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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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6968 results found

  1. Autogenerate invoices based on when invoice sent, not created in draft mode.

    It would be useful to have the option for the auto-generation of invoices to occur when an invoice is sent out, rather than prepared in draft format. Every time I prepare an invoice it autogenerates, even if I then delete that draft ('cos I make a mistake).

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

  2. mileage

    I have requested this many times and I don't think it would be hard to do. But when I add my mileage into the odometer reading on the app it does not keep the entry for when I am finished. So, I have to write the number on a piece of paper to add at the end of the trip . It would also be nice to have an easy way to take a photo of the odometer before and after.

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

  3. Zoho doesn't have progress claim options so far.

    Progressive claim for every item. we are waiting for your roadmap/pipeline to be included in this Zoho Books.

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

  4. Reduce Paragraph spacing between Iteams, Subtotal, Total and Balance due

    It's taking too much line space between paragraphs, a simple three items on A5 page take 2 pages, and 2nd page prints blank with just page no.

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

  5. OUT STANDING

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

  6. Add dynamic statement descriptor in Stripe API for payments through ZOHO.

    Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
    The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.

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

  7. Statement Date

    When select this year in report, It should be 1st April 2019 to Today(11th Oct 2019) Not 31 Mar 2020

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

  8. Categorize Transactions in iOS and Mac Apps

    I mostly use Zoho Books for keeping books, and as such, the vast majority of the time I spend with the service involves categorizing transactions. It would be extremely nice if I could do this on my iPhone, my iPad, or in the new Mac app, given that it's 99% of what I want to actually do with Zoho Books.

    I understand that the new Mac app is based on the iPad app, and that the lack of categorization carries over from there. However, it does feel a bit odd to have to leave a Mac application and go to…

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

  9. Recurring Statements and Invoices

    Recurring Invoices, along with Statement
    It would add great value if you could provide an option to include the latest statement when emailing the recurring invoice every month.

    This would mean the customer would receive the invoice, along with the statement.

    This will save hours, in having to send each customer a statement each month. It will also reduce requests. I am so tired of being requested to email the statement.

    It would really help to have both recurring invoices, along with statement. It kills 2 birds with one stone

    24 votes
    1 comment  ·  Automation  ·  Admin →
    How important is this to you?

  10. Option to add a new rule to an existing rule

    make it possible to add an unrecognized transaction to a existing rule

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

  11. automate settings the EXPENSE currency to the VENDOR's default currency when entering expenses.

    Currently a vendor can be assigned a default currency, but when entering expenses the default is always to the organization's default.

    I would suggest that the expense currency auto-update to the default vendor setting.

    This would remove the risk of accidentally entering in the wrong currency.

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

  12. Enable Change Tracking/Audit Log for US edition in "Activity Log" Report Like Already Available in Other Versions

    Implement the already existing "Activity Log" features found in the non US version that are documented at this link below. This is a critical component needed to track changes to the critically sensitive financial data. Without this feature, how is anyone ever going to be able to ensure the integrity of the financial data, especially when ther eis more than one person with access to the system? https://www.zoho.com/books/kb/reports/audit-trails.html

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

  13. Allow decimal separators other than point when entering numbers

    In many countries, the decimal separator is not a point but a comma. Because of this, the keyboard layouts don't have a "." on the keypad but a ",".
    When entering a number in any number field of Zoho Books containing a "," it gets reset to the value it had before.
    This is so annoying. And dangerous when writing invoices.
    I want my keypad back.

    PS: That gets even weirder because Zoho obviously knows that there are different decimal separators (see the currencies).

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

  14. Add % metrics on management reports

    Most accounting packages give reports with an option to show %, eg;
    each sales heading as a % of the total, and then each cost head as a percentage of sales.

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

  15. reports user filed

    On the 'Purchase Order Details' report. Create a reporting field that shows the "User" that created the Purchase Order

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

  16. add a feature that allows for bulk tagging of transactions of any type with reporting tags.

    Currently, tags can only be added one transaction at a time unless the transactions are added through an import file. This is extremely cumbersome. There should be a way to assign reporting tags to multiple transactions of any kind in the same screen at the same time (in a checkbox format for example). Allowing tags to be assigned based on rules would be another great way to make use of the reporting tag feature.

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

  17. Dark Mode

    Please add a dark mode across Zoho financial and Zoho CRM!

    10 votes
    4 comments  ·  Admin →
    How important is this to you?

  18. Ability to change the view of negative numbers on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this opt

    Ability to change the display of negative numbers in settings on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this option as it is more commonly seen on financials. Sage & QB both have it.

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

  19. Warning when creating duplicate/identical client names to system

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

  20. Allow different company name and address in billing and shipping address without change of preference setting

    Different company name and address can be entered in billing and shipping address. But in this case the order of placeholders needs to be changed. Then this change will reflect all other orders.
    So I really need to set up billing address and shipping address in customers individually.

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