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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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  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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6968 results found

  1. milestone invoicing

    A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Please add Pay options for South Africa. SnapScan or Zapper

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  3. Intégrer le rapport FEC (fichier des écritures comptables)

    Ce document est requis par l'administration fiscale française depuis 2014.
    https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-20170607

    4 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  4. Monthly Reports for any account in chart of accounts

    lets say, you take Vendor A, we should be able to see a monthly purchase/payment summary on month vise also, a graphical chart in addition would be helpful.
    Let say, there is an expense accounts, 'Transportation Charges', a monthly summary along with a bar or line chart.

    this helps in identifying patterns and quick decision making.

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  5. Committed Stock

    Our Items are part of Composite Items too. When we need to assess committed stock of an item, we are having to search at item level and then at each composite item. This causes efforts and delays.

    We suggest that based on the committed stock of the related composite item, the committed stock of the item should include the committed stock of the composite item where it is going to be used.

    For example, if I have a product named X which is in use in a composite item named Y. If I have 20 number orders for X and…

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  6. Please include Bill of Materials (BOM) and Routing in Zoho Books for Manufacturing Concerns

    4 votes
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  7. Copy weekly timesheet project and task categories to the following week

    When i set up my timesheet for the week I have multiple tasks from multiple projects. I'd like to be able to duplicate the projects and tasks to the following week's timesheet so I don't need to scroll through all the project / task drop down menus that are hard to read.
    also want to be able to add comments in weekly view.

    4 votes
    2 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  8. Round off/ adjustment in zoho expense

    Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  9. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  10. Assign a user as the Vendor owner to provide access only to the data of vendor.

    User should have access to view the data related to his vendor for better vendor management. This helps the user to check expenditure, statements, payment status without depending on accounting professional. Example: IT user will have access all vendors supplying hardware, software and peripherals and likewise administration team marketing team and HR team will have access to their vendors for better management vendors.

    4 votes
    1 comment  ·  Vendors  ·  Admin →
    How important is this to you?

  11. Ability to edit Chart of Accounts with out system account types

    Need the option of making the systems' pernament account type,names not visible at all when you don't use them. Especially when you want to print all the columns. It's very confusing. Even though you don't check the "make active' box, it's still shows up
    Thanks!

    4 votes
    1 comment  ·  Accountant  ·  Admin →
    How important is this to you?

  12. Show credited invoices as "credited" rather than "paid"

    When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Add TDS (Tax Deducted at Source) section in ZOHO Books.

    Add TDS (Tax Deducted at Source) section in ZOHO Books.

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Create a historical trial balance that can be reported by month

    Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  15. Follow-Up email for Estimates

    Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.

    Currently, only Invoices can be sent a follow-up e-mail.

    4 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  16. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  17. need to apply Turn over discount as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks

    I need to apply Turn Over discount (monthly or quarterly basis) as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks

    4 votes
    0 comments  ·  Vendors  ·  Admin →
    How important is this to you?

  18. Monthly Financial Reports

    Can we please have a monthly financial reports? This way we can analyse each month vs prior month. Also we can do trend analysis for the 12 months.

    Thank You

    Dhana

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  19. Invoice Furnishing facility

    GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.

    Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.

    There is no provision to track this on Zoho currently.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. Late Fees, Late Fees, Late Fees!

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
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