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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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6551 results found

  1. 1 vote
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    0 comments  ·  Reports  ·  Admin →
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  2. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. 1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. ADD NEAGATIVE STOCK FILTER

    ADD ONLY NEGATIVE STOCK FILTER
    FOR
    NEGATIVE STOCK CHECKING.
    THIS OPTION IS AVAILABLE IN EVERY ACCOUNTING SOFTWARE.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  5. Log time for another users and sub contractors

    As an admin you should be able to add time to a project for another users. I would also like the ability to create subcontractors without having to create a user account for them. Thanks.

    1 vote
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  6. Include how to show "Director's Sitting Fee" receipts in GSTR 3B

    There is Utter Confusion whether Director's Sitting Fee Receipts to be shown as Outward Supplies under 3.1 in GSTR3B and if so, under (a) or (b) or (c) - should be under (a) I feel. But then how the tax payable by recipient under Reverse Charge will be accounted for.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  7. zoho billing software spreadsheet plus+ should have one additional last coloumns which will be total of that row. i,e final total payable,

    zoho billing software spreadsheet plus+ should have one additional last coloumn which will be total of that row. i,e final total of net payable by client after discount+sgst+cgst. So that it's easy to calculate price per piece. Even better is adding one more coloums for cost per piece. I have been requesting for this for more than 8 months. Please do the needful .Thanks . Prasanna agencies. Deepak Lalingkar

    1 vote
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  8. Make selecting the VAT drop drown compulsory

    We can select a standard VAT inclusive / exclusive for our invoices as some items we bill for do not include VAT e.g. social media advertising.

    As you do with entering a client name, can you also make it enforceable that before you save and send that it flags up if not VAT amount has been selected. As it stands we can accidentally send out invoices that still say "Select VAT" so ultimately that needs to have at least changed to 20% or Zero VAT.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Emails reports

    We should be able to run a report on emails that were sent via all users that have sent estimate, sales order, purchase order etc.

    When we send something from zoho books via the email option if we forget to cc ourselves we don't know if the estimate was truly sent.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  10. Recurring invoice reminders fill up my email inbox, i can see recurring invoices when i log into Zoho, do not need reminders on email

    Recurring invoice reminders fill up my email inbox, i can see recurring invoices when i log into Zoho, do not need reminders on email

    1 vote
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    1 comment  ·  Admin →
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  11. include a comprehensive list of the forms that can be filled out!

    trying to find out more about the product and i don't see the info im looking for. namely, a list of the forms i can file.

    1 vote
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  12. Please add a option for entering the cheque return transaction in the banking section

    Please add a option for entering the cheque return transaction in the banking section

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
    Reset

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  14. 1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  15. When a historical report is executed, the invoices should show the payments and balances as per the date selected and not current balances.

    example: if I execute a report of invoices for last fiscal year, the invoices which were partially paid in the last year but got fully paid in the current year before the report execution date, the report wrongly shows payment and amount details as per execution date and not as per the date range selected. It will not show the balance amount. So I cannot get account receivables or invoice receivables as per previous dates or last fiscal year which is a very important report.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. 1 vote
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  17. ermitting to change estimates pdf structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  18. Invoice export based on date paid

    Invoice export based on date paid, currently you can only export invoices based on date invoice was created and if it is paid. Not helpful for cash-based accounting

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. add contract to costumers profile

    would like to see options after registration a costumer to be able to send contract to him so hi can accept and sign so that can be on file, and aso be able to send qoute to costumer :
    PS I will print 10000 boxes with you name, do you agree to take them all and in case you sell business or change the name have pay them.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. Dashboard Customisation flexibility

    Hi!
    It would be nice if you could provide the user to have some flexibility in designing / customizing their own dashboard. For example, if I have 2 Bank Accounts, I would like to create a separate label (eg. Overall Position) which would give me the summation of the two accounts (using basic mathematical functions).

    1 vote
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