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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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6578 results found

  1. german using english templates -> show still german item names

    We are a german company and use for sure german Items in Inventory. But we also have international customers and have a english templates for this customers. But the Item names are still in german because you can not translate it automatically. Please integrate a function to show other language Item names. Maybe you can take more field of the Inventory for other names ot items and connect it to invoice too.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Zoho form and Zoho books connection

    Separate employee add data to zoho form and then from it will go to zoho books. this is to maintain privacy. Zoho expenses also not giving this conneciton with privacy.

    4 votes
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  3. Allow default accounting method

    Please allow customers to select whether their accounting method is accrual or cash and then have that selection be the default for all reports and dashboard widgets.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  4. coupon codes - customers can apply a coupon towards their bill

    coupon codes - customers can apply a coupon towards their bill

    1 vote
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  5. percentage wise invoicing for customers

    there should be a column under total area, where we can enter the %age which should be calculated automatically and show under subtotal before tax calculation and VAT need to calculate on that particular amount. this is mainly applicable for the contracting companies where they prefer to invoice stage wise.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Tags Assigning to Particular User

    Tags Assigning to Particular User

    We have different locations and want to assign each user a particular Tags so that he doesn't see and use other Tags for transactions belonging to their particular location.

    This will help us in a better control of transactions belonging to different locations and will help in generating class-wise reports user, Tags (locations) belonging to other users.

    Since this feature is not currently available in Zoho Books and Zoho Inventory.

    It is requested that this feature may please be incorporated in Zoho Books and Zoho Inventory.

    4 votes
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  7. Vendor creation online form

    There should be an online vendor creation form for onboarding a vendor. This actually looks very professional if we do online registration. all document are submitted automatically.

    1 vote
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    1 comment  ·  Admin →
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  8. 10 users for Zoho books even in Zoho one(I am ready to pay for Zoho One but don't want to lose the existing advantage of 10 users access)

    10 users for Zoho books even in Zoho one(I am ready to pay for Zoho One but don't want to lose the existing advantage of 10 users access to Zoho books which are coming at INR2500)

    3 votes
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    0 comments  ·  Migration  ·  Admin →
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  9. scheduling a appointment,

    I am a professional services contractor and need to be able to just schedule my own appointments so when someone calls me out in the field or in the office I can see what I have already promised, so I don't conflict appointments.

    1 vote
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  10. Need to simplify

    need to simplify this one
    for expenses i think no need to enter tax treatment just date, type of expense and the mode of payment is important
    and also for taking reports on custom base very difficult to understand for new users of zoho books need to simplify by providing sales by date option from to date
    thank you

    1 vote
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  11. Edit Time Entry Notes while timer is Running

    Edit Time Entry Notes while timer is Running

    2 votes
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  12. Preview operation (show journal entry that will get written)

    Any operation (invoice, bill, etc) should have a preview button that will list what the journal entry will be.

    Examples where I or my bookkeeper use it:

    • in invoicing, they want to make sure the exchange rate is ok so that it matches the amount on a statement

    • in payments / credits / invoices

    • useful to see what an operation/zoho feature will be doing in the journal

    This is a must and a blocker for me (and my bookkeeper) until this feature is included.

    3 votes
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  13. Ability to Inactivate System Accounts

    Hello, There are many zoho System Accounts in the Chart of Accounts which are not applicable to our business. However, there is no option to make these accounts inactive. This causes much confusion in the system - my CoA is now cluttered with accounts called "DO NOT USE" so that my users don't pick incorrect account. I understand why you would not want to give ability to DELETE system accounts, but I don't understand thought process behind not allowing them to be INACTIVATED. Please add capability to inactivate system accounts. Thank you!

    8 votes
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    1 comment  ·  Admin →
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  14. Multiple Invoice Type

    I need different invoices, separately numbered for local and interstate sales. If there would be an option to choose between local and interstate invoice options, that would be really helpful.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Revolut

    Support revolut as a bank and as a payment gateway

    55 votes
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    6 comments  ·  Banking  ·  Admin →
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  16. Remove contacts.

    I added contacts via an API, now i have to upgrade to a higher pricing plan. But i don need all those contacts... Please let me remove them. Also for privacy reasons.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  17. Custom View : option to show/hide paperclip icon (for attachments)

    For Bills, You can see the paperclip on the right if there's an attachment. But not in any custom view.
    Custom View : option to show/hide paperclip icon (for attachments)

    1 vote
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  18. 9 votes
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    1 comment  ·  Banking  ·  Admin →
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  19. dilvery challan

    please remove the desimal from delivery challan,now showing .00 like this i want only simple 1

    1 vote
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  20. Straight line method

    For services income, would like to use Straight line method to allocate sales to several period, how to set up

    1 vote
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