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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.

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406 results found

  1. Add profit margin in sales and inventory reporting

    1) Report margin based on sales by item
    3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
    4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.

    4 votes
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  2. Add Totals to Billed and Unbilled Amounts in Reports

    On Reports -> Projects & Timesheets -> Project Summary report under "Billed vs UnBilled" there is total row that shows the totals for the hours (both billed and unbilled) but not a total for amounts. Not sure if this is a bug or something that was not fully completed during development. I want to be able to see on my projects the total for unbilled.

    Here is a screenshot: https://www.dropbox.com/s/60gjrxmztzeb92p/Screenshot%202015-04-11%2017.06.35.png?dl=0

    10 votes
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    1 comment  ·  Reports  ·  Admin →
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  3. Custom Dates on Dashboard Charts

    The Dashboard charts are awesome. They're beautiful and they let me see exactly how I did compared to... 12 months ago. And no further. I'm a visual person and I need these beautiful charts to reflect the growth of my business over the past four years, or fourteen if I wanted. I want to see a chart that REALLY shows how my hard work has paid off.

    9 votes
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  4. a single export to PDF option that PDFs reports for specific periods to their individual reports instead of having to generate each report

    a single export to PDF option that can generate a PDF report for each of the reports for a specific period eg a financial quarter so that they can quickly be shared with accountant

    7 votes
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  5. 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…

    461 votes
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    29 comments  ·  Reports  ·  Admin →
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  6. Proejct Recurring Revenue Reporting

    I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.

    17 votes
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