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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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403 results found

  1. would like you to add seperate tax split up in the sales by Itmes(In Report Section)

    when running a sales by Item report its difficult to find out the tax details.(tax % and tax amount)
    so it will be very benificaial if you add a tax column

    1 vote
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  2. export dashboard view

    Make it customisable. Also dowanloading graphs as visuals are good and one dont need to make reports again for monthly reports

    1 vote
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  3. recurring invoice report by item

    Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.

    3 votes
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  4. Balance sheet reports require incoming/outgoing colums

    A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.

    3 votes
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  5. P&L by class

    Need to be able to run reports (especially P&L) by class, with each column a class

    3 votes
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  6. Modify the expense by category report to include supplier credit notes

    The Expense by Category report does not show supplier credit notes, hence expense totals are not real....

    3 votes
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  7. Need Proper Reports

    Reports Page is not helpful. for ex: if we go Bank Leger its shows all transaction but if we done any edit in one ledger after that it will not go again the bank ledger its struck only the edit ledger. so again we want go bank ledger manually.. which is taking more time and more effort. please give more modules in accounts like Sage 50

    1 vote
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  8. I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst

    I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst in single report

    1 vote
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  9. Add option to have a total on reports

    It would be nice to have the option to add a TOTAL field at the end of a column on reports.

    0 votes
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  10. Allow a Logo on P&L Statements

    Why Zoho does not allow this is beyond me. This is the single most important report in the suite and I can't put a logo on it.

    4 votes
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  11. Feature Request

    We need to be able to schedule the report: "Sales Tax Liability". All the other reports can be schedule, this one needs to be as well. We have to pay taxes to tax authorities on a monthly basis and need to run this report every month. It would be more efficient to have this a scheduled reporat rather than have to manually run it every month,

    1 vote
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  12. 1 vote
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  13. Bank Fee Report

    There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.

    1 vote
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  14. Filter Reports Based On Business/Individual

    It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.

    0 votes
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  15. Visual presentation in Reports :Segment Wise Reporting in Comparative basis in Coloumnar form using Reporting Tags

    There is a visual presentation issue in Reports. If i have to get Reports segment wise using Tags then i can only view single Segment at a time. I can't see the comparative Segment wise P/L or any other Report in coloumnar form in a single sheet using Tags. Please incorporate this feature as most companies who has to do segment reporting who wants to see the comparative in a single sheet can't see it in Zoho.

    1 vote
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  16. the balance sheet and the profit and loss statement may have columns by tag to see comparisons

    Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons

    1 vote
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  17. Filter Transactions for Customer Statement

    Please allow us to decide which transactions (tag, specific account, etc) show up on customer statements. Or allow each transaction an option when categorizing to "Show on customer statement" or not.

    3 votes
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  18. 3 votes
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  19. 5 votes
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  20. to set kind of report of all customers who bought some items from our specific sales person

    to set kind of report of all customers who bought some items from our specific sales person

    1 vote
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