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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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6579 results found

  1. Create an alert and notification when

    Create and notify when employees do not enter the daily working hours on the timesheet each day

    3 votes
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  2. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Batch pay bills Via A Check in the Bills section

    There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. 3 votes
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    0 comments  ·  Payments  ·  Admin →
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  6. Add Mandatory option under Reference for Payment Made

    Please add in preferences the ability to set Mandatory option for Reference for payment made.

    3 votes
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  7. Add income tax filing to the zoho suite.

    Add income tax filing to the zoho suite. Or atleast have an integration to another company that you can use Zoho details for importing into the income tax software.

    3 votes
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  8. Ability to enter manual journals inclusive or exclusive of GST in the price.

    Hi - please allow us to enter manual journals inclusive or exclusive of GST in the price. Currently it is only exclusive and its very frustrating and error prone to have to manually calculate the ex GST price of all entries.

    3 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  9. 3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  10. Record expenses from SMS received

    I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Enable invoice payment through Stripe ACH without client portal

    When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. Fix the Avaza to Zapier zap

    There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  13. 3 votes
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    1 comment  ·  Accountant  ·  Admin →
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  14. allow different transactions of the same category type to be included in a named rule

    Allow transactions from different vendors to be automatically categorised without naming a separate rule for each vendor. eg if using several restaurants/coffee shops, allow auto categorising under the one rule named Restaurants & Coffee

    3 votes
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    0 comments  ·  Transactions  ·  Admin →
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  15. Allow individual timesheet entries to appear on invoices

    I work with a lot of lawyers, who always want to see exactly how time is kept when I work on a file. An option to post all timesheet entries with my notes on invoices would really help automate legal workflows.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Allow return of inventory item on sales invoice or order directly without having to issue a credit memo.

    It is cumbersome to create a separate credit memo against an open invoice especially in a POS situation. Should allow customer to return items on same sales receipt (and especially if there is no prior sales order to return it against).

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Add a 'reference' field to the recurring bills / expenses

    When you're dealing with several recurring bills (or expenses) from the one vendor, it would be useful to identify what the new bill (or expense) is for once it is auto-created. gsuite for example: you could be handling different domains with one email account per domain - when the expense is created, is it for domain A, or B or C. A reference field in the recurring section would make life so much easier.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  18. Project Hour Subtotals on Invoices

    I want to group hours by task, but for each project, I want a subtotal of those hours.

    3 votes
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  19. Invoice a sales order on another customer

    Possibility to invoice a sales order on another customer.

    Customer 'X' order some products. We deliver the products, but he wants them invoiced on another account, for example his company 'Y'.

    On today this is not possible, but frequently asked!

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Role of MSMEs in Indian Economy

    MSMEs are an important sector in the Indian economy and its play a key role in economic and national development. They not only create jobs but also work together to develop backward and rural communities. As per the Government annual report (2018-19), presently there are 6,08,41,245 MSMEs in India.
    With a hope of the to create five crore job opportunities in the MSME sector, the Government had announced about making changes to the MSME, where turnover will define an MSME, and not based on investment put into it.
    Since its inception, part of MSME has proven to be India's most…

    3 votes
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    0 comments  ·  Vendors  ·  Admin →
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