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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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6725 results found

  1. Add a Feature called Cash Inflow From External Sources other than Bank

    Add a Feature called Cash Inflow Other than Bank, with the very same options you have inside the Banking option in the Menu Column at Left. That way for example: if the owner of a business gives money to the business, it can be added as Owners Contribution, but it will be from the Owners own pocket, not from Banking source. With this Feature....if the Owner gives money to the Business from his own pocket, we can add it outside Banking source, coz it didnt come from the Bank account of the Business. It may came from the Bank account…

    4 votes
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  2. Include items/tax placeholder in email templates

    Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.

    2 votes
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    0 comments  ·  Templates  ·  Admin →
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  3. To add Saudi Banks to be able to sync online

    Suggest to add Saudi Banks to connect with it.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  4. Create sales report by person that shows Invoice date and Payment date

    We pay commissions on payments received not sales made. It would behelpful if that the same report includes the payment mode.

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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  5. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. teamworkpm

    Integrate with TeamWorkPM for invoicing. https://www.teamwork.com/integrations

    4 votes
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  7. Integrate with payment gateway TAP (http://www.tap.company/)

    At the moment the payment gateways you are integrated with do not support most of the worldwide currencies. Can you please consider enlarging your pool of payment gateways to ones that take into account currencies like the KWD? Thx

    0 votes
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  8. Transaction Updates Details

    It will be fine to get the details when a transactions are updated in SO,INVOICE by getting :

    • Items Added and or Deleted
    • Price Item Change

    Actually when SO,Invoices are updated by adding or deleting items we only get a comment as updated and it's not possible to know which updates made .

    1 vote
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  9. Directions Credit Union add to integrations

    You have the credit card link but not for the bank accounts.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  10. Sub- Accounts

    Grouping Accounts Step by Step for Zoho Books !
    1-You already have created the first level of accounts (Assets, Liabilities, Equities, Revenue & Expenses) Job is done
    2-Next Step you should create the second level of in the chart of accounts. You are almost there ! The Type of Modules you have (Cash, Banks , AC Rec ...etc) Could be the best way for the second level. (With the exception of Expenses which you already developing)
    3. If the above is done then all other grouping should be done by a report writer and not in the structure of accounts.

    1 vote
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  11. Need to add product pictures to "items" that are printable.

    I love this program and ease of use, but if you dont add product pictures that are printable and viewable by customers... then i'm going to have to find another software program. If you need to charge more for cloud space... then I'm willing to pay for that. Please upgrade soon.

    2 votes
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  12. nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s

    nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  13. Editing Options For Salesperson Name Under Invoices

    It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Create a report for Sales Orders with Open status

    Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.

    3 votes
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  15. Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess

    Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  16. Export/Print in banking module

    When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.

    It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).

    There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.

    Thanks!

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  17. Payment gateway via API

    Hi it will be interesting to add a way to add any paiement gateway via API.

    1 vote
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  18. Canadian taxes (BC) based on SKU not customer

    In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  19. Adding the account receivable type to the account types when creating a new account under the chart of accounts

    We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  20. Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking

    Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.

    4 votes
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