Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6410 results found

  1. (Payment in advance to vendor )make it track able!

    We need to know for which PO we have paid in advance to vendor !
    is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
    something same as retainer invoice but for purchasing or any other way to track advance vendor payment !

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Please integrate like ICICI and Standard Chartered with HDFC Bank too

    Please di with HDFC and SBI too
    Both are No1 bank in their spectrum.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Bank Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Opening Balances Bill wise

    While entering the opening balances of customers, zoho should allow us to enter invoice wise details i.e. invoice no , invoice date and due date. This makes it east for tracking payments and also for any other adjustments

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Data based access management

    In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Custom Fields Translation

    We need to be able to translate custom fields.
    All our clients have invoice templates in several languages. Currently we cannot translate the custom fields in those languages, which is a problem. The custom fields should be translated the same way all built-in fields get translated when choosing an invoice template language.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Feature for passing entries in manual journals for Accounts Receivable & Accounts Payable.

    For Example:
    A & B are the parties,

    Here "A" uses Zoho books & "B" uses other than Zoho Books.

    "A" sells the good "X" to "B" for 1000 on credit & "B" sells product "Y" to "A" for 1500.
    Here "B" asks "A" to pay balance 500 so balance 1000 shall get set off.

    But when i try to pass entry in manual journal it does not allow to pass the entry because you have not provided option of passing manual journals related to Accounts Receivable & Accounts Payable.

    There is no option to adjust bill amount in the…

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Consignment

    Our vendors (farmers) transfer their "annual" crop harvested to us on "Consignment". The items are billed as and when the items are sold for the quantity sold. The received quantity reflects in the inventory even though it is not billed.

    It is a industry wide practice to avoid distress sale by farmers to avoid low prices during peak season.

    Reference: Consignment | Definition, Meaning & Working Model - Zoho Inventory

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Macro Option in Zoho, Its bugs

    I am creating a website of horse racing "https://geniduturf.com/". In which i need to add zoho sheet with working macro. clear data in one click. But when i d copy paste this in website html
    its macro button don't work there.
    anything i am messing? or any changes ?

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. Ad hoc entry of Time and Charges

    Service based businesses do not always use projects. We use one-off service activities for clients. I need to be able to enter as such:

    ABC Company 1 hr $95/hr Remove virus from computer
    ABC Company 1 $3/ea Sticky that says "Don't click on virus"

    It is ludicrous to think we have to make a Project AND a Task for every time entry.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. Filter by User in Time Tracking

    When i go into the Timesheet module and look at all time sheets, either in the list view or calendar view, as an admin I see everyone's time.

    But needing to also track time myself - I have no way to just see my own time. There is no filter by user.

    So whenever I am catching up on my time tracking entries - I have to run a timesheet detail report for myself and then bounce back and forth between two views to make sure I am not double entering time or missing an entry.

    I should just be…

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. Customer company Tax details

    TIN, CST, Service Tax, CIN numbers of the customer companies needs to be added for customer invoice. Invoice can not be done for companies without these tax details.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. Detect and import more layouts for .cvs format bank statements

    When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
    This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Allow timesheet log order to be saved or the most recent timesheet logs to show first

    I like to see the most recent timesheet entries after I make a new entry. Now they are added to the bottom and you need to reverse the date column to see the new entry on top.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. payment made with option to email

    It would really be useful to have the option to email the pdf for Payment Made - this way we get to notify our suppliers that payment had been made. The whole functionality is there just adding the email button next to print so it can be emailed instantly.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. Appointments

    Ability to connect with an online appointment or scheduling app like Bookeo or Acuity

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. you add a report are for delivery date

    I think your report view should have the delivery date as a viewable option. This would be a tremendous help for following up on orders.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. Please add CC Avenue to ZOHO Books.

    We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Online Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. be able to choose for an item to go into liability instead of sale or expense.

    We have to collect gratituity tips from customers and pay them out to workers but that money should be going into liability account not as income and i have to manually move it through journal entries and it's a pain. Most accounting programs let you add an item straight into liability.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. Import timesheet data from xls or csv

    Need to import timesheet data from other systems on a regular basis.
    Would like to be able tp upload timesheet data in xls or CSV format please

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 27 29 31 … 320 321
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)