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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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9 results found

  1. Departments and/or Locations

    Allow transactions/reports by department/location. In my case I have an engineering business and a farm that I run together but need to be separated out for the taxman. Other users may have several shops (for example).

    14 votes
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    7 comments  ·  Transactions  ·  Admin →
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  2. 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
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    0 comments  ·  Transactions  ·  Admin →
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  3. 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

    8 votes
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    0 comments  ·  Transactions  ·  Admin →
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  4. Template button on invoice edit screen

    We create a new invoice then send it immediately to the retailer to confirm it. When we create the invoice and are still in the edit/creation screen we would like to specify the template (we use a confirmation template) and send immediately without going back to switch templates and then send. A workflow issue, functionality is all there.

    7 votes
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    1 comment  ·  Transactions  ·  Admin →
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  5. Need Number Format for INR- Need 1,23,400.00 (one Lakh twenty three thousand four hundered

    There is no Indian Currency Format available in ZOHO Books, Please develop this option as your customer I need this option.

    3 votes
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    0 comments  ·  Transactions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently do have the option to have the number displayed in the required format.

    Please go to the template → Click on Edit → Footer → You will find the option to display the amount in words.

    Hope this helps.

    Regards,
    Zoho Cares

  6. Option to Edit the Voucher after Bank Reconcilliation

    After Bank Reconciliation, voucher entry needs to be edit by administrator if require.

    3 votes
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    0 comments  ·  Transactions  ·  Admin →
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  7. Bulk update in chart of account

    Dear ZOHO Team,

    Kindly start bulk update feature for chart of account in old transaction

    3 votes
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  8. Ability to reject records that are submitted for Approval.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  9. Block the modification of a sales order when the client is over its credit limit

    Add the same feature you already have to "Restrict creating or updating invoices" when the client is over its credit limit but for Sales order.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,

    

We have added the customer credit limit preference to effect the Sales order. 
You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save



    Best regards, 

    Zoho Books Team

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