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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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6976 results found

  1. deilvery note

    Hi

    is it possible to create Delivery note before creating the invoice.sometimes we send the goods along with DN/DC then on the weekend create invoices for payment against those DC's.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Allow P&L and BS report to order according to account codes (not alphabetical) in report sections

    The account names are fixed by our language, but the numerical codes are flexible. Why can't the P&L and BS reports order the sections according to numerical code, which therefore overrides the alphabet we are stuck with using

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  3. download file after payment

    Feature that allows customer to download attached file(s) only after payment is made.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Bad translation of ZOHO Book (or not translation)

    Hello

    There are some very bad translation in French that are confusing for our customer:

    1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité

    2- Facture impayé >> This is a wrong term

    You have Facture en retard (that should have been paid)
    Facture à récevoir (which is Invoice to be paid)

    Impayée is a non sens word for an invoice which shall be paid for the futur.

    Please if you do this, this could help our common customers.

    Regards,

    Thomas

    4 votes
    2 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  5. Vendor terms

    Settlement discounts as a percentage based on vendor terms.
    Lots of vendors offer a % discount if paid within the agreed terms, be nice if Zoho auto deducted this amount automatically if paid on time:-)

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  6. Permit invoice same customer on many curriences

    Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!

    4 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  7. Modifications and batch editing

    A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).

    This would allow a considerable time.

    Thanx

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  8. Create inventory packages in books

    Creating packages within books for both sales orders &/or Invoices would be ideal as it solves the problem of having warehouse staff seeing monetary figures (giving them access to packages only) & also saves the guys that enter details in books having to go into Inventory to do this !!

    4 votes
    2 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  9. Shipping address is passed to PayPal for PayPal payments.

    Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.

    4 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  10. Add a weekly calendar to Timesheet, All Timesheet

    The monthly calendar is fine, but a weekly calendar would provide a more granular view of the week, and many organizations want timesheets posted by the end of each week.

    4 votes
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  11. Could you please enable IMPORT / EXPORT under quotes and invoices?

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  12. Integrate Expense with Books.

    How can i view the expense with the books. It will give a holistic view.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  13. Invoices

    I am new to zoho invoice. I have noticed that company and tax id even if checked. It is still not appearing on the Invoices. Also, It would be nice if the Total amount in the invoice could be mentioned in words too. Just my opinion.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Include "Positive Stock on Hand" as a drop down option for "View By" items.

    Having this as an option, you would be able to see what items you actually have on hand, not an entire list of all items ever added. This option would be extremely useful and should be easy to implement.

    4 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  15. Be able to enter purchase price in currency

    Would be GREAT if i could enter purchase prices in currency. The price in € is my fixed cost, the floating £ price is my landed cost, which changes on a daily basis. Entering only sterling means every PO needs correcting.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  16. We would like to have profit report on sales invoice as well as profit report on customer base. Please let us know if you have such report.

    We would like to have profit report based on sales invoice as well as based on each customers. This is very important for us to decide which product and customers are profitable for us.

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  17. It would be nice to be able to create PO, add expenses and invoice by additing item for construction and maintenance projects

    As a construction and maintenance company we need to track our expenses, create purchase orders and invoices(by adding items) under a project. Any transaction that is created under the project should automatically reference the project.

    4 votes
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  18. Invoice from Timesheet - Date and Time as Entry Label Options

    When you generate an invoice from the timesheet area of the app... it gives you some options on how you want your log to be imported into the invoice...When using the include every time log entry... The options for the Task Label are very limited... I would like the following options to be added: Date of the Log, Start time, and End time

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  19. Better column filtering

    It would be very helpful to have actual column filtering instead of creating new views.

    For example, if you could click on "customer name' and then a dialogue box pops up and you can then click on which customer you would like to filter on. It would make it much quicker to find the estimate/ sales order/ invoice that we are looking for.

    Thanks!

    4 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  20. Auto Show Books Contacts in Zoho Support Desk.

    By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.

    4 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
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