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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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6971 results found

  1. Remove the Vendor Category from the Payment Portal

    Since I am sending my Customers to the payment portal, I do not want them to mess with the Vendor Category drop down when they edit their contact information.

    1 vote
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?
  2. Allow Expenses to be refunded from within the Expenses tab

    We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)

    4 votes
    How important is this to you?
  3. Custom Web Page in Client portal similar to Web Tabs

    Allow a custom window in the client portal so that other additional info which is not present in zoho books like orderinfo,etc can be shown

    7 votes
    How important is this to you?
  4. include zaka calculation and filing for GAZT

    GAZT requires all companies to file their annual tax ZAKA beside the VAT. it would be great if zoho include feature for KSA customers to calculate the amount of zaka and generate the required files.

    5 votes
    How important is this to you?
  5. products

    zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.

    1 vote
    How important is this to you?
  6. Would like to see one ledger if you are purchasing and Selling to Same Customer.

    Would like to see one ledger if you are purchasing and Selling to Same Customer. Like its in Tally or Busy. in zoho this feature is not available. We have to manually add payment receive or payment made in both ledgers.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  7. Timesheet Invoices variables

    Hi
    We use various ways to create invoices through the timesheets and it would be great if I could click on a customers past invoice to view the "Project Invoice Information" used on a particular invoice - there are many variables and this would definately save me time. Thanks

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  8. 1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  9. 0 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  10. We need a profit report by item, Invoice, Customer, and etc

    We need a profit report by item, Invoice, Customer, and etc

    If my Customer "X" has 300 invoices with Discount, Tax, Adjustment, i need know how profitable is my business with that customer.

    Like product profitable or collection of products.

    4 votes
    How important is this to you?
  11. Add additional explanation about adding an accountant.

    I assume this is an invite with Admin permissions. It is referenced in the help section, but there's no explanation

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?
  12. 1 vote
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?
  13. Please add a "Customer has viewed the estimate" like you have for Invoices.

    Please add a "Customer has viewed the estimate" like you have for Invoices.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  14. we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt

    we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  15. 1 vote
    How important is this to you?
  16. 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?
  17. 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
    How important is this to you?
  18. 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?
  19. 1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  20. 1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
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