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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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6599 results found

  1. Enable importing of categories/ accounts when importing transactions.

    A separate column containing categories and transaction types, which exactly matches those created in Zoho Books would save a lot of time, particularly when importing archives of older transactions in bulk. Sure, rules can be created, but if this information is available and formatted in the import file, that would be much better.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. To add Indian GST Billing Template, Exactly as suggest by government. This will increase my confidence in product.

    GST INDIA

    4 votes
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  3. Simplify the Avalara integration

    Eliminate the full service integration with Avalara (it doesn't work anyway!) and simplify it by allowing Zoho to calculate the sales taxes and utilizing Avalara's TrustFile service for filing the returns. It is simpler and much cheaper - about US$100.00 per year versus over US$1000.00!

    4 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  4. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
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  5. Packing List for Export Invoice and related Docs Like SDF Forms and Other Declaration forms to be Automated should be given as templet

    Packing List for Export Invoice and related Docs Like SDF Forms and Other Declaration forms to be Automated should be given as templet and it should be generated along with invoice automatically as set of documents.

    4 votes
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  6. pl make easy to understand indian coustomer for gst

    in India there is lotof confusion for GST no one can understand easly for gst

    4 votes
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  7. I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices

    I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. When we are in Books doing a billing action, we need the ability to add notes to CRM. We can see CRM notes in Books, but cannot add, edit.

    Currently we can easily see CRM notes on the account we are viewing in Books, but we cannot easily add new notes. Currently we have to manually open CRM, copy and paste into CRM, click search, pick the correct contact, scroll down to notes, then add. So many steps that no one currently makes notes whenever in Books.

    4 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  9. Add a field to show "trade discount" in bills

    Add a field to show "trade discount" in bills

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. Update Books for Retail

    Hi,I suggest to add item individual code and faster invoice without emailing, Tender cash record payment update. Try it make easier to use retail business. Kindly update new Templates for Retail, Vegetables shop.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Allow for estimated ship date per line item or per PO (with associated items) from Sales Order

    There is a software I used in the past (Duoplane) which has an amazing function for keeping track of sales order shipping dates.

    It allows you to set a promise date (Estimated shipping date) per PO that is associated with an order, so that if you are not shipping from currently on hand inventory you can note an ETA before the order ships out. In the event you have items arriving from two separate locations, you can track them individually allowing you a more thorough overview of the order status.

    I think this would be extremely helpful in Zoho Books/Inventory.…

    4 votes
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  12. Batch Number is require for inventory.

    4 votes
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    1 comment  ·  Inventory  ·  Admin →
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  13. Signature Positioning Option

    in invoices, some times text and signature get split into 2 pages, if we get an option of adjusting the signature position. it will help a lot of people

    4 votes
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  14. Please add Travel Expense features with the user login portal

    Please add Travel Expense features with the user login portal

    4 votes
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  15. importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting

    In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  16. Inventory+Order Integration with Shopify

    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

    4 votes
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  17. ZOHO Books for Transport Company !!!!

    Hi Team,
    I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.

    That will help for all transport company's are still using excel for manage business entry.

    If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.

    Let me know if u consider this request.

    Thanks and Regards,
    Arun Kumar
    kumar.arun@outlook.com

    4 votes
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  18. Sales forecast

    Add a module that considers historic sales data and using a seasonal algorythm calculates a forecast for future sales. Excel has this as an example ofnthe logic.

    thanks

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  19. Notification Bell Icon for the who is tagged during comments , Similar to the one in Zoho Projects

    Tagging of the user which we similary do in Face book to notify them incase we would like to highlight and it will be reflected on the notification bell.

    This feature is available in Zoho Projects am afraid why not provided in the Zoho books.

    Appreciate if you could develop this and inform us.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. On-screen bill shows blank description

    We often don't enter any description for the line items on bills received - just the account codes and amounts are all we need. Once a bill has been entered, the "on screen" view of the entered bill shows the amounts of line items, but with blank descriptions. This is not very informative. Under the Customize options for the Item table of the Bill template, it would be really helpful if you could include Account as a possible option to select for the bill. That way, even if the user doesn't manually type a description for each item, they can…

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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