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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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354 results found

  1. automate syncs with gocardless

    Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

    1 vote
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  2. memorized transactions

    The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.

    1 vote
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  3. put filters on Bank transactions page

    1 vote
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  4. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  5. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  6. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

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  7. show all access and transaction before and after to diana raymundo account and recent payment deposit

    in my account do the transaction payment and deposit
    payment unto my recent
    account show all transaction payment deposit.before and after and recently

    1 vote
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  8. DEAR MANA APANA ACCOUNT RENEW KIYA THA BUT VOO PAYMENT DUSARAO KAY ACCOUNT CHALI GY HAA MANA MAIL BHI KIYA PER KOI RESPOSE NHI MIL RHA KAY K

    IGOH

    1 vote
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  9. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

    1 vote
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  10. CUTOMIZED REFUND OTIONS

    I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.

    1 vote
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  11. Activate rules for deposits too. We have income from several channels like Swiggy, Zomato etc. And ability to auto detect would be awesome

    1 vote
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  12. fund transfer

    I need to make a Fund transfer from icici bank to the vendor before raising the bill.

    In my case I have to make an advance payment to the vendor then only Material is released and invoice is generated after the delivery.

    So I need to make an advance payment directly from zoho books.

    I can do the same from bankopen.co

    1 vote
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  13. Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    1 vote
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  14. it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    1 vote
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  15. a column should be added in vendor and customer statement which shows amount paid is from which bank or amount received in which bnak

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  16. Add allahabad bank current ac url to direct import statement

    Add allahabad bank current ac url to direct import statement
    Most business run with an current account, so please add url to import statement of popular banks. For example Allahabad bank saving ac can be imported but current account adding facility is not there.

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  17. Legend on Banking page

    It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...

    https://www.screencast.com/t/eL7i18qvD

    1 vote
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  18. Duplicate Transactions

    Once click duplicate transaction.

    This is useful for entering repeated transactions, such as fixed bank charges, or variable bank charges, subscriptions..etc..

    1 vote
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  19. There is a bug if you import ofx file in zoho books, if the file contains "&" it's not importing properly

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  20. bulk delete

    I found some issue after imported banking transaction by Import feature but there is no such feature to delete it.

    Delete feature should be there except Sync transaction.

    1 vote
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