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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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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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6971 results found

  1. Template

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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

  2. Template formats

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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

  3. Templates

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could be have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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

  4. Date calandars

    Please will you standardise the date selection calendars.

    Some are different and some are tricky to select custom dates.

    Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.

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

  5. Need feature to receive payments and make payments against journal entries.

    Not all entries can be passed through sales and purchases. There are many adjustments that are fairly accurate with accounting and are passed as journal entries. Stuck with few transactions. customer balances show oustanding as Journal entries as receivables and no payments can be applied to the same to adjust the account balance. Please include this feature asap. Have been asking for the past 2 years!

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

  6. Multiple Item Within a Single Item with Different Rates

    I want to add multiple service in same Item. This will help in adding different Tax Rates for each. Further this feature will helpful for service provider.

    Example: if any service include government challan [PART 1] and it is part of service fees then it should be taxed NIL, but the professional fees [PART 2] has to be taxed.

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

  7. Customer wise item name

    There should be an option where part code of customer could be printed along with the item name and description. For example, item name QQQ from our company could be billed as KKK to customer X and the same item could be billed as HHH to customer Y.

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

  8. Credit Limit - Bureau Account Integrations

    Now that the Customer Client Limits feature is available our workflows need a way for our Accounting team to make credit limit decisions. Other platforms integrate with credit bureau accounts to run credit reports. Even just one bureau would help streamline things and remove a double entry of data. Simplifies business processes and reduces the manual entry. Similar to the Checkr integration in Zoho Recruit it would be a function you can run inside Zoho Books that would then tie the report to the customer account. The data from the report could then be used to make a credit limit…

    6 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  9. bank account view

    On the bank account screen view that comes up when you click on bank in the bank overview.

    1. Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.

    2. Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.

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

  10. In bank reconciliation add sort by withdrawals ascending and deposits ascending

    In Bank Reconciliation add an option to sort by ascending and descending against deposits and withdrawals. This is because dates on the statement do not always align with the date of entry in zoho expense and so if zoho was sorted by amount it it easy to see say 12.34 on the bank statement and locate 12.34 in the reconciliation screen.

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

  11. display cheque numbers in ledger statements

    the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well

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

  12. Print to pdf, xls, ods, csv

    Print to pdf, xls, ods, csv

    So auditor can run his own cross checks from Excel or Libre.

    Advantages for Auditors are like -

    Being able to present the report in a more meaningful way;

    Extract and add entries like the bank charges for example.

    Run ratio stats on income and expenses

    etc

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

  13. Meaningful print headings

    Meaningful Report headings for pdf or exls saves.

    Is it possible to have a file name on a report with a meaningful file name.

    At the moment the file are 1448828000000502350.pdf

    The report heading is:
    Reconciliation Details
    Reconciliation Period
    01 Jan 2019 To 31 Jan 2019

    File name could be - Recon_01012019-31012019.pdf

    or csv or xls or ods etc

    Say the first 5 letters of the report name plus the date.
    Then you know what the file is going to be called by looking at the title of the printed report.

    0 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  14. Add / Delete transactions

    1.

    You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.

    There are too many so you would prefer to delete the statement and import afresh.

    I dont see an audit problem if is a manual import anyway.

    2.

    Alternatively, you should be able to amend the amount if it is a manual import.

    From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.

    Perhaps until reconciliation after which amendment could be disabled.

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

  15. add current portion of long term liability under current liabilities

    Long term liabilities can be easily added, however, the liabilities section in the balance sheet does not split between 'current portion' (upcoming 12 payments) and 'non-current portion' (payments made on month 13+). Some business prefer to view such classification of liability accounts.

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

  16. Include Brand option

    we have different brands in same business gst address, we need to use each brand with different invoices always

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

  17. DATEA

    I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .

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

  18. We need FULL customization (HTML) of the quote/invoices

    no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!

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

  19. Can you have one line item and severeal different quantities on the customer estimate?

    I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
    P/N "DEF" qty levels at 25 - 50 - 100
    Can each part number be only one item # and multiple quantities below it?

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

  20. Chat in the Customer portal

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