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. provide real-sync between Zoho CRM contacts and ZBooks

    Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??

    78 votes
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    5 comments  ·  Zoho Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  2. apply journal credits to accounts payable/receivable

    for example a payment was received into a personal account and would like to reflect this by crediting accounts payable and debiting the directors loan account. this feature currently works but does not allow you to apply the credit to the invoice

    78 votes
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    5 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add Starling busniess bank UK

    Can you add integration with Starling

    76 votes
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    9 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Price breaks by quantity

    Add the ability to set pricing based on quantity sold. Example:

    If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.

    74 votes
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    10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there,

    It is now possible to create Quantity-based Price Lists for items.

    Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)

    The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.

    Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.

    Please do write to support@zohobooks.com for any further queries.

    Regards,
    Zoho Cares

  5. Bank Deposits

    You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.

    73 votes
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    6 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Transaction Description Search

    When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.

    A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.

    Strangely, using the search option at the top…

    73 votes
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    15 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

    Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
    1.segment wise Budgeting
    2.Segment wise P&L,
    3.Segment wise Balance sheet
    4.Segment wise Cash flow
    5.Segment wise Budget Variance report in P&L Format

    1. Inter segment Sales /Purchases (sales between divisions within an organisation)

    7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

    72 votes
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    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.

    To know more about this feature, check out our:

    Blog:
    zoho.com/financeplus/blog/budgets-in-zoho-b..
    Help Document: zoho.com/books/help/accountant/budgets.html

    The requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  8. Printing of Vouchers

    Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

    Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

    64 votes
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    5 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Portal access to more than one account

    We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.

    63 votes
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    11 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Sales by Customer Report to Identify the profit margins

    Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.

    63 votes
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    8 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  11. branches

    Please add feature of multiple branches

    62 votes
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    2 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Backorder view/report at product level

    Create a backorder view/report with information at product level.

    When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.

    However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
    - Product Name
    - Quantity ordered but not yet invoiced
    - Sales Order Number
    - Sales Order Status
    - Customer Name

    In addition also orders that are invoiced yet (whole order is a backorder)…

    61 votes
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    7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Allow us to address a different company name within the customers shipping address.

    We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.

    Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.

    61 votes
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    4 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  14. discount on purchase order

    Hello,

    We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.

    Please add a discount box on purchase order, would make life so much easier..

    thank you

    60 votes
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    5 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Customer Parent Account or Sub-Customer Account

    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they make it from the HQ and its including more than one branch overdue invoices. On top of that, in order for them to clear the outstanding of some branches balances, they use many Credit Notes was issued for different branches to deduct from the total outstanding balance to issue the final payment.

    SO, is it possible…

    60 votes
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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  16. GST Tax feature for Malaysia

    The feature i requested is GST Tax feature for Malaysia.
    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

    58 votes
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    7 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Serial Number Tracking

    Allow items to have a serial number Entered in the System.
    1. Enter Serial of Items/Goods and dated purchased.
    2. Warranty Periods for Serial Numbered Items
    3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
    4. Being able to see Faulty Items when returned by customer…

    57 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  18. cheque printing

    cheque printing

    56 votes
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    6 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  19. show what is on backorder from sales order on invoice to customer

    It would be great if the invoice would show what and how many items are on back order when you partial ship a sales order.

    56 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Print deposit slips

    Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.

    54 votes
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    7 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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