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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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6968 results found

  1. 07

    07

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

  2. I REQUEST TO OPEN INDIVIDULA LEDGER OF CUSOTMER OR VENDOR AND EXPENSES

    LEDGER

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

  3. Increase the page border padding code for the bottom of the bank accounts register.

    The page margin padding code at the bottom of each page's transaction register should be readjusted to allow the last transaction on the register to be fully visible above the (Total Count) transactions control bar at the bottom of the register. It would also be helpful to have the (Total Count) transactions control bar at the top of the register, preferably just above the "Date, Statement Details, Deposits and Withdrawal" section.

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

  4. ACCOUNTING

    HOW TO DO?

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

  5. Create and send bulk Payment links

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

  6. can we use your payroll for daily wages employees

    daily wages for payroll

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

  7. Recording Interest expense and installment notes tutorial

    I just saw the module on how to create a loan account in Zoho.
    However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
    I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
    Debit
    Interest Expense $3.75 ans Installment notes $248.44
    Credit
    Cash $252.19

    So how…

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

  8. How can we adjust a non cash transaction.

    eg: to setoff the ledger balance between a debtor and a creditor ,if both were the same party or other. "A owes B Rs.1000, B owes A Rs. 5000, then B asked to setoff the rs.1000/- and the balance Rs. 4000, will be paid by them.

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

  9. Choose bank account in Invoice

    I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?

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

  10. Please integrate first atlantic as a payment gateway

    Please integrate first atlantic as a payment gateway

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

  11. Customise Dashboards

    I want the option to move around the dashboard items and arrange it in my preferred order. example the Total Receivable and Total Payable is in the top of the dashboard. I want to keep Income chart and the watchlist on top.

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

  12. retainer low balance alerts

    please see this zoho finance thread and add feature to zoho books as well:

    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/38394289-add-reminders-for-retainer-invoices

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

  13. Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!

    Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.

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

  14. sort the chart of accounts first by category and then alphabeticaly within each category

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

  15. Mileage Expense with an allowance

    Request that the admin have an expense configuration item for a credit for mileage before calculation. I.e. employee submits expense for 72 miles for 1 day but the employer pays for mileage above 40. Thus the actual payment to employee will be for 32 miles in total. Currently this is done after the fact through analytics and is quite painful.

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

  16. ERP GOLD

    ERP Gold
    How does a multi-channel inventory management system work?
    A multi-channel inventory management system makes it very efficient for small businesses usually selling their products via different selling channels such as physical storefronts, warehouses, websites, and marketplaces (eBay, Amazon, Walmart) to manage their inventory from a single source.
    For further information about ERP GOLD inventory management software, click on the link below
    https://www.erp.gold/multi-channel-inventory-management-software-necessary-small-business/

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

  17. sales order placement from customers

    It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way

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

  18. Is there a way to track cost based on line item rather than hour?

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

  19. would like thank you note to be able to be sent when matching customer payments to invoices

    Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
    But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.

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

  20. It would be very helpful if there was a way to move different parts of the check printout

    It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.

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