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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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  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. TDS report should be available separately

    TDS tax report

    2 votes
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  2. On the Expense Details report, include the transaction entry number

    On the Expense Details report, include the transaction entry number

    2 votes
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  3. suppress inactive accounts from being printed in Trial Balance

    Even though we have marked some account heads as inactive, but still they appear in the Trial Balance printout every time. If an account is inactive and has zero balance and no transactions, it should be suppressed in the printout, else it just wastes paper.

    2 votes
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  4. supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!

    customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.

    Then why the supplier name not reflected in summary of inward supplies?

    2 votes
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  5. allow reports to be create by month for year to date, such as P&L by month, so that clients can see comparative months in one report.

    2 votes
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  6. provide ability to send automated (scheduled) customer statements

    Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.

    2 votes
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  7. Add quantity column in report sale by customer

    Add quantity column in report sale by customer

    2 votes
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  8. Display of gross margin in % - On Dashboard

    On Zoho Books, dashboard page, Income and expense graph:

    Should you display of gross margin in % the owners or managers could able to take necessary corrective actions to revise the pricing to enhance the profit margins required.

    2 votes
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  9. Printing of time on reports

    Every time a report is printed, we need the time of print. With transactions taking place throughout the day, we can validate the report based on the printed time. The printing of time should be optional.

    2 votes
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  10. Add reporting timeframe for calendar year as well as fiscal year

    In my country payroll related reports must be calculated based on the calendar year (ending December) even though the fiscal year is different. It would be helpful for reports to have options to set the timeframe to the current and previous calendar year, for cases where those do not match the fiscal year.

    2 votes
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  11. IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL

    IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.

    2 votes
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  12. month wise and year wise sales comparison

    we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,

    2 votes
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  13. A budget comparison tool.

    A budget comparison tool.

    1 vote
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  14. Create a report that shows money not yet settled

    Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.

    1 vote
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  15. Margin reports for individual sales person and individual invoice

    Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice

    1 vote
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  16. Need for additional Fields

    Need the fields customer name and tin number in Tax report

    1 vote
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  17. Refunds/Credit Notes to reflect on Sales by Sales Person Report

    We have to manually deduct any refunds/credit notes from each persons sales totals to calculate commissions properly. Also, there is no field to specify sales person when creating a Credit Note. This would at least make the tracking of refunds much easier!

    1 vote
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  18. Añadir cualquier columna en los informes

    Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría

    1 vote
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  19. Reporting function to display all receivables and payables to any date in the past.

    1 vote
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  20. Report for providers

    Hey,
    It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.

    1 vote
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