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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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6198 results found

  1. set default bank account to make payment from

    Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list

    0 votes
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    1 comment  ·  Payments  ·  Admin →
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  2. Customer Portal can have reports pushed from Zoho Creator

    Currently we are working on setting up production reports for our customer in zoho creator and will be making mit available for our customers via the customer portal but this will be a different login, instead if there is an API availale to make these reports to be shown on the books portal itself, the customer wouldnt have to login multiple times.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  3. Crypto currencies support

    Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.

    4 votes
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    3 comments  ·  Banking  ·  Admin →
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  4. Create a historical trial balance that can be reported by month

    Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  5. Please add Date Column in Bank Reconciliation while matching the transaction as tick mark

    Please add Date Column in Bank Reconciliation while matching the transaction as tick mark

    6 votes
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    1 comment  ·  Bank Reconciliation  ·  Admin →
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  6. Ability to change the template on the Books application.

    Currently we cannot change the template when we generate a document on the Mobile application. We have to go to the web browser, make the change and then go back to the mobile application which is not productive. I suggest adding the ability to change the template when generating a PDF on the Zoho Books mobile application.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  7. Batch pay bills Via A Check in the Bills section

    There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  8. Allow for reminders to be turned on based on customer, vs 'all or nothing'.

    Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Choose bank account in Invoice

    I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  10. Filter Companiess from Individuals in Customers

    We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  11. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. need the digital sign feature on MacBooks as well.

    1 vote
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  14. Create an alert and notification when

    Create and notify when employees do not enter the daily working hours on the timesheet each day

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  15. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Be able to distinguish between TIME and ITEMS when exporting invoices

    Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Access to change Account type

    Chart of Accounts:
    Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  18. Edit Layouts in Books vendor module

    We need to be able to edit layouts (like we can in crm) in books vendor module, so we can create rules of what data to show. Also would like roles and profiles so we can restrict certain info to certain users.

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  19. DEBIT NOTE FOR VENDOR

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  20. We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous rec

    We are not able to edit the transactions after it is been reconciled, please add this option as it is difficult to undo all the previous reconciled accounts and do the reconciliation again
    Please look into the matter at the earliest

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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