Skip to content

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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6959 results found

  1. 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?

  2. 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?

  3. EBITDA Report

    The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.

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

  4. Custom field change

    In Preferences/Account/Chart of Accounts Custom Fields - make the options editable. A typo is otherwise hard to fix. Also would be good to have a way of recategorizing all or some accounts at the same time.

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

  5. Add a location tracking option for time sheet entries.

    Add preference option to turn location tracking on for timesheet entries. Allow reporting on staff, location, client and hours. Helps manage dispersed, unsupervised service employees, helps balance workloads and assists with tracking client's served and business geographical growth opportunities.

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

  6. Can you setup Zoho Books to allow for the Parent Account / Child Account arrangement.

    We sell to end clients via dealers. We often sell directly to the end client also. Therefore we need the child account to allow order and payment processing and also need the parent account to be able to summarize the account totals and outstanding balance of the child accounts since in some cases the parent account will handle the payments, etc.

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

  7. Estimates-- Feature that flagged a possible "error" if a lower price is offered that purchase amount

    Create a feature that flags a possible "error" if a lower price is offered as "Sales Information" vs. "Purchase Information". The trigger would be a lower price offered than your purchase price. The trigger will be a pop-up and will NOT let you proceed without checking the box. It will ask if this is "...something you really wish to do." This trigger may help catch mistakes made in pricing your customer incorrectly and giving them your cost, which I almost just did :-)

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

  8. Integrate WorkDrive with Email/Books/etc.

    Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.

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

  9. ADD A TOOLTIP THAT READS OUT THE AMOUNT

    Next to each "Amount" field please spell out the amount.I have accountants who enter one or two zeroes in accurately leading to huge issues.

    Ex - 2500,000.00 should be called out on a little text next to the entry as "Twenty five lakhs rupees"

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

  10. The period of Manual Journal can be view by specified month

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

  11. follow up marker for invoices/estimates

    it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.

    so you tick the box and mark it for follow up
    on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also

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

  12. Remove 'auto-hide' for options icons feature on pages

    Remove auto-hide icons for the edit and trash-can options when viewing invoice payments applied. I had no idea these options existed. I only found out via a screen share session with Support. Most people when landing on a page don't wave their cursor all over the screen to see hidden icons! I wasted a weekend in total frustration trying to remove payments applied to an invoice. The delete feature was NOT visible!

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

  13. have a report that can show deposits/income received by each customer (without using invoice on Zoho)

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

  14. Override taxes

    Would love to be able to override the tax amount. Sometimes the tax does not apply to the full subtotal. For example HST on $100 is $13. Let's say my subtotal is $100 but HST only applies to $65 which is $8.45. I'd like to just override the HST to show the actual tax charged by my supplier

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

  15. How about a feature in the bank accounts that allow printing a check without entering a bill. first.

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

  16. "reliant bank"

    Please add:
    Reliant Bank - Cash Management
    https://www.reliantbank.com/

    The normal bank is there, but their cash management (for business accounts) is not. I will have to move away from Zoho very soon if I cannot link my bank account. I am in the process of converting from Quickbooks which does have this integration already.

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

  17. Enable multiple zoho expense accounts/organizations to synch with one zoho books organization

    It would be very helpful if we could use multiple zoho expense organizations with the same Books organization. For example, if there are outside consultants or sales reps who don't work directly for the company, but incur expenses that need to be submitted . This would be particularly helpful in situations where different projects are going on and a non employee users are incurring expenses.

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

  18. You have to Add-Add transaction- Other payment

    You should add other payment in MONEY OUT sothat other than you have classify will map in other payment

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

  19. Payment made report and use with supplier address and window envelope

    When making a Payment by means of a Check Payment, it is common for business to MAIL those checks with a payment advise by using a window envelope. There is no way to print / make such a payment made report to show the supplier name and address.

    This exists for a sales payment !!! It look inconsistent.

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

  20. Not approved button

    Thanks to insert the approval! Now please add Reject or Not Approval purchase option too and insert a field for justification.

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
1 2 … 262 264 266 … 347 348
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)