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Zoho Books

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.

Before posting, please ensure the following:
  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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6165 results found

  1. Establish control over the actual spent against budget

    Please add a feature to control the actual cost for not exceeding the budget. This is very important for any organization to avoid surprises at the end of the reporting period. It should not allow at first instance for an accountant to book cost if it exceeds the budget.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  2. tax withheld

    Not able to see the Tax Withheld report in Books reports section.

    1 vote
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    1 comment  ·  Reports  ·  Admin →
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  3. GST Reports

    Wish to have elaborate reporting on GST. I can share the detail of screenshot of kinds.
    Not sure how to share them with you in case you wish to see.
    Thanks,
    Haja
    India

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  4. Online payment

    We should have an option to pay online against purchase order as in lot of cases we have to pay either part as advance or full amount as advance in zoho we can pay only against invoice.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. Serial Number Selection on Sales Orders

    So serial number tracking was carried over from Zoho inventory which is awesome to not have to go back and forth between the 2 in order to add and manage serial numbers on products.

    Would it be possible to add the ability to select serial numbers of an item on sales orders like you can when an item gets added to an invoice?

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  6. Add new 'Cost' field to timesheet, project and accounting reports.

    Add new 'Cost' field to timesheet reports. We are spending time creating labor costing data, but we cannot get the data out of Zoho. This is a poor implementation to add a field and not add it to ANY reports. Priority fix should be made to this.

    1 vote
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  7. Allow an Accounts Receivable ledger which shows Customer total (currently the total per customer does not show)

    Four our auditors it is a requirement to show a ledger which shows the Accounts Receivables sorted by Customer with a total balance for each Customer. Currently the ledger can only be created without the total per Customer.

    4 votes
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    0 comments  ·  Accountant  ·  Admin →
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  8. SALES ORDER

    Allow customer to create sales order using the access we have given to them, so far they can only see there invoices and make payment and it is one way relationship only

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  9. create recurring invoices in advance

    "Create recurring invoices ____ days in advance". I need to generate recurring invoices up to 90 days on certain clients. This is a feature quickbooks offers... would like Zoho to implement as well.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Allow the Owner Draw account to be used when entering a bill.

    Allow the Owner Draw account to be used when entering a bill. Need to pay owner by check and can't code to the Owner Draw account.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Allow to feed multiple Purchase items while adding new sale item

    There could be multiple materials required to be purchased in order to make a Sale item. While adding a new Sale item, there should be a provision to add multiple purchase materials & purchase cost along with item description which will correspond to that particular sale item. Same purchase material should also be able to be applied to another sale item.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  12. Allow multiple languages regardless edition (US or Global Edition)

    Currently, you can only change the language in the Global Edition. The US edition does not have this function (English only). I believe that, regardless of physical location and edition, you should be able to change the language, as this would also help non-native speakers to use the Zoho software.

    2 votes
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    0 comments  ·  General  ·  Admin →
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  13. View Transfer between accounts in Budget Reports

    I would like to be able to view Transfers I make from one account to another on my Budget Reports.

    1 vote
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  14. provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Keyboard shortcut for Invoices & Bills

    There must be a Keyboard shortcut to save the bills as open once all the information gets entered. following the same for Invoices should have two shortcuts to save as open and draft

    1 vote
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  16. 1 vote
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  17. 07

    07

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  18. 07

    07

    1 vote
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    3 comments  ·  Mobile App  ·  Admin →
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  19. Allow time entries from Zoho Desk to be added to Invoice the same way as Zoho Projects

    When a draft invoice is created for a Customer that has billable time in Zoho Projects, you are presented with an option to "Include Unbilled Items" Please allow for billable time entered into a Customer Ticket in Zoho Desk to be billed in the same fashion. Currently you can only generate a new invoice in Zoho Desk.

    14 votes
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  20. compress sales invoice format

    please compress and make it short sales invoice format and page layout, and while entering the items details please search items as 1st to end character not searching proper

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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