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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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6166 results found

  1. Allow users to change the name of the modules

    Users should be allowed to change the name of the Modules. Eg, The user should be able to change the Invoices module's name from 'Invoices' to 'Proforma' and so on.

    7 votes
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  2. Takeout invoicing for those who don't need it.

    Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. sir please balance seat and profit & Less required same to tally erp( other wise shatcut thank you

    2 votes
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  4. Option to add a web link to an item

    It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.

    I am sure customers will love such interactive invoices in a world where everyone just hates the…

    6 votes
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    Not For Now  ·  0 comments  ·  Items  ·  Admin →
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  5. add a little more project tracking into zoho books.

    I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  6. SUB-accounts and DIMENSIONS (Department and Project tracking)

    SUB-accounts and DIMENSIONS (Department tracking)

    7 votes
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  7. To add boolean search while searching of items listed in the material master

    Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.

    1 vote
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  8. Reporting function to display all receivables and payables to any date in the past.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. Like to export journal of banking with client account number so we can import into into SAGE

    Like to export journal of banking with client account number so we can import into into SAGE

    3 votes
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    1 comment  ·  Banking  ·  Admin →
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  10. currency

    Dear
    Can you please add one space between Currency Code and Currency Value. Currently in your interface Code and value looks like this "AED0.00" which should be "AED 0.00"

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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  11. Allow the recurring bills to be created prior to the due date so they can show on the AP aging.

    1 vote
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  12. Create bulk allocation of bank transactions in CSV import file

    Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.

    0 votes
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  13. in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay

    in Italy is a widely used method of deferred payment

    when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days

    it would be useful to have a system that alerts the customer deadlines

    all management systems sold in Italy have this function

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. scrap this product. WAY too much manual work. Utter waste of my time.

    You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  15. Añadir cualquier columna en los informes

    Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Put currency on invoice

    It's not clear is it US dollars or CA dollars on invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. To not chose "taxable" or "not taxable" when creating customer.

    Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  18. payments per item

    There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. can we create multiple schedules for report? so that we have a weekly and a monthly report?

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. To update Zoho Invoice

    Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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