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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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6957 results found

  1. 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
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  3. Calculate DSO & DPO in Zoho Books

    Accounts receivables are analyzed by the average number of days to collect payment (called Days Sales Outstanding or DSO), and accounts payable are analyzed by the average number of days it takes to pay an invoice (Days Payable Outstanding or DPO).

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

  4. We need an additional Contact classification: EMPLOYEE.

    Employees are paid thru Zoho Books, therefore they must be classified as "Vendors" The problem is we cannot not give any employee access to "Vendors", because then they will have access to other employee's payroll data, which is supposed to be confidential information. This is a mayor handicap, since I have employees that must deal with vendors, for quotes (RFQ) and purchases.

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

  5. Sales reports by state

    I would like to know in which state we are doing better or worse. Another reason is for Sales Tax. Since we have an employee there we have nexus with the state so we have to pay sales tax. We need to have a way to calculate that.

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

  6. ALTERNATE QTY IN ITEMS

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

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

  7. Multiple "Terms & Conditions" which can be associated to Invoices

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

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

  9. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  10. 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
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  11. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  12. 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
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  13. Track multiple sku's of an item

    An item, say SJ PTO 115 may have different versions with different SKU's (due to different sizes, colors etc.) Right now, each of the different SKU's have to be created as different items in Zoho Books. It'd great if different SKU's can be created under the same item.

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

  14. Allow recurring purchase orders

    Please allow recurring purchase orders ASAP.

    Quickbooks and your competitors allow this.

    Why?

    In any business where the same people are billing you every month you need to track that they're billing you or enter there reported work: cleaning, tutoring, schools etc. there is huge application for this.

    We'd really like to stay with Zoho but this seems like a major oversight.

    Sincerely,

    Beethoven at Home

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

  15. Posting Periods on Transactions

    i need a posting period on transactions so that i can track transactions by period regardless of the date of a transaction. for example, i have an invoice dated 1/1/2015 & another invoice dated 3/4/2015, and i want them both to post in FEB 2015 (because what period both are charging for). then i want to select FEB 2015 from a dropdown on each transaction. i want calendar months as my choices, but others may want years or quarters.

    & reports should be able to filter & aggregate data based on desired periods.

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

  16. API for Client Portal Access

    We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.

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

  17. when importing bank feeds to also include check images provided by the bank

    Automatically upload check image provided by the bank to "Attach Receipt" drop down list in banking feed. This will allow you to stay in zoho and not have to open bank page separately in order to see who the check was made out to.

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

  18. Add Date column in Item Tab

    Add a date column in Items Tab

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

  19. Be able to view reports broken down by month

    Be able to view the reports by month. It is very important for businesses to know how much income and expenses they generate at specific periods during the year. At least the most popular reports, profit and loss, balance sheet, cash flows, income by customer, etc.

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

  20. 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?
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