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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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406 results found

  1. Day book should be available with period and all option of Cash Book, Bank Book, Journal etc. Like Telly and it will be add value in your pr

    Day Book will be available with all day book and period from date to to date. It will be add value to your product

    4 votes
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  2. Allow us to save custom reports

    Zoho Books currently allows us to save custom views but we cannot save custom reports. That means we either have to re-build the report we want each time we want to run it or create the report in Zoho Analytics. We don't mind creating it in Analytics but our bookkeeper needs access to this report and that would mean we need to set her up with access to Zoho Analytics which is a lot of extra work for just one report.

    6 votes
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  3. 1 vote
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  4. comparison for custom dates on profit loss

    we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.

    6 votes
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  5. STATEWISE OPTION IN SALES OPTION OF REPORT SECTION IS REQUIRED

    I WANT STATEWISE OPTION.IN THAT NAME OF CUSTOMER,STATE OF CUSTOMER,TAXABLE AMOUNT,DATE,TAXABLE VALUE SHOULD BE PROVIDED IMMEDIATELY.THIS IS MY KIND REQUEST.

    3 votes
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  6. EBITDA Report

    The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.

    1 vote
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  7. Timesheet Detail Report Add Group by Task

    Add the option to group by task when customising the Timesheet detail report.

    3 votes
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  8. Project Detail Report Add Scheduling and Date

    Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.

    1 vote
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  9. Ability to customize reports to show monthly amounts

    Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.

    1 vote
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  10. 1 vote
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  11. Attach a document to tax payment

    Within Taxes (Reports section), should have the ability to attach a pdf document with confirmation that the payment has been made. Most other section of Zoho Books has functionality to attach document. Unsure why this functionality is not in the taxes section.

    1 vote
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  12. 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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    2 comments  ·  Reports  ·  Admin →
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  13. ID empresa en Información general del negocio

    Información general del negocio

    1. Beneficio y pérdida
    2. Estado de flujos de efectivo
    3. Balance general

    Me gustaría que (ID de la empresa) puede verse reflejada en documento PDF Información general del negocio, ya que para colombia es un requisito que el (Beneficio y pérdida, Estado de flujos de efectivo, Balance general) tenga debajo del nombre de empresa su ID EMPRESA.

    1 vote
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  14. Customer statement in french

    Is it possible to have a customer statement in french? I have my template in english but trying to add a french template but was not able to do so.

    6 votes
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  15. Can you please add more granular access to reporting?

    It would be really helpful to be able to grant access to specific reports inside of a role.

    3 votes
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  16. I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    4 votes
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  17. Ageing report should be month wise

    Ageing report should be month wise. But in Zoho it is date wise. For e.g. if I take 30 days on 8th July, then I expect current to show 1st July to 8th July and 30 days to show 1st June to 30th June..... But Zoho gives current as 8th June to 8th July and so on.... Zoho should check many other systems such as Tally, Quick books, Sage, Acc pac, TAS, etc... ageing report is month wise... always....

    1 vote
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  18. report pagamenti eseguiti delle ricevute (fatture di acquisto)

    chiedo che nel report pagamenti eseguiti delle ricevute (fatture di acquisto) compaia anche la data della relativa ricevuta

    1 vote
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  19. Template

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

    0 votes
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  20. Template formats

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

    0 votes
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