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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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400 results found

  1. 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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  2. 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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  3. have the company logo added to reports

    Have the company logo to printed reports.

    1 vote
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  4. 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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  5. 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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  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
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  7. tax withheld

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

    1 vote
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  8. 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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  9. 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.

    1 vote
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  10. 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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  11. 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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  12. Create a historical trial balance that can be reported by month

    Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?

    1 vote
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  13. Books : Reports - sort items by Account Code

    Sort line items by Account Code. So, for example, all my expenses would be listed alphabetically since that how I numbered them.

    1 vote
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  14. 1 vote
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  15. PNL

    It would be great to have the option in the PNL to compare all the months next to each other. at the moment you can only compare 2 months, or 2 quarters or 2 years with each other. But it would helpt to see the whole year month by month.

    1 vote
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  16. INCOME AND EXPENDITURE ACCOUNT

    Income and expenditure account is for professionals like Advocates, CAs, Doctors etc. Because there will be no sales or purchases for professinals So, do you have software useful for professionals?

    1 vote
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  17. 1 vote
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  18. Party Ledger

    Report must be based on Party Ledger Detail

    1 vote
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  19. Download Daybook for Specific Period instead of only 1 Day

    Currently we can download DayBook only for 1 day. It would be great if we can download Daybook for specific Period.

    1 vote
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  20. cms@wriston.co.in

    Budgets have a option to prefill based on a % of previous month. Give an option to prefill based on the total income. This will help a lot in using this tool, as generally we all reduce the fixed cost and increase the variable as we move from capex to opex.

    1 vote
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