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. 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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  2. Batch payments

    Use batch payments to bundle multiple bills into one payment transaction (use tick box to select which bills to pay in the batch, and have the amount editable in case you don't want to pay the full balance of all the bills selected).

    Bank details will have to be recorded in the system for each supplier, so that you can then export a batch payment file and upload it into your online banking system.

    Payments to be recorded accordingly under each bill within the batch.

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

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  3. Make reporting tags visible on all SOs, POs, Invoices, and Bills

    As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

    44 votes
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    4 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Sub "accounts payable", "accounts receivable"

    My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
    It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

    if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

    44 votes
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    12 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Customizable packing slips - attention field, special instruction field

    Invoice & Packing Slip - more customizable

    (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
    (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
    (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

    44 votes
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    8 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Purchase requisition

    It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!

    43 votes
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    6 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Inventory reports by vendor

    I would like to be able to generate individual inventory reports by vendor.

    43 votes
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    4 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add VAT to retainer invoices

    Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).

    43 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Send customers Sales Orders via the client portal

    Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

    Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

    Thank you

    43 votes
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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  10. The ability to swipe credit cards using a usb card reader.

    The ability to use a usb card reader to swipe credit cards when accepting customer payments. This will save time, as opposed to having to type in credit card information every time.

    43 votes
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    2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 43 votes
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    3 comments  ·  Third Party Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Customizable Dashboard

    Please make the dashboard customizable.
    I should be able to create a report, and be able to throw it on to the dashboard for me to see as soon as I enter Books.

    The variable fields should be more easy to choose. E.g. Date Range, Year range.. Graphs that allow Year-on-Year / Month-to-month comparisons between multiple years

    43 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Customize Dashboard...

    It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.

    42 votes
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    5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Automatically import Paypal fees

    This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).

    The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).

    There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.

    PLEASE add this and save us untold…

    42 votes
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    2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  15. DISCOUNT COLUMN IN PURCHASE BILL

    DISCOUNT COLUMN IN PURCHASE BILL

    42 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Schedule C Estimated taxes

    include to ability to automatically calculate quarterly taxes

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

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  17. Extend Availablity of html Template Editor

    Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).

    This is an urgent requirement for me.

    41 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Print EWay Bill

    Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated

    41 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Add UK credit card bank feed

    Since the introduction of the PSD2 directive, we have lost all bank feeds for UK credit cards.

    These were previously available via Yodlee but Zoho have now moved to Token for PSD2 compliant feeds.

    We are currently using Marks & Spencer (M&S Bank) due to their points incentive but we would be happy to move to any supported credit card in the UK.

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

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  20. Set language by user

    The language of the interface and customer portal should be possible to set as per each user. I have staff who speak multiple different languages and it will be necessary for them to be able to log in and interact with the data in the language they are comfortable in.

    41 votes
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    1 comment  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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