Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

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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  1. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  2. Viewing only by person who posts them

    Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.

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    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to sort Uncategorized Transactions by other fields

    Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.

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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  4. enable crop images when uploading receipt images

    enable crop images when uploading receipt images

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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  5. in the "all transactions tab" Permit add a "field" to view...ie..payee?

    In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view

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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  6. An option to CHOOSE if we want BACKUP VERIFICATON CODES instead of automatically being assigned.

    If people setup enough backup phone numbers/email addresses, is there really a need for backup verification codes? Think SECURITY . Small businesses are a major target of undetected malware and if unknowingly your computer is being controlled remotely by a hacker. There are a lot of scenarios from digital security issues to disgruntled employees, where preventative measures here could go a long way.

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  9. Improve Books ---> CRM sync

    The way the fields are synced now between Books and CRM make it a confusing wreck. Account needs to be Company Name, and contact needs to be Primary Contact. The fact that Display Name automatically links up with Account (no way to change it) and contacts have to be added as additional contacts (with Primary Contact in Books being totally ignored) makes syncing contacts a train wreck of data duplication and confusion.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom dates range and sort options when viewing timesheets

    I would like to view custom dates in list mode for timesheets. And sort. Also exporting columns that are filtered reports.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be helpful if zoho would manage basic business needs such as employee attendance and more

    Unlike tally, there are no other accounting software which would provide with basic business needs such as employee attendance, manpower, payroll and petty cash maintainence

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  12. 1 vote
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  13. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. The Projects that you have in Zoho Books to be pushed to Zoho people

    The Projects that you have in Zoho Books to be pushed to Zoho people

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    0 comments  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
  16. recurring

    Invoice recurring
    Add feature "jump period of payment"

    Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
    It would be convenient to decide to set non-billable times.

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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to initiate bill payments from Zoho to my bank for online bill payment

    Currently paying bills with "online bill pay" through my bank website so I don't have to manually print and mails checks to vendors. Quickbooks allows you to initiate these payments through Quickbooks and then sends it to the bank for online payment. So instead of waiting for the payment to go through and then recording it, the advantage of initiating the payment through Zoho allows the future payment to get pre-recorded and can be used for cash flow projections.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  19. Amount in Words

    In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .

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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Override taxes

    Would love to be able to override the tax amount. Sometimes the tax does not apply to the full subtotal. For example HST on $100 is $13. Let's say my subtotal is $100 but HST only applies to $65 which is $8.45. I'd like to just override the HST to show the actual tax charged by my supplier

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    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
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