Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    156 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Printing of Vouchers

    Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

    Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

    50 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make reporting tags visible on all SOs, POs, Invoices, and Bills

    As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

    33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  4. sales person commission on sale payment received

    sales person commission on sale payment received
    1. commission % depends on item
    2. it will be payable on sales payment received
    3. commission % is different for each sales person depends on performance of sales person

    31 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create/Edit Account Type under Chart of Accounts.

    We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.

    19 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  6. Investment in shares and Investment in MF

    Hi,

    Investment segment is missing .

    For Investment in share and MF required Accounting Like Stock.

    Please consider this feature in Zoho Books

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  7. Item History for Customer - Prices for Items Invoiced and Estimated

    Zoho Books - Customer - Transaction gives an overview for a customer as per Invoice.

    I suggest to have an Item History for each customer which will allow us to see existing prices quoted or invoiced to individual customer in the past

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  8. zoho books Integration with shopify

    Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  9. OFFLINE BILLING

    please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  10. Bulk re-assignment of expenses into new COA categories

    When a Zoho Books user decides to reorganize the Chart of Accounts (COAs), existing transactions cannot be easily moved to new COA categories. You literally have to edit each and every transaction. This is crazy. We just spent a couple of days editing hundreds of individual transactions because there is no bulk edit option. Why is this not being prioritized. We often update our COA categories, to align with our changing business model and IRS tax form categories. We like to align our COAs with IRS categories, so we don't have to pay our accountants extra money to move reclassify…

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  11. Cross exchange rate, please!

    I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export data with attachements (invoices paiements & attachements)

    It will be perfect for us to export all informations (not only csv) but attachements two.
    Best

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  13. Map Accounts for WePay Transactions

    Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  14. Tax payable account in manual journal

    Option to post manual journal for tax payable account - global edition

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Gathering Information  ·  2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  15. Increase the number of decimals for FX conversion rates

    We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
    The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

    Example: Current USDLAK = 8,160
    A LAK 1,000,000 amount should be booked as USD 122.55
    Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
    To be safe with LAKUSD we would need at least 8 decimals.

    My question is: would it…

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  16. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  17. Increase the decimal places for Exchange rates

    Increase the decimal places for Exchange rates - 6dp is too few, this in not in line with banks currency conversion.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  18. Easier entry of discretionary sales-surtax

    In the USA in Florida, each county is allowed to collect a small sales-surtax in addition to the standard state-wide sales-tax. Not all counties choose to collect an additional surtax, but many do. The amount varies from 0.5% to 2.0% if it is collected. When the sales tax is reported, the amount of surtax collected must be specifically stated on the tax return, and any amount with a surtax that differs from my business' county must be likewise specified.

    Currently Zoho Books allows me to set up tax groups, and this allows me to set a base tax rate and…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Scanned Documents To Existing Transactions

    The newly added ability to scan in documents is great but it only gives the ability to add the scanned documents to a new bill or new expense. if there are recurring bills in the system it will not allow you to attach to that existing bill. you would need to delete the recurring bill that was entered and create an entirelly new one.
    the ability to add to a scanned document to an existing transaction would be great

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  20. Implement Cost Center Management funcionality

    Cost Center Management is a vital tool to analyze each units profitability, por the cost impact of an específicamente unit of your bussiness.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5
  • Don't see your idea?

Zoho Books

Feedback and Knowledge Base