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

115 results found

  1. Landed Cost

    Lot of companies in UAE are required landed cost calculation. But in Zoho Books these feature is not available. When I have contacted the customer support they have given a solution. I have to create two separate bills & do the adjustment manually. When the transaction volume is high the above method is not practical.

    Kindly provide a easy solution. In Zoho Books, there is an option to add bill of entry, which can be utilized for additional expenses. What ever the values entering here should distribute in the inventory cost. You should give an option to choose vendor as…

    4 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  ·  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

  2. Option to hide purchase rate in Items on role setting

    Option to hide purchase rate or in Items in role setting because some data related to company confidential in software cant be show to other users like sales executive, billing clerk etc..

    4 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  ·  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

  3. BUG

    When the box for "View the time entries for other users" is unchecked (under Users > Permissions > Timesheets > Projects), each user is still able to see the time entries of other users when viewing the Timsheets Details Report. It should be categorized as a bug because currently, when a user generates a Timesheet Details report, they can't see all the logged time for all users when selecting an individual customer/project, but they can see all the logged time for all other users when selecting "All" under "Customer Names".

    Please fix because my users need to be able to…

    3 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…)
    Completed  ·  1 comment  ·  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

  4. Ledger based on Customers

    A customer's Receivable and the amount the received should be shown together in a Report

    3 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  ·  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
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently have the options to view statements for each customer in Zoho Books. You can go to the contact module, go to each contact and there will be an option to use generate statements for each customer. You can customise the statament according to your desired time range

    Hope this helps.

    Thank you

  5. Bank Reconciliation Transaction Difference Adjustment

    Hi
    When reconciling a bank transaction amount against several payments sometimes the amounts may not match due to an extra change that has been deducted from the total amount shown in the bank.

    eg.
    $1000 Bank Transaction processed by payment gateway to bank. Relates to 3 Invoice payments: $250 + $250 + $475. When the amount is processed there was a charge of $25 for a past rejection that is not related the 3 invoices.
    A way to still match these 3 invoices to the transaction and also to note any difference would be very helpful. I believe Xero has…

    3 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  ·  Transactions  ·  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. Please remove the mandatory customer name and details required to enter when generating a bill bcoz being retailers we cant keep doing so

    Please do the above mentioned change coz we cannot afford to waste so much of time entering details of each and every customer for purchase of rs 100 also

    3 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
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    Retail invoices are now available in Zoho Books. Go to Invoices→New + → Retail Invoice. In Retail invoices, you will be able to create invoices without entering the Customer name.

    Hope this helps.

    Regards.

  7. Recurring Invoices

    there could be a change in description every month based on the date of Invoice, let Say I have a recurring Invoice for consultancy services the second line of description can be set to change based on the date of Invoice like if the recurring invoice is generated on 30-Sep-17 it can give description as consultancy charges for the month of Sep-17, similarly if the date is 31-Oct-17 the it can populate as consultancy charges for Oct-17 and so on...

    3 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
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,
    You can add a date in the description field of each item, to specify start and end date of the recurring invoice. To do this, simply go to the item field and start introducing the necessary placeholders in the ‘Item details’ section. Days are represented with (d), (day), or (DAY), Months are represented with (m), (month), , Years are represented with %(y), (year) or (YEAR) .

    Regards,

  8. Good

    3 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…)
    Completed  ·  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

  9. Integration with Axis Bank Corporate, 2Checkout Payment Gateway, Citibank, American Express Credit Card, ICICI Bank Credit Card

    1. Integration with Axis Bank Corporate
      In the Zoho Boks Banking Tab we can see Axis Bank already available but the integration is for Axis Bank Personal not for Axis Bank Corporate.

    2. Integration with 2Checkout
      We are highly required for 2Checkout Payment Gateway with Zoho Books.

    3. Integration with Citibank
      Integration missing with Citibank

    4. American Express Credit Card
      Integration missing with American Express Credit Card

    5. ICICI Bank Credit Card
      Integration missing with ICICI Bank Credit Card

    Many of the Banking Features are missing in ZOHO Books Banking Integration.

    It is highly requested for this Integrations with Zoho Books for the above mentioned…

    3 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…)
    5 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

  10. Add the Vendor Address to Checks when you print check payment.

    2 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…)
    Completed  ·  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

  11. Add the same customizable settings you have for Receivables Aging Summary to the Bills Aging Summary

    For example, the option to have the report divided into certain lengths of time and a certain number of columns. I use the receivables aging summary settings to make them thirty day intervals and 4 columns. In bills we are unable to make the report anything other than 15 day intervals. Perhaps a (hopefully) simple extension of the coding you have in use for the receivables is in order?

    2 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…)
    Completed  ·  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. Restrict contact updates in portal

    Ability to control which fields can be updated by the clients in the portal and / or the ability to turn off any updates.
    Sometimes you dont want your customers having free reign to update even their own contact details in your systems!

    2 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…)
    Completed  ·  2 comments  ·  Customers  ·  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. SEPERATE GST TAX SUMMERY FOR SALES AND PURCHASE

    There should be seperate sales summery with all gst collected detail and seperate purchase gst summry for tax paid .

    right now what zoho gst software shows is combined gst summery.

    2 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  ·  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

  14. email template should have %TaxTotal% parameter

    %TaxTotal% parameter should be made available in email template. Just wonder why it can be shown in pdf, but doesn't made available in email template. This parameter is very important, we cannot assume all the customer's smart phone can view pdf invoice. (most of them need to pay or free trial only). Email template parameter should as complete as pdf template.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  1 comment  ·  Templates  ·  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. Easy link on invoice to customer page

    There are many times that I am looking at an invoice from a customer, and I would like to jump to the customer info page to look at their contact info, transaction records, etc. It would be great if I could jump directly from the invoice to the customer info, rather than having to click contacts, search for the contact, then select the contact.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  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

  16. Allow receipts to be attached in PDF format.

    Although I appreciate that image files are commonly used for receipts when taken as photos from physical copies, receipts that arrive via email are often delivered in PDF format, and bills downloaded from service providers such as mobile-phone companies are almost always PDFs. It would be useful to be able to attach these PDF-format receipts to expenses in addition to the currently supported image-based formats.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  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

  17. Make font size bigger for address on checks

    Glad you added the address to the check, but the address is SOOO small that it is difficult for post office to read. Could you make the address line the same size as the Company Name please?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  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

  18. PDF Encryption

    Require invoices to be 128 bit encrypted so that the document cannot be edited

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  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

  19. GOCARDLESS is now available in the European Union

    GOCARDLESS is now available in the European Union. I need it, thank you for activating it. Currently on Zoho Books this is only available for the united kingdom. Thank you for making the change so I can use it in France, Belgium, Luxembourg.

    1 vote
    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  ·  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

  20. customer support number for INDIA

    Where is the customer support number for Indian Customers

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  1 comment  ·  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 3 5
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)