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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.

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7019 results found

  1. Create Customer Receipts that Connect to Items

    There needs to be a feature to process Customer Receipts that are connected to items. None of my members will receive an Invoice. Therefore, I will not need to receive a payment based on an invoice. As other systems allow for processing of receipts for a sale/service/event, it would be helpful to have this in Zoho.

    Additionally, if one is selling an item, they would not process an invoice first. It would be a sale, attached to the specific items/categories listed, and then receipt of payment. I am using this system for a choir, and it is necessary to tract…

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

  2. Match Transactions

    The automated algorithm only searches by transaction date.

    Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.

    Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.

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

  3. on the "timesheet" page, add a "unbilled time"

    At month end, I have to go through each active case to see which of them have timesheets which must be invoiced. Having the suggested column would tell me not only which ones have such time, but which active files may need attention.

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

  4. I am using Zoho Books - Looking at Reports and customising for our business needs. I have customised our Profit & Loss to compare 3 previous

    I am using Zoho Books - Looking at Reports and customising for our business needs. I have customised our Profit & Loss to compare 3 previous months + YTD. Now I want to schedule this every month.
    Once I schedule it, the report I am being sent is only the standard report (1 month data)

    I would to be able to schedule customised reports

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

  5. Hi

    Are you working on the VAT return & summary for the global edition, as this option is only available for UK edition.

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

  6. Suite para operações no Brasil: Integrações Books e GerenciaNet / Subscriptions e Pagar.Me / eNotas e Books

    No Brasil 60% das vendas on-line ocorrem via Boleto. Os gatways nativos do Books e do Subscriptions só operam cartões e com diversas limitações. Para sustentar o crescimento da Zoho no Brasil e permitir o uso da suite completa da zoho, é necessário que haja serviços que operem checkout transparente para cartões no brasil e boletos. Além disso é necessário integrar sistemas de geração de notas fiscais eletrônicas, para viabilizar as vendas on-line em grande escala.

    12 votes
    2 comments  ·  Third Party Integrations  ·  Admin →
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  7. PayPal Plus integration

    PayPal Plus integration

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

  8. Weekly time log: add arrows to move back and forth through the weeks. Currently

    Weekly time log: add arrows to move back and forth through the weeks. Currently you see three weeks back and when you focus on a week the forward weeks are not visible anymore. Leave 3 weeks visible and put the focus on the middle one and allow the user to move forward one week or back one week

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

  9. allow

    We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats

    3 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  10. Create deposit invoices based on a % value of total invoice amount.

    For larger projects businesses often ask for a percentage of the total amount of a project to be paid upfront prior to the works commencing. I would like to be able to create a project invoice and then issue the deposit invoice to a customer from this, the remainder of the invoice is then due once the project has been completed and the appropriate invoice can be sent to the customer. I notice you have a number of workarounds, however this is a very common requirement of most businesses so should be incorporated into Zoho Books. You have a Retainer…

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

  11. provide an option to see journal for a particular ledger entries only

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

  12. Make it possible to turn a Vendor easily into a User for Timesheet

    In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.

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

  13. For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.

    While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense

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

  14. Hi I want to select the timesheet-activity status either to 100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

    Currently the status column depends only on time worked it seems. But Work status is a complex field based on human agility and management.
    I would ideally like to select the timesheet-activity status either to 25 -100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

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

  15. Why can't we delete or post the original accounts into subaccounts? This is driving my crazy

    I want to be able to delete all accounts even the original ones that are included in the chart of accounts by default. I also want to be able to put all accounts into subaccounts. Is anyone else annoyed by this?

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

  16. Add an option to create an estimate (quote) from normal and recurring invoices

    Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.

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

  17. Add comments and change history to recurring invoices

    Please add comments to recurring invoices, it would help to be able to add notes as to why a recurring invoice was stopped or otherwise modified. It would also help to see who modified the recurring invoice on what date.

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

  18. Ledger View Options

    There must be an option to open any account and view the transactions in it. And that too one can access even if one were to be in the middle of any screen.
    I want to check a particular expense account in Trial Balance, I have no other option except to scroll down a long list and find them. Your search option on the top doesn't provide the assistance.

    I just wanted to check for service tax account. zoho not able to filter and bring it up. Takes a lot of time to do ledger review.
    I think the technical…

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

  19. Export Bank Statement

    Hello,
    Thanks for the reply, but it seems that your development team does not want to add this resource can consult the attachment.
    So I think this feature is very simple is the same that we have in all modules the option to export. Now on a bank would not be different because we need to said so that the treasury can have the best control because the would not be accounting would not know if you can understand this very simple.

    18 votes
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?

  20. Bug - Tokens Not Translating

    We have our ZoHo in English, but are sending German invoices. We have our invoice template language set to German, yet when we use %(m)% to generate the month, is generated in English, and not German.

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