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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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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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6407 results found

  1. No discount column in bill

    Need discount column in the purchase bill

    19 votes
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    3 comments  ·  Expenses & Bills  ·  Admin →
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  2. Allow of early payment discount processing in bill payments

    There should be a way to process a bill payment with an early payment discount. We pay our main vendor on net 30 terms, but if we pay in net 10, we can take a 5% discount. There is no option to do this in the bill payments....I will need to create a journal entry, which is an inefficient use of time, where the software should be able to do this for me

    19 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  3. customer statement

    in Customer statement. Ageing to mentioned below to show the invoices amount that in current, 15-30 day, 30-60, 60-90 90-120 and over due

    19 votes
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    3 comments  ·  Admin →
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  4. Bank of Baroda - Corporate banking link

    Can be please add Corporate banking link for my bankers Bank of Baroda. At present i could find link for Retail Banking link only. Being the company we can open corporate account only. I have provided the link as below. Pls revert at the earliest

    https://www.bobibanking.com/BankAwayCorporate/(S(i10daz55r54b45eqc05zvfus))/web/L001/retail/jsp/arcot/pages/CorporateLogin.aspx?

    Thanks in Advance

    Regards
    C Sreenivasan

    19 votes
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    0 comments  ·  Admin →
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  5. Add Cryptocurrencies

    Please add support for cryptocurrencies. They need more than 3 decimal places for proper support, as well as per-minute exchange rates for accurate reporting. Properly tracking mining and trades of cryptocurrencies is impossible at the moment (at least in the native currency).

    19 votes
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    1 comment  ·  Admin →
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  6. Direct enter of 'amount' on estimates

    Please create a setting that would allow us to enter the 'amount' on an invoice and not the 'per item' amount. Reverse the math.
    Example: I enter the quantity of 200 and the amount of $459, the system calculates the per item cost of $2.295.

    If this was a toggle option:
    A: enter quantity & per item cost, system calculates the total (current set up)
    toggle to
    B: enter quantity & total cost, system calculates the per item cost.
    Currently we are having to manually calculate the per item cost on a calculator, then entering it so it correctly so…

    19 votes
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    0 comments  ·  Estimates  ·  Admin →
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  7. Linking Purchase order with sales order.

    It would be better if we can link the sales order with purchase order so that the money spend for the purchase will be shown in the the purchasing details of sales order.

    19 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  8. Have the ability to use multiple logos

    19 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Havning an Approval Cycle for the Manual Journals

    Having an Approval Cycle before Publishing the Manual Journal
    As well adding this approval cycle to the Users & Roles settings.

    because posting the manual journals without any approval is such a big breach in the security of any accounting system

    19 votes
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    3 comments  ·  Manual Journals  ·  Admin →
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  10. Bank Feeds for Bank Accounts with Loan or Overdraft facilities

    Need the ability to have bank feeds to bank accounts with loan or overdraft facilities, currently you have to load transactions manually.

    These work the same as a credit card, you have an amount you can draw down or use and you pay back later.

    I can not see why you can sync with a credit card and not a bank account with an overdraft.

    19 votes
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    1 comment  ·  Banking  ·  Admin →
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  11. Bank Integration SEB (Sweden)

    Hello, we love your product but would have loved to see more Swedish bank integrations available.

    I found Nordea but would have liked it if you could support SEB as well. There are four major banks in Sweden: Swedbank, SEB, Nordea and Handelsbanken. If you support them you cover more then 95% of the Swedish banking market.

    Please visit the SEB development portal for more information: https://sebgroup.com/developer

    Best regards,

    Stefan

    19 votes
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    0 comments  ·  Banking  ·  Admin →
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  12. Unearned Revenue

    My issue here is reporting—my Balance Sheet would not show Accounts Receivables balance correctly, and My Ageing Summary Report balances are also wrong since it will omit any unmatched Customer Payments which are shown under Unearned Revenue account in Current Liabilities.

    For Ageing Summary it becomes difficult. For example, an instant where I have so many customers and a number of them have unmatched credits means I will be showing unreal outstanding balances for customers.

    Suggestion:
    1. If the Ageing Report would have an option to include the unmatched payments, or;
    2. If there was a configuration option to choose,…

    19 votes
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    1 comment  ·  Reports  ·  Admin →
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  13. Set warehouses to certain staff only

    We need to set certain warehouses to certain sales staff. If a sales person sales only from warehouse A he should only have access to warehouse A sales. Or he should get a warning if he is set for selling from warehouse A and he is now taking stock out of warehouse. This way we can eliminate selling stock from the wrong warehouses

    19 votes
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    2 comments  ·  Admin →
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  14. Bank Sella automatic feed through new PSD2 2019 in Italy

    Hi,
    Italy is one of the major EU countries and worldwide (GDP rank).
    Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
    Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
    The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
    Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.

    Thank you

    19 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. Integration with Transferwise

    Integration with Transferwise for overseas transfers is very very important.
    They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise

    19 votes
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    0 comments  ·  Banking  ·  Admin →
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  16. Several Companies in one client portal

    Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.

    19 votes
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    5 comments  ·  Client Portal  ·  Admin →
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  17. Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances

    This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.

    19 votes
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    1 comment  ·  Customers  ·  Admin →
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  18. Retainer Invoices Mobile App

    Add the option to create retainer invoices for the mobile app.

    18 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  19. Change default payment method when recording payments

    I really need to change the default payment method when recording payments. I want to change it to check and also change the default Deposit to: account.

    18 votes
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    3 comments  ·  Payments  ·  Admin →
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  20. How to record loans and repayments, interests etc.

    https://www.zoho.com/books/kb/expenses/record-loan-amount.html

    This is an incorrect way of implementation of loans.
    This needs a proper implementation for zoho books to compete with mainstream solutions. As of now its just about fine to record expenses and generate invoices. Balance sheet level stuff is still lacking behind IMHO.

    18 votes
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