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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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136 results found

  1. Ability to reject records that are submitted for Approval.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  2. need discount in purchase invoice and purchase order row

    sir i want to give discount in purchase invoice and purchase order so please arrange this type of option.its use us
    thanks and regards
    red chip technology
    coimbatore
    9942770366/9790099323

    1 vote
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    1 comment  ·  Vendors  ·  Admin →
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  3. I wish to see cash on hand or petty cash on dashboard

    The dashboard summary should throw up cash in hand also

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello, 



    By enabling the ‘Add to the watchlist on my dashboard’ for the account by editing the account in the chart of account, you will be able to see the required account in the Dashboard. 



    Regards, 

    Zoho Books Team

  4. Able to not show lines with zero value on reports such as P&L or Balance Sheet

    Able to not show lines with zero value on reports such as P&L or Balance Sheet

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We have added the option to “Include accounts with zero balance” in Profit and Loss Report and Balance Sheet Report. Navigate to the report > Customize report > Here you will have the option.



    Regards, 

    Zoho Books Team

  5. Associate multiple tags in itemized expnese booking

    In itemized expneses booking there must be option of associate tags for each expenses.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello,

    

You can associate the Reporting Tags to expense while itemising. Expense > New Expense Itemise expense > Chose the expense account > Click on the three dotted icon at the end of this line > Associate tag. Here you can chose the tag and Save.



    Have a great day.



    Best regards,

    Zoho Books team

  6. Project - Purchases Tab

    Inside the Project, on the Purchases Tab, it would be nice if the Purchase Order showed the name of the Vendor like it does for the Bills.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  7. Allow scheduling for the recurring invoice details report

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently do have the option to schedule the recurring invoices detail report. Please go to Reports→ Recurring Invoice Detail→ The schedule option will be displayed on the top right corner.

    Hope this helps.

    Regards,
    Zoho Cares

  8. Running Balances in Chart of Accounts

    It would be helpful and time efficient to see running balances when we pull up Chart of Accounts. It is uncomfortable and time consuming to run a report in order to see running balances.

    1 vote
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    1 comment  ·  Accountant  ·  Admin →
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  9. Print multiple ovedue invoices at once

    Print multiple overdue invoices at once

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently have the option to print out multiple overdue invoices. Please navigate to the invoices module and click on the filter option, select the ‘Overdue’ from the drop down and bulk select the invoice. Once you select the invoices click on the print option on the top.

    Hope this helps.

    Regards,
    Zoho Cares

  10. Please provide an option to sign the invoice digitally using the Digital Signature Certificate.

    Please provide an option to sign the invoice digitally using the Digital Signature Certificate. Now we have to export the invoice into PDF Format and then sign using Digital Signature Certificate.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    You can now digitally sign your Invoices in Zoho Books using DSC dongle.
    Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.

    Here is the help document for your reference:
https://www.zoho.com/in/books/help/digital-signature/



    Best regards, 

    Zoho Books Team

  11. Block the modification of a sales order when the client is over its credit limit

    Add the same feature you already have to "Restrict creating or updating invoices" when the client is over its credit limit but for Sales order.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    

We have added the customer credit limit preference to effect the Sales order. 
You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save



    Best regards, 

    Zoho Books Team

  12. I would like to filter out account lines in the budget report that have zero balances

    would like to filter out account lines in the budget report that have zero balances

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  13. Create VAT reports in Zoho Books

    Create HMRC compliant VAT reports in Zoho Books for filing VAT returns in UK.

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

    Hi all,

    Zoho Books is now listed in HMRC’s list of software suppliers for MTD. Early access for VAT filing under MTD is now open in Zoho Books. You can participate in the MTD Pilot by signing up for it from the dashboard. Also, you will be able to see the banner message in the dashboard only if you’ve registered for tax and have disabled International Trade in your Zoho Books account. If you have any further questions, please drop an email to support.uk@zohobooks.com, so we can assist you.

    Regards,
    Zoho Books Team

  14. Be able to print payments in the mobile Books App

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    Available  ·  0 comments  ·  Mobile App  ·  Admin →
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  15. cc users on statements

    would like the ability to cc and bcc my coworkers when emailing customer statements

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    0 comments  ·  Templates  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    While sending customer statements, you will be able to choose your coworker’s emails in cc and bcc field if they are added as users in Zoho Books.

    If Customer statement is sent in bulk, ensure to add the email addresses in cc and bcc field of Customer Statement email template.

    Regards
    Zoho Books team.

  16. Integrate Zoho Boks With Zoho Mail

    It's hard to understand why Zoho Books will not integrate with Zoho Mail!

    The integration is a must as everytime we send a quote, order confirmation, invoice to our customers we will have to ether cc ourselves or there will be no way to see the email sent to the customer & what was said on the conversation.

    This is unnecessarily time-waisted. Gmail and Microsoft 365 can be integrated but not Zoho mail, where is the sense?

    I hope this can be done quickly.

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    1 comment  ·  Third Party Integrations  ·  Admin →
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