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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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411 results found

  1. Reports across months in a fiscal years - monthwise

    Need to be able to view sales / invoices / purchase monthwise in a financial year

    1 vote
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  2. month wise and year wise sales comparison

    we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,

    2 votes
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  3. Customized Reports from the Invoice and schedule report

    Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
    Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.

    3 votes
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  4. create a report to show which items are reordered by customers

    I'd like to see which items are reordered by customers. I can see which items are popular for at least one order but it would help to know if repeat customers order them again. This could be a "Sales by Item" report but instead of customer names with a sum total ordered over a period, it would show specific invoice numbers/customers/dates so I could see if a customer ordered that item more than once.

    1 vote
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  5. Debtor & Creditor Reporting

    I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors. 

    3 votes
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  6. 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
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  7. 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
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  8. 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
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  9. 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
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  10. tax withheld

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

    1 vote
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  11. 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
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  12. 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
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  13. Intégrer le rapport FEC (fichier des écritures comptables)

    Ce document est requis par l'administration fiscale française depuis 2014.
    https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-20170607

    4 votes
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  14. 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
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  15. 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
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  16. 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
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  17. have the company logo added to reports

    Have the company logo to printed reports.

    1 vote
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  18. 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
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  19. GST ITC 04 report for jobworks

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

    1 vote
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  20. 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
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