

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. mark estimates as invoiced or create invoice from multiple estimates

    I frequently create invoices from multiple estimates. It would be nice to either be able to mark an estimate as "invoiced" manually or be able create an invoice from multiple estimates.

    4 votes
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    1 comment  ·  Estimates  ·  Admin →
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  10. add the invoice option for discounts to choose not only % but also flat rate currency on an invoice level

    allow discount field to have a choice between % or $

    4 votes
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    3 comments  ·  Invoices  ·  Admin →
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  11. Profit Analysis by PO#/Job#

    Create a report that will show "all" customer invoices and "all" vendor bills .. with a column for "purchase order#." This simple report will allow users to calculate profit by po#/job#. I've been using QuickBooks for 20 years and this report is one major reason so many companies use QuickBooks.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  12. Quick Entry Improvement for Invoicing Sales that have already occured

    This request is for the 'Import' system, so no gui changes requested. In the 'Import' system, it would be helpful if all the Invoice steps could be completed at once. Basically, there is no way to bulk input all the way to the paid phase. So, I would like to be able to enter in the 'status' field 'Paid' and fill in the 'Paid on Date'. Basically, I think this would just require an adjustment to how the data gets parsed into the table.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. outstanding balance next to contacts

    I want to see the past due or overdue balance next to the name in contacts as we used to in zoho invoice but now we went to zoho books and it doesnt come up,

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. When running reports, display on report if cash or accrual.

    When running reports, display on report if cash or accrual so distinction can be seen at a glance.

    4 votes
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  15. associate sales person with each line item

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Hide discount column when not used.

    When discount on item level has been chosen in the preferences a column will appear in the estimate and invoice templates.

    As discounts are not always given it would be great for the column to disapear in the pdf when no discount has been added for any of the products.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Print expenses button

    It would be great if we can print expenses. Currently it is not possible

    4 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  18. Have the ability to write/print a check without having to create an invoice

    4 votes
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    1 comment  ·  Admin →
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  19. can we create multiple schedules for report? so that we have a weekly and a monthly report?

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. payments per item

    There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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