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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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323 results found

  1. Print expenses button

    It would be great if we can print expenses. Currently it is not possible

    4 votes
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  2. Modifications and batch editing

    A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).

    This would allow a considerable time.

    Thanx

    4 votes
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  3. Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.

    When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.

    4 votes
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  4. To add discount percentage and round off tab in Purchase Bill. And product search by author

    To add discount percentage and round off tab in Purchase Bill. And product search by author

    4 votes
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  5. In Manitoba Canada we expense the PST portion to the same account as the original expense not to a separate tax expense account.

    I would like the MB PST to go to the original expense account as opposed to a separate tax expense account as it is now at year end I have to go back to that account and move everything to the appropriate expense for year end purposes. very time consuming

    4 votes
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  6. Option for handling charges/carting charges in bills...

    Vendor charge carting and include it in bill which he payed while transferring material from his warehouse to transporters go-down. Please provide this option below subtotal in bill.

    4 votes
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  7. Add a field to show "trade discount" in bills

    Add a field to show "trade discount" in bills

    4 votes
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  8. On-screen bill shows blank description

    We often don't enter any description for the line items on bills received - just the account codes and amounts are all we need. Once a bill has been entered, the "on screen" view of the entered bill shows the amounts of line items, but with blank descriptions. This is not very informative. Under the Customize options for the Item table of the Bill template, it would be really helpful if you could include Account as a possible option to select for the bill. That way, even if the user doesn't manually type a description for each item, they can…

    4 votes
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  9. Please add round off feature in purchace invoice also

    Please add round off feature in purchace invoice also.

    4 votes
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  10. imprest/petty cash

    Need a feature for imprest/petty cash management where we can manage 100 of accounts with the help of zoho. For a big organisation it will be a better option and easy access to maintain the accounts.

    4 votes
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  11. Expense booking

    Please enable TRN number field in expense booking module to avoid unnecessary creation of contact list for one time transaction. Also request to provide the same option in itemize expense booking to book transactions with VAT.

    4 votes
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  12. round

    There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.

    4 votes
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  13. Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order

    Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order.

    4 votes
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  14. set a mileage rate per customer or project

    I get paid different mileage rates by different customers. It would be good to be able to set a mileage rate per customer or project. This would cut administration down significantly.

    4 votes
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  15. Mileage report

    Add the ability to see number of miles on reports so that the total mileage is shown. This can then be used to calculate the amount not claimed by the employee if the mileage rate paid is less than the hmrc rates.

    4 votes
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  16. bulk update due date

    In zoho Books 'Bills' there is an option to bulk update, but I want to bulk update the 'Due date' but this is not an option.

    4 votes
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  17. Moving Expenses to Bills

    It would be great if we can move an expense to Bills which had been mistakenly entered as expenses instead of entering as bills

    4 votes
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  18. Bill of Entry to be enabled in Standard Version of Zoho Books

    There are lot of small businesses who are importing the products from abroad and selling them in India. For them buying the premium version is not affordable. If this feature is enabled in your standard version itself it will be helpful for the small businesses with turnover less than 1cr

    4 votes
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  19. Allow Expenses to be refunded from within the Expenses tab

    We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)

    4 votes
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  20. Zoho Books' view to have same image orientation as Zoho Expense

    Apparently Zoho Expense auto-rotates to fix picture orientation of receipts, which is great, but zooming in on one in Books does NOT have the same/fixed orientation.

    Please make them both fixed/consistent.

    Apparently this is a feature and not a bug according to Zoho Books' support. I disagree but nevertheless here we are...

    4 votes
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