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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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6131 results found

  1. Please consider adding PayFast online payment gateway to your app as the others dont work in South Africa.

    Please consider adding PayFast online payment gateway to your app as the others don't work in South Africa with ZAR

    22 votes
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  2. Please make ability to set common defaults

    Would like ability to set common defaults such as
    1) Ability to set default country when entering contacts, payment information in credit card fields, etc. We only deal with US customers, for example, and need to keep selecting the country each time.

    2) Ability to set default account when receiving payments. It appears it defaults to PETTY CASH... which is probably the least used account by everyone in general (unless you're running a cash register or something)

    10 votes
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    1 comment  ·  Admin →
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  3. Sales by month report

    Report that shows a snapshot of all of the sales per month.

    List broken up by fiscal year to show a total for the year.

    11 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. Sales reports by state

    I would like to know in which state we are doing better or worse. Another reason is for Sales Tax. Since we have an employee there we have nexus with the state so we have to pay sales tax. We need to have a way to calculate that.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  5. Choose which projects can be seen in the portal.

    Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.

    0 votes
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  6. Integrate more payment gateways like CC Avenue, Payfort and more

    It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.

    54 votes
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    8 comments  ·  Payments  ·  Admin →
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  7. allow text boxes on templates

    it would be great to be able to input text boxes so that we can customize the appearance of invoice templates to our exact specifications. Right now customization is rather limited.

    9 votes
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    2 comments  ·  Invoices  ·  Admin →
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  8. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

    0 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. Show tax amounts in the Invoice Details report

    In the Invoice Details report, I would like to see the tax amounts included. Better yet, see all the "Before tax" "tax" and "total including tax" amounts.

    7 votes
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    1 comment  ·  Admin →
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  10. Add photo to contracts

    It's nice to add photo features to each contract, so contract can be easily maintain

    10 votes
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    1 comment  ·  Customers  ·  Admin →
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  11. Task in the Timesheet could be categorized.

    When an Invoice is created, the item sold is assigned a category. We use these categories to evaluate revenue amounts by category.

    It would be helpful if tasks in the Timesheet Projects could be categorized also.

    Currently, all of the revenue received through projects tracked in the Timesheet area of Books appears in the uncategorized line item in reports so we can not tell what kind of project/revenue has been created.

    7 votes
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  12. more than one tax on an expense item

    In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:

    https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0

    3% over the purchased item + 22% over the 3%

    I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  13. Profitability on each transaction

    While preparing an estimate or an invoice, we'd like to know the potential amount were making on every individual transaction. Since a lot of our enquiries are wholesale.

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. Purchase requisition

    It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!

    46 votes
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  15. Add multiple payment to Retainer Invoices

    Add an option to allow multiple payments for a Retainer Invoice.

    18 votes
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    2 comments  ·  Invoices  ·  Admin →
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  16. 8 votes
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    3 comments  ·  Invoices  ·  Admin →
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  17. adding shipping labels - Create a label linked to UPS Etc..

    adding shipping labels -see printavo.com great for silk screening business and for those who have to ship products

    Auto input a shipping label to the client

    6 votes
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  18. mass upload tool

    a mass upload tool which accepts csv or excel where we can enter old transaction details like old completed invoice, old purchase orders happened in past dates and upload into applications and finally they should reflect in the dash board and reports

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  19. 3 votes
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  20. To add a field (zoho books contacts_id) to the sync going from Zoho Books to Zoho crm

    Add the contacts_id number (Example: 72334000000024229) to fields that can be synced from Zoho Books to Zoho CRM

    We need this for our API calls which all run from CRM.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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