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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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6971 results found

  1. Could you add support for POLi Payments or other NZ Payment gateways

    We are interested in using a more cost effective payment system to PayPal could you add intergration with the likes of POLi Payments as shown here:http://www.polipaymentdeveloper.com/initiate

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

  2. Enable cloning Payment entries, just as Expense entries can be cloned and edited

    Enable cloning Payment entries, just as Expense entries can be cloned and edited

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

  3. Improve scheduled reports

    The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…

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

  4. Sale history graph of individual products/items

    Be able to click on sales by item report and then drill down into a particular item to be able to see the sales history of that item (ie SKU) in a graphical format - with an interval setting eg, daily, monthly, quarterly, yearly. This will help businesses quickly see the sales growth/decline of different products.

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

  5. Payment gateway via API

    Hi it will be interesting to add a way to add any paiement gateway via API.

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

  6. Export data with attachements (invoices paiements & attachements)

    It will be perfect for us to export all informations (not only csv) but attachements two.
    Best

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

  7. Canadian taxes (BC) based on SKU not customer

    In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.

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

  8. Adding the account receivable type to the account types when creating a new account under the chart of accounts

    We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.

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

  9. Add a Feature called Cash Inflow From External Sources other than Bank

    Add a Feature called Cash Inflow Other than Bank, with the very same options you have inside the Banking option in the Menu Column at Left. That way for example: if the owner of a business gives money to the business, it can be added as Owners Contribution, but it will be from the Owners own pocket, not from Banking source. With this Feature....if the Owner gives money to the Business from his own pocket, we can add it outside Banking source, coz it didnt come from the Bank account of the Business. It may came from the Bank account…

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

  10. Include items/tax placeholder in email templates

    Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.

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

  11. make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction

    We bill hundreds of client each month for orders they place with us for a variety of products that varies each time they place an order. Since these are not recurring transaction and are unique, we need a way to store the credit card data encrypted and tokenized with our payment gateway (PayPal Flow Pro) so we can select a stored card and use it to pay their invoice when we generate the completed sale. It's urgent and something many, many businesses would need to successfully manage their client base payments.

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

  12. Payment Plan Invocies

    Allow invoices to be raised on a payment plan. invoice is raised, revenue is shown in Zoho Books at the time it was created (accrual accounting) and a recurring payment scheduled periodically using Zoho subscriptions.

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

  13. Add Date column in Item Tab

    Add a date column in Items Tab

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

  14. Have a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account.

    Having a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account, would:
    ** Reduce errors during entry in picking the wrong Tax Category
    ** Save time as entering the GST Category each time a transaction is entered is laborious

    It would work like the current Default GST Categories applied to Items.
    When entering a transaction there will be a need to change the GST where applicable.

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

  15. permission for template

    I need multiple templates, however I do not want to make all of them available for everyone to use. For example, I used a different template for the invoices that I IMPORTED from another CRM, to make them stand out in case we need to research the data for some reason. I would at least like to be able to mark a template as INACTIVE so that my users could not use that template going forward.

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

  16. teamworkpm

    Integrate with TeamWorkPM for invoicing. https://www.teamwork.com/integrations

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

  17. Add a field for customer's PO #

    You need a Purchase Order # field that follows the order through every stage - once entered in a sales order, it should appear on an invoice, package ( Zoho Inventory) etc.

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

  18. More details on customer drop down for Purchase Orders

    We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.

    "ABC Store"

    Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.

    I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…

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

  19. add Butterfield Bank (Cayman) Limited

    add Butterfield Bank (Cayman) Limited to the list of banks

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

  20. Customer Account Statement

    Item & Description Showing with Customer Account Statement
    Currently Show Only Invoice Number

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