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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. Tax payable account in manual journal

    Option to post manual journal for tax payable account - global edition

    15 votes
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  2. Auto Migration from Global Edition to US Edition of Zoho Books.

    Automatic migration form Global Edition to US Edition...

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  3. Create a Global Admin for Client Portal

    Create a global admin so you can see the customer's client portal. I want to be able to log in and see what each customer will see when they log into the client portal.

    10 votes
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    1 comment  ·  Customers  ·  Admin →
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  4. Add customer purchase order to Sales Order and keep the same on Invoices.

    We need the capability of adding our customer's purchase order numbers on Sales Order and that it is subsequently added to Invoices automatically.

    2 votes
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  5. Recurring Invoice Value Report

    Create a report that shows the dollar ($) value of a company's total number of recurring invoices. This would allow better cash flow forecasting.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  6. 12 votes
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    0 comments  ·  Banking  ·  Admin →
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  7. Banking - User Roles - 1 User To Have Access To Single Bank Account.

    We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.

    15 votes
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    0 comments  ·  Banking  ·  Admin →
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  8. University Federal Credit Union - Add Bank to Integrations

    A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. Multiple auto numbering of invoices

    In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.

    So it would be great that Zoho can support multiple autonumbering based on a customizable condition.

    14 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Have new facility for Item Groups

    We have products that are made up of multiple items, for example a "Promo Pack" might include :
    10 x Leaflets
    5 x Posters
    50 x booklets
    It would be good if we could create a new "item group" that included could include multiple line items in predefined quantities that way we could add these groups with a single selection rather than having to enter each individual line.

    9 votes
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    1 comment  ·  Items  ·  Admin →
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  11. TAX Summary

    I would prefer to have a Tax Summary on every invoice. if possible

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Add an image to the customer portal

    I need a way to upload an image into the client portal. For my business it would be great is there was a section that said artwork and I could upload an image there for my client to view. An added feature would be so I can lock the artwork so It can't be downloaded. Maybe have that as an option for me to set whether they can download the file or not.

    8 votes
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    1 comment  ·  Admin →
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  13. Add Payment details to Statements as well as Invoices

    Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"

    Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. date format option

    A few more options for date formatting. - the US version of mm/dd/yy and mm/dd/yyyy should be a simple option to add - this is available in simple programs like Microsoft Excel.

    10 votes
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  16. bi-monthly option in the "Date Range"

    INclude an option in the "Date Range" drop down menu for reports to select bi-monthy periods

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Multi Currency Bank Accounts

    Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.

    7 votes
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    1 comment  ·  Banking  ·  Admin →
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  18. Bulk Actions in Projects/Timesheets

    Ability to add/remove users to multiple projects. For example, what happens in the situation where you have 500 active projects, and you need to add a new employee to the projects? Currently, you need to manually add the user one project at a time.

    7 votes
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  19. hi, could u please suggest how pass tds receivable entry ?

    TDS Receivable entry posting to customers

    4 votes
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    1 comment  ·  Transactions  ·  Admin →
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  20. Custom Dates on Dashboard Charts

    The Dashboard charts are awesome. They're beautiful and they let me see exactly how I did compared to... 12 months ago. And no further. I'm a visual person and I need these beautiful charts to reflect the growth of my business over the past four years, or fourteen if I wanted. I want to see a chart that REALLY shows how my hard work has paid off.

    9 votes
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    0 comments  ·  Reports  ·  Admin →
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