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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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6565 results found

  1. allow multiple email recipients in zoho books to be saved automatically.

    allow multiple email recipients in zoho books to be saved automatically. As it is now - you have to manually check multiple emails to receive the invoice

    1 vote
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  2. VAT Returns for other EC Countries - Configurable VAT Reporting

    Implement System whereby you support either by countries filing of VAT returns or a 'module' where you can configure it yourself (ie link VAT Rates to a VAT box(es).

    14 votes
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  3. Pull Exchange rate from HMRC

    Can we add an option to allow us to select the Exchange rate from HMRC? so when you click on the Exchange rate, you have options to set it manually, but also, you can then see what it is from XE and HMRC perhaps? or even just a quick button to show the rates in a window?

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. While we record payment, We can record withheld also. but that Advance tax record on the same day. In case of Payment of March 16 bill which

    While we record payment, We can record withheld also. but that Advance tax recorded on the same day, will be counted in the year of entry.

    In case of March 17 bill payment which paid in april 17 now with the payment receiving this advance tax entry also will be counted in 17-18. logically we should have date of advance tax so it could be recorded in year 16-17.

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. invoice - contacts - client portal - client has the ability to upload files (PDF, JPG, etc.)

    The client portal under Invoice - Contacts is very powerful, but currently it is restricted to just viewing estimates, invoices, and payment history. We would like the portal to include client upload file privileges.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Ability to work offline

    It would be amazing if the app would function offline when I am in a area without internet connection and sync when a connection comes available. I work in a remote part of the state with very scarce cell signal and absolutely zero internet. 8tmwould be helpful to be able to enter invoice information as I complete my projects and sync up when I get home in the evening.

    10 votes
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    1 comment  ·  Admin →
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  7. Bank Charges field on iOS app

    When recording an invoice payment on the web version of Zoho Books, I am able to enter bank charges for a transaction, but not on Zoho Books for iPhone/iPad. That field is simply missing. I can run the web version just fine in Safari, but it’s a clunkier workflow. I would love to see that field added for the iOS app.

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  8. Item Numbering

    After several years of use, we feel that it would be helpful to have a label option to add Item Numbers to each item.

    Users may have the option to check whether to have Item Numbering in preferences.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  9. Group Products by Product Category in Zoho CRM - Quotes

    For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.

    2 votes
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    0 comments  ·  Items  ·  Admin →
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  10. Provides us as customer with backup and restore option, even with an extra fees to pay when needed.

    Provides us as customers with the backup and restore functions, even with an extra fees to pay when needed.

    4 votes
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  11. to add DDT on

    how i can add DDT to my module?

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Bank of Baroda - Corporate banking link

    Can be please add Corporate banking link for my bankers Bank of Baroda. At present i could find link for Retail Banking link only. Being the company we can open corporate account only. I have provided the link as below. Pls revert at the earliest

    https://www.bobibanking.com/BankAwayCorporate/(S(i10daz55r54b45eqc05zvfus))/web/L001/retail/jsp/arcot/pages/CorporateLogin.aspx?

    Thanks in Advance

    Regards
    C Sreenivasan

    19 votes
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  13. 7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Connect Invoice<>Bill w/o Tags for Reports

    Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  15. items sales history

    Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  16. have a stand alone mileage recording

    Mileage Recording. I am from Australia and using set rate method and claiming GST based on that. Calculation is not straightforward towards deductions and GST and there is limit per kilometres ran per year. It will be great if you are able to create something like that for Australian business or at least have a stand alone mileage recording.

    3 votes
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  17. Option to hide invoice from customer portal

    There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.

    3 votes
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    Not For Now  ·  0 comments  ·  Customers  ·  Admin →
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  18. I would like to get file attachment container for customer credit notes also becuase we have to attached airlines credit note to the note

    Since our business has requirement where we need to share actual credit notes with our client thus we want a feature were we can attach actual airlines credit note to the client credit note. Thus please provide us a container in the client credit notes where we can attach the file. This will also be helpful for auditing purpose. We know that we can email separately any files, but we want to keep it in our ERP software also for auditing purpose.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. sales tax to Sales Invoice template on Zapier

    Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?

    1 vote
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  20. tax summary

    In the Tax Summary report, when we drill down to the list of all the transactions in the tax type, can you add 2 extra columns being,
    1- the account that each transaction went to (eg fuel, postage, materials etc)
    2- the vendor

    If there also was an option to the see bank feed detail also that would be great but not as vital and the first 2 options listed.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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