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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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6638 results found

  1. Enable direct lodgement of BAS to ATO

    Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).

    12 votes
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    2 comments  ·  Reports  ·  Admin →
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  2. Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III

    Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  3. I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.

    I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.

    4 votes
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    0 comments  ·  Vendors  ·  Admin →
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  4. Job Costing

    Adding the ability to Job Cost from Zoho Books is greatly needed. All of the components are already tied and just need to be fine tuned. CRM registers everything as a deal/potential and books sees them under expense as a potential already. All that has to be done is allow the software to tie that potential to the invoice and allow it to report on it.

    Job costing is one of the most basic of bookkeeping and is essential to a business owner that provides services of any kind. Having to recreate projects in the projects module is double work…

    3 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  5. individual invoice profit and loss report......

    i need individual invoice profit and loss report...kindly update in zoho books

    5 votes
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    1 comment  ·  Admin →
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  6. 2 factor authentication on email

    Hi,

    Why do we not have the option of getting 2 Factor authentication number on our registered email address.

    This will be very helpful for people who wants to live a basic life without mobile phones.

    1 vote
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    0 comments  ·  Admin →
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  7. Ability to make notes about transactions BEFORE categorizing

    I would like to be able to make myself quick notes about uncategorized transactions. For instance, I have questions on how to categorize something and would like the accountant or another team member to look at it or have my question answered before I categorize.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  8. Impossible to change currency for a customer!??

    By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…

    7 votes
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    0 comments  ·  Customers  ·  Admin →
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  9. Creating Delivery Challan from Invoice

    Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. i can do transaction discount while do payment and payment received

    i can do transaction discount while do payment and payment received

    1 vote
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    1 comment  ·  Payments  ·  Admin →
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  11. Wish to pay TDS from direct web

    1 vote
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    0 comments  ·  Admin →
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  12. unlimited reporting tag

    500 limited for reporting tag in one tag is not enough

    1 vote
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  13. Bank Charge default with bank account currencuy

    when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
    Would like to default the bank account currency , let us no need do the calculation again...

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  14. Project Summary Report - Ability to remove/hide Cost amount

    The Project Summary report shows budget and actual hours AND budget and actual cost.
    We want to share this report with our staff so they can see the time consumed - but do not want to share the budget and actual cost.

    We need the ability to remove or hide the budget and actual cost amounts from this report - or have a separate report.

    1 vote
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  15. Can you please increase the number of the Dropdown options in "Customers and Vendors/Field Customization”.

    Can you please increase the number of the Dropdown options in "Customers and Vendors/Field Customization”.

    2 votes
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  16. stripe

    Can you please add Stripe as an online payment method for the Indian edition now that Stripe is fully functional in India?

    7 votes
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    2 comments  ·  Online Payments  ·  Admin →
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  17. enable printing checks from the expense window

    We need to be able to print checks for expenses.

    8 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Data based access management

    In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.

    12 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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  19. Role based transaction approval with additional criteria

    Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.

    3 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  20. Create a button when generating invoice link

    After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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