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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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6599 results found

  1. Apply tax to all invoice unstead of sigle product

    Juste like discounts , have the possibilty to choose how to apply it in invoices , means at level of the invoice amount or in level of signe item .
    When having many items in invoice and apply the tax one by one , it's juste too much

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Having selection of contact person for different invoices with a same company

    When there are multi contacts with a company, the function of selecting contact person is not available.

    4 votes
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  3. I need to add more custom fields for contacts. why you limit this?

    I need to add more custom fields for contacts. why you limit this?
    why you limit with 15 or something!
    We cant use it more.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  4. Tax Exclusive or Tax Inclusive

    Created invoice where the Line Item Item "Wood Pellet" is Tax Exclusive
    Created another invoice where the Line Item "Round Plate" is Tax Inclusive

    Now when creating new invoice and chosing one of the above line items, the software based on the previous setting should populate either tax inclusive or tax exclusive.

    So when Wood Pellet line item by default the tax exclusive setting should populate

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add feature to select customer in managing ruled field

    In managing rules, add another option to select the customer to be able to rule expenses directly to the customer who will pay us the amount of the expense.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. There needs to be a link to create a project from an accepted Estimate. There is no reason to create a project when the estimate may not be

    Create a Link in the Estimate area to create a project when an estimate is accepted.

    4 votes
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    1 comment  ·  Estimates  ·  Admin →
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  7. VAT Report. Pls make available VAT report on the global edition. This is a key report

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. CUSTOMER > Overview > sales > TOTAL ????

    CUSTOMER > Overview > sales > TOTAL ????

    4 votes
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  9. Please add round off feature in purchace invoice also

    Please add round off feature in purchace invoice also.

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. export of GST summaries to excel formats

    export to csv or xls must be provided, for all kinds of GST summaries, e.g. GSTR-3B, GSTR-1, GSTR-2 etc.
    in case of any failure in push to GSTN, one should be able to export transactions to other formats and download, so as to upload them in an offline way

    4 votes
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  11. is there a possibility for the increase in the width of the fields in the header of the template

    is there a possibility in future for the increase in the width of the fields in the header of the template

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  12. Test features mode

    I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"

    4 votes
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  13. create retainer invoice from sales order

    There needs to be a way to show the trail Estimate (Retainer Invoice) to Sales Order (showing retainer payment) to Invoice.

    Currently, you can set auto accept to invoice, but not sales order and there needs to be a way to show the retainer payment on the sales order.

    4 votes
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    1 comment  ·  Admin →
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  14. STATE BANK OF INDIA Integration

    It would be great to see SBI Integrate with Zoho in a manner similar to how ICICI is currently integrated - for payments and auto reconciliation.

    4 votes
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    2 comments  ·  Banking  ·  Admin →
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  15. Better Support for Retainer Invoices

    Retainer invoices seem to be treated as an "orphan". It's not included in sales reports, and it's not supported on your mobile applications. Like many professional service organizations, I do most work on a retainer. But then, it's not included in my sales reports. And there's no separate report for retainer invoices. Even the Cateogry field for creating this Idea doesn't include "Retainer Invoices".

    4 votes
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  16. vat entry before gst

    before gst, vat invoice is not generating

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Administrators connection to Client Portal's to validate data displays corrently

    As an administrator with several clients it is ridiculous for me to have to create separate email accounts for myself to attach to my client contact list in order to see what displays in their portal.

    I have had (2) situations where data didn't display correctly in my client's portal and THEY had to inform me. After adding my personal email accounts to their profiles using different passwords i STILL WAS UNABLE to see each client's portal. Zoho support instructed me to create separate email accounts and link them to my client contact profile.

    Sounds simple with 1 or 2…

    4 votes
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  18. Balance Sheet

    When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.

    4 votes
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  19. kotak bank integration needed

    The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account

    4 votes
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  20. Inventory summary

    Inventory Summary need in the flowing format for a particular month or quarter :

    Quantity Opening -- Quantity In -- Quantity Out -- Quantity Available

    In current format it shows all the inward and outward data from the very beginning

    4 votes
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