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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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6155 results found

  1. Reporting Tag shall be visible in Journal

    Hope reporting TAG is visible when we enter the journal. We have many departments and a lot of expense. It is terrible to enter reporting tag which is not visible in journal. We don't know if those are saved or correctly entered. The only way to check is click those dots one by one and close it one by one. Image we have 20 lines to enter and check..

    2 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  2. 151899081

    1 vote
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  3. I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. Please advice.

    I need E-NACH facility from ICICI Bank implemented on ZohoBooks for payment collection. ICICI Bank will be able to activate this for us. But it will be successful only if ZohoBooks triggers the E-NACH collection on the Invoice due dates. Please advice.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  4. Payment Link Automation

    I want to generate payment links (while adding gateway margins to payee) as soon as I mark the invoice as sent.

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  5. Direct paying my bill in Zoho

    We like it in the global Zoho books the Payment like in this Zoho Video: https://youtu.be/BEAX2aG7ES0 is possible?

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. TDS

    TDS REPORT RECIVABLE
    TDS REPORT PAYABLE

    BOTH ABOVE ON MONTHLY BASIS AND YEARLY BASIS MISSING.

    ON 7TH I NEED TO PAY TDS TO MY CA TO FILE REPORT, IT SHOULD BE AT A SIMPLE CLICK AND SAME IS FOR RECIVEABLE AT YEAR END FOR RECONCILLING.

    9 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Please add Tax collected at source(as per income tax act) in the tax Invoice in india

    We are collecting TCS from our customer so please add this feature

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Allow GL Mapping/Group/Nesting as WE want, not how Zoho wants

    It is infuriating that I can set up my GL and nest accounts within parent accounts as I want except for a few Zoho accounts which cannot be moved or grouped. Case in point - why am I unable to move the bank charges account into my general and administrative section? Please allow for us to move all of the accounts to where we want them for a financial reporting perspective. I'm left with financial statements that look great, except for your random accounts which are presented. This makes the system generated reports useless and I have to manually regroup…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  9. Purchase return order

    1. Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  10. How to send only unpaid invoice under sales by sales person

    please how to do ?

    1 vote
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  11. Purchaser Order field for customer to populate when approving estimates

    When a customer reviews an estimate within their portal and they wish to accept they should be prompted to provide a Purchase Order within a specific field as this is the authority number given for the purchase by the customers finance team. This PO should then be pre-populated into both the Sales Order and the Invoice

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  12. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Salesperson sales by quantities report

    All companies calculate sell target for salesperson one once by total amount send once by quantities
    So all need to appear sales by quantities report for salesperson please

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. When we create new draft invoice its shouldn't allocate to invoice number before submitting for approval at least

    3 votes
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  15. I want to add Dispatch address

    Dispatch Address

    1 vote
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  16. Name and Mobile Number in Retail Invoice PDF

    We request you to incorporate Name & Mobile number to be printed in PDF.

    1 vote
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  17. Integration with Bluevine

    They work with a variety of bookkeeping software packages to feed the invoice to them for approval.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Timesheets Cloning or templates

    My weeks are around 75% the same from one week to the next. It would therefore be very helpful to be able to create a weekly time log template or clone the prior week and roll it over to the next week, then adjust the entries that are different. The current process of having to re-enter the weekly timesheet over and over is a disincentive for my team to actually fill it out, which is a nuisance.

    6 votes
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    1 comment  ·  Automation  ·  Admin →
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  19. support@zohobooks.com

    1 vote
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    1 comment  ·  Admin →
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  20. md.mostofa899753@gmail.com

    500

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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