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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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6569 results found

  1. Add Cryptocurrencies

    Please add support for cryptocurrencies. They need more than 3 decimal places for proper support, as well as per-minute exchange rates for accurate reporting. Properly tracking mining and trades of cryptocurrencies is impossible at the moment (at least in the native currency).

    19 votes
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    1 comment  ·  Admin →
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  2. LIMITED ACCESS TO C.A AND ACCOUNTANTS

    THE ACCOUNTANTS AND C.A SHOULD GET A DIRECT ACCESS TO FILE GSTR RETURNS WITH SECURITY FEATURE WHERE IN THEY CANT DO ANY CHANGES.AT PRESENT IF WE GIVE GSTR FILING OPTION THEN THEY CAN ACCESS ENTIRE RECORDS AND EVEN CAN CARRY CHANGES IF REQUIRED

    2 votes
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  3. 1 vote
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  4. I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .

    I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Allow attachment of file while creating lead in Zoho CRM.

    Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.

    1 vote
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  6. Allow for multiple currencies with Authorize.net integration

    Currently Authorize.net integration only allows for 1 currency, however we accept two with our account. Both USD and CAD.

    We cant attach both to Zoho Books, as it only allows us to select one. Please allow for either Multiple Currencies or Multiple Integrations with Authorize.net.

    7 votes
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  7. UPS UK link to work

    UPS Link to work in the UK

    6 votes
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  8. Product Name/SKU field on Purchase Order page

    It would be helpful to have an additional field on the Purchase Order summary page to show product name(s) or SKU(s) for easier reference without having to open each PO.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  9. 1 vote
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  10. Budgeting and Estimate for the a year

    Please create the estimates/budget/projection template and its comparative with actual performance. We want to see what we said at the beginning of the year and what actually we are doing per month.

    15 votes
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    0 comments  ·  Estimates  ·  Admin →
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  11. 3 votes
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  12. Cost price and markup or margin on item section.

    On the item section, there's only adding rate (like selling price).
    Base on the cost or purchasing would be great feature if we can enter the cost price, setup the markup or margin and having group items. (like assembly line)
    Also if you can add barcode scanning feature and or S/N with barcode would be great.
    Right now I can only enter the selling price, and it's hard to remember how much was my cost or average cost and each customer can have different level for pricing.
    In fact I am doing this whit Excel and it's simple formula in…

    15 votes
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    0 comments  ·  Inventory  ·  Admin →
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  13. I think it is good to add a feature that someone can recheck a deleted invoice in the system in case someone wants to know what went wrong.

    I think it is good to add a feature that someone can re-check a deleted invoice in the system in case someone wants to know what went wrong. this should be helpful

    1 vote
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  14. Add option of setting different selling price to different customers(not 3 or price levels)

    we sell at showroom & supply to companies having projects(cash & credit sales). We have walkin customers,small shop owners who resale & end users.Our selling price of each item is different for evry company.Since having lot of companies/customers,we cannot memorise our last selling price of a particular item to them.We want to set price of items for each company/customer separately(we r using peachtree & they have this feature but that is not arabic enabled software.) .Many softwares have 3 or 4 price levels to be set but we need customisable price fixing facility.

    1 vote
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  15. 1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. ADD RESSOURCE ON THE ARTICLE

    please add a field 'ressource' on the article could be a good solution to link with a people'name or to a room or to a something else

    1 vote
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  17. Easier entry of discretionary sales-surtax

    In the USA in Florida, each county is allowed to collect a small sales-surtax in addition to the standard state-wide sales-tax. Not all counties choose to collect an additional surtax, but many do. The amount varies from 0.5% to 2.0% if it is collected. When the sales tax is reported, the amount of surtax collected must be specifically stated on the tax return, and any amount with a surtax that differs from my business' county must be likewise specified.

    Currently Zoho Books allows me to set up tax groups, and this allows me to set a base tax rate and…

    9 votes
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  18. Allow sales-tax brackets for amounts less than $1.00

    In the USA, Florida (and I believe Maryland) require us to calulate sales-tax at the appropriate rate (county-specific in Florida) for whole-dollar amounts. Then, we must take the remaining amount that is less than one-dollar and look-up the appropriate tax amount in a table and add it to the whole-dollar tax amount to get a final tax total.

    The official documentation states: "Florida uses a bracket system for collecting sales tax on any taxable sale that is less than a whole dollar amount. In calculating the sales tax, multiply the whole dollar amount by the tax rate (6% plus the…

    6 votes
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    1 comment  ·  Transactions  ·  Admin →
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  19. Allow bank accounts to be grouped under higher-level folders.

    Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  20. Add a feature to show an actual bank register balance and the ability to make entries directly into that register.

    I need to see an actual check register for each bank account we have to keep track of what has been actually entered so I can compare it with the statement I get from the bank.

    9 votes
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