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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6971 results found

  1. Add parameter 'Status" to "Timesheet Details" report

    Add parameter "Status" (All, Invoiced, Unbilled, etc.) in "Customize Report" option for report "Timesheet Details"

    9 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  2. Develop payment gateway for Tsys Bank.

    It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.

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

  3. send customer monthly paper statement

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

  4. statement of account

    Option to generate Statement of Account for unpaid invoices only should be provided. This is very common function and wonder why it is missing in Zoho books. Full statement with completely paid invoices appearing along with payment details is confusing for clients.

    Also, statement of account does not display invoice number in seperate column. It just shows as part of description which makes the statement reconciliation very difficult.

    Provide satement of account customize option also to add some important field to statement like custom fields. These fields appear in invoice while entering and also while generating invoice report but does…

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

  5. Entering cheque expeses. For ex: i have taken 10000 from my bank. out of which i paid 2500 as one my employees petty cash, 2500 as anothe

    Entering cheque expenses. Forex: I have taken 10000 from my bank. out of which I paid 2500 as one of my employee's petty cash, 2500 as another employee's petty cash, 2500 as visa expenses, 2500 telephone bill expenses. As per zoho module there are no solutions to post these transactions in one single entry. This worried me a lot. Zoho has to fix these issue.

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

  6. Cash receipt and Payment

    In real business scenario Cash transactions may happen like a person may collect cash and and repay in later date so payment and receipt entry is difficult to handle .
    2) Loan to a staff
    3) Chitty / Daliy collections for investment will be there

    This type of cash transactions is difficult to handle .

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

  7. Comments against a customer/invoice

    The comments entered against a particular customer/invoice should be available for exporting in a report

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

  8. Checkbox to Mark Contact Persons as Primary & Active / Inactive

    Add a Checkbox in Contact Persons to Mark Contacts as Primary Contact & also a Checkbox to mark the Contact Persons as Active / Inactive which will stop all communication automatically to the inactive Contact Person.

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

  9. Connect Zoho Books to PayZen payment Gateway

    Integrate this payment platform to Zoho Books (cheaper than Stripe)

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

  10. Purchase Orders pending approval need to be on the Dashboard

    Please add Pending and Open Purchase orders by Aging so that we can see what orders are being held up for payment.

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

  11. Quiero crear varias listas de articulos...es vital para lo que quiero hacer...

    Seria interesante poder crear varias lista de articulos...¿alguna idea?

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

  12. Bulk email

    Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.

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

  13. Have the budget minus the expenses in the project snap shot and list the actual status of the budget.

    Have the budget minus the expenses in the project snap shot and list the actual status of the budget. It looks like the project section was designed around labor and hours, and it is lacking when items are purchased for the project or expenses to the project. Why list the project budget if I still need a caluculator to figure out how much $ is left in the budget.

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

  14. line item

    Allow line item specification for partially paid invoices. For example if my customer pays for 1 of 10 items on my invoice, I should be able to specify what specific item they've paid for so I know what to remind them about during collections.

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

  15. Transaction Approval for Expenses Booking and Manual Journals.

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

  16. Petty Cash

    Required running balance in Petty cash report for checking day to day balance.

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

  17. American Express

    Zoho Books should include more details when syncing a CC / Bank Account. For example, All of the different credit cards and their transactions should come up separately in books to more accurately report data. Rather than just putting all of the transactions from my multiple amex cards into one general account.

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

  18. Make multiple transactions easier using the rules feature

    When you create a rule, allow the tag feature to be included with the rule. So every time a transaction appears the account AND tag are already pre selected, makes things ALLOT LESS tedious.

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

  19. When you update a contact it should also update the reoccurring invoices.

    When I change the payment terms in a contract/customer is should also change in all the reoccurring invoices. Instead I have to go into each one and update them. Why can't we choose an option and apply to all?

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

  20. Zoho Search need to improved

    Zoho search feature is really poor compared to other accounting software. For ex: In contact, if we missed out first letters of our customer or vendor search won't be possible. This is really bad. Zoho needs to revamp their search functionality.

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