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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.

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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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6410 results found

  1. 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
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    1 comment  ·  Payments  ·  Admin →
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  2. Appointments

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

    11 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  3. filter for sales by item report

    Can you make a filter icon to filter the items in the sales by item report
    thanks

    11 votes
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    1 comment  ·  Reports  ·  Admin →
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  4. Be able to save Terms & Conditions in different templates

    So you can select a diferent template in each invoice, depending of the products you are billing, including a diffent "Terms & Conditions"

    11 votes
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    3 comments  ·  Invoices  ·  Admin →
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  5. Implement Cost Center Management funcionality

    Cost Center Management is a vital tool to analyze each units profitability, por the cost impact of an específicamente unit of your bussiness.

    11 votes
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    1 comment  ·  Transactions  ·  Admin →
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  6. Client Company Group

    We have a client who has about 5 different companies. Whenever he calls he always ask us for his total outstanding. It will nice we can add all his different companies in one group.

    11 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Show credit terms for various vendors and integrate it into when bills are due.

    Ideally, you would be able to set terms for a vendor. When a Purchase Order is created for a given vendor, it will notify you of how long you have to pay it.

    11 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Add an account "Outstanding Balance" to inovices

    Invoice template should have a account balance or "receivables" (outstanding) so it will alert or tell the customer what they owe on their account, or an aging box showing all past due amounts.

    This seems like it would be really easy to pull the "receivables" from the contacts and add as a placeholder.

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. provide syncing of contacts with Google

    It would be nice to sync contact information such as address and phone with my google contacts.

    11 votes
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    0 comments  ·  Customers  ·  Admin →
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  10. Add basic depreciation functionality to allow fixed assets to be automatically managed

    11 votes
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    1 comment  ·  Admin →
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  11. Payment Plan Invocies

    Allow invoices to be raised on a payment plan. invoice is raised, revenue is shown in Zoho Books at the time it was created (accrual accounting) and a recurring payment scheduled periodically using Zoho subscriptions.

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. Calculate shipping cost during sale order creation

    Calculate shipping cost during sale order creation Process. Shipping costs factor into the items ordered at times.

    11 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Create an edit button against the vat rate in bills as in the bank

    This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item

    11 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. I would like to add Withholding Tax and Retention fields to the invoice. They come as percentages of Subtotal before VAT.

    Less Withholding Tax - % of Subtotal
    Less Retention - % of Subtotal
    Reports-
    1. Generate a Withholding Tax report per customer and summary for all customers.
    2. Generate a retention report for a specific customer for a specfic project.

    11 votes
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    2 comments  ·  Invoices  ·  Admin →
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  15. Default value of Tax inclusive/exclusive for Item rates should be set through Preferences.

    The default value for tax inclusive/exclusive for "Item rates are" section should be manageable through Preferences. Our default are tax inclusive, this current settings (tax exclusive) cause a lot mistakes in the entry.

    11 votes
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    3 comments  ·  Expenses & Bills  ·  Admin →
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  16. Group multiple bank transactions to multiple transactions in the books

    I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient

    11 votes
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    1 comment  ·  Banking  ·  Admin →
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  17. Please add checkbox button in Chart of Accounts so that we can delete easily multiple accounts.

    11 votes
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    1 comment  ·  Accountant  ·  Admin →
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  18. 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
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    0 comments  ·  Purchase Order  ·  Admin →
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  19. 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
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    1 comment  ·  Online Payments  ·  Admin →
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  20. bulk payment record option required in zohobooks

    Presently record payment option is for individual invoices.
    Its very difficult for us for matching the payments can you please make it as bulk record payment

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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