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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.

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  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


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403 results found

  1. SALES BY CUSTOMER WITH TAX PERCENTAGE

    Sales by customer report Need Separate Tax Percentage Column for Calculation Tax Percentage

    3 votes
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  2. Interest Income Account Type

    Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!

    3 votes
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  3. add reports tab to the zoho books windows application

    3 votes
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  4. Allow multiple customers or projects to be selected for generating a customized report.

    Allow the selection of multiple customers or projects to selected when generating a customized report. When selecting the customer or project enable the selection of multiple customers or projects by holding down the control key while clicking on the desired names.

    3 votes
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  5. Print Simplified BAS report

    It should be possible to print a Simplified BAS report. At present, the detailed BAS report prints even when the Simplified BAS is displayed onscreen.

    3 votes
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  6. Items custom fileds in packing slips

    Items' custom fields created under item preferences can be printed in invoices but do not print on the packing slips.

    Invoice Templates on the Item table has the option to show Custom Fields. That option does not exist for packing slip.

    3 votes
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  7. Report with Serial number

    Report with Serial number
    The invoice report included the Serial number,
    warehouse report with serial number can be tracked and cross-checked with inventory

    3 votes
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  8. I want a trend line report where I can see trend of my finances on monthly basis and it should be downloadable

    Presentation of Finance data in Trendline with month/year as baseline. this will show up how the business is going in one dashboard.
    example - Sales Vs expenses, Income Vs Taxes paid, Comparative trend line of business for customers so that I can see which month the particular customer business picks up or goes down

    3 votes
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  9. In the General ledger or Account detail report needs more info like the Memo line or Name used.

    The General ledger or Account transactions report needs more info the Vendor field and description field like the Memo line will provide more useful information for the accountant reviewing the info in Zoho.

    2 votes
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  10. Sales Reports by Cash

    Sales Reports Category should have an option to Report either accrual or cash.

    2 votes
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  11. Reports for Estimates

    Would like to have a report of total Drafted estimates for a client

    2 votes
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  12. delivery and packing report

    Hi,

    By 10 pm all our salesmen will update the Purchase officer for the list of items they want for next day delivery and at 4 AM our purchaser officer will go to fruits and vegetables market and buy all the required items for that particular day.

    when delivery boys receive all the items from purchase officer, they should have list of customers to whom and what they should deliver.

    customers will sign in the appropriate row that they received the product.

    2 votes
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  13. custom report - contacts not buying since long time 1month/2/3

    customers not buying since long time custom search for the past lets say 6 months or a year

    2 votes
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  14. Vendor Summary Report

    Please include Vendor Credits on Vendor Summary Report. They are not included even though I tick (include Vendor Credits)

    2 votes
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  15. Target Actual Vs Variance

    I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target

    2 votes
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  16. Hi

    Are you working on the VAT return & summary for the global edition, as this option is only available for UK edition.

    2 votes
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  17. Track Start and Stop Times on Timesheets and Reports

    I'm mostly satisfied with Zoho Books even though I find the timesheet interface somewhat confusing. But there are a couple of things that keep me looking around at other software.

    First: Time entry notes don’t accumulate and generate into the invoice per task, but per entry. I just cannot have dozens of task entries on my invoices.

    My current workaround is to export a timesheet details report into excel, hunt and peck for the notes per task entry, then cut and paste them one by one into the fields on the invoice. Big time suck. I don’t even see why…

    2 votes
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  18. Filter By Customer or Supplier Name In invoice details or bills (Filter in all Reports)

    2 votes
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  19. Documents should interlink each other

    Documents should interlink each other starting from quote generation to payment Historical i.e. quote with ref. no. , revised quote, Sales or Service Order (have to upload soft copy) with dispatch schedule, bill of materials and generation of invoice (Facility for generation of proforma invoice) and after payment receipt with taxation details i.e. clear order process with each document link with other

    2 votes
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  20. TDS report should be available separately

    TDS tax report

    2 votes
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