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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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6409 results found

  1. Yoco Integration in South Africa

    Please Integrate with yoco in South Africa for Online Card Payments

    27 votes
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    3 comments  ·  Payments  ·  Admin →
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  2. Integration with Melio Payment Process

    Please consider adding Melio as a payment processing option.

    27 votes
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  3. Default discount for customer

    A customer has a default discount% that is filled in when an invoice is created

    26 votes
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    7 comments  ·  Customers  ·  Admin →
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  4. Allow VAT value in bills to be set as a figure and not just a percentage value

    We need to be able to define a value for VAT in bills, or override a value, or even create a VAT item that will be 100% VAT and not just set VAT as a percentage of an item as is the only option currently in books. We import products into the EU and therefore receive VAT duty invoices from our shippers where the majority of the value of the invoice is VAT and the figure varies from invoice to invoice and is not associated with the cost of an item.

    26 votes
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  5. Allow to enter notes in weekly time log

    It only allows project, task, and hours. If I could enter notes right there, too, it would be great.

    26 votes
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  6. Customizing charts in Dashboard

    Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.

    26 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Reporting Tags in More Reports

    Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.

    26 votes
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    1 comment  ·  Customers  ·  Admin →
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  8. Print a Dynamic UPI QR Code on Invoices For Customer Payment

    Include an Option of having a Dynamic UPI QR code on Invoices so that the customer can easily make the bill payments by scanning it with UPI apps on mobile phones., Now a days UPI is the favourite payment method for many customers..

    Please have an option of setting up the UPI virtual ID details under preferences / payment settings

    and an option in invoice template to size and align the same in invoices

    26 votes
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    5 comments  ·  Payments  ·  Admin →
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  9. Configured SMTP server for outbound emails

    Allow user-defined SMTP server for outbound emails.

    25 votes
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  10. LivePlan Integration

    Integrate with LivePlan Software to keep track of Actual P&L, Balance Sheet and Cash Flow vs Budgets on LivePlan's ScoreCard

    25 votes
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  11. let us pick our bank acct as the default "Deposit To" on the Record Payment page.

    PLEASE let us pick our bank acct as the default "Deposit To" on the Record Payment page. It currently defaults to Petty Cash (which is NEVER used!).

    25 votes
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    4 comments  ·  Payments  ·  Admin →
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  12. To convert an estimate or sales order into a purchase order

    It would be really helpfull to convert an estimate to a purchase Order to vendor and the only thing that would need change is the pricing.
    But It will cut a lot of steps if you are able to do it.
    Can be either from an estimate or Sales Order.

    25 votes
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    5 comments  ·  Estimates  ·  Admin →
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  13. Report

    Sales Items by Sales Person

    To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.

    I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.

    I would have to literally open each invoice one at a time to properly calculate the…

    25 votes
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    5 comments  ·  Reports  ·  Admin →
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  14. arabic support in UI

    It would be very helpful for arabian users to get the interface in Arabic

    25 votes
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  15. give us an inventory aging report

    inventory aging report required. this is from the date of receiving the item to the date of running the report. feature required to know future aging report (for example till 31st December) by running report any time

    25 votes
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  16. when Zoho will provide with Turkish language of Zoho Books?

    i am just wondering when Zoho team will provide with Turkish version of Zoho Books??

    25 votes
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  17. make reconciling easier!

    I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.

    This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!

    Vote it up if you're sick of scrolling to the bottom of the page to save :)

    25 votes
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    3 comments  ·  Banking  ·  Admin →
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  18. Integrate Payment Gateway along with Estimate

    Payment Gateway integration with Invoice is great. It'll make sense to have the same with Estimates, Proforma Invoices etc. Most B2BC businesses require sending out quotes; if the customer likes, they pay & the invoice will be sent after that.

    25 votes
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  19. extend count of data type allowed in adding custom fields

    extend count of data type allowed in adding custom fields

    25 votes
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  20. CUSTOM CHARTS OF ACCOUNT

    I would for Zoho team to allow suscriber to customs the chart of Accounts as they wish. Some Accounts in the Charts of Accounts are not useful in some countries and also the chart of accounts is not the same in all countries. Therefoe except fews account that could not be renamed, we should have the ability to delete what we do not need as account and organize the chart of account as we wish according to our local chart of account and legal provisions

    25 votes
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    1 comment  ·  Admin →
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