Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

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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  1. Payroll Options

    Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.

    2,522 votes
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    109 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create Budgets plans and reports for the real and for the plan..

    On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

    918 votes
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    60 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →

    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  3. Allow multiple currencies per client

    Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

    840 votes
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    Not For Now  ·  65 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Profit Margin

    Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

    616 votes
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    25 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Invoice numbering per client

    When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.

    It makes it easier to reconcile with clients in case some of the invoices went missing.

    Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.

    555 votes
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    14 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add automatic late fees on past-due invoices

    Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

    510 votes
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    13 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Include proforma invoice

    Please create proforma invoice link to enable a user to create a PI.

    While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.

    Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.

    485 votes
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    15 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Stock & Warehouse management + sales commission

    1) different stock can enter the item list with expire date
    2) add shipping status
    3) sales commission features upon payment received.
    4) sales profile and commission rate linked to different items
    5) search of the items should be enhanced.
    6) add item category + sub-category

    438 votes
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    18 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

    Hi there,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items – We currently do not have this option

    5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

  9. Allow the ability to add an extra percentage if paying by credit card

    allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.

    433 votes
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    35 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. 357 votes
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    24 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Cashflow forecasting Reports

    Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?

    There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?

    I'm new to using Zoho books but would like accounting software which allows a future look at the business.

    Ideally the report would also allow us to
    Define if we want to include
    Only certain aspects of the business such as certain customers.

    As an example elsewhere I've…

    323 votes
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    16 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

    For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

    316 votes
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    14 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. item search

    Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description

    278 votes
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    22 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  14. Asset register

    Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.

    225 votes
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    Not Planned  ·  19 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create PO from Invoice

    PO From Invoice - Not only from SO

    216 votes
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    Under review  ·  20 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
  16. Installment payments for Invoices and Bills

    We would like to see implemented installment payments.
    bills and invoices can have multiple payment dates.
    example:
    THE)
    30% advance on date x
    70% balance on date y
    B)
    50% 60 days from Invoice date
    50% 90 days from Invoice date

    195 votes
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    9 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate Zoho Books with Amazon.in and other Indian E-commerce Websites

    I want you to Integrate Indian E-commerce Websites such as Amazon.in, Flipkart, Snapdeal etc.

    176 votes
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    14 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    156 votes
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    16 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  19. Split Transactions for Check payments and Credit card feed

    We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).

    Our example1: (Non-bill) Vendor Payment Check
    10% portion to XYZ expense account
    10% portion to YZX expense account
    80% portion to ZXY expense account

    Our example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)

    This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…

    143 votes
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    8 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  20. 134 votes
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    28 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
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