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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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6971 results found

  1. PDF generation in Korean language

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

  2. tips

    Please allow customers to pay more money than requested for great service as a tip....

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

  3. Unit cost should appear in FIFO report

    Unit cost should appear in FIFO report

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

  4. RMA & Vendor Returns

    would like Option to create RMA for customer for return, as well when return is taken we should have option to put item back to inventory or going back to vendor,

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

  5. Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.

    Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.

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

  6. Comments: Make window larger

    Invoices, Sales Orders, Purchase Orders--we would like to see a larger window (vs. only 3 lines available in view) when adding a comment.

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

  7. Make it possible to have a "master" account that cannot be edited by other team members

    Currently, if you grant access to any other user to modify the user roles in your account, they can delete your account or change your role—even if you are the owner of the account.

    We need a "master" admin that cannot be deleted.

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

  8. Target Actual Vs Variance

    I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target

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

  9. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
    1.segment wise Budgeting
    2.Segment wise P&L,
    3.Segment wise Balance sheet
    4.Segment wise Cash flow
    5.Segment wise Budget Variance report in P&L Format

    1. Inter segment Sales /Purchases (sales between divisions within an organisation)

    7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

    72 votes
    6 comments  ·  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:
    zoho.com/financeplus/blog/budgets-in-zoho-b..
    Help Document: zoho.com/books/help/accountant/budgets.html

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

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

  10. Change Order of Payment on the Display Screen

    I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.

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

  11. statements

    Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?

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

  12. UPI payments

    India specific payment by which we can receive payments using UPI which is the most simple way to receive payment.

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

  13. give us an inventory aging report

    inventory aging report required. this is from the date of receiving the item to the date of running the report. feature required to know future aging report (for example till 31st December) by running report any time

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

  14. i have some suggesting from my expirience :1. Need more spaces to field "Item number"

    from my experience need 1.more spaces for field 'Item number'
    2.Shipping cost must be taxable by USA Law

    (please serious pay attention about this because this look unprofessional) .

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

  15. Customer Portal Combine

    Allow Client to access there account information from books, inventory, and subscription from one portal login

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

  16. calendar

    I would like to suggest a great feature for all type of vendors that work in the event field. This would apply to many types. Among them for instance:
    Musicians
    Photographers
    Caterers
    Event florists
    Event planners
    Funeral homes
    Performers
    My suggestion is for Zoho would be, to integrate a visual calendar (that will sync with google or yahoo calendars etc).
    In Zoho settings there should be an option, in any existing date/calendar field, to "show" or "not show" in the new "Zoho Calendar"

    The purpose of this is, that any vendor that deals with events can see an overview in…

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

  17. allow us to sort through the bills to show which we created invoices out of and which we didnt. Sort feature should include billed/unbilled

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

  18. Amount in Words

    In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .

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

  19. Recurring invoices - Dates different to start date

    Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.

    i.e. send first one today (set up today) on 19th Dec
    However, want all future ones to be sent on 15th of month.

    Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.

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

  20. Increase dropdown custom fields limit for Invoice Estimate and Purchase Order

    Hi,
    It would be great if you could increase the limit of dropdown custom fields for Invoice ,Estimate and Purchase orders ..right now it is not enough to meet requirement where Purchase order can have only one dropdown fields.

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