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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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372 results found

  1. Over Draft Mapping

    Please Configure Over Draft account under other current liabilities, further Map the Over Draft for receipts & Payments

    1 vote
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  2. Enabling a banking rule to categorise Vendor payments automatically

    In the way you can create rules for expenses, it would be great to create rules for vendor payments.

    1 vote
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  3. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

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  4. Overwrite 1 penny and up to a 1$

    Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.

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  5. In India, there are multiple sources of funding, in addition to formal sources such as banks, credit card. Can you add this feature

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  6. Allow 5 or 6 zero after the decimal point in exchange rate

    The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
    Currently Zoho Books support 0.00005 but not 0.000005

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  7. Add / Delete transactions

    1.

    You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.

    There are too many so you would prefer to delete the statement and import afresh.

    I dont see an audit problem if is a manual import anyway.

    2.

    Alternatively, you should be able to amend the amount if it is a manual import.

    From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.

    Perhaps until reconciliation after which amendment could be disabled.

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  8. bank account view

    On the bank account screen view that comes up when you click on bank in the bank overview.

    1. Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.

    2. Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.

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  9. Foreign currency Adjustment IMPORTANT

    Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.

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  10. Clubbing of Bank Accounts & Cash Accounts in Banking Overview page

    We Have 15 Petty cash accounts & 15 bank accounts.
    Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.

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  11. Bank Feeds - reduce the number of clicks and default to todays date

    It takes 5 clicks to update a bank feed:
    1. Select the account
    2. Select Refresh Feeds or Sync now
    3. Select Date
    4. Pick the date
    5. Click Refresh

    This is very time consuming when you have multiple accounts (I have over 10).

    It would be better if:
    a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each account

    b) the date pop-up automatically defaulted to todays date - one can always move it back if required

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  12. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

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