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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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  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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6551 results found

  1. Create a better individual timesheet log

    We can already see the weekly timesheet log for one person, but the UX is bad. I want to see the complete name of the project and the task and if the task is billable or not. I need more totals (billable, not billable, by client). I want to start the chronometer there.

    The other view, where I can see timesheets by day becomes crazy when you have more than 20 entries. Harvest is a very good exemple to follow for time logging.

    2 votes
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  2. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. 7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. add a placeholder of the current date to include in email templates

    I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.

    5 votes
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    0 comments  ·  Templates  ·  Admin →
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  5. Print Name on Delivery Note so the customers signs and prints name

    Print Name on Delivery Note so the customers signs and prints name

    9 votes
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  6. Statement of Account

    The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…

    28 votes
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    6 comments  ·  Customers  ·  Admin →
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  7. Integrate with payment gateway TAP (http://www.tap.company/)

    At the moment the payment gateways you are integrated with do not support most of the worldwide currencies. Can you please consider enlarging your pool of payment gateways to ones that take into account currencies like the KWD? Thx

    0 votes
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  8. Stop the timer

    Stop the timer when there has not been an activity for a while on the computer (I had that function on my previous timer), and ask upon return if the timer should be stopped at the time of last activity or should just continue. Like this if I leave my desk and forget to stop my timer, I don't charge my client for time I have not worked.

    8 votes
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  9. Invoice Print in (POS) Ticket Style or Layout

    Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

    50 votes
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    4 comments  ·  Invoices  ·  Admin →
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  10. Rounding off (Tax)amounts option

    The tax amounts especially cannot be rounded off. An option to automatically add paise to come to around figure would be helpful. Though we can round off the total invoice/bill amount we cannot round off the tax amounts.

    21 votes
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  11. Transaction Updates Details

    It will be fine to get the details when a transactions are updated in SO,INVOICE by getting :

    • Items Added and or Deleted
    • Price Item Change

    Actually when SO,Invoices are updated by adding or deleting items we only get a comment as updated and it's not possible to know which updates made .

    1 vote
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  12. Directions Credit Union add to integrations

    You have the credit card link but not for the bank accounts.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. Add filters to the scheduled reports

    When scheduling report, need an option to apply filters for the reports

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  14. Sub- Accounts

    Grouping Accounts Step by Step for Zoho Books !
    1-You already have created the first level of accounts (Assets, Liabilities, Equities, Revenue & Expenses) Job is done
    2-Next Step you should create the second level of in the chart of accounts. You are almost there ! The Type of Modules you have (Cash, Banks , AC Rec ...etc) Could be the best way for the second level. (With the exception of Expenses which you already developing)
    3. If the above is done then all other grouping should be done by a report writer and not in the structure of accounts.

    1 vote
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  15. nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s

    nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Editing Options For Salesperson Name Under Invoices

    It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Create a report for Sales Orders with Open status

    Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess

    Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  19. Cheque entries

    Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.

    Thanks

    8 votes
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    3 comments  ·  Banking  ·  Admin →
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  20. g/l account numbers

    I would like to use numbers too in the chart of account

    4 votes
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