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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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6974 results found

  1. Apply Available Retainer Fee to Invoice From Mobile App

    When you have collected a retainer for an estimate, then convert the estimate to an invoice, you apply the retainer to the converted invoice. You cannot currently do this from the mobile app. Its a core functionality for those using retainer invoices (which is currently automatically created when the customer accepts the estimate).

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

  2. Automatically populate default tax code for purchase orders

    When creating purchase order lines the tax code should automatically populate from the default tax code if the item is taxable. It is very time consuming to enter a tax code on every line of a purchase order.

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

  3. Timesheet report on monthly basis

    Would be great to generated reports on a monthly calendar basis where all days of the months are listed even the days for which no timesheet entry is available.

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

  4. Referrals

    Hello Team,

    I would like to have an option to add an additional type of contacts i.e. Referrals. This will allow is to keep a tab on payments that we are giving out to people who refer a client our business and record the transactions easily.

    Kindly let me know is this is doable.

    Best Regards,
    Syed H

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

  5. Add bank reconciliation report to help CPA fix transactions in credit card accounts

    I am helping a client reconcile expense and credit card transactions that were manually entered in initial year working with Zoho. There are many duplicates and uncleared amounts. Credit card statements are 3 pages long. It would be really helpful if I can print a Zoho report of cleared transactions to compare to the credit card statement. It would be much less tedious to find duplicates and missing items.

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

  6. Implement organization of line items when combining multiple POs to a single invoice.

    It would be super helpful if there was an organization system implemented for invoices that are generated from multiple Purchase Orders. I create invoices to pay my vendors for multiple POs at once, but the line items just scatter randomly when I combine the POs on the invoice. I need the line items to remain together, preferably with the PO #s intact as well. I can rearrange the line items manually, but this takes forever when I'm grouping several POs, each containing multiple line items.

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

  7. post bills against grni

    does any one want the bills to post against grni?
    good arrive
    dr: inventory
    cr:grni

    invoice arrive
    dr:grni
    cr:bills

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

  8. Carry delivery address over from SO to invoice.

    Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
    As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

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

  9. Estimates Section

    In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"

    Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.

    We have it in the activity history but we would like to see in the estimation status itself before opening it.

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

  10. We are trying to replace tally with zohobooks but its just not happening. Zohobooks is far too backword and is just not compliant

    We are continousely raising queries with zoho team but no solutions are being found for us. Instead of listening to genuine requirements of customers that can help the development of the product further all they say is its not possible. I know Zoho's cream market is USA but if you are going to service customers and get them to move from tally the least you should do is listen to them and modify your product accordingly. Very disappointed with attitude.

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

  11. To add discount percentage and round off tab in Purchase Bill. And product search by author

    To add discount percentage and round off tab in Purchase Bill. And product search by author

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

  12. Add SKU field to price list entry page. It is very difficult to see if you have the correct item when descriptions are similar

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

  13. Add Payment Evolution in Canada

    It would provide a payroll solution sand supplier payment gateway.
    Integrations already exist for
    Kashoo
    Xero
    Quickbooks
    SAASU
    Freshbooks
    Liberty

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

  14. Date range filter incorrect in 'Match transactions'

    Hi there,

    The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?

    Thank you.

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

  15. multiple currency invoice for braintree

    Braintree currently only supports a single currency even when the account support multiple one.

    Could you please have this updated so customers can pay in a currency of their chossing.

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

  16. more than one custom template

    Hello. We are using a custom template for our invoices. Sometimes we have to deal with the case that the contact doesn't pay the bill but the company does. So the header needs to be different. the invoice needs to be different in some aspects too. now i wanted to create another custom template, wich could be choosen if necessary. the customer servcie told me, you only allow one custom template per account. why? we have a corporate design, i cant use other templates. can you please enable at least two custom templates per account. would be awesome! thank you…

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

  17. Integration with Paysafe

    Integration with Paysafe. Their rates are very low. Would love the option to use them as my credit card processing merchant

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

  18. I want more information from sales orders printed out as sales order history but custom fields are not exported

    I need more information in sales orders - this can be added in custom fields but the custom data is not exported in reports
    There is an excel column custom_fields but it is empty

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

  19. Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.

    Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.

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

  20. Print Option for multi copy Invoice

    Request for print option of multiple copy of Invoice with single click
    Like Customer Copy, Transportation Copy, Suppler Copy

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