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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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6576 results found

  1. TDS on advance payment

    How can i record TDS while recording an advance payment?
    say, we are making an payment to vendor as advance and the payment needs to deduct TDSbut while recording it we are not able to record the tax figure.
    Example:
    Advance payment to vendor Rs.10000(including TDS @10%)
    entry for the same is :
    Vendor A/c Dr. Rs. 10000
    TDS A/c Cr. Rs. 1000
    Bank A/c Cr. Rs. 9000
    But in zoho payment I am not able to record the TDS.
    is there any other method i can use to record this TDS??

    10 votes
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    0 comments  ·  Payments  ·  Admin →
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  2. BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS

    BANK OF INDIA
    DEAR Sir,

    There are many customers using Bank of India Corporate Banking.
    Please enable these type of login in Zoho books.

    The feature exist in Quickbooks for BOI - Corporate Accounts.

    Thank you.
    Edvin Varghese.

    5 votes
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    0 comments  ·  Banking  ·  Admin →
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  3. Allow defaults for projects notes that are imported to invoice - for all customers

    allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers

    1 vote
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  4. mark cancelled items in the Sales Order PDF

    Items that are cancelled from a Sales Order are still visible in the PDF. I would like to see some text alongside the item in the PDF that says 'cancelled'.
    This could be implemented by have a toggle switch in the template to indicated whether the user wants to see this or not.

    2 votes
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  5. Linking Purchase order with sales order.

    It would be better if we can link the sales order with purchase order so that the money spend for the purchase will be shown in the the purchasing details of sales order.

    19 votes
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  6. please develop a software for a pos, retail sales as the features would be great for the same.

    if you would add a retailer's sales it would be realistic to use all the besides feature packed software like reports and accountants features

    7 votes
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  7. Link expenses to invoice without my client seeing the price I have paid. Keep link between expenses/client - to not forget to bill back exp

    Be able to Link expenses to invoice without my client seeing the price I have paid. So i Don't want a line about the expenses. Want to change the name of item of invoice to choose from my income account. Keep link between expenses/client - so be able to not forget to bill back expenses to that client. So bill won't show as unbilled after invoice are done.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. estimate default time under date for every estimate

    need a default estimate time for every estimate date

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  9. vehicle number in sales invoice

    We required text box for vehicle number in sales invoice form.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Invoice to Delivery Challan

    In the manufacturing Industry we need to submit delivery challan against invoices.Currently, we have to create a new challan and copy down the details from the invoice which is a tedious process. The user should be able to convert an invoice into a challan. There is a feature available to convert a challan to invoice but we actually need the reverse.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. set up reminder with 'certain interval' after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them

    Please set up reminder with 'certain interval' option after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them manually each time unless payment is recorded/ receipted.

    4 votes
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    1 comment  ·  Admin →
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  12. 2 votes
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    1 comment  ·  Customers  ·  Admin →
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  13. subitems under the main Item

    Give a option to add subitems under the main Item

    3 votes
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  14. making a word "bold" in estimation

    making a word "bold" in estimation even for this they said their is no option

    4 votes
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    1 comment  ·  Admin →
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  15. heading in estimation

    in your software i dont have a option to give heading in estimation

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  16. View uploaded Documents and Receipts in Expense Edit mode

    I would like to be able to quickly view the files I have uploaded while on the "Edit" screen of an expense (or other Item). As it is, I have to save the edit, return to the main entry, then click on the uploaded files to view them. If I want to add a note or change something based on what is in the document, I have to re enter "Edit" mode to do so.

    TLDR: Open/Preview uploaded documents from the "Edit" screen.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  17. Reoccurring Invoices

    When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Restraining predated transactions entry on users

    It is important to restrain user from entering predated transactions based on their roles. (Similar to ability to restrain them on modules like create, edit and delete, ability for restraining predated transaction must also be included). Tally has this and it an important feature while accessed by multiple users.

    1 vote
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  19. Make changing addresses easier in purchase orders....

    Make changing addresses easier in purchase orders.... badly needed. Quickly needed. Make it so that it works, like in estimates, sales orders, and invoices.

    6 votes
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  20. Account type change for accounts ledgers having transactions

    Account type change for accounts ledgers having transactions should be enabled as it's not available once any transaction done in it.

    If account created in wrong head, it will reflect at wrong places in P&L and balance sheet which is not desirable. And such mistakes can happen from new users of zoho books

    4 votes
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