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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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6163 results found

  1. Allow inventory tracking on purchased items

    Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation

    If the purchased option is check and the sales in not check there is no inventory option.

    If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…

    3 votes
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    1 comment  ·  Items  ·  Admin →
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  2. Skip an recurring invoice

    Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. I need printed date and time at the bottom of invoice

    I want to get time and date on invoice printed.

    3 votes
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    0 comments  ·  Templates  ·  Admin →
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  4. Rate per Hour or Day per Task and/or per Role (Projekt-Member)

    Rate per Hour or Day per Task and/or per Role (Projekt-Member)
    Two Dimensions for more flexibility

    A Task can have a Rate
    A Role (Project Member) can have a Rate

    That would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......

    3 votes
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  5. Allow override of GST values

    Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Modify the expense by category report to include supplier credit notes

    The Expense by Category report does not show supplier credit notes, hence expense totals are not real....

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Distinction between raw material and finished goods and track raw material consumption based on finished goods produced.

    We receive goods in kg and we convert them into smaller packs of numbers. It is difficult to track inventory in this manner. also, we buy packaging material which is primary to our product. whenever we sell these smaller no's pack, we sell them in this primary packaging that we bought (cardboard boxes). But when we make the sale, we only select the main item in invoice and not the cardboard boxes and thus we cannot track its inventory. How can this be solved?

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  8. I would like to see a bank reconciliation format be included

    The ability to print a bank reconciliation in the format of
    Bank balance add deposits in transit less unpresented checks will be most a welcomed addition.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. checks, allow more data be put on check stub.

    Printing checks, I need to put more information on the checks stub for checks written.

    3 votes
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    1 comment  ·  Admin →
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  10. P&L by class

    Need to be able to run reports (especially P&L) by class, with each column a class

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. Documents Alignment - RTL

    Hi,

    We are trying to use this great app here in israel and i like the general the idea of a prebuilt templates.

    Still, It is crucial to have an option to set the whole document to the RTL direction instead of LTR.

    Is it something that is in the plan for the near-feature?

    3 votes
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  12. Balance sheet reports require incoming/outgoing colums

    A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.

    3 votes
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  13. recurring invoice report by item

    Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.

    3 votes
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  14. Project filter in timesheets

    Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'

    3 votes
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  15. Zoho Books refund check printed out of the zoho books

    We would like to print the refund check out of Zoho Books.

    3 votes
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  16. Ebay with Zoho CRM Integration

    Forget spreadsheets, time-wasting sync-ups or manual data transfers. Get these two apps happily teamed up, making your life easier.It sync data such as Customers, Sales, Invoices, Products to Zoho CRM from eBay store to Zoho CRM,which enables businesses to run more efficiently & enhance efficiencies in the business processes.

    We have integrated Zoho CRM with eBay(2-way Sync), which provides you the following business benefits;

    Auto synchronization of customer data to Zoho CRM.
    Auto Synchronization of Products to Zoho CRM.
    Auto-sync orders & invoices to Zoho CRM.
    Get a complete view of your transaction information from one place.
    Sales in your…

    3 votes
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  17. Add Zoho Books Australian account support to Chrome Extension

    I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?

    3 votes
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  18. Allow %Balance% (Total Customer Balance) in Invoice Emails

    It would be immensely helpful if the %Balance% tag from the Statement email template would work on the Invoice email template. I want to show my clients their total balance due, along WITH their current invoice amount.

    Total Due %Balance%
    Invoice Due %DueDate%
    Invoice No. %InvoiceNumber%
    Invoice Amt. %Total%
    Invoice Date %InvoiceDate%

    3 votes
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  19. Reporting tags for Sales by Sales Person

    Reporting tags are currently available only for Sales by Item. They should be extended also to Sales by Sales Person

    3 votes
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  20. vendor gstin for purchase order should not be mandatory

    As for purchase order vendor GSTIN does not affect accounting.

    So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
    Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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