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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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  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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6543 results found

  1. change the CSV export of timesheets hours

    Currently when i export time sheets to CSV or XLS i cannot add up the hours or do any sort of analysis without manually changing each record as they are recorded as 7:30 and not in a cell that is the format "Time hh:mm:ss"

    2 votes
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    2 comments  ·  Admin →
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  2. Allow staff hours be billed as days

    Currently i have to calculate an hourly rate and ensure my staff put in correct billable/nonbillable hours. I would like to charge a client based on a daily rate rather than hourly. We should be allowed configure what a "working day" is e.g. = 7.5hours. And then if staff put in this in their timesheets we invoice a day, if they put in 3.75hours, a half day etc.

    31 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Easily allow mechanism to offset withholding tax from tax payable.

    I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  4. Allow bills to be paid by accounts with a different currency

    I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.

    Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).

    14 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  5. Recent Items Floating Tab

    I'd like to see the recent Items floating side tab that we see in Zoho CRM giving quick access to recent contacts/bills/invoices etc as I find it speeds navigation tremendously

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  6. include an option for interest and fee charges where payments are late (over 60 days past due)

    Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.

    32 votes
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    3 comments  ·  Invoices  ·  Admin →
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  7. Add Payment details to Statements as well as Invoices

    Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. implement PO function on the IOS app

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  9. Email Reminders based on Service or Product

    We have different services so it would be great to send a payment reminder based on the type of service.
    ie: Consulting: payment reminder
    backup service: payment reminder.. data will be deleted
    exchange: email services disconnected

    etc....

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Automatic Submission of EC Sales Lists

    It is required by HMRC to submit EC Sales Lists. Zoho Books can generate the list but is not able to submit it to HMRC as many other Accounting packages such as Sage 50 can do.

    0 votes
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    Planned  ·  0 comments  ·  Admin →
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  11. Filter Chart of Accounts by COGs

    Currently, you can not filter in Zoho Books the Chart of Account listing by Cost of Good Sold (COGS). The only option is Expenses. There should be an option for each sub-category (ie Expenses, COGs, Other Expenses).

    1 vote
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    0 comments  ·  Admin →
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  12. Add reoccurring RETAINER Invoices

    It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually

    29 votes
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    6 comments  ·  Invoices  ·  Admin →
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  13. Use Vendor information when creating a PO or multiple POs from a single invoice

    There's another request to allow PO from Invoice (I agree with this)

    Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).

    All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…

    30 votes
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    4 comments  ·  Purchase Order  ·  Admin →
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  14. Enable customers to be segmented

    We would like to segment retail/warranty and wholesale customers. The relationships, politics, payment terms, and internal training and responsibilities involved is different with both customer types. We currently use 2 Zoho invoice organizations to keep the 2 universes separate, but we would like everything in 1 accounting system. Another issue is reporting. Right now, I can see how many of what I sold to resellers, and how many of what we sold/served to retail customers. I would like to retain this ability, while using Books.

    1 vote
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    0 comments  ·  Admin →
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  15. Allow multiple currencies per client

    Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

    1,198 votes
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    Not For Now  ·  94 comments  ·  Invoices  ·  Admin →
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  16. Square Register Integration with Zoho Books for Global clients

    23 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  17. Import invoices without creating new invoices but updating info of existing invoices

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Allow multiple expense accounts to be keyed under purchases from an invoice.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Create Budgets plans and reports for the real and for the plan..

    On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

    946 votes
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    86 comments  ·  Expenses & Bills  ·  Admin →
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    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: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

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

  20. Convert Sales Order to Project

    41 votes
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    6 comments  ·  Projects & Timesheets  ·  Admin →
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