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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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406 results found

  1. 1 vote
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  2. Party Ledger

    Report must be based on Party Ledger Detail

    1 vote
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  3. Download Daybook for Specific Period instead of only 1 Day

    Currently we can download DayBook only for 1 day. It would be great if we can download Daybook for specific Period.

    1 vote
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  4. cms@wriston.co.in

    Budgets have a option to prefill based on a % of previous month. Give an option to prefill based on the total income. This will help a lot in using this tool, as generally we all reduce the fixed cost and increase the variable as we move from capex to opex.

    1 vote
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  5. remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.

    Remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.

    1 vote
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  6. Balance Sheet Comparison (It's a Must for UK's Annual Accounts)

    Same as Quickbooks have and is much more important than classic Balance Sheet. Even UK's Annual Accounts needs this type Balance Sheet Comparison ONLY. So Quickbooks offer them as 1st option in reports! In Zoho - missing completely.

    Including lines:
    - Fixed and Current Assets
    - Creditors: amounts falling due within one year
    - Net Current Assets (Liabilities)
    - Total Assets less Current Liabilities
    - Creditors: amounts falling due after more then one year
    - Net Assets
    - Total Capital and Reserves

    1 vote
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  7. Generation of multi month 2A/2B Report

    Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided

    1 vote
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  8. Change Order of Accounts on P&L

    We would like to be able to put sub accounts and accounts in an order we specify on the P&L. For example, if I wanted to see Program Services Revenue before Direct Public Support Revenue, I should be able to do that. Quickbooks is an easy drag and drop to accomplish in the chart of accounts.

    1 vote
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  9. Group Reports by Reference or Transaction Details

    It would be very helpful to be able to Group Reports by Reference or Transaction Details column so we can see how much each bank account has still a loan out. Right now when you check loans you see them all mixed up and it is impossible to see at first sight. We need more options to Group reports in general please. Thanks!

    1 vote
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  10. online course help

    When you choose online course http://www.wangkedaixiu.com/wkds/ assistance services, you have the opportunity to collaborate with a team of experienced professionals who ensure that your academic tasks are completed efficiently. Our team members are well-versed in various disciplines and have a deep understanding of different online learning platforms, providing customized services tailored to your needs.

    1 vote
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  11. LUXURY HOMES FOR SALE

    Discover your dream luxury home with our exclusive collection of exquisite properties, featuring stunning architectural design, state-of-the-art amenities, and opulence. Choose from sleek modern penthouses, sprawling estates, or cozy luxury villas. Schedule a private viewing and let our expert team guide you through the home-buying process.Call 7983028075 or 9711298311

    1 vote
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  12. Personalize timesheet details report by billed or not billed

    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

    0 votes
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  13. Working Capital & Free Cash Flow reports

    I am currently calculating my working capital manually - if this could be shown on the dashboard or in a report it would be very useful.

    The same applies to FCF.

    0 votes
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  14. Sales Person Reports

    Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
    It is Important Options.

    0 votes
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  15. Items Per Page in Inventory Summary

    Reports > Inventory Summary
    Only 50 Items per page is seen.

    Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL

    0 votes
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  16. Deleted Record

    There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.

    0 votes
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  17. Meaningful print headings

    Meaningful Report headings for pdf or exls saves.

    Is it possible to have a file name on a report with a meaningful file name.

    At the moment the file are 1448828000000502350.pdf

    The report heading is:
    Reconciliation Details
    Reconciliation Period
    01 Jan 2019 To 31 Jan 2019

    File name could be - Recon_01012019-31012019.pdf

    or csv or xls or ods etc

    Say the first 5 letters of the report name plus the date.
    Then you know what the file is going to be called by looking at the title of the printed report.

    0 votes
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  18. Date calandars

    Please will you standardise the date selection calendars.

    Some are different and some are tricky to select custom dates.

    Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.

    0 votes
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  19. Templates

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could be have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

    0 votes
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  20. Template formats

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

    0 votes
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