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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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  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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6968 results found

  1. no need for logo in purchase bills

    logo needs to be on only invoices and not needed on bills and purchases

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  2. set up a flag or alert on invoice and or customer level

    Please provide a functionality to set up a flag or alert on invoice lever and or customer level that can be used to document special handling of an invoice and or customer as appropriate.
    For example: Customer A is will make a payment within 3 months for invoices in June and July, no follow up needed for the aged invoices.

    Or look out for new accounting POC email address as a result of merger.

    Such flag can be made active, changed to inactive, be deleted or updated.

    Also this flag should display on any action attempted on the customer and…

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  3. Multiple terms of payment

    30% payment for the invoice, the balance due will reduce accordingly and only the 70% balance will be displayed.

    Show the balance due of the date of the first terms.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Limit access to user to different banks accounts

    I'd like to reduce the access to certain accounts users have. It will provide more confidenciality to important information.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  5. There should be some integration for payment which accepts international payment who has business account. Paypal is not accepting it.

    I tried mapping razropay and paypal account one,but both not accepting payment in USD for business accounts i would suggest to bring some integration platform who accepts it.

    1 vote
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  6. Zoho Books Calendar

    notify/remind accounts receivable
    notify/remind accounts payable
    integrate with budget
    integrate with email calendar

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  7. Need expenses approval. I need to manage all expenses with my knowledge.

    Need expenses approval. I need to manage all expenses with my knowledge.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  8. Rental Business

    Rental Business - is a standard business where in some items are given on rent by taking a advance and deposit . Party is charged monthly rent and Gst . And all this are used for tracking inventory at each client sites and total Qty received from each party and balance in our Godown .

    This is applicable for Decoration Party / Computer Printer / Projector leasing Firm / Table sharing Etc

    1 vote
    3 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  9. Allow multiple lines for Clients name

    Allow multiple lines for Client name (some client are operating as c/o or in "care of" another company that needs to be displayed properly in the invoice.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  10. Allow templates to be linked with client language

    I think it would be nice the templates would be linked somehow to the. clients language. I mean, if I have a client that only speaks french (and it is configured that way), I want to send him all the templates in french and not have to select every template manually

    1 vote
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

  11. please add stock location option with batch details

    when create bundle to add new stocks, we have to show those stock where it placed (item location - like, raw, column) so we can reaching there quickly to dispatch those item,

    also we can change item location as per need

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  12. Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..

    Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  13. Please make an option to show line items on the check stubs.

    We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
    It should be optional, because most bill payments by check should not itemize out every line.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  14. Update Lakeland Bank to their new eTreasury platform login

    The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  15. when I Made Sales to SEZ unit Inclusive of GST, Sales amount is not getting reduced by the GST amount included in the sale value

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  16. give the step by step way of importing the opening balances of vendors and customers .Pls give the import format including A/c Allocation

    1 vote
    0 comments  ·  Vendors  ·  Admin →
    How important is this to you?

  17. EASIER WAY TO EDIT ENTRIES

    When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
    While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.

    Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  18. be able to use oanda as automatic currency converter

    enable the use of oanda as currency covnerter instead of open exchange rates

    1 vote
    0 comments  ·  Automation  ·  Admin →
    How important is this to you?

  19. Packing List for export

    Please add Packing list option which is customized for every one in which we can put detail of consignment dimension, net weight, gross weight, amount, no. of items and etc.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. Custom journal filters

    I love to have the ability to create custom fields for manual journal entries.

    However, I'd like to be able to have a custom view of manual journal based on these fields.

    Something like the customized filters like for the invoices or expanses would be perfect.

    1 vote
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?
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