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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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6409 results found

  1. Search option when adding items on desktop version ( already exist in mobile app)

    This option is needed when there are thousands of items. In mobile app the option of search item exist. This module is needed for invoices, po, so etc not only invoices.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. 1 vote
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    0 comments  ·  Banking  ·  Admin →
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  3. provision to enter income from various channels

    In addition to the sales and purchase categories,it would be better if you could include provision for business investment and other income through various channels

    1 vote
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  4. Allow us to alphabetize the list of "ship to" addresses in a customer file.

    In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
    it would make life MUCH easier

    0 votes
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  5. Field level Validation

    Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice

    1 vote
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  6. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  7. Entering cheque expeses. For ex: i have taken 10000 from my bank. out of which i paid 2500 as one my employees petty cash, 2500 as anothe

    Entering cheque expenses. Forex: I have taken 10000 from my bank. out of which I paid 2500 as one of my employee's petty cash, 2500 as another employee's petty cash, 2500 as visa expenses, 2500 telephone bill expenses. As per zoho module there are no solutions to post these transactions in one single entry. This worried me a lot. Zoho has to fix these issue.

    1 vote
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  8. Cash receipt and Payment

    In real business scenario Cash transactions may happen like a person may collect cash and and repay in later date so payment and receipt entry is difficult to handle .
    2) Loan to a staff
    3) Chitty / Daliy collections for investment will be there

    This type of cash transactions is difficult to handle .

    1 vote
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  9. T-Format for balance sheet

    T-format for balance sheet is useful format for view as well as understand. it should be remain in zoho books.

    7 votes
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  10. Comments against a customer/invoice

    The comments entered against a particular customer/invoice should be available for exporting in a report

    1 vote
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  11. Purchase Orders pending approval need to be on the Dashboard

    Please add Pending and Open Purchase orders by Aging so that we can see what orders are being held up for payment.

    0 votes
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  12. Quiero crear varias listas de articulos...es vital para lo que quiero hacer...

    Seria interesante poder crear varias lista de articulos...¿alguna idea?

    1 vote
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  13. Have the budget minus the expenses in the project snap shot and list the actual status of the budget.

    Have the budget minus the expenses in the project snap shot and list the actual status of the budget. It looks like the project section was designed around labor and hours, and it is lacking when items are purchased for the project or expenses to the project. Why list the project budget if I still need a caluculator to figure out how much $ is left in the budget.

    1 vote
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  14. Make multiple transactions easier using the rules feature

    When you create a rule, allow the tag feature to be included with the rule. So every time a transaction appears the account AND tag are already pre selected, makes things ALLOT LESS tedious.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. Delivery Status In the invoice

    adding an delivery status in invoice will be more helpful because, i take payment first and process the order, when the order is completed the status should be either paid & undelivered or paid and delivered, in status it is showing only paid option how could we know that the order is delivered or not , so kindly update this feature as soon as possible

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. 3 votes
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  17. Inventory summary

    Inventory Summary need in the flowing format for a particular month or quarter :

    Quantity Opening -- Quantity In -- Quantity Out -- Quantity Available

    In current format it shows all the inward and outward data from the very beginning

    4 votes
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  18. Expense to be part personal and part business based on a % Split

    I would like to split the expense in percentage (%). Say the mobile expense is 100$ from say Telstra or Optus as the service provider, in which 75% might be business and 25% might be personal and this needs to be done in such a way that we can do this % split in the automatic rules.
    Xero and Quickbooks do it well and it's almost a basic feature that every Australian business would need and well defined by ATO to split the expenses as work or personal and record only the work expense.

    I am new to Zoho Books,…

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. how to generate a material receipt note for the raw materials purchased

    we purchase raw materials process and make final product and sell it to end user. how to record the raw material purchase

    1 vote
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  20. ZOHO DONT HAVE ANY PDC MODULE. BECAUSE ITS VERY IMPORTANT TO BUSINESS . PLEASE ADD THE MODULE IN YOUR SYSTEM

    ZOHO DONT HAVE ANY PDC MODULE. BECAUSE ITS VERY IMPORTANT TO BUSINESS . PLEASE ADD THE MODULE IN YOUR SYSTEM

    10 votes
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