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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.

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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6131 results found

  1. Show "reporting tag" as a column on expense reports

    I can print a report that filters by reporting tag. However, there is no easy way for me to see an account segregated by reporting code. I can't print a report for "advertising" that shows me how much I spent on advertising for each product.
    I want to be able to add "reporting tag" as a column in a report. Make "reporting tag" one of the available columns when creating a report.

    Note: This was marked as "done" in a feature request from 2018, but it is not done and is still needed.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. While trying to create JV Template, user may select Employee, instead of "Contact".

    Especially when template needed to enter Salary expenses for organization not using Zoho Payroll, there is need to add "Employee" instead of "contact" (vendor/customer) at each line items of the template.
    Since Salary JV is multiline JV with multiple accounts getting updated in single JV (For Earnings & deductions), there is need to simplify the template.

    3 votes
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  3. White labling in terms of zoho books logo and name

    White labeling in terms of Zoho books logo and name

    3 votes
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  4. Efficient Search

    Sir/Mam,
    Searching a poduct in zoho is being very difficult. As of now 2 solutions have been made form your side. But both of them are not that Efficient.
    1. Advanced Search
    I have picked a product in the first search but to pick another product i have to search again, when i search the second time the product i have picked in the first searched have not been picked. This is the major draw back in Advanced search.
    2. Contained Search
    The name given for products is a bit long and there are more than 3500 products in my…

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  5. auto sync bank feeds

    Bank feeds should not need to be manually initiated or varified. The bank transactions should automatically sync/pull from the bank based on a schedule.

    For example, I am a long time Quickbooks user and the bank feeds are pulled/updated automatically daily. The trigger is the first login of the day.

    I am strongly considering leaving Zoho because of this missing feature.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. Sync transactions between multiple Zoho Book Banking accounts (Independent organisations) - this would very useful to consolidate payments

    Sync transactions between multiple Zoho Book Banking accounts (Independent organizations) - this would very useful to consolidate payments, especially for holding companies with multiple divisions under one group.

    3 votes
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  7. KlikBCA Business Account automatic import statement

    Please include automatic import of indonesia klikbca business account.

    Thanks in advance.

    3 votes
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  8. Easier Receipt Upload from Mobile App

    Make uploading receipts from mobile app quicker and easier. It would be nice if receipts could simply be uploaded and categorized later, or even better some of the basic information extracted and details could be changed later. This will make the receipt upload process take mere seconds while on mobile app. Most clients are busy and if we make it as easy as possible to get receipts uploaded, that will help everyone.

    3 votes
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  9. I WANT MULTIPLE DISCOUNT IN INVOICE

    I WANT MULTIPLE DISCOUNT IN INVOICE

    3 votes
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    1 comment  ·  Admin →
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  10. 3 votes
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    0 comments  ·  Banking  ·  Admin →
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  11. Be able to sell and use Gift Cards as a payment type.

    Create a payment type of Gift Card and enable the selling of gift cards with all the proper GL transactions automated.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. integrate Red Oxygen SMS with Zoho books

    There is only one SMS service provider available, Twilio. May I request an integration with Red Oxygen SMS API.

    API is simple which uses Red Oxygen account ID, username/email address and password.

    3 votes
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  13. Add the ability to change the bank login URL, especially as banks change them to increase security

    Allow users to change the login URL for their bank(s) to reduce the problems with broken feeds

    3 votes
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  14. Project Profitability should be part of Standard version

    I feel Project Profitability module which is currently part of the Professional version should be part of the Standard version. For small companies like mine Standard is sufficient, just need the Project Profitability since we are a project based company & need to know costing & profits of a particular project. Gross Profit = Sales Invoice minus Purchase Bills. Dont want to spend on Professional only for this.

    3 votes
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  15. Archive old invoices and estimates

    Would be nice to archive old invoices and estimates. I literally have hundreds that I don't need currently making it difficult to find current customers. I don't want to delete them but I also don't need to see them constantly.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  16. Customer Column display list customization - Add address field as an option

    Add address field as an option for the Customer Column display list customization

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  17. Customization or Need some update

    Hi,
    Not able to create the ledger individually and Salaries we could not make Employee name. How we can get the each employee statement ?

    Rent exps - If we have 2 different office & Landlord. We need to have different ledger under their names. But In zoho we could not make it.

    3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  18. Allow vendors to upload XML format documents (needed for mexican billing)

    Allow vendors ti upload XML format documents (needed for mexican billing).

    3 votes
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    0 comments  ·  Vendors  ·  Admin →
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  19. SALES BY CUSTOMER WITH TAX PERCENTAGE

    Sales by customer report Need Separate Tax Percentage Column for Calculation Tax Percentage

    3 votes
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  20. interest calculate for unsecured loans option should be added.

    please add a feature to calculate the interest. Another account app gives this facility. so Zoho should also add this basic feature. We are using Zoho Books paid subscription. id is agolecha@arfashions.in

    3 votes
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    2 comments  ·  Accountant  ·  Admin →
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