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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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6155 results found

  1. Allow more than 10 document to be attached to a books account

    2 votes
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    0 comments  ·  Admin →
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  2. Our customers are B2B. In all countries the product list is in USD. Irrespective of basecurrency in each country we want product list in USD

    Our customers are B2B. In all countries the product list is in USD. Irrespective of base currency in each country we want product list to be in USD.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. to add Cheque Printing Feature on Zoho

    I am Running Business of thread... having huge amount of transactions weekly...so i need to write cheque manually.....& yes i have buy 1 years plan of zoho book.... there is one Option or Feature i want you to add is Cheque printing Feature.....

    So that will help me as well lots of people to cheque print professionally.....hope you will respond..asap

    3 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  4. Banking transactions

    i already made some bank transactions as customers payment and it's actually owner's contribution , you should provide edit option for this

    3 votes
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    1 comment  ·  Banking  ·  Admin →
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  5. Bank of Baroda - Corporate banking link

    Can be please add Corporate banking link for my bankers Bank of Baroda. At present i could find link for Retail Banking link only. Being the company we can open corporate account only. I have provided the link as below. Pls revert at the earliest

    https://www.bobibanking.com/BankAwayCorporate/(S(i10daz55r54b45eqc05zvfus))/web/L001/retail/jsp/arcot/pages/CorporateLogin.aspx?

    Thanks in Advance

    Regards
    C Sreenivasan

    19 votes
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    0 comments  ·  Admin →
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  6. mass selecting uncategorized transactions and manually group categorizing?

    In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize

    15 votes
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    3 comments  ·  Banking  ·  Admin →
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  7. Approval of Expenses by Admin

    There must be a Compulsory work flow in ZOHO Books where the Admin has to approve the expenses entered by staff or other users just like ZOHO Expense. Only after approval should the expenses go into accounts

    10 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. No discount column in bill

    Need discount column in the purchase bill

    19 votes
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    3 comments  ·  Expenses & Bills  ·  Admin →
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  9. Better PayPal feeds reconciliation

    Please make a better PayPal feeds reconciliation:
    1. Where paypal fee (as well as date) does not need to be manually added as an adjustment expense every time you want to match a transaction.
    2. Use a PayPal transaction ID to reconciliate a transaction: we get 400-600 invoices per month form eBay and amazon. All invoices have an unique PayPal transaction ID (the same one you get from PayPal API) which can be used to recognise and automatically match transactions.

    14 votes
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    3 comments  ·  Admin →
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  10. enable crop images when uploading receipt images

    enable crop images when uploading receipt images

    2 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  11. put optional items on estimates or allow zero quantity items on estimates for upgrades

    Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.

    59 votes
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    11 comments  ·  Estimates  ·  Admin →
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  12. Allow sales-tax brackets for amounts less than $1.00

    In the USA, Florida (and I believe Maryland) require us to calulate sales-tax at the appropriate rate (county-specific in Florida) for whole-dollar amounts. Then, we must take the remaining amount that is less than one-dollar and look-up the appropriate tax amount in a table and add it to the whole-dollar tax amount to get a final tax total.

    The official documentation states: "Florida uses a bracket system for collecting sales tax on any taxable sale that is less than a whole dollar amount. In calculating the sales tax, multiply the whole dollar amount by the tax rate (6% plus the…

    6 votes
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    1 comment  ·  Transactions  ·  Admin →
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  13. automatic weight calculation in invoice

    automatic weight calculation in invoice , these days weight managment for online orders is an important tool , say if we add a weight coloum in item master and it calacualtes the total weight of products in invoice , its good to ship across

    10 votes
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    2 comments  ·  Admin →
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  14. Need Zapier Trigger for SALES ORDER creation

    I pay for multi users in both BOOKS and CRM. I simply want DEAL stage (in crm) to change when I create a Sales Order in Books. I'm told that I have to upgrade from Professional to Enterprise. This would cost me $500 more annually. I won't do this... I tried to create a zapier for this, There's trigger for INVOICE....There's trigger for ESTIMATE... how hard would it be for ZOHO to have a trigger for SALES ORDER????

    16 votes
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    2 comments  ·  Zoho Integrations  ·  Admin →
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  15. Operating Profit

    Is it possible to include operating profit / loss before the net profit in Zoho income statement

    4 votes
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    0 comments  ·  Admin →
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  16. Have Items view option for just images in both Book and Inventory

    Have the option to view the items by just their images or with large image with small name underneath.

    1 vote
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    1 comment  ·  Items  ·  Admin →
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  17. Import and Export from Tally

    If Zoho Books has to get accepatibility in Indian Market. You need to provide easy Export / Import option from Tally. Otherwise you can just forget it as 90% of the CAs use Tally in India

    23 votes
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    9 comments  ·  Admin →
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  18. item group under item group

    I should be able to create nested item groups.

    Currently it allows me to create only one level of grouping, i.e. create a group and bunch multiple items under it.

    What we need is that I should be able to create a group, then create multiple groups under that group and so on. This will further improve our inventory management.

    Thanks!

    18 votes
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    1 comment  ·  Inventory  ·  Admin →
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  19. custom price list

    The ability to create a Custom Price List that contains only the products you require for a particular project, scheme, or group of customers. Easy to use, quick to find the products required and removes ambiguity or error.

    6 votes
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    0 comments  ·  Admin →
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  20. Punjab National Bank Corporate Internet Banking Login

    add this link for corporate internet banking

    https://internetbanking.netpnb.com/corp/AuthenticationController?FORMSGROUP_ID__=AuthenticationFG&__START_TRAN_FLAG__=Y&__FG_BUTTONS__=LOAD&ACTION.LOAD=Y&AuthenticationFG.LOGIN_FLAG=1&BANK_ID=024

    20 votes
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    3 comments  ·  Banking  ·  Admin →
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