Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

406 results found

  1. Monthly Reports for any account in chart of accounts

    lets say, you take Vendor A, we should be able to see a monthly purchase/payment summary on month vise also, a graphical chart in addition would be helpful.
    Let say, there is an expense accounts, 'Transportation Charges', a monthly summary along with a bar or line chart.

    this helps in identifying patterns and quick decision making.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. ERP Kind Idea

    I believe ZOHO is very smart software. But in reporting side, all the reports are such way that, zoho wants to promote ZOHO Analytics and hence don't provide proper reports. This is really unfair. I don't believe that such a smart software can not provide proper reports.
    You must upgrade for reporting because reporting is the only key to manage and understand business.
    In ZOHO Inventory, I have asked many many times for Category wise report but I am still waiting.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. TDS

    TDS REPORT RECIVABLE
    TDS REPORT PAYABLE

    BOTH ABOVE ON MONTHLY BASIS AND YEARLY BASIS MISSING.

    ON 7TH I NEED TO PAY TDS TO MY CA TO FILE REPORT, IT SHOULD BE AT A SIMPLE CLICK AND SAME IS FOR RECIVEABLE AT YEAR END FOR RECONCILLING.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Salesperson sales by quantities report

    All companies calculate sell target for salesperson one once by total amount send once by quantities
    So all need to appear sales by quantities report for salesperson please

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. tax withheld

    Not able to see the Tax Withheld report in Books reports section.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. GST Reports

    Wish to have elaborate reporting on GST. I can share the detail of screenshot of kinds.
    Not sure how to share them with you in case you wish to see.
    Thanks,
    Haja
    India

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. View Transfer between accounts in Budget Reports

    I would like to be able to view Transfers I make from one account to another on my Budget Reports.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Option to hide Discount account in Profit & Loss statement

    When multiple sub-accounts for Sales are used, having a single Discount account creates a consistent bias when showing the total values, for example in the Profit & Loss statement.

    Sales accounts that include products sold with relevant discounts will show higher numbers than accounts with lower average discounts. This makes it very difficult to compare actual performance within the statement.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Report Generation

    Would like to have changes in report generation. Please make report generation little more friendly so that we can generate a report for a particular period with date, customer name, amount, vat and total amount with vat. Now when we generate report, its come item by item which is not needed. Please consider this on a urgent basis.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Full screen view in Books

    I have a 34" monitor, but the budget view in Zoho Books is cut in a half with full screen, it will be really helpful to have a full view when you have a big monitor.

    Apparently is limited to 1650px x

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. have the company logo added to reports

    Have the company logo to printed reports.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Our company sells different product

    Our company sells different types of products and services to different types of customers. Because of the amount of customers is it possible to create a receivables aging report filtered by customers type not all customers

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. GST ITC 04 report for jobworks

    We need ITC 05 GST report for all job work delivery challans to vendors.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. To create New field" Posting Date" apart from Invoice Date while creating Purchase Bills

    In Zoho books, Stock summary report is generated based on the invoices and bills accounted.
    We need a separate field like Posting date apart from Bill date so that Stock summary report will be generated based on posting date.
    Because if myy vendor raise a bill on 30th June and if it reaches my end at 1st day of July,my inventory report is being confused after i accounted the same, Since I entered the date as specified in the bill.

    This leads to stock mismatch in the previous month and if there is a option like stock report generation based…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Reporting on initiated transactions showing Forte/Elavon unique transaction ID

    Is there a way to report on invoices with initiated payment (showing transaction ID) that are still settling? This is needed to reconcile deposit discrepancy due to ACH settling time 5 to 7 business days

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Enable direct lodgement of BAS to ATO

    Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Remarks or Notes Coulmn in Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL

    IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base