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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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323 results found

  1. 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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  2. Invoice to Bill Integration

    Freshbooks allows users to set up team members that can send invoices which can then be "received" in the system as invoices. These invoices can automatically be turned into expenses. This would save users like me a lot of time. Please consider!

    4 votes
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  3. There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca

    There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca

    7 votes
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  4. Add "semi-monthly" as a schedule for recurring expenses.

    Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.

    This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).

    Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. 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

  6. Import timesheet data from xls or csv

    Need to import timesheet data from other systems on a regular basis.
    Would like to be able tp upload timesheet data in xls or CSV format please

    11 votes
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  7. email bills

    Can we have an option to email vendor bills to a vendor like we do with client invoices.

    6 votes
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  8. Alter Bills Template - for self billing.

    I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.

    In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.

    In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.

    Please add…

    7 votes
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  9. Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

    Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

    14 votes
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  10. convert expense to Bill

    Ability to convert/migrate an expense to a Bill entry.

    Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
    It would be good if we could migrate it to a bill, so we do not have to re-enter each time.

    9 votes
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  11. allow an expense to be moved to another organization/business

    If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.

    8 votes
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  12. 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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  13. Central Excise duty billing format

    Recently registered for Central Excise duty
    Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…

    7 votes
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  14. Auto-Incrementing Bills

    We have auto-incrementing everything else, why not bills?

    7 votes
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  15. pdf preview in Expense

    Pdf preview in Expense is not available. We generate PDF copies of all expense bills that we receive but since preview is not available for PDFs we are forced to convert PDFs into jpeg format.

    5 votes
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  16. 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.

    3,043 votes
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  17. purchase by item report

    I suggest to add a purchase by item report to know how much I bought from item X for example
    thank you

    5 votes
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  18. 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.

    370 votes
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  19. Track Cost per Task, or Resource

    Calculating realtime profit via Timesheet, requires Tasks and Resource Cost

    5 votes
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  20. Allow bills to be paid by accounts with a different currency

    I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.

    Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).

    14 votes
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