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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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6974 results found

  1. Email Integration for Contact Persons at a company. Not only for 1 Company email address.

    Email integration is available only for "Customer" email address not for people who work at the customer, "contact persons". This renders this feature useless as we deal with multiple email contacts at our customers and vendors. Please cater for the "Contact Persons" email address's instead of only at "Contact Level".

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

  2. i want to make able to choose automaticly on the last day of the month to send automatickly statment og the month.

    i have every day Costumer telling me that I need to send them statment on last day of the month so they all do pay on next 20, at this stage i pay one by one but is taking to much time, seems all other online softwars offr this.

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

  3. Time Tracking Project view should include column for unbilled hours

    Projects view should show unbilled hours, also it has a column called rate but it has nothing in it?

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

  4. Banking

    Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap

    Thanls!

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

  5. OCR facility

    While scanning the documents can we have the facility to scan the items along with the price for that particular purchase invoice. Currently it is only handling the date and total price for the particular vendor

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

  6. percentage wise invoicing for customers

    there should be a column under total area, where we can enter the %age which should be calculated automatically and show under subtotal before tax calculation and VAT need to calculate on that particular amount. this is mainly applicable for the contracting companies where they prefer to invoice stage wise.

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

  7. Zoho form and Zoho books connection

    Separate employee add data to zoho form and then from it will go to zoho books. this is to maintain privacy. Zoho expenses also not giving this conneciton with privacy.

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

  8. option to have database of quotation received from vendor

    recording facility to record quotation from vendor like bills
    that can be converted into PO so all quotation and costing related data will be available on cloud

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

  9. Generate report that shows invoice date, number, item number for each part invoiced

    Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.

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

  10. Composite item should be available in zoho books even without subscribing to zoho inventory. Please note it is available in quickbooks.

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

  11. Ability to sort Uncategorized Transactions by other fields

    Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.

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

  12. JOB SHEET for service organisation.

    We do sales and service so please give an option for creating the job sheet for repair systems

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

  13. Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.

    There should be a separate category GST RETURN.
    Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.

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

  14. Subsidiary Management

    It would be very fine if you introduce the subsidiary Management feature. We can create multiple organizations in zohobooks, what you need to do is to make enable to integrate the organizations to be registered as subsidiary, so that we may have consolidated statements for both organizations as well as standalone statement for each organization.

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

  15. round

    There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.

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

  16. gst total should be there in invoice

    the total amount of GST should be there in Invoice

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

  17. Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order

    Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order.

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

  18. convert retainer invoices to invoices

    Often times my bookkeeping customers perform services for customers even though their customers haven't yet paid their open retainer invoices. It would be nice to convert those retainer invoices to invoices instead of voiding retainer invoices and then creating an invoice.

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

  19. Restore an erased Invoice

    Sometimes, a user can erase an Invoice for mistake.

    It will be helpful a recycling bin to can restore it.

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

  20. Zoho books should notify us if our daily cash transactions exceed 20000.

    Zoho books should notify us if our daily cash transactions exceed 20000.

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