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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.

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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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6956 results found

  1. Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.

    There should be a separate category GST RETURN.
    Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.

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

  2. Provide all codes . example 97 ... so that it will be easy to find all gstin

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

  3. Allow editing of fields that are not sensitive

    PO expected delivery date, SO Shipping date etc.
    These fields are not going to affect any financial data & should therefore be changeable even if items have been received / billed for PO's & packages have been shipped in sales orders, it's very difficult to keep track of these important events otherwise !!!

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

  4. Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments

    Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.

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

  5. When a historical report is executed, the invoices should show the payments and balances as per the date selected and not current balances.

    example: if I execute a report of invoices for last fiscal year, the invoices which were partially paid in the last year but got fully paid in the current year before the report execution date, the report wrongly shows payment and amount details as per execution date and not as per the date range selected. It will not show the balance amount. So I cannot get account receivables or invoice receivables as per previous dates or last fiscal year which is a very important report.

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

  6. i would be glad if you could enable a small feature of entering the opening and closing balances of indivisual accounts manually.

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

  7. Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
    Reset

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

  8. DEBIT NOTE FOR FREIGHT

    Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature

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

  9. Have the ability to use multiple logos

    19 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  10. Please add a option for entering the cheque return transaction in the banking section

    Please add a option for entering the cheque return transaction in the banking section

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

  11. Banking

    Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap

    Thanls!

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

  12. credit note

    Kindly, why when i make credit note for a customer for a specific items, does not appear last sales prices for this customer for a specific items.
    the only way we have we need to we go to advance search to check the invoice and the items price.

    9 votes
    0 comments  ·  Admin →
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  13. Contacts search should be based on contains rather than startsWith

    3 votes
    0 comments  ·  Customers  ·  Admin →
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  14. include a comprehensive list of the forms that can be filled out!

    trying to find out more about the product and i don't see the info im looking for. namely, a list of the forms i can file.

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

  15. Please create a bulk mileage import feature.

    create the ability to upload mileage distance to calculate expenses from an excel spreadsheet

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

  16. In Banking transaction list, can you have the next page also at the top

    In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
    I the same way, have the process button also at the bottom

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

  17. PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

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

  18. Recurring invoice reminders fill up my email inbox, i can see recurring invoices when i log into Zoho, do not need reminders on email

    Recurring invoice reminders fill up my email inbox, i can see recurring invoices when i log into Zoho, do not need reminders on email

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

  19. Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

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

  20. Emails reports

    We should be able to run a report on emails that were sent via all users that have sent estimate, sales order, purchase order etc.

    When we send something from zoho books via the email option if we forget to cc ourselves we don't know if the estimate was truly sent.

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