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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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6591 results found

  1. Categorize bank transactions in bulk

    every month I receive over 100 small ACH processing fees from a vendor. It would be really nice to select these all and categorize them as "bank fees" rather than opening and manually categorizing each

    4 votes
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  2. 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
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    0 comments  ·  Vendors  ·  Admin →
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  3. 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
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    0 comments  ·  Reports  ·  Admin →
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  4. Allow tax override/manually edit in Bills as can be done in expenses

    Need to be able to adjust / manually edit tax amount in Bills as we can do in expenses since some supplier doesnt calculate the taxes like us and have to adjust +- 0.01 $ - 0.02 $ in GST or PST to reflect the bill received.

    https://www.zoho.com/books/kb/taxes/tax-override.html

    4 votes
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    3 comments  ·  Expenses & Bills  ·  Admin →
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  5. 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
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    0 comments  ·  Invoices  ·  Admin →
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  6. Allow inventory reorder point emails to got to someone other than the primary.

    The primary email is the President of our company. I want inventory alert emails to go to me, the manager. Not an unusual scenario. Please allow alerts to be set to any user OR an admin at the very least.

    4 votes
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    1 comment  ·  Inventory  ·  Admin →
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  7. Zoho Sign integrate to portal

    I suggest client can access easily on zoho sign and see all their files signup

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  8. I want to be able to group my billable expenses into one line item on the customer invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Add stripe surcharge

    It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Restrict Bank / Cash Accounts

    There should be an option di allow/restrict individual bank/cash accounts as I don't want a user to see all of the business's accounts. For example, I only want user X to maintain a petty cash account without being able to see all of the other accounts.

    4 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  11. Credit Notes visibility

    I believe Credit Notes are not visible for the customers through client portal. Please make this available.

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  12. Finnish bank integrations

    It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. Free Item Column

    Adding a Free Column to the item table in bills & Invoices

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Take into account Committed Stock in Reorder Report

    We have a longer shipping delay and a lot of orders coming in daily. We need the reorder report to include committed stock in order to be ahead of our inventory.

    Example:
    Items in stock: 50
    Reorder point: 40
    On Sales Order: 35 (Committed Stock)
    On Purchase Order: 10

    That's 50 items in stock, minus 30 committed stock we're at 20 available stock.
    I already have 10 on a PO so to get back up to 40 I would need to order 20 more.

    Basic inventory management equation:
    In stock items - Committed Stock + On Purchase Order - Reorder…

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  15. I would like to have Khmer Unicode Font in Zoho Book and Zoho Inventory.

    I can't print anything from Zoho book and zoho inventory into my language of Khmer. Therefore, I need it.

    4 votes
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    2 comments  ·  Admin →
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  16. Print Check from Expense

    When entering an expense that I am going to pay with a check, I would like to be able to print the check directly from the expense. I don't want to have to go write a bill that I attach to the customer and then manually mark as billable. I want to do it all from the expense.

    4 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  17. Allow Contact Mobile in Invoice Reports

    You can Please allow us to add Contacts Mobile/Email numbers in Invoice Reports because Most people that are service oriented needs to call Customers in a Particular Duration of Say 3-6 Months. So When we generate report, We want Clients mobile number to be printed along for easy access.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Add "or" instead of just "and" for Custom Veiw choices!

    Give me some options when defining search criteria for setting up custome veiw for estimates and invoices

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  19. Quote to PO!

    Please allow the ability to convert an Estimate/Quote into a Purchase Order. This would save HUGE time! Thanks,

    3 votes
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    1 comment  ·  Admin →
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  20. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

    3 votes
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