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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.

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  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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6629 results found

  1. Zoho Showtime : watch videos on-demand on mobile device !!

    Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.

    1 vote
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  2. Detect Payment Information Capture to Trigger Workflow

    Detect automatically when a customer captures his payment information (Credit Card) in order to trigger a workflow.

    Today, when we send an email to a customer requesting his payment information, we cannot be notified properly and we cannot trigger automated actions when the customer has entered his Credit Card information.

    22 votes
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    1 comment  ·  Automation  ·  Admin →
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  3. template edit of payments made, really disppointed

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  4. Generate business letter

    My organisation and any business organisation for that matter has to write letters/applications to various stakeholders regarding different subjects. Just like we can raise a purchase/sale order having unique autogenerated ref no. with in Zoho books it is imperative that in the same way option for writing letters is also provided. It would be easy to send it to various stakeholders from the same platform.

    6 votes
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    1 comment  ·  General  ·  Admin →
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  5. would like to be able to wire money (to pay vendors) domestic and foreign by linking bank account

    would like to be able to wire money (to pay vendors) domestic and foreign by linking bank account

    4 votes
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  6. Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)

    Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  7. Preserve item ownership when syncing to/from CRM

    When syncing products, contacts, etc, to and from CRM, the default behaviour should be to preserve the record ownership to the same user that owns the record on the other side of the sync relationship, if that user has access rights to create the record in the appropriate system.

    Currently, everything synced to CRM ends up as "owned" by the admin that set up the sync relationship, and this isn't always the right thing.

    1 vote
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  8. Ability to budget for ALL Types of Accounts

    We would like the flexibility to enter budgets for any type of account (not only P&L).

    Considering we have significant capital expenditures, it is important that we:

    1. have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
    2. can track timing of expenditures by specific account (i.e. cash flow purposes)
    3. project timing of capitalization (asset balance & depreciation)

    This will help determine performance but allow us to make important business decisions.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  9. INVOICES REGULATED WITH MEXICAN POLICIES ALTHOUGH AND IMPLEMENTATION OF COMERCIAL EXPORTATION INVOICE

    1 vote
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  10. Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired

    For my business, we issue Credit Notes to customers which expire in varying time periods (10 days, 30 days, or 1 year). I would like a way to set an expiration date so the customer cannot use that credit note after the date.

    More importantly, the credit should show on the Balance Sheet from the date of issuance to the date of expiration, and afterward should not be seen on the balance sheet. It is an actual liability if used and Zoho Books should record it as such and allow it to remain active for a certain time period.

    The…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. Importing Customer Invoices

    When importing customer invoices:

    (1) Allow the invoice "Subject" to be mapped and imported.
    (2) If payment terms are not provided, default them from the customer.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Additional Address and GSTIN for Vendors

    You have recently added a feature to add additional address and GSTIN for customers. However, it is not available for Vendors. It would help to issue Purchase orders to the same vendor with different locations and GSTIN.

    2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  13. Rate per Hour or Day per Task and/or per Role (Projekt-Member)

    Rate per Hour or Day per Task and/or per Role (Projekt-Member)
    Two Dimensions for more flexibility

    A Task can have a Rate
    A Role (Project Member) can have a Rate

    That would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  14. Link purchase order to Poential in CRM (Deal)

    Link purchase order to Poential in CRM (Deal) like with Invoices

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. "issue date" in Customer Statement

    The Customer Statement in ZOHO Books should have function to show the "issue date".

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  16. Sync Zoho Books Budget to Zoho Analytics

    Make budget available in Zoho Analytics for us to expand budget capabilities and cross data from other services against budget.

    9 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  17. I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst

    I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst in single report

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  18. Placing a description, not just an invoice number, in the pmt line

    When sending a statement to allow the payment line to show the invoice number and description so that customers don't have to try and track down the invoice to see what it was.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  19. Paypal Refund transaction

    Can we have a Paypal Refund transaction. This would have field for amount of refund and amount of fee credited. Currently I can either input an adjusted amount that doesn't match the statement or enter a journal to account for the credit but this also looks strange on the reconciliation. Thanks

    1 vote
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  20. Export items by category and/or item search

    We desperately need the ability to export any item at any time without exporting the entire list of items. In other words, we need to be able to isolate the item exported by category sometimes and other times by search results.

    For example, if I search blower pulley...then the only items that should come up to be exported are blower pulleys. This will allow me to more quickly reset pricing and/or shift information without having to extrapolate out of a master spreadsheet.

    Also, we need to be able to export only individual categories. A simple drop down to export by…

    9 votes
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    0 comments  ·  Items  ·  Admin →
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