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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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6729 results found

  1. Expense Report For Particular Bank Account

    Report need to show the expenses and sum of expenses of the particular bank account.

    8 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. 10 votes
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    0 comments  ·  Banking  ·  Admin →
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  3. 23 votes
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  4. Import multiple statements

    Possibility to import multiple camt.053 at once. Our bank generates one camt.053 report for every day. If we are a week 'behind' our imports we have to manually download and import these one by one. It would improve the function a lot if we can select multiple files at once.

    5 votes
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  5. All data backup / restore to point in time

    Although I appreciate backups are constantly being taken by Zoho it would be good to be able to backup / restore the entire organisation at a specific point in time. This would be particularly useful when testing as it would be possible to have a "clean" copy of the account which can be restored when testing is complete.
    Ongoing it would again be useful when entering large amounts of updates via the API to be able to "wind back" the data to a point when you know the data is "clean".

    14 votes
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  6. Filter Payments by Vendor

    Please make a Vendor filter on the "Payments Made" report

    7 votes
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    0 comments  ·  Payments  ·  Admin →
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  7. Retainer Invoices Mobile App

    Add the option to create retainer invoices for the mobile app.

    18 votes
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    3 comments  ·  Mobile App  ·  Admin →
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  8. Add a calendar and tasks

    It will be amazing if there were a calendar built into books so that tasks can be assigned and and events can be scheduled for contacts. I realize that this is a functionality of your CRM but if this is added, I would no longer need the CRM and can run my entire business from here.

    21 votes
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    0 comments  ·  Customers  ·  Admin →
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  9. Add batch invoicing for projects.

    Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).

    16 votes
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  10. 16 votes
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    1 comment  ·  Reports  ·  Admin →
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  11. We´d like to down the inventory when we use sell orders.

    We use sell orders to do recurrent services and we´d like to associate our inventory when we use it.

    6 votes
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    0 comments  ·  Inventory  ·  Admin →
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  12. Cash flow statement (indirect vs direct method)

    For the CASH FLOW STATEMENT, which Zoho Books uses the "indirect method" there should be an option to choose the "direct method" also. Both are legal.
    Thank you.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  13. Allow bills to be paid by accounts with a different currency

    I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.

    Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).

    14 votes
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  14. to have a feature to automatically create interest invoices for unpaid invoices

    Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  15. Allow bank charges to be specified on all PayPal banking transactions

    For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.

    Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.

    16 votes
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    3 comments  ·  Banking  ·  Admin →
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  16. Proejct Recurring Revenue Reporting

    I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.

    17 votes
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    2 comments  ·  Reports  ·  Admin →
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  17. convert expense to Bill

    Ability to convert/migrate an expense to a Bill entry.

    Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
    It would be good if we could migrate it to a bill, so we do not have to re-enter each time.

    9 votes
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  18. Import timesheet data from xls or csv

    Need to import timesheet data from other systems on a regular basis.
    Would like to be able tp upload timesheet data in xls or CSV format please

    11 votes
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  19. email bills

    Can we have an option to email vendor bills to a vendor like we do with client invoices.

    8 votes
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  20. Increase HTML characters in E-mail template

    Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.

    6 votes
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    0 comments  ·  Templates  ·  Admin →
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