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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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6188 results found

  1. Salesperson sales by quantities report

    All companies calculate sell target for salesperson one once by total amount send once by quantities
    So all need to appear sales by quantities report for salesperson please

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. Direct paying my bill in Zoho

    We like it in the global Zoho books the Payment like in this Zoho Video: https://youtu.be/BEAX2aG7ES0 is possible?

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  3. Payment Link Automation

    I want to generate payment links (while adding gateway margins to payee) as soon as I mark the invoice as sent.

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  4. Apply multiple bank feeds to a single journal entry

    I would like to be able to "Match" multiple bank feeds to a single Journal Entry

    3 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  5. comments be updated to include the email address on reminders

    Include the email that payment reminders are sent to in the comments. When you send out an invoice it shows who it was emailed to, add this same variable to the comment created when payment reminders sent out.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. match email attachment with expense, or bill from zoho mail extension

    It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.

    Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming

    3 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  7. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Can We have Accept or Decline Button in the Email Footer itself for Estimates.

    I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  9. multi text custom field

    Allow a custom multi line text box under the subject line in estimates.
    This will then allow us to add additional description details for the estimates.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  10. create the ability to share landed cost items from one bill to multiple bills

    make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Add search field for files in Zoho Books Documents module

    Add the possibility to search for a file names in the documents section Zoho Books

    3 votes
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  12. Stop removing spaces from file names

    Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.

    3 votes
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    0 comments  ·  General  ·  Admin →
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  13. Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain

    One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.

    It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.

    This would create a easier workflow and less admin for the team!

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  14. urgently needs recipient name & tel number on deliver order

    urgently needs recipient name & tel number on deliver order

    3 votes
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  15. I want cash as default like bank in deposit to or paid through because i have multiple cash A/c

    1.cash counter1
    2.cash counter 2
    3.cash invoice, Default as cash counter in Deposit to

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  16. Payment Receipt link via sms

    A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link

    3 votes
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  17. allow transaction entry into a register.

    Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.

    3 votes
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    0 comments  ·  Transactions  ·  Admin →
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  18. Itemizing expenses should show remaining balance

    When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Debtor & Creditor Reporting

    I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors. 

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Ability to continue time entry from previous day

    In a single click, be able to clone a time entry with a time value of zero and start the timer

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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