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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.

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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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6194 results found

  1. Ability to clone transaction from list view (instead of only when viewing the trans form)

    When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.

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    1 comment  ·  Transactions  ·  Admin →
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  2. Add option to have a total on reports

    It would be nice to have the option to add a TOTAL field at the end of a column on reports.

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    0 comments  ·  Reports  ·  Admin →
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  3. Improve the GoCardless Integration

    We need a more integrated GoCardless experience in Zoho.
    A few ideas that I've seen implemented on other bookkeeping/finance systems are,
    Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
    Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
    Have a better connection between GoCardless and Zoho than just the company name.
    Have automatic invoice payments from a primary GC mandate.

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    0 comments  ·  Payments  ·  Admin →
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  4. Summary of Vouchers with HSN/SAC

    Detailed summary report is required (like in Tally)

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    0 comments  ·  Reports  ·  Admin →
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  5. Estimates & Invoices - SORT EMAIL option

    For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.

    A lack…

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    2 comments  ·  Estimates  ·  Admin →
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  6. Intervals of month aging

    Request for "intervals of" month in "Customize report". The current options are "week" and "days".

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    0 comments  ·  Reports  ·  Admin →
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  7. Ability to not show show some Journal entries on Cash Basis reports

    Zoho has a toggle of whether of not to show a JE on a cash basis report but we need a toggle for ACCRUAL ONLY. There are many entries that are accrual basis only. For example - amortizations of prepaid expenses. This will show up on both cash and accrual basis reports which is incorrect. Zoho makes it impossible to have a true cash basis and a true accrual basis set of reports.

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    1 comment  ·  Accountant  ·  Admin →
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  8. Search engine should search globally through all key fields, in all data types

    The search field should be a global search and organize the search results by type of data. It would be nice to enter a value, and know that search is looking through all major data points to find the term. As of now, the default is for the search to look at Customers. If you want to search Invoices, you need to first select invoices, or set the search parameter for the search to Invoices.

    As a reference, your own Zoho CRM, and the competitive Quickbooks both function with global search.

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    0 comments  ·  General  ·  Admin →
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  9. input credit

    Automatic calculation of Input Credit available based on Rules 36(4) as amended

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  10. List that shows ALL customers with oustanding unused credit

    List that shows ALL customers with oustanding unused credit Una lista de todos los clientes que tengan Credito Sin Usar.

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  11. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

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    1 comment  ·  Invoices  ·  Admin →
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  12. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

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    1 comment  ·  Invoices  ·  Admin →
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  13. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

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    4 comments  ·  Invoices  ·  Admin →
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  14. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

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    1 comment  ·  Invoices  ·  Admin →
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  15. set default bank account to make payment from

    Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list

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    1 comment  ·  Payments  ·  Admin →
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  16. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
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    1 comment  ·  Invoices  ·  Admin →
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  17. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

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  18. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

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    0 comments  ·  Invoices  ·  Admin →
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  19. Show User on Purchase Order and allow filtering

    Good Afternoon,

    It would be great to have the Purchase Order show the user who created it.
    Also, allowing a filter by USER so an employee could see only their POS.

    Thanks,

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    0 comments  ·  Purchase Order  ·  Admin →
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  20. kerala flood cess

    its is difficult to change CESS 1%(Kerala Flood Cess) every time for GST and for non GST Invoices.Please try to make it automatic.

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