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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.

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. Withholding Tax summary in reports

    Want to Generate a Withholding Tax report per customer and summary for all customers.

    1 vote
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  2. Customize statement table

    I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.

    4 votes
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  3. report font size

    Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.

    1 vote
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  4. Provide an option such that non-admin users/roles can receive scheduled reports.

    Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.

    4 votes
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  5. statement

    Add a link to the statement which enables the customer to pay via the integrations (such as Square, Stripe or GoCardless).

    This would ensure you are ahead of other accounting systems such as Quickbooks and Xero!!

    The integration is there, there just needs to be a payment link on the bottom of the statement to enable the customer to pay by card straight away - people these days want speed (they don't want to have to log on to their bank accounts).

    3 votes
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  6. custom field - data type 'dropdown' : sort alphabetically

    New custom field -> data type 'dropdown' : option to sort alphabetically.
    Now I have to make the dropdown options manually alphabetical.
    Please add this option.

    1 vote
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  7. 6 votes
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  8. 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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    1 comment  ·  Reports  ·  Admin →
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  9. There are some expenses which are not strictly operational exp like Advt and sales promotion whereas Zoho group them under operation Exp

    There should be some flexibility built in to structure the report so that anomoly like Advertisement is not shown as operational Exp in the P&L Account

    1 vote
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  10. Use Customer Custom fields in reporting

    Use Customer Custom fields in reporting, at least in Sales reports

    6 votes
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  11. In ZOHO Books in the Report 'Sales by Item', please add the option to also select by 'Item Name' or variation of item name. Thanks

    In the report 'Sales by Item' please add the option to select by 'Item Name' or a variation that includes contains.
    Our Inventory is over 2500 items and the report is very difficult to use when looking for specific types of items. Also we want to use Item groups but there is no reporting for it in Inventory. Please help.

    1 vote
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  12. ZOHO Book

    Dear Concern, we want Invoice Name in Summary of Outward Supplies....please check and do the needful as soon as possible.

    1 vote
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  13. Monthwise report

    Monthwise Sales and purchase reports

    1 vote
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  14. Add quantity column in report sale by customer

    Add quantity column in report sale by customer

    2 votes
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  15. Descriptions in the reports

    Need to see the description/Narration in account transactions reports and other GL reports. and should be able to generate different levels of trial balance.

    Also line items in the journal voucher need to be shown separately especially in bank ledgers to ease the reconciliation process and also allow transactions with different dates in same journal

    3 votes
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  16. We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.

    We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.

    1 vote
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  17. HSN REPORT FOR TAX FREE

    WE WANT REPORTS OF TAX FREE ITEMS ALSO IN HSN REPORT. PLEASE ALLOW TO GET SINGLE HSN REPORT OF ALL TAXABLE AND NON-TAXABLE PRODUCTS.

    3 votes
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  18. Total amount of future recurring invoices

    It is essential in a billing program to calculate the billing forecast. If I want to know the future billing of a specific period right now it's not possible since the reports do not show the recurring invoices.

    There should be a report to obtain this data.

    5 votes
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  19. Timesheet Calendar View Filters

    I need to enter my hours in with my client in their reporting system, and I would love to have the option to filter inside the timesheet calendar view. It's a lot of switch back and forth right now.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. Allow user-defined "year to date" ending date

    As it is now on 12/06/2018, if the user runs the Profit and Loss report and selects the Year To Date field, the system uses the date range of the first day of the fiscal year to the current date. That fixed date range has a very limited application in that it must be timed with the end of a period before any transactions are posted into the new period. Otherwise the numbers in the Total column are according to the user-defined report data range, but the numbers in the Year To Date column are distorted by bringing in data…

    1 vote
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