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

403 results found

  1. I want a trend line report where I can see trend of my finances on monthly basis and it should be downloadable

    Presentation of Finance data in Trendline with month/year as baseline. this will show up how the business is going in one dashboard.
    example - Sales Vs expenses, Income Vs Taxes paid, Comparative trend line of business for customers so that I can see which month the particular customer business picks up or goes down

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Report with Serial number

    Report with Serial number
    The invoice report included the Serial number,
    warehouse report with serial number can be tracked and cross-checked with inventory

    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  ·  Reports  ·  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. Group Reports by Reference or Transaction Details

    It would be very helpful to be able to Group Reports by Reference or Transaction Details column so we can see how much each bank account has still a loan out. Right now when you check loans you see them all mixed up and it is impossible to see at first sight. We need more options to Group reports in general please. Thanks!

    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  ·  Reports  ·  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. Change Order of Accounts on P&L

    We would like to be able to put sub accounts and accounts in an order we specify on the P&L. For example, if I wanted to see Program Services Revenue before Direct Public Support Revenue, I should be able to do that. Quickbooks is an easy drag and drop to accomplish in the chart of accounts.

    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  ·  Reports  ·  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. Items custom fileds in packing slips

    Items' custom fields created under item preferences can be printed in invoices but do not print on the packing slips.

    Invoice Templates on the Item table has the option to show Custom Fields. That option does not exist for packing slip.

    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  ·  Reports  ·  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. Print Simplified BAS report

    It should be possible to print a Simplified BAS report. At present, the detailed BAS report prints even when the Simplified BAS is displayed onscreen.

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Allow multiple customers or projects to be selected for generating a customized report.

    Allow the selection of multiple customers or projects to selected when generating a customized report. When selecting the customer or project enable the selection of multiple customers or projects by holding down the control key while clicking on the desired names.

    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  ·  Reports  ·  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. 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  ·  Reports  ·  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. Interest Income Account Type

    Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!

    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  ·  Reports  ·  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. CGST,SGST or IGST bifurcation under GST Section Must Include

    In report section, monthly / quarterly sales or bills must include the CGST,SGST or IGST bifurcation for proper understanding by accountant for filing GST (Manually). While downloading in PDF or excel the separate column is not showing. Whereas, currently its only showing "GST" amount.

    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  ·  Reports  ·  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. Generation of multi month 2A/2B Report

    Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided

    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  ·  Reports  ·  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. Balance Sheet Comparison (It's a Must for UK's Annual Accounts)

    Same as Quickbooks have and is much more important than classic Balance Sheet. Even UK's Annual Accounts needs this type Balance Sheet Comparison ONLY. So Quickbooks offer them as 1st option in reports! In Zoho - missing completely.

    Including lines:
    - Fixed and Current Assets
    - Creditors: amounts falling due within one year
    - Net Current Assets (Liabilities)
    - Total Assets less Current Liabilities
    - Creditors: amounts falling due after more then one year
    - Net Assets
    - Total Capital and Reserves

    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  ·  Reports  ·  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. Group wise reporting of Debtors/Creditors in Zoho Books....

    The Should be generated for Receivable balance and vendor balance in group wise

    Like B2B Debtors, B2C Debtors etc.

    4 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  ·  Reports  ·  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. SALES BY CUSTOMER WITH TAX PERCENTAGE

    Sales by customer report Need Separate Tax Percentage Column for Calculation Tax Percentage

    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  ·  Reports  ·  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. remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.

    Remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.

    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  ·  Reports  ·  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. cms@wriston.co.in

    Budgets have a option to prefill based on a % of previous month. Give an option to prefill based on the total income. This will help a lot in using this tool, as generally we all reduce the fixed cost and increase the variable as we move from capex to opex.

    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  ·  Reports  ·  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. Show "reporting tag" as a column on expense reports

    I can print a report that filters by reporting tag. However, there is no easy way for me to see an account segregated by reporting code. I can't print a report for "advertising" that shows me how much I spent on advertising for each product.
    I want to be able to add "reporting tag" as a column in a report. Make "reporting tag" one of the available columns when creating a report.

    Note: This was marked as "done" in a feature request from 2018, but it is not done and is still needed.

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Download Daybook for Specific Period instead of only 1 Day

    Currently we can download DayBook only for 1 day. It would be great if we can download Daybook for specific Period.

    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  ·  Reports  ·  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. Party Ledger

    Report must be based on Party Ledger Detail

    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  ·  Reports  ·  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. improve CIS reports

    in the UK it is a legal requirement to send a CIS statement to your subcontractors monthly

    At present the system is clunky, you have to add custom filters and then download a pdf report and email out

    It would be a lot easier if you could run a report that automatically filtered only subcontractors billed in the month, and sent the statement automatically to the email address stored in their vendor details at set up

    Would be great to have a feature where you can send

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 20 21
  • Don't see your idea?

Feedback and Knowledge Base