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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. Scan already uploaded document

    Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.

    I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).

    As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.

    Having this feature added will greatly simplify recording expenses.

    3 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  2. Payment record Approval

    When a customer Pays his invoice either by Cash/Bank/NEFT
    The staff person records the payment.
    We wish if there was an option for approving this payment by Admin or other staff. By this process the mistake/fraud of recording payment reduces.

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

  3. Invoice/Payment Received/Bank Statement Import Log

    When we migrating data to a new platform, we somehow missed some things and need to re-calibrate the imported files. Import log with batch delete/overwrite feature will save most of our time than current feature.

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

  4. Payroll for USA

    Anybody working on payroll. W2, W3, 1099's. YOu have done no changes that we have asked for.

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

  5. ONE VENDOR WITH DIFFRENT GST ACROSS STATES IS MY SUPPLIER

    I HAVE ONE VENDOR OPERATING FROM VARIOUS STATES , I AM PLACING ONE SINGLE PURCHASE ORDER , HE IS SUPPLYING FROM 4 DIFFERENT LOCATIONS ,NOW I HAVE TO RECORD MY PARTIAL PAYMENTS TO THE BILLS FROM 4 DIFFRENT LOCATIONS. PLEASE HELP ME TO MANAGE WITH THAT

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

  6. Forte Bank / Credit selection option at customer or invoice level.

    Add the Credit Card & Bank Account selection option to the invoice level for Forte. Similar to how Paypal has a Business and Personal selector. Add check marks to allow payment via either credit card, bank account or both.

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

  7. how much to give back change to the customer

    how much to give back change to the customer

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

  8. Create a report that shows total dollar value billed by employee, with the option to run based on date or based on project.

    Please create a report to allow us to see total dollar value billed to clients by employee/user, both on a time basis with no specific project (I.E., per year, per month, etc), and on a per project basis.

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

  9. Invoice row height adjustable

    Currently the height of rows in invoices is fixed and can not be changed and this might leave a lot of white space in the invoice,
    I suggest that height of rows should be made flexible and the user should have the ability to put max and min values

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

  10. Add currency drop-down on invoices when receiving a payment

    Let us say the base currency is USD, and invoices are issued in EUR for whatever reason. Customers will then make a transfer in base currency (USD). It would be efficient to have the ability to choose from a drop-down (like expenses) several currencies.

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

  11. Give our accountants access to access and manage books for us without charging us an extra user fee. Quickbooks and TurboTax both do this.

    Why do I have to pay for another full subscription to Zoho One just to let my accountant access my books. Quickbooks and TurboTax both allow accountants to access for free. Zoho should too.

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

  12. AUTO ARRANGE BILL ITEM WISE

    AFTER ENTER AND COMPLETE THERE MUST BE A OPTION IN PACKING SLIP IN AUTO ARRANGEMENT

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

  13. Assign different rates per task under time tracking

    i need to be able to charge different rates for different tasks on the same project. it would be nice if i could change the rate on a task-by-task basis inside of a project.

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

  14. Tracking of Import Purchases (from outside country)

    Hi Zoho team,

    It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.

    a. One purchase order covering multiple shipments
    b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
    c. Capturing the partial shipments against one purchase order
    d. MIS report on…

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

  15. Store shipping instructions for each shipping address

    We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.

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

  16. Tax Refund Scheme options need to be updated in Zoho Books UAE Version

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

  17. Gift certificate set up and usage within Zoho books

    I can’t figure out how to do this correctly so maybe it’s there but I really need to be able to document my sales of gift certificates.

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

  18. Task wise Cost budgeting, allocation and tracking

    In case of a project where Budgets are decided based on the Tasks to be done, while creating a task an option is to be provided to update budget of such task and while booking the expenses, it should be allowed to map such task to know the amount spent till date and amount to be spent to arrive at the correct forecast about project profits.

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

  19. Hii

    Hii

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

  20. Add Select Brand Option in Invoice, Bills,expenses and all other modules

    Good afternoon,

    We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.

    For Example we have two Brands A and B.
    when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
    So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…

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