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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.

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  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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6198 results found

  1. Export items by category and/or item search

    We desperately need the ability to export any item at any time without exporting the entire list of items. In other words, we need to be able to isolate the item exported by category sometimes and other times by search results.

    For example, if I search blower pulley...then the only items that should come up to be exported are blower pulleys. This will allow me to more quickly reset pricing and/or shift information without having to extrapolate out of a master spreadsheet.

    Also, we need to be able to export only individual categories. A simple drop down to export by…

    9 votes
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    0 comments  ·  Items  ·  Admin →
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  2. Sync Zoho Books Budget to Zoho Analytics

    Make budget available in Zoho Analytics for us to expand budget capabilities and cross data from other services against budget.

    9 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  3. Ability to budget for ALL Types of Accounts

    We would like the flexibility to enter budgets for any type of account (not only P&L).

    Considering we have significant capital expenditures, it is important that we:

    1. have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
    2. can track timing of expenditures by specific account (i.e. cash flow purposes)
    3. project timing of capitalization (asset balance & depreciation)

    This will help determine performance but allow us to make important business decisions.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  4. Please integrate like ICICI and Standard Chartered with HDFC Bank too

    Please di with HDFC and SBI too
    Both are No1 bank in their spectrum.

    9 votes
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  5. Inventory adjustment, accounting / physical

    Adjustment of the accounting stock and physical stock independent.

    9 votes
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    1 comment  ·  Inventory  ·  Admin →
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  6. Put more information on normal invoice of the retainer invoices already paid

    In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.

    In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :

    Retainer invoice Number
    Retainer invoice date
    Retainer invoice % (percentage of the total final invoice)

    example :

    Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $

    Thanks for taking in consideration that request

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Please add traditional Chinese language set.

    Zoho inventory & books only have simplified Chinese language. Please
    Please add traditional Chinese language.

    9 votes
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  8. Need restriction branch level user role

    please note that in the current software which you have provided us need some customization, as we want limited access of data to our branch/sub-divisions.you are requested kindly guide us for the same so that limited excess can be provided to the concern team.

    9 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  9. Seperate module for Salary & Wages to restrict access of Staff to know other employess salary

    Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .

    9 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.

    Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.

    9 votes
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    3 comments  ·  Banking  ·  Admin →
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  11. Have the same schema of numbering system for retainer invoices than normal invoices

    Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???

    and do not have a separate system of numbering?

    In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!

    All our french user cannot use the current system...

    All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :

    RETAINER INVOICE 10455
    INVOICE 10456
    RETAINER INVOICE 10457
    INVOICE 10458
    and so on....

    Could you please allow…

    9 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. Option to filter projects based on the custom fields

    Please have the option to filter projects based on the custom fields

    9 votes
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    1 comment  ·  Admin →
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  13. TDS

    TDS REPORT RECIVABLE
    TDS REPORT PAYABLE

    BOTH ABOVE ON MONTHLY BASIS AND YEARLY BASIS MISSING.

    ON 7TH I NEED TO PAY TDS TO MY CA TO FILE REPORT, IT SHOULD BE AT A SIMPLE CLICK AND SAME IS FOR RECIVEABLE AT YEAR END FOR RECONCILLING.

    9 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. Currency symbols for all prices

    At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.

    9 votes
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    0 comments  ·  Templates  ·  Admin →
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  15. Merging Chart of Accounts.

    Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.

    9 votes
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    0 comments  ·  Accountant  ·  Admin →
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  16. Rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption

    Allow for renaming certain modules in Zoho Books (And Zoho finance showing in Zoho CRM integration). Real example: rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption as some organizations really call it Quotes.

    9 votes
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    3 comments  ·  Estimates  ·  Admin →
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  17. Integrate with Rave Flutterwave Payment Gateway

    Rave FlutterWave is the leading online payment solution that covers almost all Countries in Africa. Some of the top existing customer include Uber, Booking.com, Jumia eCommerce.

    It would be good to see Flutterwave payment gateway supported.

    9 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  18. Add account codes to Bank Import Templates to auto-reconcile on import

    My company uses Xero and one of the most helpful tools it has, is when doing the bank recon, it allows transactions to auto-reconcile on import to the correct account provided the account codes are listed.
    Please can this be implemented. I can also provide screenshots if necessary

    9 votes
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  19. Autopay for invoices created with API

    8 votes
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  20. Allow PO and Quote/SO in CRM to map to Books as PO and Estimate

    If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.

    8 votes
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    2 comments  ·  Admin →
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