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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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6576 results found

  1. Book TDS without payment received from client

    There is an disadvantage in Zoho Books that at the time of closing books of accounts, clients whose payment is not received at the end of Financial Year, but i have to book TDS (Advance Tax) for that client, it is not possible in Zoho Books, so my request you to add this feature in Zoho Books

    2 votes
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    0 comments  ·  Accountant  ·  Admin →
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  2. would like attachments from sales order automatically transfer over to invoices without having to re-attach in invoice

    2 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  3. support@zohobooks.com

    2 votes
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    1 comment  ·  Admin →
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  4. Please add Tax collected at source(as per income tax act) in the tax Invoice in india

    We are collecting TCS from our customer so please add this feature

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Reporting Tag shall be visible in Journal

    Hope reporting TAG is visible when we enter the journal. We have many departments and a lot of expense. It is terrible to enter reporting tag which is not visible in journal. We don't know if those are saved or correctly entered. The only way to check is click those dots one by one and close it one by one. Image we have 20 lines to enter and check..

    2 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  6. i would like to add the option of sub total on invoice which means sub ttal of qty & custom feilds..its neccesary for us

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Add Tax Payable to manual journal for US

    While the automatic Tax Payable system may work well enough for Sales Tax, there are other taxes which I am obligated to record and pay that it does not handle so well. For example: in my state it is a requirement that we pay Use Tax on items which we do not resell and were not charged tax when purchased. There is no module for entering this type of tax, so I must make manual expense or journal entries. I would like to put these amounts into the Tax Payable account, but I am not allowed to post any entries…

    2 votes
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    0 comments  ·  Admin →
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  8. Paperless

    we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Expense Refund section to review the transaction directly reconciled from the bank feeds

    Expense Refund section to review the transaction directly reconciled from the bank feeds.

    The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.

    the workaround available now is to filter the bank transactions or check the account transaction report.

    Which again will not include the vendor names and references.

    2 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  10. Add a BCC to the Email Multiple Vendors

    It would be nice to add a new feature to allow sending a BCC email to multiple vendors at once.

    2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  11. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    2 votes
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    1 comment  ·  Automation  ·  Admin →
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  12. It would be very useful when we create a purchase item that each item is "connected" with 2 to 4 suppliers.

    2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  13. integrate Zoho payroll into Zoho books for European clients

    I suggest to launch Zoho payroll to the international market and pair it to Zoho books.

    2 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  14. signature

    Capture client signature on invoices on mobile device. Joist app has a great integration.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Be able to customize content of dashboard in Zoho Books

    1) Decide which section we want to include or not in the dashboard
    2) Include a section with web links

    2 votes
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    0 comments  ·  General  ·  Admin →
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  16. month wise and year wise sales comparison

    we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. Please enable merging of customer and vendor's statement

    If a same company is your vendor and customer as well then need to have single statement of company.

    2 votes
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    1 comment  ·  Transactions  ·  Admin →
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  18. Capability to modify the email template for sending a Payment Link.

    Capability to modify the email template for sending a Payment Link.

    2 votes
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    1 comment  ·  Templates  ·  Admin →
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  19. Client Portal As a Tool of Document Exchange

    Client portal should also be used as medium of document and information change between Business entity and Vendors and same should not only be restricted to documents related to invoices so under option along with Convert to invoice and reject another option must be added of accept document even without converting into invoice

    2 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  20. Add a context field or comment field for additional addresses

    Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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