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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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6174 results found

  1. Would like to see a report of all unbilled hours not associated to a project.

    This report would show all customers and under each, the number of unbilled hours. Clicking on a line would open the vendor bill associated with that transaction.

    1 vote
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  2. 1 vote
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  3. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  4. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  5. Different deadlines

    In zoho it will be amazing to have the possibility to choos Different payments deadlines for customer and both for supplier. In fact, sometimes it happens that a supplier grants payment in installments, or you agree with your customer, but currently you can only set a single deadline.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Financial Statements sorted by Account Codes. This is standard financial reporting but is not available online.

    Offer a way to customize the online view for basic financials..PNL and Bal Sheet by account code. Basic financial reporting for companies with numbered general ledger accounts..

    1 vote
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  7. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Filter unnecessary contacts out of Zoho Books

    Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them.   Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. vat report

    In zoho books vat tax is not cover as VAT Tax applicable in Petrol/Diesel

    1 vote
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  10. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. Need to link customer and vendor contact transactions

    I have a few contacts that we need as both a customer and a vendor and I need to access transactions both to reconcile a transaction in checking account. But because its a debit in checking it will only let me access vendor info, not the info in customer payment as well.

    1 vote
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  12. Restore an erased Invoice

    Sometimes, a user can erase an Invoice for mistake.

    It will be helpful a recycling bin to can restore it.

    1 vote
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  13. Would like to be able to select MULTIPLE expenses from the expense section and invoice them at the same time

    Once you filter the expenses that are outstanding to be billed for a customer or project you can invoice them one at the time (which is no good). There is no option from this few to add outstanding ones. It would be great if one could select them and add them all in an invoice.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. billable expenses to be listed also with product during invoice creation

    When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. The ability to add time activity to a client and not have to add a project profile.

    When logging in time I am forced to create a project, I think it would be easier to just add a client and make it billable to a project.

    1 vote
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  16. Ability to enter start date and end date by task

    We want custom field for each task . It is not possible to define total cost per task. Per task bill is based on time spent. Provision is required for lump sum per task

    1 vote
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  17. Integrate Zoho Book & Zoho Creator customers portal

    Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.

    1 vote
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  18. 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 ...

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  19. Add a toggle switch on the dashboard to hide sensitive information when necessary.

    A nice feature would be to be able to quickly blur the dashboard to hide sensitive information when someone enters the office.

    1 vote
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  20. show zoho book account and my status of my recent bank account

    show all recent transaction in my bank account and zoho book account.

    1 vote
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