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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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  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. Greek Language in Zoho Books?

    Is any option to use Greek Language in Zoho Books?

    1 vote
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    0 comments  ·  General  ·  Admin →
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  2. ADD A DEFAULT VIEW IN BILLS....TO VIEW OPEN & OVERDUE BILLS AT SAME TIME

    ADD A DEFAULT VIEW IN BILLS....TO VIEW OPEN & OVERDUE BILLS AT SAME TIME

    1 vote
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    0 comments  ·  Admin →
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  3. Feedback Report

    Generate a report to show the comments made by users in the organization In the "Activity Report/Activity log" grouped by related activity. It would be very useful to follow up with customers and suppliers

    1 vote
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  4. Ability to be able to Void a Payment Made

    Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.

    I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. Generate report with submitter name

    3 votes
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  6. Please include Sales without Invoices in Customer Report!

    Please include Sales without Invoices in Customer Report!

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  7. For Composite Items, when it is time to do a PO, can it breakdown all items under the "Composite Item" so we can do PO for each item?

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  8. Custom Templates In Estimates need to be previewable

    Now that templates are customizable, I need to be able to preview my new estimate in Books. Without this ability, I have to create the entire quote, save it, download it as a PDF, then view it. Please make customized templates previewable.

    2 votes
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    0 comments  ·  Estimates  ·  Admin →
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  9. Making payments as a user of Zoho Books (not just recording them)

    As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?

    I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  10. Rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption

    Allow for renaming certain modules in Zoho Books (And Zoho finance showing in Zoho CRM integration). Real example: rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption as some organizations really call it Quotes.

    9 votes
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    3 comments  ·  Estimates  ·  Admin →
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  11. Bulk print "Payments Made" like invoices

    In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. Please add the invoice number option into filter section

    Please add the invoice number option into filter section, that will be really convenient to do the matching for a big transaction includes several invoices. It will be save time

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  13. Ability to hide system accounts such as petty cash where not used

    At the moment, accounts such as petty cash and undeposited funds show up on the bank page, however they're annoying and cluttering when you don't use them. Please at least give the user the ability to remove these accounts or at least their visibility.

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  14. Enable direct lodgement of BAS to ATO

    Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).

    12 votes
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    2 comments  ·  Reports  ·  Admin →
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  15. Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III

    Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  16. I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.

    I need to apply Several 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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  17. Job Costing

    Adding the ability to Job Cost from Zoho Books is greatly needed. All of the components are already tied and just need to be fine tuned. CRM registers everything as a deal/potential and books sees them under expense as a potential already. All that has to be done is allow the software to tie that potential to the invoice and allow it to report on it.

    Job costing is one of the most basic of bookkeeping and is essential to a business owner that provides services of any kind. Having to recreate projects in the projects module is double work…

    3 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  18. individual invoice profit and loss report......

    i need individual invoice profit and loss report...kindly update in zoho books

    5 votes
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    1 comment  ·  Admin →
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  19. 2 factor authentication on email

    Hi,

    Why do we not have the option of getting 2 Factor authentication number on our registered email address.

    This will be very helpful for people who wants to live a basic life without mobile phones.

    1 vote
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  20. Ability to make notes about transactions BEFORE categorizing

    I would like to be able to make myself quick notes about uncategorized transactions. For instance, I have questions on how to categorize something and would like the accountant or another team member to look at it or have my question answered before I categorize.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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