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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6638 results found

  1. In case of more than 50 lacs single invoice TCS tax is applicable, but in few case it's not applicable. those details are missing in FAQ.

    In case of more than 50 lacs single invoice TCS tax is applicable, but in case of Trading this tax is not applicable, but in your FAQ in this not mentioned.

    Please provide more details on TCS tax.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Adjustable Dashboard

    It would be helpful if the dashboard was configurable such that you could add, subtract, and rearrange the different modules displayed.

    3 votes
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    0 comments  ·  General  ·  Admin →
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  3. Please enable to use both discount option ( At transaction level & At transaction level) on invoice & Quotations

    It will help us to provide discount only for items and also on total Amount

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  4. 3 votes
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  5. Please add Payment dates on the invoice OR add payment date at item list

    Once an invoice is paid it reflects a payment at the bottom but please can you add the payment date of each individual payment, I urgently need this so that my clients can use the invoice to claim back from their medical aid.

    Alternatively each payment date and amount can also be added to the item list in order to act as a transaction/account history.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Payroll for Canada

    Payroll Integration for Canada and Quebec.

    3 votes
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  7. add LCL Crédit lyonnais Bank

    is not available in ZOHO bank integration,... As CIC, Crédit mutuel bank do ! Why ????
    I suggest to add LCL Bank with EBIC format French Bank
    Many thanks

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  8. Create Advanced Inventory Expense Account Associations for Proper Cost Accounting

    Hi Zoho - Right now, inventory items can only be associated with one expense account, meaning that an organization that wants to track multiple specific expenses and "tie" them to a single inventory item cannot do so.

    The use case is this, if a company manufacturers products and has $100 of materials cost, and $100 of direct labor costs, they should be able to associate those two expenses to the total inventory item cost. Then, when the product sells, those two expenses should finally be realized on the P+L.

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  9. improve CIS reports

    in the UK it is a legal requirement to send a CIS statement to your subcontractors monthly

    At present the system is clunky, you have to add custom filters and then download a pdf report and email out

    It would be a lot easier if you could run a report that automatically filtered only subcontractors billed in the month, and sent the statement automatically to the email address stored in their vendor details at set up

    Would be great to have a feature where you can send

    3 votes
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  10. Include a breakdown of the Vendor credits applied to a bill on the printed check stub

    If we are applying a credit to a bill, our customer requires us to show the credit amount and the credit memo number. It would be very helpful if we could print that information on the check stub.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. Simplify invoices when working with Size Variants

    We're a Clothing company and we've been using Zoho Books since the beginning.
    Now we're working with a lot of different items we find all our invoices become really long and not easy to understand by our clients and when we want to double check stuff.

    There's way too many lines because of the size variants, so let's say a client orders 20 different items in 5 different sizes, this means 100 lines and 6 pages.

    Are you able to make a summary or just show all variants in one line?

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. While trying to create JV Template, user may select Employee, instead of "Contact".

    Especially when template needed to enter Salary expenses for organization not using Zoho Payroll, there is need to add "Employee" instead of "contact" (vendor/customer) at each line items of the template.
    Since Salary JV is multiline JV with multiple accounts getting updated in single JV (For Earnings & deductions), there is need to simplify the template.

    3 votes
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  13. Effective from Rate Per Hour in projects

    I have an ongoing project billed by the hour, everything is perfect.

    This month I negotiated new rates for a couple of assigned users to this project. So I edited the project, updated the Rate Per Hour and all the historical money calculation in the project was updated with the new rate which is wrong, so all numbers are wrong.

    Cost per hour have an Effective From option that avoids this scenario, I don't see why we don't have it in Rate Per Hour, unless there is another way to handle this that I couldn't find

    3 votes
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  14. Heavy bike bag in pakistan

    These high-quality fabric side bags are an essential element for those bike rider who carries a lot of luggage with them and wants to ride on long tours. These bags can hold a good amount of components. On average a bag contains around 18 kg s. They are waterproof and durable in nature. Easily removable.Very useful for touring and long routes.
    https://rapidrides.pk/category/accessories/motorcycle-bags/

    3 votes
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    5 comments  ·  Automation  ·  Admin →
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  15. Direct Debit / Gocardless for Retainer Payments

    Ability to take payment for retainer invoice via Direct Debit / Gocardless Gateway.

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  16. Tax Oweing show as part of Total Payables in Dashboard

    Tax oweing after Generating a tax return in the Canadian edition does not show up under the Total Payables amount on the Dashboard. This is terrible for running the business as the tax amount may not be due for 30 days or more and it should generate as a bill to the tax agency with payment terms so that it shows up in the Total Payables and gets paid on time. Otherwise tax oweing can get forgotten and significant penalties ensue.

    3 votes
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  17. I WANT MULTIPLE DISCOUNT IN INVOICE

    I WANT MULTIPLE DISCOUNT IN INVOICE

    3 votes
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    1 comment  ·  Admin →
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  18. Have the option to get an email notification every time an estimate is viewed even from the public link.

    It is good to know if your estimate has been viewed without requiring the customer sign up for the portal account. It is also good from a sales perspective to know when the client is actively reviewing the estimate to be proactive and reach out to supplement or answer questions. Almost all proposal software already has this feature.

    3 votes
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  19. Show "reporting tag" as a column on expense reports

    I can print a report that filters by reporting tag. However, there is no easy way for me to see an account segregated by reporting code. I can't print a report for "advertising" that shows me how much I spent on advertising for each product.
    I want to be able to add "reporting tag" as a column in a report. Make "reporting tag" one of the available columns when creating a report.

    Note: This was marked as "done" in a feature request from 2018, but it is not done and is still needed.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. White labling in terms of zoho books logo and name

    White labeling in terms of Zoho books logo and name

    3 votes
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