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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.

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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6186 results found

  1. Need New Module "Debt collecting"

    Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
    Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
    - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  2. MRP WISE STOCK STATUS REPORT

    IN ITEMS GIVE MRP COLOUMN AND IF I HAVE I SKU WITH 2 MRP IT SHOULD SHOW ME STOCK AVAILABILITY OF STOCKS WITH BOTH THE MRP

    7 votes
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    0 comments  ·  Items  ·  Admin →
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  3. PayPal Business Payments Pending

    I am a bit agog that echeck payment from PayPal don't show as pending. As it is, I have to wait ten days to see if the payment is cleared, or go sift through my email / cross-reference with PayPal. I know it's possible for PayPal to send that information--they send it to Freshbooks. And if that's not something in the works, a temporary workaround would be to allow us to manually set the payment as pending. It's honestly ridiculous that this feature isn't already in place. It's my one major gripe with Zoho Books, and it's a pretty big…

    7 votes
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    0 comments  ·  Payments  ·  Admin →
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  4. Show linked Bills in a Related List to Contacts in Zoho CRM

    Currently, only Invoices, Estimate, Sales Orders, and Expenses are linked to Contacts in Zoho CRM. It would be extremely beneficial to integrate linked Bills as well.

    5 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  5. Modify / Edit Taxes in Bill

    There should be an option to edit tax when creating bills, it is available in expenses, please add it in Bills as well

    27 votes
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    5 comments  ·  Admin →
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  6. Integration of M-Pesa with Zoho Books

    Integrating M-Pesa mobile banking with Zoho Books

    122 votes
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    20 comments  ·  Payments  ·  Admin →
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  7. Refresh all feeds with single button from bank over view screen

    Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.

    16 votes
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    Not For Now  ·  0 comments  ·  Banking  ·  Admin →
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  8. Mark up when creating Estimates

    Add a mark up option when creating Estimates for each item. It should be entered by the user as a percentage value. The total cost of the item should be automatically updated based on the mark up value. It should be visible only to internal users and not appear in the final estimate.

    18 votes
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    1 comment  ·  Estimates  ·  Admin →
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  9. Employee list and Payroll in Expense

    I would like to suggest that it would be helpful if there an option to add employees list and payroll. It will help us a lot to track salary/wages

    9 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. Projects by man-days

    Not every one bills in hours. Many of us bills in man-days. The app should have ability to create projects and raise invoices by man-days. I should be able to log in hours but the invoice has to be in man-days.

    22 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  11. Credit Note Refund

    The means to refund a credit note associated to a Customer directly to his/her bank account via ACH Payments.

    6 votes
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  12. support of XML format to export sales data

    I have to send to my banks, xml format files to organize SEPA wire transfer from my customers

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Chat feature to interact with team-members in Zoho Books

    Chat feature to interact with team-members in Zoho Books

    We have a team that does accounting and inventory management, who for now, has to chat / communicate outside of zoho books.

    A chat platform is very productive for an accounting team

    5 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  14. Adapt the input format (e.g. for Invoices and Expenses) to the usual local number format.

    It would be good if number formats could be adapted in the input masks.
    Countries that use a comma as decimal separator (133.15 vs. 133.15) usually have a comma between 0 and Enter/Return at the numeric keypad (e.g. QWERTZ layout).
    Currently, the system converts a value of 133.15 to 0.00000. The amount is therefore entered correctly (according to local practice), but is not recognized by the system.

    Translated with www.DeepL.com/Translator

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. OCR facility

    While scanning the documents can we have the facility to scan the items along with the price for that particular purchase invoice. Currently it is only handling the date and total price for the particular vendor

    4 votes
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    2 comments  ·  Admin →
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  16. Banking

    Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap

    Thanls!

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  17. scheduling of email in Zoho Books

    I would like to schedule emails when emailing invoices i.e. for the following morning

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  18. Please create a bulk mileage import feature.

    create the ability to upload mileage distance to calculate expenses from an excel spreadsheet

    2 votes
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  19. Recurring invoice reminders fill up my email inbox, i can see recurring invoices when i log into Zoho, do not need reminders on email

    Recurring invoice reminders fill up my email inbox, i can see recurring invoices when i log into Zoho, do not need reminders on email

    1 vote
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    1 comment  ·  Admin →
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  20. Time Tracking Project view should include column for unbilled hours

    Projects view should show unbilled hours, also it has a column called rate but it has nothing in it?

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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