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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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6591 results found

  1. A budget comparison tool.

    A budget comparison tool.

    1 vote
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  2. Revise the wording when clients save their payment info

    It would be great if the wording when clients check to save payment info said that their card will be charged automatically on the next invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. USE UNUSED CREDIT IN SINGLE CLICK

    Please allow credits to be applied to next recurring invoice automatically.
    With auto pay there is not a time slot to apply credits to next invoice.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  4. OVERDUE Status Stamp

    OVERDUE status stamp

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Vendor Payment

    Need Schedule payment for bills When doing vendor payment through Zoho & ICICI

    4 votes
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  6. Add a Paid Through field to Account Transactions Report

    Add a Paid Through Field as an option to add to the Transactions Report

    1 vote
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  7. Multiple Delivery Challans to Single Invoice Creation

    When we create invoice from multiple delivery challans, the invoice should have a single entry of each product ( adding the total quantity in all delivery challans, i.e group by product id might help). Otherwise, the invoice has the multiple entries of a single product which is quite a long invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Controls in Zoho Books

    There should be a control in Zoho Books to mandate attachment addition to a bill, so that the accounts team is mandatorily required to add bills to Zoho, further there should be adequate reports to show status of addition of attachment to bills

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. High Sea Sales Invoice

    There should be a provision for generation of High Sea Sales invoice. I import material from various countries and than sell them while they are still in sea. Now the onus of paying GST directly at the time of custom clearance is on my customer. I have to raise a High Sea Sales Invoice without mentioning GST in it.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Need "Allowance for Doubtful Accounts" as an "Account Receivable" Type so that they net

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  11. Please add Bill of Lading template for zoho books as there's no such option

    10 votes
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    1 comment  ·  Admin →
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  12. Allow setting of monthly budget hours on projects

    Using zoho invoice, I have the ability to add project budget by hours. But some projects have a recurring budget. For example, each month I can spend 150 hours for a project. At the end of that budget we stop and bill them. Next month, the budget resets, and I have that available again. This ties into the dashboard as well, because when i login, I want to make sure those projects are staying on budget each month.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Undo reconcilition for only the required transaction in which the entry has to be changed

    Undo reconcilition for the post reconcilition as i have to delete all the reconcilitions either they are right. If there is the option for undo for all reconcilitions then the time will be saved and also it will be easy to change the following entry from post reconcilition.I hope you will work on this

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  14. Zoho Books Credit Notes Zap integration to Xero

    Zapier integration between Zoho Books and Xero does not have the option to post Zoho Books Credit notes through to Xero. This makes life hard as we have to manually add credit notes into Xero..

    3 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  15. Able to add additional sales person on sales invoice

    1 vote
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  16. An alternate default billing contact on an account

    When sending out invoices we have to manually choose a billing contact that is different from the primary contact on an account. This is a huge pain and often invoices go to the wrong person. There should be a way to choose a default accounts payable contact that may or may not be the primary contact. This has caused us quite a problem. If you are only invoicing a few accounts no big deal; but if you are billing hundreds at a time, it is an extra step that costs time and money. It would probably be a simple fix…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. there should be a option to see month wise billing, total billing, client wise billing

    1 vote
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  18. Export des données comptables depuis ZOHO BOOKS vers...

    Bonjour,

    Mon comptable nécessite au mieux un export au format FEC ou au pire, un fichier csv ou l'on retrouve pour chaque ligne :

    • Une date
    • Un code journal ("01" Achats, "02" Ventes, "04" Banque CRCA...)
    • Un numéro de compte
    • Un libellé
    • Un montant débit ou crédit

    J'ai réussi à générer toutes les informations via les champs personnalisés du plan comptable et la ou je coince, c'est pour le champ code journal! Il n'est pas possible de créer de champs personnalisés dans le plan comptable pour les banques et les CB
    !!!
    Ce serait intéressant que vous envisagiez cette fonctionnalité…

    14 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  19. add a "select all" button in the customer addresses books

    Can you please add a select all button in the customer addresses books section so you don't have to delete one by one. I use it for all my Shopify orders under "Shopify" as my customer name and then I enter all my new shopify order into that so I keep exceeding the limit and have to go into the settings and delete one by one.

    1 vote
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  20. Consolidate information across different Companies to have an overview of the whole group

    1 vote
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