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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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  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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6729 results found

  1. Increase API integration capability

    Hello Zoho,

    It would be great if I could integrate my Zoho Books accounting system to issue oficial XML invoices that are generated through the government site www.sat.gob.mx

    The idea is to increase the API integration capability to be able to configure my own integrations to other applications.

    9 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  2. IF YOU INTEGRATE MAGENTO I WILL GIVE YOU INR 5000 YEARLY OR MORE

    IF YOU INTEGRATE MAGENTO ECOMMERCE I WILL GIVE YOU INR 5000 YEARLY OR MORE

    9 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  3. Integrarte CRM & Books with WhatsApp for share douc.,Photo,invoice ,taxt massage.

    9 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  4. Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders

    I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.

    When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.

    Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales…

    9 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  5. Partial Payment Due Dates

    If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. ODBC Data Connectivity

    Currently I run my reports and manipulate all the data manually. It would be much easier to have ODBC connectivity to Zoho Books so all my charts can be updated automatically.

    9 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Payment Terms

    Can you please add the payment terms filed in AR and AP aging report.
    We are unable to identifying the terms for the invoices in the reporting.

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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  8. Deletion of excluded transactions

    when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions

    9 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. Have budgets for financial performance in Zoho to enable us to compare the same the acutals and also have grouping facility in the p&l

    We would like to have budgeting facility in Zoho which enables us to compare the actual financial performance against the budgets which enables us to arrive at the variances and take business actions on it accordingly. Also, we would like to have a grouping facility on the on the Profit and loss account which would enable us to group the expenses into 1.marketting 2.HR 3. IT & R&D 4. G&A etc. Please take action on this asap as these facilities are already available with your competitors like Xero and quickbooks. Its high time yall catch up with them.

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog:
    https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  10. Tasks within Project priced by different methods.

    Allow tasks within a project to be billed by different methods. Example, one task is billed by a fixed price and one task is billed hourly.

    9 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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  11. Expenses/Money IN and OUT/ Manual Journal Entry Printout Option

    I would like to request zoho to create option for the printout of
    1. Expense recorded
    2. Manual journal entry
    3. Money In and Out

    for avoiding making manual vouchers it will save the time of clients who are using zoho books.

    As it is very dificut to make an entry in zoho books after that making a manual voucher to take sign of person who is making deposit money to company or taking money from company.

    9 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  12. Please insert Performa Invoice in Sales

    Please insert Performa Invoice in Sales

    9 votes
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    1 comment  ·  Admin →
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  13. Duplicate expense detection

    Other software detects when there are two expenses that are potentially duplicates. Instead I have to manually go through the transaction list and identify them one by one. Please create a better detection system!

    9 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Computation of Income Tax

    Zoho books should provide a computation on income and tax calculation with both Normal provision and MAT provisions.

    9 votes
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    0 comments  ·  Reports  ·  Admin →
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  15. check printing

    Need Check printing option for Indian edition as well.... Its unfair to not have these features for Indians and only for US & Canadians

    9 votes
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    0 comments  ·  Admin →
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  16. custom status for purchase orders

    I would like to be able to have my Project Managers review their PO's before closing a job. Can there be custom statuses for PO's similar to the functionality that exists for Sales Orders?

    9 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  17. Bank Refresh please provide a refresh button on the Bank Over Screen

    It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.

    9 votes
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    1 comment  ·  Banking  ·  Admin →
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  18. Consolidated Invoicing

    There needs to be the ability to define a parent / child relationship between customers so that you can perform consolidated billing. It is very common for companies to have multiple locations or branches where the head office requires that vendors raise invoices against the individual branch or location however the invoices are all consolidated against the HQ for payment etc. Very typical in the retain environment.

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. invoice - contacts - client portal - client has the ability to upload files (PDF, JPG, etc.)

    The client portal under Invoice - Contacts is very powerful, but currently it is restricted to just viewing estimates, invoices, and payment history. We would like the portal to include client upload file privileges.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Also add Proforma invoices ,order numbers and Quotations

    Add proforma , purchase orders, orders, quotation on the dashboard

    9 votes
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