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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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325 results found

  1. Payroll Options

    Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.

    3,051 votes
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  2. Create Budgets plans and reports for the real and for the plan..

    On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

    946 votes
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    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  3. Asset register

    Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.

    377 votes
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  4. single total expenses line on the invoice

    Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.

    50 votes
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  5. Print checks from banking

    Create new checks and print them within banking(bank account)

    43 votes
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  6. 40 votes
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  7. Batch payment of bills

    Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.

    39 votes
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    Hi there,

    We now have the option to record payment for multiple bills.

    This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.

    Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.

    Hope this helps,

    Regards,
    Zoho Books Team

  8. Auto generate Bill and Expense reference number

    We need an auto bill and expense reference number generator same as the SO and Estimates

    36 votes
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  9. UBL support

    Hi, I would be very happy if you supported UBL for bills/invoices. Is that in the planning?

    32 votes
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  10. Rounding off in Bills!

    There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!

    31 votes
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  11. Allow VAT value in bills to be set as a figure and not just a percentage value

    We need to be able to define a value for VAT in bills, or override a value, or even create a VAT item that will be 100% VAT and not just set VAT as a percentage of an item as is the only option currently in books. We import products into the EU and therefore receive VAT duty invoices from our shippers where the majority of the value of the invoice is VAT and the figure varies from invoice to invoice and is not associated with the cost of an item.

    26 votes
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  12. markup

    markup option for expense category

    24 votes
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  13. petty cash voucher

    i would like to suggest you to add petty cash voucher it would be easier for me to manage my petty cash

    24 votes
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  14. Permission for Some Accounts Access to Staffs Or User for Expense

    Now Zoho Books Sytem. if administrator allow Create Expense or View Expense. all user see all expenses of company.
    But Give User Right to create expense but not see company all expenses.

    22 votes
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  15. Add a Tax field & include exclude tax field to bulk expense entry screen

    Can we please have a Tax field and a tax included / excluded tick box in the bulk expenses entry screen. This will enable a tax to be selected at entry and eliminate the need to edit the records to add the tax.

    22 votes
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  16. Mark UP in expense

    There should be mark up option while recording on expenses . For exmaple , We purchased a service/product $10 and sold to our customer @15$. Both field should be present while recording expense.
    Same is present in other online accounting software like quickbooks etc

    21 votes
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  17. Should be able to enter a refund receipt in Expenses

    Already discussed this on the phone, but just in case.

    When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.

    20 votes
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  18. Multiple Line Items for TDS in a single Bill and Payments Entry

    There are certain complex transactions where more than one TDS sections are involved. For Eg. a Single Bill/ payment may contain an item with implication of section 194J along with an item with implication of Section 194I along with an implication of GST TDS u/s 51. Therefore such single Bill/ payment entry needs multiple TDS line item fields for TDS adjustments which is not ther in Zoho books and makes it difficult. It is suggested that Zoho books allows its users to put additional line items (more than 1) for TDS deductions at the discretion of the user for multiple…

    20 votes
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  19. Manual entry of tax amount for expenses

    In Australia, some expenses are not taxed at the full GST rate, especially when dealing with government departments. For instance, I just purchased an online file for a total cost of $13.26 (incl GST) yet the total GST that I paid was only $0.46 which is nowhere near the standard 10% GST.

    I"d suggest that where the radio buttons are to nominate whether the expense amount is inclusive or exclusive of GST (tax) that an additional option be included somehow to manually enter an actual GST amount paid as part of the expense.

    Without this it is impossible to correctly…

    19 votes
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  20. No discount column in bill

    Need discount column in the purchase bill

    19 votes
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