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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.

Before posting, please ensure the following:
  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. TAGS report

    • hello it would be great to generate a TAGS report so we can see all entries associated with a TAG.

    for example we may sales and POs associated with a tag- currently we can't see the P&L report as they are orders and not invoices and bills.

    18 votes
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  2. 18 votes
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  3. Proejct Recurring Revenue Reporting

    I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.

    17 votes
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    2 comments  ·  Reports  ·  Admin →
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  4. mileage

    I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.

    16 votes
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  5. 16 votes
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  6. A project related report that lists all transactions

    At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.

    15 votes
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    3 comments  ·  Reports  ·  Admin →
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  7. Reports in different currencies

    Allow P&L, Balance Sheet and other reports to be generated in a currency other than base currency.

    15 votes
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  8. In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code ins

    In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code instead of alphabetical in the COA and also in the Reporting tab. So in the P&L sort by account code, not alphabetical. There is a reason that we have codes, we want those to show up first.

    13 votes
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  9. Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing

    Hi,

    It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.

    13 votes
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  10. inventory report

    I would like to be able to run an inventory report and filter on the quantity on hand so that I can easily see what inventory I am low on.

    I see other suggestions to add filters. It would probably be easiest to add filters to all of the fields in the inventory summary report.

    13 votes
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  11. Reports / Sales Tax Liability

    -Taxes
    -Sales Tax Liability
    -Custom
    In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.

    12 votes
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  12. Profit and Loss Report by Contact

    We desire the Profit and Loss Report to be able to be filtered by Contact. On the sales side we use Customer Account Name : Job Number in our contacts. Accordingly we record sales, costs of sales, expenses to those contacts. Therefore we need to run profitability reports by those contact records.

    12 votes
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    3 comments  ·  Reports  ·  Admin →
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  13. Enable direct lodgement of BAS to ATO

    Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).

    12 votes
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    2 comments  ·  Reports  ·  Admin →
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  14. Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin

    A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports

    12 votes
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    1 comment  ·  Reports  ·  Admin →
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  15. please create a report customer wise products wise total sale.

    please create a report customer wise products wise total sale.

    12 votes
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  16. Sales by month report

    Report that shows a snapshot of all of the sales per month.

    List broken up by fiscal year to show a total for the year.

    11 votes
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  17. Add option to choose a particular date for the fiscal year rather than just month

    Have the ability to set the fiscal year to a specific date to make reporting easier. For example in the UK tax year start around the 5th or 6th of April so it would be good to set the exact date not the 1st of the month.

    11 votes
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    1 comment  ·  Reports  ·  Admin →
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  18. filter for sales by item report

    Can you make a filter icon to filter the items in the sales by item report
    thanks

    11 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. Accept Comma in currency figures

    Dear Zoho,

    A feature I need is when you paste an amount with comma ... say 3,256.90 it should be accepted with the comma. Many a times we copy from excel or from calculator and it becomes a pain to remove the comma first

    11 votes
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    2 comments  ·  Reports  ·  Admin →
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  20. Print Chart of Accounts Report

    It would be nice to be able to print out the chart of accounts in a report format. I'm not talking about the ability to export it to Excel, where it needs to be formatted each time. Adding or modifying accounts in the CoA is very common and we need an easy way to print out a fresh copy. Also, many people use a printed copy of the CoA to write account codes on source documents or to quickly find accounts when posting entries.

    I have worked in the accounting field for almost 3 decades and every other software I…

    11 votes
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