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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.

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  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. Integrate AutoEntry (OCR) to Zoho Books

    An integration between Zoho Books and AutoEntry would make bookkeeping much easier and faster. AutoEntry uses optical character recognition, so you can either take a snap, upload from desktop or send directly by email, a purchase/sale invoice. AutoEntry will read the main field of the document (invoice date and due date, supplier or customer, net amount, tax amount and total amount, it picks the correct currency as well, it reads invoices with more than one item). Once you analise a purchase invoice to a nominal (repairs and maintenance, i.e), next time you upload an invoice, system will suggest you analise…

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

  2. Timesheet Calendar View Filters

    I need to enter my hours in with my client in their reporting system, and I would love to have the option to filter inside the timesheet calendar view. It's a lot of switch back and forth right now.

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

  3. Can you add on preparer, checker and authoriser authorisation as well on the payment made template

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

  4. When creating a transaction, When select any account (Expense or Asset or Liability), Show the Cr or Dr balance for the account.

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

  5. Allow user-defined "year to date" ending date

    As it is now on 12/06/2018, if the user runs the Profit and Loss report and selects the Year To Date field, the system uses the date range of the first day of the fiscal year to the current date. That fixed date range has a very limited application in that it must be timed with the end of a period before any transactions are posted into the new period. Otherwise the numbers in the Total column are according to the user-defined report data range, but the numbers in the Year To Date column are distorted by bringing in data…

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

  6. provide ability to send automated (scheduled) customer statements

    Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.

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

  7. it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

    It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance

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

  8. header and footer

    header shoul continue on all pages, we should have an option to choose in all pages os estimates, invoices, LPO etc

    3 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  9. Add RBL Bank Corporate banking, Currently you have added RBL Consumer

    Add RBL Bank Corporate banking, Currently you have added RBL Consumer

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

  10. BOQ

    Hi, Is there an option if i can make BOQs

    Regards

    Noeline

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

  11. Improve Square integration to sync inventory

    The current Square integration is limited only to payments and invoices. It would really be nice if there was a bi-directional inventory sync as well. When a customer makes a purchase in Square, the inventory in Zoho Books should be reduced. Similarly, when the inventory in Zoho Books is reduced by some other mechanism, the new inventory count should be pushed to Square. This allows businesses to not oversell product that may be sold in other sales channels.

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

  12. A way to deduct rebate % from the payments

    Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.

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

  13. Check template

    We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho

    15 votes
    4 comments  ·  Payments  ·  Admin →
    How important is this to you?

  14. Having a Developer Space here in Zoho Books

    Having a developer space here in zoho books the same in zoho crm to create vertical solutions in the zoho books.

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

  15. Invoice Email Contacts

    Can we have the option to set more than one email address to send invoices to and also have the option to not choose any of the email addresses in Contacts, rather than having to do it on each invoice? or maybe be able to choose an different email address for each Shipping Location on an invoice? That would be great for reminder emails as well. They don't always go to the same address as the invoice.

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

  16. Integrated Closing of Sales Orders

    If an order is closed on the platform (printed packing list, paid shipping, etc), it should integrate and update in Zoho as well. It is annoying seeing that all the orders stay open on Zoho. Customers should have the option to have this close out automatically.

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

  17. Client Portal / Search

    Needs a search feature to install so it makes it easier for clients to be able to look up an estimate or invoice quicker. The search feature is a must so it makes it easier for a client to look for something quicker

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

  18. Reports / Sales Tax Liability

    -Taxes
    -Sales Tax Liability
    -Custom
    In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.

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

  19. purchase bill need item wise discount column.

    purchase bill need item wise discount column

    13 votes
    1 comment  ·  Vendors  ·  Admin →
    How important is this to you?

  20. fund transfer

    I need to make a Fund transfer from icici bank to the vendor before raising the bill.

    In my case I have to make an advance payment to the vendor then only Material is released and invoice is generated after the delivery.

    So I need to make an advance payment directly from zoho books.

    I can do the same from bankopen.co

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