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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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7026 results found

  1. allow time import as decimal

    I would love to see an integration with TSheets.

    Short of that, I'd like Zoho to allow the time spent on an import file to be decimal. Zoho currently requires text 00:00 format. Time sheet exports are often used to calculate pay and its converted to a decimal in the reports. Being able to take time spent in EITHER decimal or text and have the program convert it would bring it up to par with other timekeeping apps like harvest and TSheets. (both of which I use and would like to only use Zoho)

    1 vote
    2 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  2. Attach a document to tax payment

    Within Taxes (Reports section), should have the ability to attach a pdf document with confirmation that the payment has been made. Most other section of Zoho Books has functionality to attach document. Unsure why this functionality is not in the taxes section.

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

  3. print check in another currency

    Currently Zoho only allows you to print checks in your home currency. I have several clients that only accept USD so would like to have ability to print them check from our US dollar bank account.

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

  4. in report iRR

    Option to calculate IRR in report page. Company valuation

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

  5. add ability to bulk associate templates to customers

    need to be able to bulk associate email and transaction templates to a filtered list of customers.

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

  6. allow option to switch books transaction templates in CRM

    when creating a zoho finance sales order in CRM we can't change the transaction template. Some times we require a signature and some times we don't but there isn't a way to switch like we can do with email templates.

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

  7. Seikyusho report for Japan regions

    In japan it is must to provide customer monthly statement details including each and every invoice and balance. It is called as seikyusho.

    Please add this feature otherwise we can not use this in japan.

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

  8. Notes on Bill lines - using GL Account code

    When entering a Bill with a GL Account code, I want to be able to put a note to the line so that it is clear what the transaction was for.

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

  9. GST RCM

    Enable an option to creating separate ledgers for RCMGST it will helpful for bifurcation of normal output and RCM output during ledger reconciliations

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

  10. Reports in Portal: total amout paid and balance for each vendor not for each invoice

    We need this reports in Portal: total amount paid and balance for each vendor not for each invoice

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

  11. PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC

    PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC

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

  12. Send Estimates to parties without adding their contact details in address book

    Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book

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

  13. Hello, I am currently using Zoho Books. If I required only two copies of duplicate invoive , can it possible? If not pl. try to add this.

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

  14. change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate

    You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate

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

  15. Add % increase/decrease and $ amount on P&L report when doing a comparison

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

  16. Ability to customize reports to show monthly amounts

    Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.

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

  17. Project Detail Report Add Scheduling and Date

    Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.

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

  18. item wise discount in purchase invoice

    please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option

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

  19. Please allow reconciliation even if their is no activity for the month.

    Please allow reconciliation even if their is no activity for the month.

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

  20. Please option of adding Freight in PO, BILLs & Invoices separately below the line items

    Please option of adding Freight in PO, BILLs & Invoices separately below the line items

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