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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.

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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6171 results found

  1. need to apply Turn over discount as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks

    I need to apply Turn Over discount (monthly or quarterly basis) as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks

    4 votes
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    0 comments  ·  Vendors  ·  Admin →
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  2. Monthly Financial Reports

    Can we please have a monthly financial reports? This way we can analyse each month vs prior month. Also we can do trend analysis for the 12 months.

    Thank You

    Dhana

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Invoice Furnishing facility

    GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.

    Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.

    There is no provision to track this on Zoho currently.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Categorize bank transactions in bulk

    every month I receive over 100 small ACH processing fees from a vendor. It would be really nice to select these all and categorize them as "bank fees" rather than opening and manually categorizing each

    4 votes
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  5. Crypto currencies support

    Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.

    4 votes
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    3 comments  ·  Banking  ·  Admin →
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  6. Average Payment days of a customer

    The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  7. Zoho Sign integrate to portal

    I suggest client can access easily on zoho sign and see all their files signup

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  8. 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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    3 comments  ·  Expenses & Bills  ·  Admin →
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  9. Allow inventory reorder point emails to got to someone other than the primary.

    The primary email is the President of our company. I want inventory alert emails to go to me, the manager. Not an unusual scenario. Please allow alerts to be set to any user OR an admin at the very least.

    4 votes
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    1 comment  ·  Inventory  ·  Admin →
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  10. I want to be able to group my billable expenses into one line item on the customer invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Add stripe surcharge

    It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Restrict Bank / Cash Accounts

    There should be an option di allow/restrict individual bank/cash accounts as I don't want a user to see all of the business's accounts. For example, I only want user X to maintain a petty cash account without being able to see all of the other accounts.

    4 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  13. Credit Notes visibility

    I believe Credit Notes are not visible for the customers through client portal. Please make this available.

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  14. Finnish bank integrations

    It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. Free Item Column

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

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  16. Mobile App Development Company In Delhi

    Avenir digital stories are the best Mobile app development Company in Delhi, Noida. We provide the best services in the Mobile apps including development testing, etc. we also make the Mobile apps in the best platforms and test the Mobile apps in testing platforms. For more information, you can contact us by call & web.

    https://www.digitalstories.co.in/mobile-application-development

    4 votes
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    7 comments  ·  Admin →
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  17. WAY MORE Zapier Update Actions with Support for Custom Fields and Payment Gateway

    We need the ability not just to create an invoice or customer but to FIND and UPDATE an existing customer or invoice. Right now this is not possible and makes zoho books which is otherwise a pretty good program, difficult to use. It also needs to work with the custom fields and with the payment gateway options(IE enabling the gateway for a customer). Adding Zapier functionality is ALWAYS a good thing.

    4 votes
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    0 comments  ·  Automation  ·  Admin →
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  18. AUTO GENERATE BILL NUMBER

    NUMERS WE TYPE MANUALLY. BUT AUTOMATE THE PREFIX AND SUFFIX OPTIONS FOR PURCHASE BILL NUMBERS FOR AUTO GENERATION

    4 votes
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  19. Group wise reporting of Debtors/Creditors in Zoho Books....

    The Should be generated for Receivable balance and vendor balance in group wise

    Like B2B Debtors, B2C Debtors etc.

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Mandatory option for Mobile / Phone number

    This will let the user to key in the customer's Mobile / Phone number.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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