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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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6165 results found

  1. Group transactions showing the total of grouped documents within

    In Contacts section, in the "Go to transactions" you grouped transactions in nice drill-down groups. Very Nice!

    Can you put nearby each header group a count of how many transactions are grouped?

    This way, we can avoid to open the Group just to chek if it is empty or not. Also to easier the tracking of documents.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  2. Flagging PO's, invoices and estiamtes

    A way to highlight problem PO's that may need a claim filed with the vendor, invoices with issues or estimates that can not be modified. A simple red flag or star that can be seen when looking at the lists or individual PO, invoice or estimate.

    7 votes
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  3. in the basic view of any accounts/chart of accounts, it will great if we have more columns as per our choice. so we dont ned to go to report

    in the basic view of any accounts/chart of accounts, it will great if we have more columns as per our choice. so we dont ned to go to report

    2 votes
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  4. when creating an invoice, there should be an option to enter amount paid at the time of sale

    This is important for cash sales. Where i can send invoice paid in just one simple step.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add Totals to Banking

    There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  6. Hi please make a solution so that it is possible to to use the pc's camera to take a photo of receipts so one does not have to scan first.

    Hi please make a solution so that it is possible to use the PC's camera to take a photo of receipts so one does not have to scan first. This is already working in the mobile version so it should be a piece of cake

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. Zoho Books Android App: Clicking an invoice notification should bring up the invoice

    Currently, When you click a notification related to an invoice on the Android app it just takes you back to the app home screen. The notification should be a link to the invoice that so that you can can see what client it is associated with and what is on the invoice. Please make it so that when you click a notification related to an invoice it brings up the invoice that the notification is associated with.

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  8. make hours worked by staff automaticly calculate as an expence for the job.

    Hours worked by staff are automatically matched to the jobs worked and calculated as a job expense.

    3 votes
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  9. To limite The view on invoicing

    Users can only see the invoices that they have made

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Paypal pro for Australian and NZ editions

    Can we have Paypal pro made available to AU and NZ customers?

    3 votes
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  11. Multiple Billable Addresses for a Customer

    Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.

    It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Support Korean banks

    I'd love it if zoho books could support interacting with Korean banks.

    1 vote
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  14. Integration with prestashop

    Zoho books and Zoho Inventory need to be integrated with PRESTASHOP

    1 vote
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  15. when invoice written off (bad debt), the tax attached should be deducted at tax payable

    When an invoice being written off (bad debt), the tax amount attached should be deducted also. Current zoho books is the whole written off amount is included tax, it should be separated.

    Example, invoice with $100 + $6 tax = $106, payment received $53, overdue $53. Payment haven't received for few months hence written off $53. In such, $50 will go to bad debt $3 will be deducted from "tax payable" at the written off date.

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Airline tickets

    selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
    someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  17. To have the ability to use the customer recievables field form Zoho Books in Zoho CRM forms, reports, views that syncs to Zoho Books.

    The customer receivables field from Zoho Books to be available in Zoho CRM to use in forms, reports and views within Zoho CRM

    3 votes
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    1 comment  ·  Admin →
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  18. Share Particular Expenses Account to User

    IN this Feature.
    Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. organization templates

    i am a zoho books partner. i need to setup 10+ clients at a time. but it takes forever b/c i have to add all my users (same users) + config the settings/email templates/sales tax codes & groups/etc for each one!

    pls setup company/organization template feature so we can add all our clients quickly. doing all the users & config/settings manually for ea one takes hrs & is inhibiting our setups which is reducing your sales/revenue too.

    let us make a organization template which we can then copy to make new orgs/clients/companies. SOOOO much faster! its how xero & qbo…

    4 votes
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  20. Project with itemised fixed budget

    I want to be able to create a project that has itemized fixed budget. For example lie this:
    - development : 5000.-
    - design : 3000.-
    - hosting: 1000.-

    When I issue an invoice for the project, I can show the items.

    Right now I can only have one total fixed budget, which I need to edit every time something is added and when I issue an invoice, only one line for the total budget is indicated.

    6 votes
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