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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6409 results found

  1. Reporting Tag with 'Paid to' information as an option

    When getting a report for a tag that has been created there is no option to know who the 'Paid to' is for that particular transaction. There is only transaction number and reference number. If there was an option to add the 'Paid to' or the Vendor that would be fantastic.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  2. 1 vote
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  3. Toggle for OPEN instead of FINAL AMOUNT

    In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".

    Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.

    That would be a much appreciated option and our company requires…

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  4. New Expense Acct should be included in BAS by default

    New Expense Acct should be included in BAS by default (in Australia) and I think you should be able to see from the Chart of Accounts list which ones are included and which aren't as this is a critical factor

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. barcode for Estimate and Invoice numbers

    Putting a Barcode would be a great idea.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  6. Xero's search is better

    Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:

    https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. 3 votes
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  8. 3 votes
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  9. CSV file format - sales order confirmation and invoice

    Can we please have the option to send sales order confirmation and invoices in CSV file format?

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Print Option

    Would like to have direct print option to a handheld printer instead of saving as PDF and then print.

    4 votes
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  11. Option to remove decimals from discount column

    Option to remove decimals from discount column (It Shows 10.00%, Consume more width in invoice)

    4 votes
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  12. Enable payment of an AED invoice through foreign currency accounts

    Currently if the supplier invoice is in AED, while making the payment one cannot select a USD or Euro or GBP bank account. It must be paid through AED account or petty cash. This is not the correct treatment and also exchange rate difference cannot be accounted for automatically.

    1 vote
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  13. 4 votes
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  14. 1 vote
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  15. DBS Bank India - Integration

    Please even tie up with DBS Bank India. They are the No. 1 bank for SME's in South-East Asia and no doubt the largest bank in this region

    1 vote
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  16. Project entries from Sales Invoice and Purchase Bills, very essential..

    Allow project entries to be made from Sales Invoice and Purchase bills, right now Zoho only allows to enter from "Expenses". We want to enter it on accrual basis and not on cash basis.

    3 votes
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  17. In banking feed

    Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges

    1 vote
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  18. add to the cost of the product some more expenses like some process done after we buy it like painting a product.

    to have in the item format to create and edit an option of additional expenses to be considered as the total cost of the item, even though you dont pay to the supplier the total cost of the finished item.

    1 vote
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  19. 3 votes
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  20. add a Refresh Banking Feed button on the top of the main Banking page

    I should be able to click on the Banking category and see a link or a gear with a link to refresh all feeds. Instead, I have to go to Banking, then scroll down to an account and then click the gear, then click refresh.

    4 votes
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