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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.

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  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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6198 results found

  1. In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.

    can I edit the payment made template?

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  2. Add an other type of account in tax payment fields other than a bank account

    Adding other type of account in tax payment fields. I have to produce a remittance to reverse the taxes in the built-in tax payable then make an other entry to have the right balance of taxes accrued at the end of the month.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  3. Option to download banking transactions for a financial year

    It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  4. we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt

    we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt

    1 vote
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  5. Please add a "Customer has viewed the estimate" like you have for Invoices.

    Please add a "Customer has viewed the estimate" like you have for Invoices.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. When we add discount amount and change the option to percentage, it should automatically convert the discount amount to percentage

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  7. Add additional explanation about adding an accountant.

    I assume this is an invite with Admin permissions. It is referenced in the help section, but there's no explanation

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  8. Please add the ability to include $ before 'rate' and 'amount' on the invoice line items

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Timesheet Invoices variables

    Hi
    We use various ways to create invoices through the timesheets and it would be great if I could click on a customers past invoice to view the "Project Invoice Information" used on a particular invoice - there are many variables and this would definately save me time. Thanks

    1 vote
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  10. Would like to see one ledger if you are purchasing and Selling to Same Customer.

    Would like to see one ledger if you are purchasing and Selling to Same Customer. Like its in Tally or Busy. in zoho this feature is not available. We have to manually add payment receive or payment made in both ledgers.

    1 vote
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    0 comments  ·  Admin →
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  11. products

    zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  12. Remove the Vendor Category from the Payment Portal

    Since I am sending my Customers to the payment portal, I do not want them to mess with the Vendor Category drop down when they edit their contact information.

    1 vote
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    0 comments  ·  Online Payments  ·  Admin →
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  13. change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate

    You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  14. pay checks to owner, expenses and other transactions

    1 vote
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  15. Trading account reports

    We need to Trading account reports please update.
    Phone no - 965039554

    1 vote
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  16. i would like to be able to assign different banks to certain customers

    1 vote
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  17. taxable purchase from urd what it is now

    We have purchase taxable service from un Registered person what type of this service Exempted, Nil Rated or Zero Rate or Els.

    1 vote
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  18. Reset for Books

    When we do reset - It should delete all the information as it works in the smart phones. ( All Data should be cleared)

    When we are implementing / migrating any data from legacy systems
    either directly or through excel sheets. if we update a incorrect data unfortunately a measurable volume. It is very difficult to delete all the data again. ( when we update with all parameters like - Invoice with Payment, Bills with Payment details)

    1 vote
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  19. item wise discount in purchase invoice

    please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  20. Like Esc in tally. Create a back step shortcut.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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