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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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136 results found

  1. Put the reporting basis on the P&L Report

    Would you add the reporting basis to the header or footer section on the Profit & Loss Statement so it shows whether the reporting is either accrual or cash basis?

    This is important in the U.S. because it impacts certain taxes and the reports must support the numbers submitted to the tax agencies. The reports also become permanent records in case of future audits.

    I personally have no preference as to where you have the report show the reporting basis. It could either be part of the report title or somewhere in the footer section.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. Delivery Challan

    Delivery Challan is mandatory in so many cases after GST implementation. It's a must in Zoho books. Can it be added, please confirm.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Payment Terms should be customized: COD, Cash, Within 7 Days, etc.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Sorry we didn’t update the information here. 

You can customize payment terms while creating an invoice or while adding a contact. 
Choose ‘Configure Terms’ in the drop down list under Payment Terms to edit existing options or add new terms.

  4. Payment Thank You Note template - include link to the paid invoice

    When I log a payment for a client, I'd like to send them an email thanking them for their payment with a link to the paid invoice. Right now you can send a thank you note, but including a reference to the invoice paid is not possible right now. This seems like a basic feature most would want to see when sending/receiving payment confirmation. Can this be added as a placeholder option in the email template?

    3 votes
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    1 comment  ·  Templates  ·  Admin →
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  5. Able to delete Multiple Payment Received

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We now have the option to Bulk delete the payments received. You can bulk select the payments and click on the trash icon to delete. You can delete upto 25 payments in bulk. 



    Regards, 

    Zoho Books Team

  6. Active customers list

    Would love to be able to view active customer separate for active contacts. Since these are the contacts I am working with the most being able to set it as a default view would be great too. Thanks

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    An option to filter active customers is now available using custom views. Find the ‘+New Custom View’ option by clicking on the drop down arrow next to ‘All Contacts’ view and set the criteria to ‘When Status is Active’.

    Regards,
    Zoho Books Team.

  7. Auto number or Manual number for Manual Journal Entries

    Please allow to have both options for numbering manual journals.

    same options which we already have in other modules, like invoices, Purchase Orders etc.

    5 votes
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    Available  ·  0 comments  ·  Manual Journals  ·  Admin →
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  8. Would like to set the credit limit to each customer so we do not do over trading with one customer.

    Would like to set the credit limit with each customer to avoid over transaction with one customer.

    5 votes
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    2 comments  ·  Customers  ·  Admin →
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  9. Duplicate item - Copy item

    Need to be able to Duplicate or Copy an Items. Many items are built using a small variation of an existing item. To be able to copy 95% of an items info and just modify the relevant aspect that is changing is much less work than creating a completely new item. Of course you can import export and create duplicates in excel but this is not idea. Much more user friendly to be able to build an item inside the tool by copying an existing item.

    11 votes
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    1 comment  ·  Items  ·  Admin →
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  10. We are not able to associate tags for Manual Journals, Other Income, Operating and Non-Operating Income/Expense

    We are not able to associate tags for Manual Journals, Other Income, Operating and Non-Operating Income/Expense.
    Adding this feature will make end user to generate Reports locations wise

    7 votes
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    2 comments  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We have the option to associate the reporting tag to the Manual Journals. While creating the Manual Journal, click on the three-dotted icon at the end of the line > Add additional information > chose the tag option. 


    When creating the Other Income in the Banking module, you will have the option to associate the reporting tag.

    Best regards,
    
Zoho Books Team

  11. I SUGGEST TO INTRODUCE A PROJECT TAB ON DASHBOARD TO SHOW PERCENTAGE BILLING FOR EACH PROJECT

    I SUGGEST TO INTRODUCE A PROJECT TAB ON DASHBOARD TO SHOW PERCENTAGE BILLING FOR EACH PROJECT
    Same should be available on Project detail under Project SnapShot.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    The option to view the Billing percentage of each project in the Dashboard is available. Make sure that the option ‘Add to the watchlist on my dashboard’ is enabled in the project creation/edit page.

    Regards, 

    Zoho Books Team

  12. Allow payment & invoice placeholders to function in the same email template

    Right now, invoice placeholders (ex %InvoiceURL%) do not function in payment emails and payment placeholders (ex %PaymentDate%) do not function in invoice emails.

    It would be nice if a client who made a payment could visit the web version of their original invoice and see it marked "paid" from a payment thank-you email.

    It is confusing for a client to receive an invoice that has one appearance and then a receipt that has another appearance - they feel like they are from two distinct systems, and the experience does not feel cohesive.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    To include Invoice URL in the Payment Thank you Note email, go to Settings→Email Templates→Payment Thank you and then enter InvoiceURL placeholder. On doing so, clients will be able to view the Invoices with Paid status from the Payment Thank you note.

    Regards
    Zoho Books team.

  13. New Zealand Payment gateway

    Hi It would be good to see a New Zealand payment gateway supported.
    I have just gone down the WorldPay route, but they no longer seem to support New Zealand as a Payment Gateway

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  14. Ability to delete or at least hide custom fields that have data

    When we first started using Zoho books, we created some custom fields that we used in our old accounting software and after using Books for a while, we don't need them. I tried to delete them but since they are already in transactions I can't. I understand that but I would still like the ability to at least disable or hide those fields.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Link emails sent from zoho books to zoho crm

    when sending an estimate or invoice from zoho books we can not see the email as a sent item in Zoho CRM Email or in Zoho Mail.

    the email does not show as well in the communications sent to the customer under the (contact, or potential ect..)

    23 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  16. Monday as starting day of Week

    For some the work week starts on Monday. While reporting and entering timesheets and in projects, the week starts on Sunday and it is confusing.
    You should give admins an option change it to Monday.

    7 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    We have the option to set Monday as the Week start date. Navigate to Settings > Preferences > General > Set the first day of your work week > select Monday from the dropdown > Save

    Regards,
    Zoho Books Team

  17. Need Number Format for INR- Need 1,23,400.00 (one Lakh twenty three thousand four hundered

    There is no Indian Currency Format available in ZOHO Books, Please develop this option as your customer I need this option.

    3 votes
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    0 comments  ·  Transactions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently do have the option to have the number displayed in the required format.

    Please go to the template → Click on Edit → Footer → You will find the option to display the amount in words.

    Hope this helps.

    Regards,
    Zoho Cares

  18. Adding attachments in Project (e.g. under Notes)

    I would like to have the ability to add attachments in the project, for example under notes. Usually our customers have a written sigh-off for the hours spend on projects, we want to organize these written sign-offs in the project.

    7 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We have the option to add attachments to the Projects. Go to the project > Click on the attachment icon on the top right > here you will be able to upload the files. 



    Best regards, 

    Zoho Books Team

  19. we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment ter

    we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment terms

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    To provide payment terms for bills, kindly navigate to the Bill and enter the required payment terms in the ‘Payment Terms’ field next to the ‘Due Date’ field while creating a bill for a vendor.

    Regards,
    Zoho Books team

  20. Customer Credit Report

    It would be great to have a report (or column in the customer list) to see if a customer has a credit yet to be applied. I have customers who occasionally make deposits for services I have not yet charged for.

    1 vote
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    We have the option to view the available credits for the customer in the Customer Balance Report.
    In the customer’s profile overview, you will have the Unused credits amount as well.

    Regards,
    Zoho Books Team

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