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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.

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  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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6184 results found

  1. On printed checks add trailing "*******" to written amount and leading "**$" to numerical amount for fraud protection like QuickBooks does.

    On printed checks add trailing "******" to written amount and leading "*$" to numerical amount for fraud protection like QuickBooks does.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. Custom "Lookup" Field

    Must add a custom field "Lookup" that looks up a pre-existing value just like in Zoho CRM, this should be add to all modules (Estimates, Invoices, Purchase Orders, etc.) for example if I want to add the PO number to invoice so I can know they are related

    49 votes
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    1 comment  ·  Admin →
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  3. Direct Bank Feed Synchronisation In Australia

    We switched from Quickbooks where we had direct bank feeds with the NAB and CBA banks in Australia. In Zoho books we have to wait 5 days for our transitions to appear. When is this going to be fixed?

    5 votes
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    2 comments  ·  Banking  ·  Admin →
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  4. Allow a user to delegate the right to send email from his address

    I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.

    3 votes
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    0 comments  ·  Templates  ·  Admin →
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  5. Please provide discount option in purchase

    Please provide discount option in purchase

    1 vote
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    1 comment  ·  Admin →
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  6. Simple calculation within number fields (like quickbooks).

    Enter 2+2 in the quantity field, hit enter and the Quantity shows 4. Sometimes bills have line items of the similar things which we just lump together thing. Extend the calculation function it so we can enter the total, the quantity and then per item price is calculated.

    12 votes
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    1 comment  ·  Transactions  ·  Admin →
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  7. Show the total tax withheld across all invoices for a particular period

    See the total tax withheld for a quarter/ FY, so that the same can be verified at government sources and made good.

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. RFQ to Vendors

    Would like to request to please add the "RFQ" tab under "Purchases" that will be sent to Vendors before placing the order.

    11 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  9. Able to add income taxes as a liability when is pending to be paid or for example when the company enter into a payment plan with the IRS

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  10. Viewing only by person who posts them

    Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Linking Purchase order with sales order.

    It would be better if we can link the sales order with purchase order so that the money spend for the purchase will be shown in the the purchasing details of sales order.

    19 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  12. Cost Plus on Expenses

    Projects needs the ability to have a cost plus on expenses for billing purposes. When setting up the project simply put a percentage to add on all expenses and when billing expenses are marked up by that amount. Most of. our jobs are by Task Rate and Cost Plus on Expenses

    15 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  13. Can you add on preparer, checker and authoriser authorisation as well on the payment made template

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. When creating a transaction, When select any account (Expense or Asset or Liability), Show the Cr or Dr balance for the account.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  15. Allow user-defined "year to date" ending date

    As it is now on 12/06/2018, if the user runs the Profit and Loss report and selects the Year To Date field, the system uses the date range of the first day of the fiscal year to the current date. That fixed date range has a very limited application in that it must be timed with the end of a period before any transactions are posted into the new period. Otherwise the numbers in the Total column are according to the user-defined report data range, but the numbers in the Year To Date column are distorted by bringing in data…

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  17. Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    1 vote
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  18. BOQ

    Hi, Is there an option if i can make BOQs

    Regards

    Noeline

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  19. Dropdown Lists of states/provinces in contact address details. Add once Country selected.

    When adding a contact or modifying a contact address once country is selected a dropdown for state/province relevant to the selected country.

    2 votes
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  20. Banck of Maharashtra (Corporate Account)

    i am unable to integrate Banck of Maharashtra (Corporate Account) please find link of https://www.mahaconnect.in/jsp/startnewcorporate.jsp kindly help regarding.

    4 votes
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