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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. Reconciliation In-Progress Total Deposit/Withdrawals Sums

    Reconciliation In-Progress Total Deposit/Withdrawals Sums

    Totals of deposit column and totals of Withdrawals column so it is easier to find any discrepancies. It provides a 'cleared' field, it would be good if that could be broken down.
    As all my bank statements provide total of each In/Out, we can then also match this information and make is easier to recognise where the discrepancy is (if any).

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

  2. Reconciliation Filter

    Filter transactions by In-Progress Reconciliation - unchecked/checked items.

    To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.

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

  3. hide/archive bank transactions

    Archive of bank transactions / easy inline filter.

    It would be good to be able to archive/hide transactions of complete months/listing. After I have reconciled a statement, when searching for discrepancies I find I have to manually scroll through the records from my previous years first.

    Yes I can re-arrange date order etc, but when i am looking for a record 12months ago, but there are multiple entries in a month I am repairing entries on, all i really want to do is hide all records previous to a certain date.
    OR maybe a quick filter for In-Progress reconciliation transaction…

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

  4. convert expense to Bill

    Ability to convert/migrate an expense to a Bill entry.

    Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
    It would be good if we could migrate it to a bill, so we do not have to re-enter each time.

    9 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  5. Allow sorting by amount or date or reference in reconciliation

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

  6. allow an expense to be moved to another organization/business

    If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.

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

  7. Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.

    Sometimes customers request estimates and find foundations to pay for the work, etc.

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

  8. Add new URL to the online banking System

    There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.

    It has however a different portal adress :

    https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme

    Please add this url to your system in order to use it.

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

  9. Print deposit slips

    Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.

    64 votes
    11 comments  ·  Banking  ·  Admin →
    How important is this to you?

  10. Hide or remove invoice number on invoice.

    Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.

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

  11. A project related report that lists all transactions

    At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.

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

  12. Toggle imported Transactions

    In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available

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

  13. Archive Invoices

    We need to archive some invoices

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

  14. Mark SO as invoiced

    I'd like to be able to mark an SO manually as invoiced.

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

  15. add shipping for ups / fedex / usps

    1) sales orders from zoho crm flow to zoho books.

    2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station

    3) freight and tracking #'s come back from shipping software to sales order in crm or books.

    All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.

    38 votes
    Planned  ·  12 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  16. Re:- "Attach Reference File" on Invoices need to be able to attach more than one file

    "Attach Reference File" on Invoices need to be able to attach more than one file.

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

  17. Manual entry of tax amount for expenses

    In Australia, some expenses are not taxed at the full GST rate, especially when dealing with government departments. For instance, I just purchased an online file for a total cost of $13.26 (incl GST) yet the total GST that I paid was only $0.46 which is nowhere near the standard 10% GST.

    I"d suggest that where the radio buttons are to nominate whether the expense amount is inclusive or exclusive of GST (tax) that an additional option be included somehow to manually enter an actual GST amount paid as part of the expense.

    Without this it is impossible to correctly…

    19 votes
    4 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  18. Hyperlink telephone numbers with <a href="tel:______"> </a>.

    Hyperlinking telephone numbers with a tel: link causes the voice software on our computers (Cisco Jabber, MS Lync, Google Chat) to automatically dial out to the number.

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

  19. Central Excise duty billing format

    Recently registered for Central Excise duty
    Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…

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

  20. Multi Currency Bank Accounts

    Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.

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