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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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6725 results found

  1. sort the chart of accounts first by category and then alphabeticaly within each category

    1 vote
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  2. Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!

    Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. add gold and silver currency code XAU AND XAG TO ZOHO BOOKS CURRENCIES OPTIONS CHOICE TABLE

    THIS will solve the issue of recording purchase of gold as a reserve asset for management of corporate treasuries
    right now we are using the bill function with zoho books but it is not right because it is used for managing inventories, which is different from managing treasuries by investing in gold
    the simple and elegant way is to simply ADD a currency code XAU AND XAG to zoho books and then we could simply add manually an cash account denominated in XAU to record the transfer of fiat currency into gold as an current assset to hold in the…

    1 vote
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    3 comments  ·  Admin →
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  4. YEAR-END CPA JOURNAL

    WHERE'S THE LINK TO JOURNALS 101

    1 vote
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    2 comments  ·  Accountant  ·  Admin →
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  5. retainer low balance alerts

    please see this zoho finance thread and add feature to zoho books as well:

    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/38394289-add-reminders-for-retainer-invoices

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Monthly Financial Reports

    Can we please have a monthly financial reports? This way we can analyse each month vs prior month. Also we can do trend analysis for the 12 months.

    Thank You

    Dhana

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. suryakumar

    kumar

    3 votes
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    1 comment  ·  Accountant  ·  Admin →
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  8. Customise Dashboards

    I want the option to move around the dashboard items and arrange it in my preferred order. example the Total Receivable and Total Payable is in the top of the dashboard. I want to keep Income chart and the watchlist on top.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  9. I can't believe there is no check register

    Add a check register & the ability to write a check without a bill. This is a major mistake on my part. I assumed this system would have a feature as fundamental as this.

    7 votes
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  10. Please integrate first atlantic as a payment gateway

    Please integrate first atlantic as a payment gateway

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  11. Fix the Avaza to Zapier zap

    There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  12. Enable invoice payment through Stripe ACH without client portal

    When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. Ability to disable credit card but allow ACH using Authorize.net

    We need the ability to allow for ACH payments while disabling the ability for Credit Card payment. This needs to be allowed on a per customer basis. It would be nice to enable and disable on an invoice basis as well.

    We have many wholesale customers we do not allow to pay via CC, but we allow ACH.

    7 votes
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    1 comment  ·  Online Payments  ·  Admin →
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  14. need to apply Turn over discount as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks

    I need to apply Turn Over discount (monthly or quarterly basis) as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks

    4 votes
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    0 comments  ·  Vendors  ·  Admin →
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  15. How can we adjust a non cash transaction.

    eg: to setoff the ledger balance between a debtor and a creditor ,if both were the same party or other. "A owes B Rs.1000, B owes A Rs. 5000, then B asked to setoff the rs.1000/- and the balance Rs. 4000, will be paid by them.

    1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  16. Kiya Mal credit card

    1 vote
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    1 comment  ·  Admin →
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  17. Recording Interest expense and installment notes tutorial

    I just saw the module on how to create a loan account in Zoho.
    However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
    I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
    Debit
    Interest Expense $3.75 ans Installment notes $248.44
    Credit
    Cash $252.19

    So how…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  18. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Create and send bulk Payment links

    1 vote
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  20. ACCOUNTING

    HOW TO DO?

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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