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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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6191 results found

  1. sales account

    Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Create a filter view of Non client viewed emails so we know who is not opening the invoice emails

    4 votes
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  3. With gst ???

    Inventory value with gst will only use

    3 votes
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    1 comment  ·  Admin →
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  4. EBITDA Report

    The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  5. Please option of adding Freight in PO, BILLs & Invoices separately below the line items

    Please option of adding Freight in PO, BILLs & Invoices separately below the line items

    1 vote
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  6. Translate UI to Russian

    Hello!
    Please translate the interface into Russian, which 300 million people know.
    Thank!

    2 votes
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  7. Cash sales Receipt

    Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. add item code

    Please add item code in items and it shoul be viewed and printed in invoice and delivery challan

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  9. Please integrate payrexx.com

    Payrexx makes it easy to sell through all online channels. Immediately accept Visa, Mastercard, PayPal, Apple Pay, Samsung Pay and further 100+ payment methods as WIR, .

    11 votes
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    2 comments  ·  Online Payments  ·  Admin →
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  10. Integration with PNC Credit Card

    Can PNC Credit Cards be integrated? I have a business credit card with PNC that I would like to reconcile.

    12 votes
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    1 comment  ·  Banking  ·  Admin →
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  11. Please allow reconciliation even if their is no activity for the month.

    Please allow reconciliation even if their is no activity for the month.

    1 vote
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  12. Timesheet Detail Report Add Group by Task

    Add the option to group by task when customising the Timesheet detail report.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  13. Project Detail Report Add Scheduling and Date

    Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.

    1 vote
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  14. Ability to customize reports to show monthly amounts

    Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.

    1 vote
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  15. Add % increase/decrease and $ amount on P&L report when doing a comparison

    1 vote
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  16. Credit Limit - Bureau Account Integrations

    Now that the Customer Client Limits feature is available our workflows need a way for our Accounting team to make credit limit decisions. Other platforms integrate with credit bureau accounts to run credit reports. Even just one bureau would help streamline things and remove a double entry of data. Simplifies business processes and reduces the manual entry. Similar to the Checkr integration in Zoho Recruit it would be a function you can run inside Zoho Books that would then tie the report to the customer account. The data from the report could then be used to make a credit limit…

    6 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  17. Ability to print Refund Cheques

    In order to issue a refund to a customer currently Zoho advises to follow:

    https://www.zoho.com/ca/invoice/kb/credits/refund-invoice-amount.html

    The credit note gets created and marked as paid. However there is no option to print a cheque for this refund to be processed. The refund to be issued is via a cheque.

    I would like this option to be added.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  18. POS Software for Restaurant

    Now that you have various modules to manage sales and expenses, it would be a good idea to introduce a module for restaurant POS.

    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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  19. Hello, I am currently using Zoho Books. If I required only two copies of duplicate invoive , can it possible? If not pl. try to add this.

    1 vote
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  20. Send Estimates to parties without adding their contact details in address book

    Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book

    1 vote
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