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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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6958 results found

  1. Customer Column display list customization - Add address field as an option

    Add address field as an option for the Customer Column display list customization

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

  2. Customization or Need some update

    Hi,
    Not able to create the ledger individually and Salaries we could not make Employee name. How we can get the each employee statement ?

    Rent exps - If we have 2 different office & Landlord. We need to have different ledger under their names. But In zoho we could not make it.

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

  3. Allow vendors to upload XML format documents (needed for mexican billing)

    Allow vendors ti upload XML format documents (needed for mexican billing).

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

  4. company's debt management

    it's good if you add new option to monitor the company's debt like loan of the company and monthly emi's and other debt.

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

  5. SALES BY CUSTOMER WITH TAX PERCENTAGE

    Sales by customer report Need Separate Tax Percentage Column for Calculation Tax Percentage

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

  6. Bills migration from one project to another

    Hi,

    I would like to add a new feature which is very basic and unfortunately its not there.

    I added huge number of bills in wrong project and now to make corrections I need to delete them all and then re bill in the correct project. While it can be easily done with a move option across multiple projects.

    I tried bulk update bills and changed the project name but in reporting it failed to make the move of bills properly.

    3 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  7. interest calculate for unsecured loans option should be added.

    please add a feature to calculate the interest. Another account app gives this facility. so Zoho should also add this basic feature. We are using Zoho Books paid subscription. id is agolecha@arfashions.in

    3 votes
    2 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  8. Can we have an option for mulitple organizations in one Zoho Books Instance?

    Multiple Organizations are a good features especially for us where we manage groups of companies but are using Zoho Books. It helps with costing consolidation as well.

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

  9. Can we have an option for mulitple organizations in one Zoho Books Instance?

    Multiple Organizations under one instance will greatly help in Interco Transactions, Consolidation and will be great for companies like us that love Zoho Books but find managing multiple subscriptions and switching between organisations constantly quite cumbersome.

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

  10. Pass shipping address in zoho books to Authorize.net

    With the built in Authorize.net integration in Zoho books, it doesn't pass the shipping information. To me, this is very basic functionality that needs to exist, asap. Authorize.net has a fraud filter that can check to verify shipping matches the billing, but Zoho books isn't sending it over.

    3 votes
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  11. Connect with Sumup card readers?

    Lots use the sumup card readers now and it would be great for zoho books to interact with this

    3 votes
    0 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  12. Depreciation recurring journal based on % of assets' value

    Recording depreciation should be based on % of the assets' values. Recording a recurring journal by inputting amounts would not serve the purpose as there might be additions to fixed assets during the year. Also, depreciation is calculated on Reducing balance method rather than Straight Line Method. Therefore, the recurring journal with fixed amounts of depreciation would be redundant. Please provide this feature to easily record depreciation.

    3 votes
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

  13. Public Link

    Currently the public link for an estimate or invoice exposes the line item with its price and SKU number regardless of the template used for that estimate or invoice.

    This contradicts the customization of templates if the user wants to hide some info.

    Please implement one of these options:

    1. Remove the line item from the preview and include just the totals from the estimate/invoice.

    2. Add a property for the user to select whether to show or hide the details of the invoice in the preview

    3 votes
    1 comment  ·  Customers  ·  Admin →
    How important is this to you?

  14. Auto Migration from Global Edition to US Edition of Zoho Books.

    Automatic migration form Global Edition to US Edition...

    3 votes
    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
    How important is this to you?

  15. while converting Estimate to invoice, can we have terms and conditions as set in Invoices

    When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
    Thank you

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

  16. job sheet from sales order

    The option to create a job sheet from the sales order, a list of items/part codes without prices and a notes space & tick box per item

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

  17. Access to consultants / outside organization

    We have external consultants works for us to maintain accounts and audit. We do not have the feature to invite them here in Zoho Books. If the feature is enabled the purpose of subscribing zoho books will be resolved.

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

  18. Bank transaction notifications

    Most banks now provide push notifications when a transaction hits or leave your account, however not all banks have caught up with this technology.

    I have a few clients who aren't great at keeping up to date with their payments and am manually checking on a regular basis.

    Is there any capability to set up notifications when a transaction hits the bank feed, or better still when it comes from a particular client?

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

  19. Create and lodge Company Tax Return to Australian Taxation Office (ATO)

    Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.

    Please consider or let us know if this in development.
    Please vote.

    3 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  20. Retainer Invoice options to be same Invoice

    I cannot find the following options in the Retainer Invoice:
    1. Product selection in Table rather than just text fields.
    2. Fields in Table like HSN/SAC
    3. Payment reminders
    4. Tax
    5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.

    I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.

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