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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. 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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    0 comments  ·  Reports  ·  Admin →
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  2. 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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  3. Heavy bike bag in pakistan

    These high-quality fabric side bags are an essential element for those bike rider who carries a lot of luggage with them and wants to ride on long tours. These bags can hold a good amount of components. On average a bag contains around 18 kg s. They are waterproof and durable in nature. Easily removable.Very useful for touring and long routes.
    https://rapidrides.pk/category/accessories/motorcycle-bags/

    3 votes
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    5 comments  ·  Automation  ·  Admin →
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  4. Bills migration from one project to another

    Hi,

    I would like to add a new feature which is very basic and unfortunately its not there.

    I added huge number of bills in wrong project and now to make corrections I need to delete them all and then re bill in the correct project. While it can be easily done with a move option across multiple projects.

    I tried bulk update bills and changed the project name but in reporting it failed to make the move of bills properly.

    3 votes
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  5. Can we have an option for mulitple organizations in one Zoho Books Instance?

    Multiple Organizations are a good features especially for us where we manage groups of companies but are using Zoho Books. It helps with costing consolidation as well.

    3 votes
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    0 comments  ·  Admin →
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  6. Can we have an option for mulitple organizations in one Zoho Books Instance?

    Multiple Organizations under one instance will greatly help in Interco Transactions, Consolidation and will be great for companies like us that love Zoho Books but find managing multiple subscriptions and switching between organisations constantly quite cumbersome.

    3 votes
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    0 comments  ·  General  ·  Admin →
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  7. Pass shipping address in zoho books to Authorize.net

    With the built in Authorize.net integration in Zoho books, it doesn't pass the shipping information. To me, this is very basic functionality that needs to exist, asap. Authorize.net has a fraud filter that can check to verify shipping matches the billing, but Zoho books isn't sending it over.

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  8. Search should support any keyword. Search bar needs improvement

    Whenever we try to add a new item to any bill, we need to search it by exact keyword from the very first character. Suppose I want to search Smart Watch then I must have to type Smart first. If I directly type Watch then it will not show anything.
    This needs to be improved. It should support wildcard search. So, no need to remember each and every item exactly what it is.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Connect with Sumup card readers?

    Lots use the sumup card readers now and it would be great for zoho books to interact with this

    3 votes
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  10. Depreciation recurring journal based on % of assets' value

    Recording depreciation should be based on % of the assets' values. Recording a recurring journal by inputting amounts would not serve the purpose as there might be additions to fixed assets during the year. Also, depreciation is calculated on Reducing balance method rather than Straight Line Method. Therefore, the recurring journal with fixed amounts of depreciation would be redundant. Please provide this feature to easily record depreciation.

    3 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  11. while converting Estimate to invoice, can we have terms and conditions as set in Invoices

    When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
    Thank you

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. job sheet from sales order

    The option to create a job sheet from the sales order, a list of items/part codes without prices and a notes space & tick box per item

    3 votes
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  13. Bank transaction notifications

    Most banks now provide push notifications when a transaction hits or leave your account, however not all banks have caught up with this technology.

    I have a few clients who aren't great at keeping up to date with their payments and am manually checking on a regular basis.

    Is there any capability to set up notifications when a transaction hits the bank feed, or better still when it comes from a particular client?

    3 votes
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    0 comments  ·  Admin →
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  14. Public Link

    Currently the public link for an estimate or invoice exposes the line item with its price and SKU number regardless of the template used for that estimate or invoice.

    This contradicts the customization of templates if the user wants to hide some info.

    Please implement one of these options:

    1. Remove the line item from the preview and include just the totals from the estimate/invoice.

    2. Add a property for the user to select whether to show or hide the details of the invoice in the preview

    3 votes
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    1 comment  ·  Customers  ·  Admin →
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  15. Interest Income Account Type

    Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  16. printing invoice pdf

    When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. web tab

    We use web tabs extensively and find them very useful. It would be great to 1) be able to order them in the Settings/Web Tabs screen and 2) be able to categorize them into folders.

    3 votes
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    1 comment  ·  Admin →
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  18. E-Invoicing for AU

    https://www.xero.com/au/initiative/e-invoicing/

    E-invoicing is becoming mandatory in Australia... please get on with this.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Manual Transaction Work Load

    Paying bill with different currency than base currency and transfer money directly between 2 different bank accounts except of base currency for solution of manual transaction work loads

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. Integration with mercury bank

    Integrate with digital banks like Mercury in the US, xero and quickbooks already do it, I if I can't integrate with mercury I will have to choose one of them unfortunetly

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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