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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.

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6971 results found

  1. Change Paypal icon next to "Payment Options"

    Regarding of how many payment gateways you have activated, only the Paypal logo shows next to the "Payment Options" line in the invoices footer.
    This is quite confusing because you would expect that by clicking a Paypal button a Paypal page will pop up. Instead, this links to a Zoho portal page, and, in there, you can choose to pay that invoice.
    Maybe using a more generic online payment icon would fix this.

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

  2. Filter Transactions for Customer Statement

    Please allow us to decide which transactions (tag, specific account, etc) show up on customer statements. Or allow each transaction an option when categorizing to "Show on customer statement" or not.

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

  3. Prior year sales tax liability transition

    You need to allow the entry of an opening balance in the Sales Tax Payable account. This will allow the user to enter the payment in the current period for the prior period. Entering the history to build up to that number is a tedious/inefficient task.

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

  4. to draw cheque multiple bank account

    We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
    I ref. to another demand, I think Zoho should improve their capacity for international transaction.

    ''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is
    …
    3 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  5. To know the purchase rate while invoicing

    My customers are always in a hurry and while invoicing they need to know the item price [we have 2000+ items] and we have different pricing for each customer, so we need to check the item purchase price to convince the customers in the invoicing page.

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

  6. sorting

    Allow sorting by created custom field in Sales module.

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

  7. Bank Feeds Schedule & Address Auto Fill

    1. Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.

    2. Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…

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

  8. recurring payments or employees salaries should have a fixed salary + percentage from the payment calculated by the sales he made

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

  9. E-way Bill Print option directly from Zoho book should be there.

    E-way Bill Print option directly from Zoho book should be there.

    6 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  10. I would love to see the ability to run a profit and loss statement by bank account.

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

  11. I would like to see a bank reconciliation format be included

    The ability to print a bank reconciliation in the format of
    Bank balance add deposits in transit less unpresented checks will be most a welcomed addition.

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

  12. Make customizing templates easier with more options

    I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.

    This is what I'd like to be able to do:

    1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…

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

  13. Notify the user if bank automatic syncing has been broken

    My bank feed auto-sync was broken months ago -still not sure how as I didn't change any of my login/authorization info- and did not realize it. Now I have to import and manually enter every transaction since the point it was broken.
    I understand that broken feeds happen and sometimes aren't the fault of Zoho. But, at the very least an email notification that a feed has been broken for 48 hrs or so could save people a whole heap of trouble later on.

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

  14. CREATE A FEATURE CALLED "PRODUCT GROUP"

    WHEN CREATING ESTIMATES IT WOULD BE USEFUL TO BE ABLE TO CREATE A PRODUCT GROUP- FOR EXAMPLE - WHEN WE ARE INSTALLING INTRUDER ALARMS IT WOULD BE GOOD TO HAVE A GROUP THAT WE CAN CALL ALARMS THAT WILL SHOW ALL THE ALARM ITEMS WHEN SELECTED, THIS WAY IT WOULD BE VERY FAST FOR US TO PULL THESE ITEMS ONTO QUOTES, INVOICES ETC.

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

  15. Improve article export, add category and more article catalog fields

    Improve article export, add category and more article catalog fields

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

  16. Allow transaction rules to be copied to other bank accounts

    For businesses with multiple bank accounts, it would save time to be able to copy/duplicate transaction rules from one account to another.

    23 votes
    3 comments  ·  Banking  ·  Admin →
    How important is this to you?

  17. Display amounts in Zoho Books without VAT added.

    In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.

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

  18. Import and Export of Users & Roles for Zoho Books

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

  19. Signature on Invoice/PO should be added only after approval

    We can add signature (scanned image) to the templates in the footer section. But this signature gets added while the invoice is in draft status or while it is in pending approval status. This should not be the case. Unless all approvers have approved the invoice, the invoice should not carry the authorized signature section.

    This should be applicable for PO, bills, estimates and all other modules where it is applicable.

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

  20. On Sales Order, Show Quantity of Items on Purchase Order

    On the Sales Order item line, show the Quantity of item that is on a Purchase Order. For example, if the Sales Order quantity is for 45 but I've only ordered 20 on the PO then I'll see that 20 have been ordered and I need to order 25 more to complete the line.

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