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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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5590 results found

  1. 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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  2. 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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    0 comments  ·  Reports  ·  Admin →
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  3. 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  ·  Admin →
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  4. merge option of PACKING SLIP for multiple invoices

    in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.

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    0 comments  ·  Invoices  ·  Admin →
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  5. Add a Buttom or Console for Cash Ledger Record Keep

    Add a Buttom or Console for Cash Ledger Record Keep.
    By This feature . users can easily add cash ledger . without using of Mouse.

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  6. Create Custom View for Portal/Create Summary Template for custom View

    I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.

    Hope this feature will be implemented.

    Thank you

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    0 comments  ·  Customers  ·  Admin →
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  7. Remarks Section

    Add the remarks section to the new "View Customer Details" section when creating invoices.

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    0 comments  ·  Invoices  ·  Admin →
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  8. Clone invoice statement

    It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.

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    0 comments  ·  Invoices  ·  Admin →
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  9. Automation workflows - add new fields

    Please add possibility to add automation based on GL entry, chart of account, time sheet and projects

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    1 comment  ·  Automation  ·  Admin →
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  10. report page numbers

    Please add a page number on transaction reports.

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    0 comments  ·  Accountant  ·  Admin →
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  11. 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  ·  Admin →
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  12. 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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    0 comments  ·  Banking  ·  Admin →
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  13. 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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    0 comments  ·  Reports  ·  Admin →
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  14. 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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    0 comments  ·  Reports  ·  Admin →
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  15. 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  ·  Admin →
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  16. 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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    0 comments  ·  Invoices  ·  Admin →
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  17. 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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    1 comment  ·  Reports  ·  Admin →
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  18. 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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    0 comments  ·  Invoices  ·  Admin →
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  19. Vyapay merchant services - ACH Payments

    Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.

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    0 comments  ·  Payments  ·  Admin →
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  20. Add contact or option onthe fly

    In journal entry there is a field for Contact. This is important field and great. But, if the contact doesn't already exist the user must exit that screen, setup the contact and return to screen. Should be an option to clieck and setup new contact on the fly.

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    0 comments  ·  Accountant  ·  Admin →
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