New Zoho Books Feedback & Ideas

Zoho, you've done an incredible job designing the user experience and interface for business owners. The Dashboard is extremely powerful and really useful.

I do however, have some concerns and would like to bring them to your attention:

1. Add a Search Bar under the secondary header for Contacts, Estimates, Invoices, and Expenses. I've included an image concept in this email.

2. When selecting "Invoices" "Estimates" or "Expenses" the right panel is empty, and not being used until an invoice/est/expense is selected. This should act as a mini dashboard for each section. For example, under invoice, Information could be "Open Balances" Balances 30 days past due, 60 days, 90 days, etc. It could also include Payments made that month.

3. Expenses Section does not include the vendor name until you select the item. This is extremely difficult when sorting. Here is a recommended update

Thank you for your attention.