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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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6592 results found

  1. Multi-level workflow approval BY GROUPS

    I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.

    1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).

    2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).

    4 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Allow a Logo on P&L Statements

    Why Zoho does not allow this is beyond me. This is the single most important report in the suite and I can't put a logo on it.

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Create project with recurring invoice and recurring bills

    For our marketing sales, most projects are fixed monthly rate with fixed monthly expenses. I would like to make a project that can send recurring invoice for fixed amount and create recurring bills for fixed amounts

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  4. would like to be able to wire money (to pay vendors) domestic and foreign by linking bank account

    would like to be able to wire money (to pay vendors) domestic and foreign by linking bank account

    4 votes
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  5. Zoho Showtime : watch videos on-demand on mobile device !!

    Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.

    4 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  6. I need team access in Zoho One in order to give my employee access to work on all of my clients

    I need team access in Zoho One in order to give my employee access to work on all of my clients

    4 votes
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    1 comment  ·  Accountant  ·  Admin →
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  7. Please create a deleting button for invoices in Zoho CRM

    Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. GST on Stripe's merchant fees

    At the moment the merchant fees from Stripe are just going straight to the fees expense account including the GST, it's not separating out the GST component of the fee. I'm having to manually journalise the GST portion of the transactions each quarter so that I can claim it.

    4 votes
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    1 comment  ·  Online Payments  ·  Admin →
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  9. TEMPLATE CHANGE ON APP

    Allow to change the template of quotations, invoices, etc on iPad app. I can’t do it now.

    4 votes
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    1 comment  ·  Templates  ·  Admin →
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  10. Allow Zoho Sign for Sales Orders in Books. Absolutely insane that you can't do that. Who signs invoices?

    4 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  11. bulk payment of invoice from multiple clients

    • in the invoices table select list of invoices
    • enable receipt of bulk payment of selected invoices
    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Calculate profit margin percentage in project profitability

    Please show margin profitability as a percentage

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  13. Hi we urgently need bank feeds for Danske Bank to work in Denmark too.

    Dear Zoho. Due to Brexit, we have moved our company to Denmark. We are now trading 95% via Denmark. Token and Danske Banks works in the UK but so far Token has not fixed it for Danske Bank Denmark despite Danske Banks UK branch is run on the same platform via Denmark. We have to manually import 3 currency accounts and that is a lot of work for something that will take Token 18 minutes to fix. Please help and you than use us for marketing purposes in Denmark as there is a huge Gap in the market

    4 votes
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  14. Allow USD customers to make payment through razorpay

    Currently only INR customers are integrated with razorpay. Why is USD not allowed?

    4 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  15. Pre-populate Estimates/Invoices with items we use all the time

    Pre-populate Estimates/Invoices with items we use all the time. We have a roofing division and every estimate/invoice looks exactly the same so it would be so helpful to have a pre-population template that has those items already loaded.

    4 votes
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    0 comments  ·  Admin →
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  16. Why aren't task lines based on my service items?

    What's the point of having service items if I can't use them in my projects? All of my project revenue goes into a single revenue account, rather than split by work type (per my service items).

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  17. QR code addition facility

    QR code addition facility on every invoice in zoho books to add documents digitally which can be accessed by customer upon scanning

    4 votes
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    0 comments  ·  Automation  ·  Admin →
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  18. Need two tax withheld field or more then that

    Need to make more tax field here like sale tax withheld and income tax withheld but in zoho books there is only one option for tax withheld.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Request you to include Proforma Invoice under Zoho Books to record advance Payments directly to the customer specific PO.

    Request you to include Proforma Invoice under Zoho Books to record advance Payments directly to the customer specific PO. it is very difficult to make a PI for separate PO's and recording payment against it. it will be great help and save lot of time. the advance payments should be reflected in customers respective PO's and PI's for tracking of payment individually if needed be.

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  20. Have Maker - Checker - Auditor workflow for all entries made in Books

    All transaction recorded in the books, are registered by a maker, then it goes to the Checker for approval, and finally whenever the auditor edits the accounts they mark as Audited transactions.
    This approval workflow of entries needs to be there.

    4 votes
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    1 comment  ·  Transaction Approval  ·  Admin →
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