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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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6968 results found

  1. You should be able to see the full amount of deposits which make up multiple payments.

    When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.

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

  2. DEBIT NOTE FOR FREIGHT

    Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature

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

  3. Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments

    Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.

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

  4. Invoice size

    We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.

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

  5. Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

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

  6. Tags Assigning to Particular User

    Tags Assigning to Particular User

    We have different locations and want to assign each user a particular Tags so that he doesn't see and use other Tags for transactions belonging to their particular location.

    This will help us in a better control of transactions belonging to different locations and will help in generating class-wise reports user, Tags (locations) belonging to other users.

    Since this feature is not currently available in Zoho Books and Zoho Inventory.

    It is requested that this feature may please be incorporated in Zoho Books and Zoho Inventory.

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

  7. sales reports by brand

    Could it be possible to build a feature where we could see sales reports by brand or manufacturer or maybe we could use a filter to do so?

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

  8. Compare with previous year tool for Sales report

    Add "compare with previous year" tool for
    sales by Salesperson, Sales by customer, Sales by items report
    (this tool in financial statement works so great).

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

  9. Imporve the Project Section on the Mobile App

    The import task feature seems to be the only thing missing from the project section on the mobile version.

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

  10. Combine Paypal Payment & GST Credit Card entries to one transaction

    With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST

    i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
    Paypal charges an additional amount in a separate transaction = $2.00

    How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?

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

  11. Quantity as 1 without decimals when creating an bill

    When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)

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

  12. Change tasks and projects while timer is active

    Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.

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

  13. Email packing list to warehouse

    It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.

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

  14. Allow better reading of .csv information from quickbooks

    Allow me to import all of my inventory data from quickbooks enterprise solutions.
    -Item Name/Number
    -Manufacturers Part Number (MPN)
    - Unit of Measure (U/M)
    - Description on Purchase
    - Description on sales
    - Cost
    - COGS Account
    - Preffered Vender
    - Sales Price
    - Income Account
    - Asset Account
    - Reorder Point (Min.)
    - Max to order
    - Quantity on hand

    Also easily editing multiple items at a time would be very helpfull. Like using an excel program within the item list.

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

  15. Add profit margin in sales and inventory reporting

    1) Report margin based on sales by item
    3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
    4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.

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

  16. Show timer in lock screen

    It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.

    4 votes
    3 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  17. hi, could u please suggest how pass tds receivable entry ?

    TDS Receivable entry posting to customers

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

  18. 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
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  19. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  20. Possibility to convert the Estimate in a Sales Order

    I would like to have an option to convert the Estimate first to a Sales Order. And after that to an Invoice.

    Now there is only an option to convert the estimate to an invoice directly

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