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. Integrate more payment gateways like CC Avenue, Payfort and more

    It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.

    54 votes
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    8 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Reporting Tags needed in Manual Journals and Bulk Add Expenses

    Reporting tags are a fantastic feature that can solve so many issues for Locations, Departments, Projects, etc. However, it is a real weakness that Reporting Tags cannot be assigned to Manual Journals or Bulk Add Expenses. I'm working around this by using Bills for some manual journals (eg, entering depreciation journal as a zero-sum bill) and entering expsnses singly rather than in bulk. But logically would be much better just to be able to add reporting tags to Manual Journals and Bulk Add Expense items. (Bulk Add Expense items also seem to lack tax coding.)

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

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  3. discount by line on purchase order

    discount by line on purchase order
    discount should be able to be added by line item in the same way that it does for Sales Orders

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

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  4. subtotal expenses on invoice

    I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice

    52 votes
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    5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Developer Sandbox

    It would be nice if Zoho Book's API had a developer sandbox that was available with paid accounts so that a developer can work, test, and experiment with solutions without polluting their "real" books with test data.

    51 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Revolut

    Support revolut as a bank and as a payment gateway

    51 votes
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    5 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  7. put optional items on estimates or allow zero quantity items on estimates for upgrades

    Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.

    51 votes
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    9 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Invoice Print in (POS) Ticket Style or Layout

    Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

    50 votes
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    2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Custom "Lookup" Field

    Must add a custom field "Lookup" that looks up a pre-existing value just like in Zoho CRM, this should be add to all modules (Estimates, Invoices, Purchase Orders, etc.) for example if I want to add the PO number to invoice so I can know they are related

    49 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  10. PLEASE ALLOW PARTIAL PAYMENTS ON RETAINER INVOICES

    PLEASE ALLOW THE SAME FUNCTIONALITY TO ALLOW FOR CUSTOMERS TO MAKE PARTIAL PAYMENTS TOWARD RETAINER INVOICES THE SAME AS THEY CAN FOR REGULAR INVOICES. WITHOUT THIS FUNCTIONALITY I AM SEVERELY HANDICAPPED AS MANY OF MY CLIENTS LIKE TO LOG IN AND MAKE PARTIAL PAYMENTS TO THEIR OPEN ORDERS ALONG THE WAY. SINCE IT'S ALREADY FUNCTIONAL FOR A REGULAR INVOICE I CANNOT SEE WHY WE CAN'T DO THIS FOR RETAINER INVOICES!!!!!

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

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  11. Ability to Add Product Visual/Image to Estimate and Invoice

    I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).

    48 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Add Instamojo as online payment gateway. It is very popular with startups.

    Add Instamojo as online payment gateway. It is very popular with startups.

    48 votes
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    5 comments  ·  Online Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Items - Multi Currency Purchase Rates ?

    Hi,

    We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.

    Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.

    Rates in Exchange
    Where can we input the rates or exchanges on a daily basis on Zoho?

    47 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Tax Shipping

    Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

    47 votes
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    13 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  15. give users the ability to print refund checks from credit memos and over payments under a customer

    give users the ability to print refund checks from credit memos and over payments under a customer

    47 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Stripe and Bitcoin

    Integrate the possibility of paying in Bitcoin with Stripe
    https://stripe.com/bitcoin

    46 votes
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    2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Please allow check printing for employee reimbursements submitted through Zoho Expense

    I want to be able to record a payment and write a check for an employee expense which was submitted through Zoho Expense. Currently, you can only record that you did pay the expense, but you have to hand-write the check. There is no option to write a check for the expense.

    46 votes
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    8 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Save report customizations

    Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.

    45 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Multi-currency Vendor

    It will be nice to have a vendor multi-currency,
    1-Invoices in different currency (foreign and default)
    2-To make payments with diffent bank account currency (foreign or default)

    45 votes
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    2 comments  ·  Vendors  ·  Flag idea as inappropriate…  ·  Admin →

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  20. sales person commission on sale payment received

    sales person commission on sale payment received
    1. commission % depends on item
    2. it will be payable on sales payment received
    3. commission % is different for each sales person depends on performance of sales person

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

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