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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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6560 results found

  1. There needs to be a way to see which Undeposited funds have not yet been processed

    There needs to be a way to see which undeposited funds are not yet processed by bank. There is not easy way to see what is currently in undeposited funds. We only can see ALL of the transactions. Quickbooks allows matching of these funds when feeds from bank come through and then they are removed from the undeposited funds list.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  2. Fascility to create categories and categorise Items

    Facility to create categories and categorize Items

    7 votes
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    0 comments  ·  Inventory  ·  Admin →
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  3. 20 votes
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    3 comments  ·  Banking  ·  Admin →
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  4. Allow of early payment discount processing in bill payments

    There should be a way to process a bill payment with an early payment discount. We pay our main vendor on net 30 terms, but if we pay in net 10, we can take a 5% discount. There is no option to do this in the bill payments....I will need to create a journal entry, which is an inefficient use of time, where the software should be able to do this for me

    19 votes
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  5. journal entries day to day

    day to day journal entries for services.

    for example

    transportation charges ac. dr.

        to party accont      cr.
    
    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  6. Inventory+Order Integration with Shopify

    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

    4 votes
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  7. Soportes de pago para gastos

    Seria genial que cuando se registre un gasto se obtuviera un soporte del mismo, como un recibo de pago, y asi imprimirlo.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Make reporting tags less tedious

    As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?

    I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.

    Don't get me wrong. I can see…

    43 votes
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    3 comments  ·  Reports  ·  Admin →
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  9. Fixed Price Project Snapshot Current Billing Period Summary

    The project summary Snapshot shows a graph with a toggle to switch between this week, this month, last month, last week.

    Below the snapshot graph is a section with Logged hours. This shows all previous hours logged and billed in a simple column.

    Please add a column (next to the column that shows total logged hours for the project) that shows the logged hours the project that corresponds to the toggle in the project snapshot.

    the above be added as it significantly improves the administration of a fixed price contract for us the user.

    I want to provide consulting services…

    3 votes
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  10. Intergrate with whatsapp. PLEASE to send invoices via Whatspp

    I would like to be able to send invoices via Whatsapp

    201 votes
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    22 comments  ·  Invoices  ·  Admin →
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  11. Customer Account statement with Item name, item Description & each Item Total

    Customer Account statement with Item name, item Description & each Item Total

    It is very useful for all business

    Kindly find PDF Sample
    https://forums.zoho.com/topic/customer-account-statement-with-item-name-item-description-each-item-total

    33 votes
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    1 comment  ·  Reports  ·  Admin →
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  12. Tax Invoice with Transaction Statement Useful for Travel Agency

    Dear Zoho Team,

    Tax Invoice with Transaction Statement Useful for Travel Agency

    Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....

    So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement

    Please add this function

    12 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting

    In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  14. 3 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. 1 vote
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  16. Please add Travel Expense features with the user login portal

    Please add Travel Expense features with the user login portal

    4 votes
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  17. Wildcard Item Search In Invoice/Bill

    Seach Any Word in betwwen Item Name In Invoice/Bill.
    See Below Image For more Clarification
    http://prntscr.com/gcvo5x
    http://prntscr.com/gcvoc2

    6 votes
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    2 comments  ·  Invoices  ·  Admin →
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  18. Signature Positioning Option

    in invoices, some times text and signature get split into 2 pages, if we get an option of adjusting the signature position. it will help a lot of people

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Graphical Representation of Reports

    I suggest implementations of graphical reports for decision makers.

    Kindly look into this or refer me to any that may be available on ZOHO.

    Thank you.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  20. Integrate with Payliance as a Payment Processor for ACH

    Payliance is partnered with Authorize.net, but not integrated into their gateway yet. Getting an integration into Zoho would be great for those Authorize.net customers that will use Payliance.

    10 votes
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