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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  1. Ability to not show show some Journal entries on Cash Basis reports

    Zoho has a toggle of whether of not to show a JE on a cash basis report but we need a toggle for ACCRUAL ONLY. There are many entries that are accrual basis only. For example - amortizations of prepaid expenses. This will show up on both cash and accrual basis reports which is incorrect. Zoho makes it impossible to have a true cash basis and a true accrual basis set of reports.

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    0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Improve the GoCardless Integration

    We need a more integrated GoCardless experience in Zoho.
    A few ideas that I've seen implemented on other bookkeeping/finance systems are,
    Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
    Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
    Have a better connection between GoCardless and Zoho than just the company name.
    Have automatic invoice payments from a primary GC mandate.

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Summary of Vouchers with HSN/SAC

    Detailed summary report is required (like in Tally)

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  4. Intervals of month aging

    Request for "intervals of" month in "Customize report". The current options are "week" and "days".

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  5. Remarks Section On Invoice

    It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.

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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  6. multiple contacts in portal and automated emails to the right contact

    Currently Books supports multiple contacts to be assigned to the portal access. Estimates, Invoices etc can be made available by manually selecting the right subset of contacts. However, by default, the name (which is full name, not just first name - please fix this) is always of the main contact in the email body.
    Second, the automated reminders should go directly to the person associated in the portal with the invoice, not the main contact. In particular dealing with larger organisations, it is imperative the invoice lands at the desk of the right person, or payment is delayed.

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  7. create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li

    Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.

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  8. Deleted Record

    There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.

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  9. accounts balance showing window on transactions

    while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.

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    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

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  11. set default bank account to make payment from

    Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list

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  12. I would like to make a vendor advance payment and print the check through the system

    We need to make vendor deposits ahead of getting an invoice. I would like to be able to print those types of checks through the system, like print via check

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    0 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →

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  13. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
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  14. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

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  15. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

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  16. Show User on Purchase Order and allow filtering

    Good Afternoon,

    It would be great to have the Purchase Order show the user who created it.
    Also, allowing a filter by USER so an employee could see only their POS.

    Thanks,

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  17. kerala flood cess

    its is difficult to change CESS 1%(Kerala Flood Cess) every time for GST and for non GST Invoices.Please try to make it automatic.

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  18. print delivery note in multiple copies

    I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
    original
    customer copy
    etc

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  19. Sales Pipeline View for Estimates

    Create a NEW VIEW for ESTIMATES….

    The ability to show ESTIMATES in a PIPELINE VIEW

    Columns to show

    -Quote Sent
    -Re-Quote Required
    -Potential
    -On Hold
    -Accepted
    -Declined

    Or maybe better to create CUSTOM statuses

    Then have the ability to SORT the columns as we see fit.

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  20. Reporting Tags- relational database

    If we change Reporting tags, the historic data changes because the Tag is relational as opposed to attached to each individual historic transaction.

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