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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.

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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7019 results found

  1. ODBC Data Connectivity

    Currently I run my reports and manipulate all the data manually. It would be much easier to have ODBC connectivity to Zoho Books so all my charts can be updated automatically.

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

  2. Estimates Section

    In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"

    Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.

    We have it in the activity history but we would like to see in the estimation status itself before opening it.

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

  3. Partial Payment Due Dates

    If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"

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

  4. Accept Comma in currency figures

    Dear Zoho,

    A feature I need is when you paste an amount with comma ... say 3,256.90 it should be accepted with the comma. Many a times we copy from excel or from calculator and it becomes a pain to remove the comma first

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

  5. Add Selector Tool for Companies to Choose the States they Ship to

    Currently I only ship to a couple states but I have no way of stopping a purchase if a customer orders from a state I don't ship to. I really need this service to prevent bad customer experiences where I have to cancel orders. - Thank you.

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

  6. Add option to choose a particular date for the fiscal year rather than just month

    Have the ability to set the fiscal year to a specific date to make reporting easier. For example in the UK tax year start around the 5th or 6th of April so it would be good to set the exact date not the 1st of the month.

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

  7. Improve the search-bar in the timesheet Weekly Time Log view.

    Only possible to search with the project name prefix. Complicated to find a project among hundreds

    33 votes
    2 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  8. Enter a Purchuse order received from Customer

    Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.

    3 votes
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  9. Accountant Quick Notes/Tasks

    As an Accountant
    A note or task that can be set for staff handling a partcular client or a note to the client.
    for EG
    Staff Note
    Please review the Income statement for accruals not accounted for.

    Client Note
    Please process the credit note to ABC as discussed.

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

  10. Telr

    We are based in the UAE with very few payment gateway support. Paypal is there, but it does not support USD and Zoho does not allow a conversion to USD automatically to AED

    So my request is to integrate Telr as a payment gateway

    Would it be possible?

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

  11. Request for multi currency feature in ZohoBooks

    Dear Zoho Books,
    We would like to request to have multi currency feature in ZohoBooks. We are facing difficulties for not having this feature. We are doing international trading and very difficult to convert everytime as our purchase price currency and selling price currency is different. It will be very nice and convenient for international sales if we can have multi currency feature in zoho books. Please kindly consider this request.
    Thank you.

    13 votes
    Not For Now  ·  2 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  12. Reports required on monthwise

    We need to review or export all the reports in monthwise in one click

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

  13. Enable Sales, Receipts and Dues

    Display total sales, receipts and expenses over different time periods

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

  14. Sales, Receipts and Dues

    Hi,
    it would be great if we could have this feature on the dashboard as on Zoho Invoice. It has been quite a useful feature

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

  15. I would like to have a better control on cash flow

    Monitor cash flow by week, month or custom date range. Visualize Cash Flow

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

  16. I'd like to change the WePay fee from payer (default) to payee.

    My clients have agreed to pay the transaction fees for credit card payments and I would like to be able to make this change to the integrated WePay payment option.

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

  17. Stop the message to refresh on every page when an enhancement is made.

    Nearly every time a page is loaded, you get the message on top that an enhancement has been made and to reload the page. There is zero value in this message at the rate that it is received. It just wastes time.

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

  18. Suggestion 5

    Time sheet reporting:

    Provide better time sheet reporting.

    1. It is very difficult to take a time of an individual for a whole month and check where he / she has captured time for all days. A time sheet report with days of the month as columns with number of ours in each column and on the left column the project he / she entered time for will give a better view of the time sheet. Grouping them by employees where i can select and expand the name i want will help me to under stand this better. Also an excepting…
    1 vote
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  19. suggestion 4

    Reporting tags in transactions:

    The reporting tag definition at the moment is at a transaction level and there is limitations to provide drop down selection type tag definition.

    Most of the cases , the reporting tag defined is common for most of the transactions. e.g. , if i use a Profit center as a tag, i would like to have this in all transactions, similarly, a cost center tag might be used by most expense transactions. Also , when one defined drop down values in multiple places there could be a likely chance of making mistakes (lower case, upper case,…

    1 vote
    2 comments  ·  Reporting tags  ·  Admin →
    How important is this to you?

  20. Suggestion 3

    Dashboard and other expenses related reports:

    All posting to expenses accounts (accounts that are defined as expenses) are not getting reflected on the dashboard and or in the expenses related reports. There will lots of Journals would entered for booking expenses especially when one follow an accrual system. Instead of checking the accounts, it seems ZOHO books reporting, including dashboard, is checking whether the expenses are entered as expense transaction or category. Appreciate if you could please check this and update the system accordingly.

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