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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.

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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  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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6968 results found

  1. We need the account code in the journal upload file when importing journals through the manual journals section

    We need the account code in the journal upload file when importing journals through the manual journals section.
    This is very important for mapping from different accounting systems.

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

  2. create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    create a function for tracking secondary sales for multi tier/tradtional distribution businesses

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

  3. I am a small pharmacy retailer.I find it very useful.But For medical business,expiry date and batch numbers are mandatory for billing.

    In your invoice templates,ther is no template useful for pharmacy.Because it is not possible to mention batch number and expiry date.

    8 votes
    3 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Invoicing for services on a per day basis after entering unit rate for an item for the month period

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

  5. Books and Motivator - use the existing technology from motivator and make it available in zoho books

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

  6. Report Settings - Only Display Non-Zero Amounts

    It would be nice if you could only show non-zero amounts when running financial statements in Zoho like you can in QBO.

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

  7. Print Option for multi copy Invoice

    Request for print option of multiple copy of Invoice with single click
    Like Customer Copy, Transportation Copy, Suppler Copy

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

  8. Add HSN Column in Item List

    Add HSN or Customized Column in Item List in Invoice

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

  9. Batch edit customers into different language groups (English, German etc.) when sending out email templates

    We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.

    It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..

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

  10. Have budgets for financial performance in Zoho to enable us to compare the same the acutals and also have grouping facility in the p&l

    We would like to have budgeting facility in Zoho which enables us to compare the actual financial performance against the budgets which enables us to arrive at the variances and take business actions on it accordingly. Also, we would like to have a grouping facility on the on the Profit and loss account which would enable us to group the expenses into 1.marketting 2.HR 3. IT & R&D 4. G&A etc. Please take action on this asap as these facilities are already available with your competitors like Xero and quickbooks. Its high time yall catch up with them.

    9 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?
    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog:
    https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  11. all transactions

    In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.

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

  12. I CANT ADD MULTIPLE PRODUCT AT A TIME OR ADD A FEATURE OF PRODUCT VARIENTS

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

  13. Enable User-Selection Required Fields

    Would like to see the ability to make more system & user-defined fields required, such as Salesperson

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

  14. Reporting Tags in More Reports

    Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.

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

  15. Investment in shares and Investment in MF

    Hi,

    Investment segment is missing .

    For Investment in share and MF required Accounting Like Stock.

    Please consider this feature in Zoho Books

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

  16. VAT Exempt Customers

    It should not be possible to charge VAT to a VAT exempt customer

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

  17. REQUIRED SYSTEM FOR MANUFACTURING PROCESS

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

  18. I have to Make Custom Template Pls Help me

    Make Custom Template Pls Help me

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

  19. In Manitoba Canada we expense the PST portion to the same account as the original expense not to a separate tax expense account.

    I would like the MB PST to go to the original expense account as opposed to a separate tax expense account as it is now at year end I have to go back to that account and move everything to the appropriate expense for year end purposes. very time consuming

    4 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  20. Item PDF attachment & Order Revision Freeze

    Greetings,

    I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
    This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.

    And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.

    This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.

    8 votes
    3 comments  ·  Items  ·  Admin →
    How important is this to you?
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