Zoho Books

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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  1. 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…

    456 votes
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    29 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
    1.segment wise Budgeting
    2.Segment wise P&L,
    3.Segment wise Balance sheet
    4.Segment wise Cash flow
    5.Segment wise Budget Variance report in P&L Format

    1. Inter segment Sales /Purchases (sales between divisions within an organisation)

    7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

    72 votes
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    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

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

  3. Sales by Customer Report to Identify the profit margins

    Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.

    63 votes
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  4. Save report customizations

    Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.

    45 votes
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  5. Customize Dashboard...

    It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.

    42 votes
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  6. Schedule C Estimated taxes

    include to ability to automatically calculate quarterly taxes

    41 votes
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  7. Make reporting tags less tedious

    As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?

    I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.

    Don't get me wrong. I can see…

    40 votes
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  8. reconciliation

    Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.

    37 votes
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  9. there is a facility for budgeting and P&L v busget reporting

    as above. recording and reporting budgets with variance from actual

    35 votes
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  10. include a VAT return report for non UK based business (i.e Ireland)

    VAT reporting is slightly different in Ireland from the Uk, so I wonder is it possible to produce an Irish VAT report to cover Bi monthly vat returns. if not could you at least produce a total vat value report for sales and purchases separately. FYI a full VAT report included reverse charges for inter EU purchases.

    34 votes
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  11. Customer Account statement with Item name, item Description & each Item Total

    Customer Account statement with Item name, item Description & each Item Total

    It is very useful for all business

    Kindly find PDF Sample
    https://forums.zoho.com/topic/customer-account-statement-with-item-name-item-description-each-item-total

    33 votes
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  12. Reports should be displayed in table / columns with total.

    Currently, if one selects multiple months / tags for a report say P&L, the report data is displayed as just one column i.e. total.

    All such reports should be displayed as a table i.e. a period report for Apr-Mar should be presented as a table of Total-Apr-May-......-Feb-Mar.

    Similarly for tags, the report for multiple tags should be Total-Tag1-Tag2-Tag-3.....

    The work around is very inefficient and time consuming, to generate separate report for each month/tag and export it to excel.

    A simple modification to report module would be highly appreciated.

    28 votes
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  13. Memorize Customized Reports

    Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.

    27 votes
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  14. Report

    Sales Items by Sales Person

    To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.

    I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.

    I would have to literally open each invoice one at a time to properly calculate the…

    25 votes
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  15. Customizing charts in Dashboard

    Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.

    24 votes
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  16. Project/Timesheet Report Customization

    An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.

    20 votes
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  17. 19 votes
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  18. intrastat

    In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.

    We need VIES & Intrastat reports

    19 votes
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  19. Unearned Revenue

    My issue here is reporting—my Balance Sheet would not show Accounts Receivables balance correctly, and My Ageing Summary Report balances are also wrong since it will omit any unmatched Customer Payments which are shown under Unearned Revenue account in Current Liabilities.

    For Ageing Summary it becomes difficult. For example, an instant where I have so many customers and a number of them have unmatched credits means I will be showing unreal outstanding balances for customers.

    Suggestion:
    1. If the Ageing Report would have an option to include the unmatched payments, or;
    2. If there was a configuration option to choose,…

    19 votes
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  20. add a feature that allows for bulk tagging of transactions of any type with reporting tags.

    Currently, tags can only be added one transaction at a time unless the transactions are added through an import file. This is extremely cumbersome. There should be a way to assign reporting tags to multiple transactions of any kind in the same screen at the same time (in a checkbox format for example). Allowing tags to be assigned based on rules would be another great way to make use of the reporting tag feature.

    19 votes
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