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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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6171 results found

  1. bulk update account for transactions

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. When adding products to invoice, it would be helpful to have the name AND description show up in the drop-down list.

    I use item numbers. So that goes under name (for instance DB-302) and then description. However when adding items to an invoice, the drop-down list doesn't show the description so I have to memorize the item numbers. it would be helpful to have the name AND description show up in the drop-down list when adding items to invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Excise Tax

    Excise Tax has been implemented in UAE since 2017 and now businesses dealing in certain additional products must comply with Excise tax reporting by 1 Dec. 2019.
    We must have the capability to have multiple tax recording for UAE users!
    Currently unable to comply, makes your system non-FTA compliant!

    1 vote
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    2 comments  ·  Transactions  ·  Admin →
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  4. possibility of selecting several warehouse

    It would be helpful to be able to choose warehouse for each line in sale order or invoice.

    I do not have the possibility of selecting several warehouse on the same invoice or customer order.
    Currently, a default warehouse is selected for all invoice lines, this is not the reality of warehouse management needs

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  5. 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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    0 comments  ·  Reports  ·  Admin →
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  6. 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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    0 comments  ·  Reports  ·  Admin →
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  7. BANK C.C / O.D A/c

    There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.

    Due to this limitation all financial reports are wrong generated and all reports are useless.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  8. FOR EXPORTERS,IN ACCOUNT STATEMENT OF CUSTOMER OPTION SHOULD BE THERE TO VIEW IN WHICH CURRENCY. I.E. BASE CURRENCY OR US$

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. Option to print attach documents when printing invoice (sales or purchase)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. 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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    0 comments  ·  Reports  ·  Admin →
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  11. How do I edit (reset) submitted GSTR - 3B summary, before filing

    Want to edit my GSTR filing after submission in Zoho
    GST Portal has option to rest GSTR 3B so Zoho too should have

    1 vote
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    0 comments  ·  Admin →
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  12. Vendor portal will help us to have communication better.

    Please add the vendor portal

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Bills or any other lists - 'Total count', 'number of pages and 'Navigation to next page should be TOP of the page

    'Total count', 'number of pages and 'Navigation to next page is in bottom of the page on any lists like bills, invoices, credit notes, reports, banking etc. I would like to have these buttons in TOP of the page to avoid scrolling to end every time. It is really time consuming.

    2 votes
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    1 comment  ·  Admin →
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  14. in bank account view at the bottom, the transaction count and page eg < 1-200 > link, should appear at the top as well.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  15. Convert Quotes to PO!

    Just requesting this again for like the 5th time.

    0 votes
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  16. Change Paypal icon next to "Payment Options"

    Regarding of how many payment gateways you have activated, only the Paypal logo shows next to the "Payment Options" line in the invoices footer.
    This is quite confusing because you would expect that by clicking a Paypal button a Paypal page will pop up. Instead, this links to a Zoho portal page, and, in there, you can choose to pay that invoice.
    Maybe using a more generic online payment icon would fix this.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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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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    0 comments  ·  Reports  ·  Admin →
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  18. to draw cheque multiple bank account

    We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
    I ref. to another demand, I think Zoho should improve their capacity for international transaction.

    ''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is
    …
    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. sorting

    Allow sorting by created custom field in Sales module.

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. (Payment in advance to vendor )make it track able!

    We need to know for which PO we have paid in advance to vendor !
    is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
    something same as retainer invoice but for purchasing or any other way to track advance vendor payment !

    12 votes
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    1 comment  ·  Purchase Order  ·  Admin →
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