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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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108 results found

  1. no need for logo in purchase bills

    logo needs to be on only invoices and not needed on bills and purchases

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  2. EASIER WAY TO EDIT ENTRIES

    When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
    While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.

    Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  3. Access to change Account type

    Chart of Accounts:
    Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.

    1 vote
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  4. Change of type of acounnt

    I have wrongly classified one particular account in long term liabilities intead of other liabilities. I am unable to change its type. Pl help to modify , when i edit the transaction.

    1 vote
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  5. 1 vote
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  6. 1 vote
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  7. Recording Interest expense and installment notes tutorial

    I just saw the module on how to create a loan account in Zoho.
    However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
    I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
    Debit
    Interest Expense $3.75 ans Installment notes $248.44
    Credit
    Cash $252.19

    So how…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  8. YEAR-END CPA JOURNAL

    WHERE'S THE LINK TO JOURNALS 101

    1 vote
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    2 comments  ·  Accountant  ·  Admin →
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  9. 1 vote
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  10. 1 vote
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  11. Need options to control/clear Activity Log and Comments & History of sales and purchase

    Options can control "Activity Log" and "Comments & History" of sales and purchase. We can hide or clear it as per the requirement.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  12. sale and purchase entries in one account ledger

    i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
    Request you to kindly resolve the issue. or tell us how to do such entries in that case.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  13. MUST create export capability to XLS for the Budget function in Books

    To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  14. AR related

    When i tried to enter opening balances in AR as CREDIT BALANCE i am unable to enter - there should be a field to enter CREDIT BALANCE in AR as well as Debit balances in AP as there may be some debit balance in vendor would also be there,.

    Also, when entering the opening balances, we must be able to enter the same invoice number and date wise as this will be helpful in future when we extract the outstanding receivable.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  15. Owner's equity difference with other equity

    I want to be able to transfer money from the bank account directly to the owner's to/from advances account created. Zoho only allows to transfer to "Owner's equity" account. So I have to transfer first to Petty cash, then enter a journal from petty cash to the owner's to/from account...

    I think the difference is the builtin "Owner's equity" account accounts for the Owner's equity AFTER all liabilities of the company.
    That account is more made to account for the owner's shares into the company..

    I want to be able to manage that independently.
    Any expenses paid by the owner's…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  16. Adding Quick Tax method for Calculating GST and QST Remittances

    In Canada, you can subscribe to the "Quick Method of Accounting for Calculating GST and QST Remittances" - This means that while you charge the regular % of taxes to the client, you do not have to remit the same percentage to the government afterwards.

    This only means that once you have chosen that option in Zoho and chosen the appropriate rates that apply to you, the GST and QST Remittances reports settings will be modified to take into account those rates at the correct lines.

    Here is more info on the method and rates for QST :
    https://www.revenuquebec.ca/en/businesses/consumption-taxes/gsthst-and-qst/reporting-qst-and-gsthst/the-quick-method-of-accounting-for-calculating-gst-and-qst-remittances/applicable-rates/

    Here…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  17. HR and Payroll software

    For an organization growth time saving software are must . Bank transfer is just waste of time. Now its time to switch to new era Payroll management software with savvy HRMS for effective productivity and error free calculations . Software will help you in tasks such as data handling, salary generation and monitoring employee data. Various statutory compliances and receipt generation can be done with help of software with no overbearing cost .

    1 vote
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    1 comment  ·  Accountant  ·  Admin →
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  18. 1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  19. Hi, I am very disappointed related to customer statement, In Zoho help forum many clients requested you to give edit option

    Hi, I am very disappointed related to customer statement, In Zoho help forum many clients requested you to give provide more templates for zoho customer statement. which is very necessary for the businesses. This is main tool. Sometimes we need reference number or any reference in Customer Statement. Its been 6 years many people asked you, still no response on this matter, i am really surprised that this is not a big deal to provide this option or to provide more templates.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  20. 1 vote
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