Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6407 results found

  1. Create and lodge Company Tax Return to Australian Taxation Office (ATO)

    Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.

    Please consider or let us know if this in development.
    Please vote.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Looking For Pro Masonry Contractors Raleigh NC

    One of The Best Masonry Contractors in Raleigh North Carolina.

    Masonry Services: Stone Veneer, Outdoor Spacing, & Concrete Foundation

    Our Masonry is one of the nation's leaders in commercial masonry contracting, & has proudly served the US

    Website: https://www.masonryprocontractor.com/

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. company's debt management

    it's good if you add new option to monitor the company's debt like loan of the company and monthly emi's and other debt.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there

    Would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there and then link it to Vendor

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Vendors  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Include a breakdown of the Vendor credits applied to a bill on the printed check stub

    If we are applying a credit to a bill, our customer requires us to show the credit amount and the credit memo number. It would be very helpful if we could print that information on the check stub.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Would like to have internal tracking rate vs external rate for billing

    Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Expand search in Purchase Bills> Items> Customer Details

    While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. SO VOID RESTRICTION TO USER

    SO VOID RESTRICTION TO USER

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Currency symbols for all prices

    At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Automation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. unsettled payment details

    unsettled payment further details should be avialable.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Sending bills created to vendor by mail

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Financial Reporting Company General Ledger Accounts Payable Accounts Receivable Accounts Reconciliation Cash Management Order Entry Purchasi

    Financial Reporting
    Company
    General Ledger
    Accounts Payable
    Accounts Receivable
    Accounts Reconciliation
    Cash Management
    Order Entry
    Purchasing
    Time & Expenses
    Platform Services
    Budget Planning

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs

    I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base