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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.

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. Write off for bills

    The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.

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

  2. Provide Transaction approval for cash expenses

    It would be easy if we provide transaction approval for expenses. The person handling the petty cash can attach the expenses and the accountant or admin can approve the same..

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

  3. Fixed Fee Project Profitability Summary

    Most of our projects are fixed fee. Unfortunately, the Profitability Summary in Books does not calculate fixed fee projects profits correctly.

    It is a simple equation: PROJECT PROFIT = INVOICED AMOUNT PAID - (minus) (PROJECT EXPENSES + LABOR COST).

    For Example we invoice a customer $3,000; expenses total $800; labor costs total $700; total cost is $1,500; gross project profits are $1,500 or 50% margin.

    Currently Profitability Summary only accounts for expenses.

    7 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  4. Custom options in the dropdowns

    That allows to load values ​​from a json file, xml or csv among others.
    Allow dropdown groups to be made to filter content according to the selected value.
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    That allows to add a key associated to the text, type data dictionary.

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

  5. Recurring invoices based on a total balance owed rather than end dates

    I sometimes have payment plans set up for clients. It'd be great to have recurring invoices that pay down a specific balance rather than using a start and end date. Additionally, it would be helpful to see that balance auto-update as it is paid down over time.

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

  6. Prompts ( Are you sure? ) when deleting a item in a sales order/invoice

    When you are in a sales order or invoice you can add items and then delete them can a prompt be added to ask if you are sure before just deleting that line?

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

  7. Remark to Populate in sales orders it does shows up in Invoice

    Remarks that you set in customer details do show up when you create a invoice. They do not show up in sales orders. Can this be fixed please.

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

  8. Display Delivery Method on Invoices and POs, and allow us to set a default

    Not sure why this field is treated like a second class citizen. We need to display it on POs and Invoices, and would be nice if a default could be set as well.

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

  9. Feature required in Estimate

    Estimate feature required for per unit or per meter price is not available in templetes

    Pls kindly advice

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

  10. Integration with Veem for $1 Bank Payments

    I realize there's 100's of other requests for transaction integrations. But in my opinion, Veem is a pretty good one for customer payments.

    It's only $1 US or International to transfer money between banks. It'd be nice if Zoho could have Veem generate a custom payment URL that gets placed on each invoice.

    We don't like to take CC payment because of extra fees, and customers don't like to pay with checks because of hassle. This seems to take care of both of those issues so everyone is happy.

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

  11. Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway

    Hi. I need to see a payment gateway called: PAYFAST. its a South African gateway

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

  12. To send the invoices to pay in bulk

    Hello we need to send invoices to GoCardless and Stripe in bulk. For example select necessary unpaid invoices and send in 1 click to GoCardless. No it took us more than 2 hours to send all the invoices one by one to GoCardelss or Stripe

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

  13. Provide a way to manage multiple organizations under one account in zoho books. t

    I have an LLC with 2 dbas that I run out of the same accounts. I need an east way to distinguish them when entering transactions. I can use tags but that isn't quite cutting it.

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

  14. Opening Balances correction

    I am new to Zoho Books. While creating a client account, I saw a opening balance field and entered the opening balance for the client.
    While my accounting year starts on 1st Jan 19, transaction got posted as 20 April 19.
    Help tells me, I can not modify the balance and should pass a Journal Voucher to correct it.
    There should be warning message on this field will behave or should accept a date at the time of account creation

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

  15. do not include opening balances of non-cash asset accounts as part of the cash flow statement.

    Furniture transferred from another non-profit as a donation (included in opening balances) should not impact cash flows. In fact, no opening balances should impact cash flows. Opening balances occurred prior to the beginning of the accounting system, so even the opening balance for cash is not considered cash flow. If this was transferred from a previous system, that system would need to report the cash flow. Anything in Zoho books on the balance sheet if added to cash flows would technically be a double counting of the cash flows that led to the opening balance being transferred to Zoho. We…

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

  16. Mobile App Version - Need to add option to enter Customer name and related project for items while creating BILL and project for invoice

    While using mobile app version of zoho books
    We are unable to enter customer name and project for each item while we make BILLS
    We are also unable to add project number while we make invoice for multiple items

    We have this option in the Website online version where we are allowed to enter customer details column while making bills and also we can add additional information while making invoice. we need the same option while we use mobile app version

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

  17. Client Portal - Projects - Bills

    I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
    He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
    He would also like to have this information available to the tennant via the portal.
    Currently, bills are not shown on the projects area of the portal.
    I suggest that they should be.

    17 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  18. Allow for alias for zoho receipts on my domain

    All that would have to be done is a additional account be added to the Zoho Mail and that account would be set up to forward all emails to the system generated email address for the receipt inbox. I know this works i did it on my mail server before going to zoho one. And now i cant do it with out creating a additional license on zoho one.

    Why? Well the inbox is essentially a AR@yourdomain email that way all incoming invoices goes to it. Only issue is if someone emails that account that is not a receipt. So…

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

  19. Unable to inactive resources from the project

    when the user switches one project to another project we are not able to stop their access for the current project.

    6 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  20. Filter in the banking for the Catagorise Manully to match the invoices

    Please provide the filter in the Catagories Manully to reach directly on a new or old invoice

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