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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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324 results found

  1. 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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  2. Round off/ adjustment in zoho expense

    Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.

    4 votes
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  3. Allow tax override/manually edit in Bills as can be done in expenses

    Need to be able to adjust / manually edit tax amount in Bills as we can do in expenses since some supplier doesnt calculate the taxes like us and have to adjust +- 0.01 $ - 0.02 $ in GST or PST to reflect the bill received.

    https://www.zoho.com/books/kb/taxes/tax-override.html

    4 votes
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  4. Free Item Column

    Adding a Free Column to the item table in bills & Invoices

    4 votes
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  5. Print Check from Expense

    When entering an expense that I am going to pay with a check, I would like to be able to print the check directly from the expense. I don't want to have to go write a bill that I attach to the customer and then manually mark as billable. I want to do it all from the expense.

    4 votes
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  6. 3 votes
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  7. more than one tax on an expense item

    In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:

    https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0

    3% over the purchased item + 22% over the 3%

    I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. i have added employee Name to Map the expanses, request you to add the into Shortcut while categorized the Banking Feeds

    Employee name has to be shown While mapping the Banking Transjection Feed thru shortcut

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. Add Sync.com cloud storage for attaching receipts to expenses

    Add Sync.com to the list of cloud storage providers. They provide secure cloud storage - a much safer place than Dropbox for keeping receipts. By adding this provider to the list, we can then attach receipts for expenses.

    3 votes
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  10. expenses

    In the dropdown list to filter expenses, we have Reimbursed expenses. It would be great to also see Not reimbursed expenses which is often requested to identify what is left.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Move Expenses

    Ability to select multiple expense records and "move" them to another project or another customer.

    3 votes
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  12. allow

    We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  13. Enable sort by "Age" and "Due Date" in Aging Details Report.

    The use of the report is to know when to pay bills and needs to be sortable.

    3 votes
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  14. Would like to see Expenses and Bills posting

    Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.

    3 votes
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  15. Ability for the document reader to process credit notes.

    Would really like to see the ability for the document reader to process credit notes.

    3 votes
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  16. Change a categorized expense without having to un-categorize the expense and lose attachment.

    Be able to change the tax rate on categorized expense without having to un-categorize the expense and lose the attachment.

    3 votes
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  17. Pouvoir gérer les pourcentages positifs (Ex. +5%)

    En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.

    Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.

    Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.

    Merci d'avance.

    3 votes
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  18. When Creating a Purchase bill , We want to calculate SGST and CGST both on a item rate.

    We want to calculate more than one tax category on a item . such as SGST and CGST but it does not opt to select more than one tax category.

    3 votes
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  19. allow to print expenses.

    In India, we need to maintain expenses and attach physical receipts to expenses that we make.

    Digital formats are widely not accepted and this is one major problem for me since the feature isn't available. I cannot switch to Zoho from my existing system for the same reason.

    3 votes
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  20. 3 votes
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