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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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6956 results found

  1. Option to download banking transactions for a financial year

    It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.

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

  2. Split one expense into multiple payment methods.

    Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.

    9 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  3. Add an other type of account in tax payment fields other than a bank account

    Adding other type of account in tax payment fields. I have to produce a remittance to reverse the taxes in the built-in tax payable then make an other entry to have the right balance of taxes accrued at the end of the month.

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

  4. In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.

    can I edit the payment made template?

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

  5. one statement with net total for a vender is in the same time a customer.

    statement for linked vender & customer..

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

  6. (Payment in advance to vendor )make it track able!

    We need to know for which PO we have paid in advance to vendor !
    is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
    something same as retainer invoice but for purchasing or any other way to track advance vendor payment !

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

  7. Scheduling for all kinds of reports in Zoho Books ( currently not available for some reports )

    Scheduling for all kinds of reports in Zoho Books ( currently not available for some reports )

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

  8. Multiple email receivers enable for Re Order qty / Low Stock notifications

    Please enable multiple email receivers , when any stock below the re order level

    ( Having Multiple Warehouses in different locations )

    Thanks

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

  9. Please restrict multiple vendors and customers with same GST number as contact email id.

    Hi, Please restrict multiple vendors and customer with same GST numbers.

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

  10. Listing Sales Record under each contact

    Under each contact, there is a tab of Sales, where it shows the invoice/ sales order/ expense record of each customer. However, if you want to know what is inside the invoice, you have to click into it individually. Is there an option to reveal all items purchased in one list in chronological order?

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

  11. Tax override option for entire PO/Bill

    Create a Tax override for POs and Bills so one tax rate can be applied to an entire batch of lines at once. Currently choosing tax options for each and every line can be very tedious...particularly on multiple bills or pos with over 30 lines.

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

  12. Track hourly rates at the billed level and paid level in projects

    If I charge my customers for direct hours and charge them $40 per hour and I pay my employees $20 then I should be able to track that just like an item.

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

  13. add a feild for fees like=rollback(give a 2% discount to your customers if they pay invoice or when payments received using payment gateway

    add a feild for fees like:

    rollback =give a 2% discount to your customers if they pay invoices within 10 days from the date of the invoice

    or when payments received using payment gateway

    ex :
    payement received 1000$
    invoices amont 1020$
    2% rollback = 1000$ systhem is expecting 1020$
    what is to do with the 20$ ?

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

  14. Make the weekly summary report available as a standard report

    Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.

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

  15. EN ESTADOS DE CUENTAS

    EN ESTADOS DE CUENTAS, REMPLAZAR LA COLUMNA DETALLES POR LA DESCRIPCIÓN DEL PRIMER PRODUCTO. ASÍ EL CLIENTE PODRÁ IDENTIFICAR QUE PAGA. O EN FACTURA TENER UN CAMPO DE DESCRIPCIÓN DE LA FACTURA PARA QUE APAREZCA EN CADA LINEA DE FACTURAS EN EL ESTADO DE CUENTA

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

  16. customer statement based on shipping address.

    My customer has multiple delivery addresses based on their contract works. It will be very useful if I can generate statements based on the shipping address so that the customer finds it easy to have a track of invoices being sent to different places

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

  17. ship from warehouse to another

    between warehouses

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

  18. Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.

    Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.

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

  19. Create Custom fields in multiple modules

    I just discovered that if you create the same custom field in multiple modules the data automatically get push across when converting. This is awesome, however there should be the automatic prompt to create custom fields in other modules when creating the custom field. It seem crazy that the data is automatically pushed but you have to manually create a separate custom field in each and you have to make sure the name and data type is identical.

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

  20. Drag and Drop facility for attachment

    There should be Drag and Drop facility for attachment while making a bill payment instead of browsing the file. This is something similar to dragging and dropping a bill (as an attachment) in Bill section under Purchases

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