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. 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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  2. 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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  3. sorting

    Allow sorting by created custom field in Sales module.

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

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  4. Convert Quotes to PO!

    Just requesting this again for like the 5th time.

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  5. Estimates & Invoices - SORT EMAIL option

    For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.

    A lack…

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

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  6. Filter Reports Based On Business/Individual

    It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.

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  7. Add option to have a total on reports

    It would be nice to have the option to add a TOTAL field at the end of a column on reports.

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  8. 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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  9. 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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  10. Summary of Vouchers with HSN/SAC

    Detailed summary report is required (like in Tally)

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  11. Intervals of month aging

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

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  12. report page numbers

    Please add a page number on transaction reports.

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

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  13. Add / Delete transactions

    1.

    You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.

    There are too many so you would prefer to delete the statement and import afresh.

    I dont see an audit problem if is a manual import anyway.

    2.

    Alternatively, you should be able to amend the amount if it is a manual import.

    From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.

    Perhaps until reconciliation after which amendment could be disabled.

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

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  14. bank account view

    On the bank account screen view that comes up when you click on bank in the bank overview.

    1. Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.

    2. Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.

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  15. Date calandars

    Please will you standardise the date selection calendars.

    Some are different and some are tricky to select custom dates.

    Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.

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  16. Template

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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  17. bill approval by user

    We would love to be able to allocate bill approval by user please

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

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  18. Recurring Invoices

    Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.

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  19. Meaningful print headings

    Meaningful Report headings for pdf or exls saves.

    Is it possible to have a file name on a report with a meaningful file name.

    At the moment the file are 1448828000000502350.pdf

    The report heading is:
    Reconciliation Details
    Reconciliation Period
    01 Jan 2019 To 31 Jan 2019

    File name could be - Recon_01012019-31012019.pdf

    or csv or xls or ods etc

    Say the first 5 letters of the report name plus the date.
    Then you know what the file is going to be called by looking at the title of the printed report.

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  20. sales account

    Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.

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