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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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6411 results found

  1. Improve Navigating Orientation Video

    The video under "Navigating Zoho Books" is almost useless. First, he talks so fast that you cannot think about, grasp, what he has told you. Second, he has a strong enough accent that I have to figure out what he's saying. I cannot do that and and Understand Zoho at the same time.

    If he was to record it again and take 10 minutes instead of 5 minutes, and make sure to speak clearly on all words, not just most words, then it would be a useful video.

    1 vote
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  2. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. Can we have a recurring Purchas Order with a fixed schedule

    Can we have a recurring Purchas Order with a fixed schedule

    1 vote
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  4. Line Item wise Discount

    There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Allow Zoho Books Estimates to be merged fields in Zoho writer

    We would like to use Writer to generate visually stunning proposals, please allow for Zoho Books to be an option in the Merged Fields so that we can merge an estimate into a writer doc

    6 votes
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  6. Show the "Account Name" in the list of expenses ("All Expenses")

    Hello, this is about the list shown under "All expenses". I cannot identify what the expenses are when I look at the list, because I only fill in the Account Name for all of my expenses. For me the account name is the same as the customer or the vendor; I don't need these fields. But in the list of All Expenses, Customer and Vendor are empty and Account Name is not even shown at all. So all I can see is, for instance, "Web & data services" and the amount, but not what the expense was specifically for. It…

    1 vote
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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.

    5 votes
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    0 comments  ·  Accountant  ·  Admin →
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  14. 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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  15. 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.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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