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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. Balance Sheet Comparison (It's a Must for UK's Annual Accounts)

    Same as Quickbooks have and is much more important than classic Balance Sheet. Even UK's Annual Accounts needs this type Balance Sheet Comparison ONLY. So Quickbooks offer them as 1st option in reports! In Zoho - missing completely.

    Including lines:
    - Fixed and Current Assets
    - Creditors: amounts falling due within one year
    - Net Current Assets (Liabilities)
    - Total Assets less Current Liabilities
    - Creditors: amounts falling due after more then one year
    - Net Assets
    - Total Capital and Reserves

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  2. Getting a job

    How hard is it to get a job now?

    1 vote
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    1 comment  ·  Admin →
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  3. Field Visibility in Templates

    Currently the ability to control field's visibility in templates is spreaded between the "Show on all PDF's" in customized fields and the template.

    Not only this is inconsistent, it limits the ability of hiding/exposing the field on some templates.

    Please move the visibility control of all fields into the template preferences so users can choose which fields they want to show/hide in each template

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  4. Add Project Data to the SO header

    It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????

    1 vote
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  5. Add Project Data to the SO header

    It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  6. Vendor Contacts Sync Between Books and CRM

    Currently Vendor Contacts do not sync between Books and CRM - only the vendor itself.

    We have many vendors with multiple contacts; however the additional contacts do not get pushed back to CRM.

    Please fix this to be the same as the customer sync. All vendor's contacts should be synced with CRM contacts

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  7. Collector insurance VS “regular” insurance

    I’m shopping coverage for insurance, what do you guys think is better? I’m considering between a collectors insurance like American Collectors and something more traditional like Amica.

    They both have their pros and cons, AC is agreed value insurance and is a bit cheaper but has a yearly mileage limit. While Amica is not agreed value but has no limits on mileage or useage what so ever.
    
    Anybody have any experience with collectors insurance? What did you choose and why?
    
    1 vote
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    3 comments  ·  General  ·  Admin →
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  8. Generation of multi month 2A/2B Report

    Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided

    1 vote
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  9. Integrate with PaySprint payment gateway

    Paysprint is a payment application used worldwide to send money, receive money, pay invoices, and get paid at any time.
    It would be good to see PaySprint as one of the payment gateways on the Zoho books payment platform.

    Kindly take a look at what we do at Paysprint: https://paysprint.ca

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  10. allow excluding individual invoices from automated invoice reminders.

    We would like to turn on automated Invoice Reminders, but there are certain invoices that we do not want to be included in the automation. Could there be a feature whereby you can go to an individual invoice and exclude it from the automation? For the vast majority of invoices, the current system is great, but about a quarter of invoices we don't want to reminders to be sent.

    1 vote
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    1 comment  ·  Automation  ·  Admin →
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  11. Unique Travel Jobs: Working On Super Yachts & Sailboats

    Travel Jobs: Working On Yachts & Sailboats

    Travel Jobs

    I’ve met quite a few “yachties” during my travels over the years. People who work as yacht & sailboat crewmembers for a living.

    Today, my friend Katie shares her experience working on yachts, along with tips on how to find yacht jobs. It’s truly a fascinating way to earn money while traveling the world!

    Here’s Katie:

    For more travel friendly job ideas, check out my ultimate guide to the Best Travel Jobs To Make Money Abroad.

    There are around 37,000 yacht crew members employed on the 6,000+ superyachts around the world.…

    1 vote
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    5 comments  ·  General  ·  Admin →
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  12. Smart bulbs

    Anyone has smart bulbs at their home? How are they?

    1 vote
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  13. reset a "user's password"

    Give Admins the ability to force a password reset of any and all timesheet users, vendors, or other users.

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  14. create a timesheet approval on behalf of someone else

    All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.

    1 vote
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  15. create a timesheet approval on behalf of someone else

    All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.

    1 vote
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  16. ITEMS: further options to manage creating and editting items for staff

    Limit Create permission. Current options: View, Create/Edit or Either of those two choices but need more options: either approval when new Item are created by staff or allow edit to untic create or untic edit. We need to manage the abundance of items being created by staff.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  17. Do’s and Don’ts of Commercial HVAC System

    Downtime is never beneficial to a company’s bottom line. If your HVAC system breaks, the building must be shut down until it can be repaired. Nobody likes to be hit like that.

    The solution is contingent on the system in question. If your system is outdated, it may necessitate more maintenance. An HVAC expert can help you figure out how often and when you’ll require service.

    Furthermore, keeping the HVAC system in good operating order safeguards the equipment as well as the people who live and work in it. So, let’s start with some of the dos and don’ts of…

    1 vote
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    4 comments  ·  General  ·  Admin →
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  18. Money apps

    What are the best money apps?

    1 vote
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  19. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  20. Allow vendors to create an invoice from the portal

    Vendors should be able to create an invoice in the vendor portal that can be accepted or rejected. If the invoice is created by the vendor, it will reduce administrative workload for both parties and allow for quicker billing cycles.

    1 vote
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