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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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6956 results found

  1. Reoccurring invoices - variable (month name) parameter

    Variables that would change based on the reoccurring invoice's creation date. So a new invoice might read "Services for the month of January" and on February's invoice would change to "Services for the month of February". Currently all our invoices just read "monthly services". This can be confusing to our customers as all the invoices look alike.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Primary warehouse by item

    Select a primary warehouse for each item.

    2 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  3. Inventory adjustment, accounting / physical

    Adjustment of the accounting stock and physical stock independent.

    9 votes
    1 comment  ·  Inventory  ·  Admin →
    How important is this to you?

  4. To have different approve workflows for POs and for Bills

    Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  5. Modify the expense by category report to include supplier credit notes

    The Expense by Category report does not show supplier credit notes, hence expense totals are not real....

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  6. I need team access in Zoho One in order to give my employee access to work on all of my clients

    I need team access in Zoho One in order to give my employee access to work on all of my clients

    4 votes
    1 comment  ·  Accountant  ·  Admin →
    How important is this to you?

  7. Would like the ability to create invoices that go to deferred revenue.

    Ability to create invoices that posts to the balance sheet deferred revenue account. We bill annually a year in advance for our managed services. Our old accounting system allowed us to directly post invoices to deferred revenue, however, zoho books only allows invoices to be booked to revenue accounts, which means due to revenue recognition, I have to manually move the revenue to the balance sheet. It was suggested to use Retainer invoices, however, this does not allow us the ability to calculate taxes or include shipping addresses (i.e. when we are supporting a location, that is paid for by…

    7 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  8. Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense

    I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  9. bank statement next page

    Bank statement. Put an additional set of controls to move to previous and next page at the top of the bank statement page. It is frustrating to have to scroll right to the bottom of the list to move to another page!

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  10. payment to customer

    I suggest including a "payment to customer" option, although this is very rare, since payments are usually received from customers or made to suppliers. However, there are situations, as in the case of bids for example. When the job is awarded to the winning bid, a payment and performance bond will then be required as a security to the job completion in which the bidder (Supplier) is asked to make a deposit to the customer, also called a guarantee good performance.This guarantee can be made by issuing a certified check, that is, it does not necessarily enter the customer's account,…

    1 vote
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  11. Zoho Books - Multiple selection for terms and conditions

    We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.

    5 votes
    0 comments  ·  Admin →
    How important is this to you?

  12. Zoho Books - Multiple selection for terms and conditions

    We have a 2 sets of terms and conditions namely 1 for group bookings and 1 for FIT bookings. These terms and conditions need to appear on the invoices. However the invoice template only allows for 1 terms and conditions. It would be ideal if there could be an option to add more than 1 set of terms and conditions as our current option is that we have to manually amend terms on the invoice. This is very risky as it could lead to errors.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  13. Auto signature on payment reminders in Accounts Receivable

    Hi, whilst email signatures is well handled in Invoice notification or payment thank yous i.e. there is an easy way to edit and it is part of the template, there does not seem to be the same functionality with invoice payment reminders

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. allow exporting invoices with one click but separated PDF file

    i would like to have function that can allow me to export all invoices to PDF file with one single click but, i need it to be separated one by one. currently i need to do it one by one.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  15. STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE

    STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  16. PLease ensure that we are able to make payments through ICICI via other payment gateways / links / url's

    1 vote
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  17. Funds Received on Behalf of Customers for Paying Taxes

    In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  18. Ability to not show show some Journal entries on Cash Basis reports

    Zoho has a toggle of whether of not to show a JE on a cash basis report but we need a toggle for ACCRUAL ONLY. There are many entries that are accrual basis only. For example - amortizations of prepaid expenses. This will show up on both cash and accrual basis reports which is incorrect. Zoho makes it impossible to have a true cash basis and a true accrual basis set of reports.

    2 votes
    2 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  19. Auto-assign customer owner based on CRM account owner

    Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.

    3 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  20. When there is a discount against a client's invoice, it would be great to be able to tag that discount.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
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