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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.

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13 results found

  1. Create Budgets plans and reports for the real and for the plan..

    On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

    946 votes
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    86 comments  ·  Expenses & Bills  ·  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.

  2. Integrate with Mercadopago payment gateway

    MercadoPago is the leading online payment solution in Latin America. It was launched in 2004 and has operations in Argentina, Brazil, Chile, Colombia, Mexico and Venezuela.

    110 votes
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    19 comments  ·  Online Payments  ·  Admin →
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  3. Price breaks by quantity

    Add the ability to set pricing based on quantity sold. Example:

    If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.

    76 votes
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    10 comments  ·  Items  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    It is now possible to create Quantity-based Price Lists for items.

    Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)

    The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.

    Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.

    Please do write to support@zohobooks.com for any further queries.

    Regards,
    Zoho Cares

  4. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
    1.segment wise Budgeting
    2.Segment wise P&L,
    3.Segment wise Balance sheet
    4.Segment wise Cash flow
    5.Segment wise Budget Variance report in P&L Format

    1. Inter segment Sales /Purchases (sales between divisions within an organisation)

    7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

    72 votes
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    6 comments  ·  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:
    zoho.com/financeplus/blog/budgets-in-zoho-b..
    Help Document: zoho.com/books/help/accountant/budgets.html

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

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

  5. Batch payment of bills

    Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.

    39 votes
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    7 comments  ·  Expenses & Bills  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to record payment for multiple bills.

    This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.

    Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.

    Hope this helps,

    Regards,
    Zoho Books Team

  6. Add budgeting to Zoho Books

    a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.

    39 votes
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    1 comment  ·  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.

  7. there is a facility for budgeting and P&L v busget reporting

    as above. recording and reporting budgets with variance from actual

    35 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. Multiple delivery address options for customers accounts

    Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.

    10 votes
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    8 comments  ·  Customers  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Everyone,

    We are happy to announce that, “Now you can add multiple addresses to contacts”

    With this feature, you can quickly and easily deliver items to multiple addresses.

    Kindly have a look at our help document in the link mentioned below.

    https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

    Regards,
    Reshma

  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. Link Sales Order to Invoice

    Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".

    It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to link stand alone sales orders to invoices.

    Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.

    Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".

    When you select this option a link is established between this invoice and the corresponding sales order.

    Hope this helps.

    Good day!

  11. Print more than 5 checks in Zoho Books

    Option to print more than 5 checks in Zoho Books

    7 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  12. Pin Favorite Reports

    I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.

    Best Regards,
    Syed H

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.

    Hope this helps.

    Regards,
    Ann

  13. A budget comparison tool.

    A budget comparison tool.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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