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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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6971 results found

  1. to add Subfilters to Reports, specifically to profit and Loss.

    There are a lot of filters you can add.
    For me, this one is very important:
    Being able to pull a P&L report and filter by items for each account.

    Also, when i view Sales by Customer, i'd like to be able to filter by item and account.

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

  2. export related

    Request to give an template for Export invoice: Add Fields like Port of Loading;Port of Discharge;Country of Origin;Vessel No/Flight No: etc.

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

  3. Open more chart of accounts

    Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better than Leave more open the chart of accounts or at least see ways to create sub-accounts in these accounts that are standard because most of them can not create sub-accounts and has caused much inconvenience in our client. I suggest this because here in angola many customers, entities and people are already relying a lot…

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

  4. Double taxation

    There are cases where two taxes needed to be added to the invoice. On the sale amount, first excise duty needs to be added and then sales tax on the total amount after excise duty. There should be a system that allows that to happen.

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

  5. bulk transfer banking transactions

    It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.

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

  6. notes in estimates over to sales orders

    I would like any Notes we write in the Customer notes box of the Estimate to be carried over to the Sales Order when converted. At present this does not happen

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

  7. To add unit

    To add unit manually while creating Invoice or estimate.

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

  8. Pin Favorite Reports

    I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.

    Best Regards,
    Syed H

    5 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.

    Hope this helps.

    Regards,
    Ann

  9. Unique ID for Clients and Vendors

    How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.

    So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.

    Best Regards,…

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

  10. you add a report are for delivery date

    I think your report view should have the delivery date as a viewable option. This would be a tremendous help for following up on orders.

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

  11. Apply partial retainers to one invoice at a time

    I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.

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

  12. Reminders with the same set of configuration

    Possibility to have reminders with the same set of configurations so it would be possible to set reminders in different languages.

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

  13. Auto Show Books Contacts in Zoho Support Desk.

    By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.

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

  14. Please add checkbox button in Chart of Accounts so that we can delete easily multiple accounts.

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

  15. Apply bank transactions as partial payment for invoices.

    I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.

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

  16. Group multiple bank transactions to multiple transactions in the books

    I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient

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

  17. Automatic assignment of price lists to clients

    Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -

    Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.

    For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.

    The system as it is currently setup, requires…

    17 votes
    1 comment  ·  Items  ·  Admin →
    How important is this to you?

  18. Expected date of recovery

    There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.

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

  19. Multiple Contact owner

    There should be multiple contact owner so that a team can work over it. Its very much required during debt recovery by a team.

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

  20. Is there any way to show bank transactions that haven't been reconciled?

    Is there any way to show bank transactions that haven't been reconciled?

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