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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.

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324 results found

  1. Expense Category splits mobile app

    Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.

    1 vote
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  2. Create bill on behalf of vendor and email to them

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

    1 vote
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  3. Stopping Overspend

    I'll explain with a typical scenario.

    We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.

    Now when you look at our bank statement and Zoho books, they do not match as well.

    As a startup services company we have more expenses to be met. Since…

    1 vote
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  4. Custom Fields for Itemised Expenses and Bills

    We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.

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  5. 1 vote
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  6. expense reports with attachments

    For accounting purpose, ability to generate an expense reports with attachments (proof of expense)

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  7. Allow the Owner Draw account to be used when entering a bill.

    Allow the Owner Draw account to be used when entering a bill. Need to pay owner by check and can't code to the Owner Draw account.

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  8. Line Item wise Discount

    There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.

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  9. payroll system per work for temporary employee

    payroll for employee like working on per meter wages or like per kilogram in brick manufacture

    1 vote
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  10. Need expenses approval. I need to manage all expenses with my knowledge.

    Need expenses approval. I need to manage all expenses with my knowledge.

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  11. Please make an option to show line items on the check stubs.

    We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
    It should be optional, because most bill payments by check should not itemize out every line.

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  12. Memorize/Autofill Expense account associated with Vendor

    There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving

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  13. Retention taxes that basically means negative rates. In Mexico, some kind expenses vendor sell, they must retain -4%. Freight as example one

    Retention means Vendor must retain that tax from you and report directly to Tax Goverment agency. Example, if vendor sells a freight service to you by 1,000 pesos. They charge 16% of our main tax (we called IVA) but also must retain -4% (IVA) so :

    Subtotal 1,000
    +IVA (16%) 160
    -Ret IVA (4%) 40
    Total $1,120

    1 vote
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  14. ACCOUNTING

    HOW TO DO?

    1 vote
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  15. Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!

    Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.

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  16. 1 vote
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  17. Link billable expenses to existing invoices instead of raising a new invoice

    We have just migrated our data: existing invoices and existing client reimbursable expenses to our account and I find that there is no option to link past client reimbursable expenses to past invoices.

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  18. automatic loading of expences

    There should be a automation by which when we we create the invoice, the expenses along with it, ie. transportation or commission is recorded.

    If the accountant insert the transporter name and the weight and price or any other variables, it automatically creates a payable for that vendor.

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  19. Please provide a facility to match a bill to the credit card entry and the credit card bill payment from the bank account

    Please provide a facility to match a bill to the credit card entry and the credit card bill payment to the bank account. Once all the bank statements and the credit card statements are imported in Zoho, I should be able to match the bill to the credit card payment and the bank statement entries to the the credit card bill payment

    1 vote
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  20. Expand search scope in Customer Details under Purchase Bill Items

    While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).

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