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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6543 results found

  1. I want to export the invoices, but now only items are coming in the excel , i want to know the number of services offered also.

    while exporting invoices as eway bill in excel, only items are coming, the services offered by the company and the number of services are not present. so is that feature present in Zoho ? if not, can u suggest the way in which i can know the same?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. In the delivery challan type, there should be provision to edit/add the challan type

    In the delivery challan type, there should be provision to edit/add the challan type. Becuase it has type :Supply of Liquid Gas" which is not relevent for my business

    1 vote
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  3. 1 vote
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    0 comments  ·  Reports  ·  Admin →
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  4. 1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  5. 1 vote
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  6. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. Not be able to view Inactive Items while searching in the Active Items view

    Recently, Zoho Inventory changed the way you search in the Items section. It is great because it used to be an exact wording search which was frustrating. Now it is a 'contains' search, so there is a lot more flexibility. Well... The downside is that now when you have the default view to Active Items and search something, it will pull up all of the inactive items as well. It is incredibly inconvenient and pointless. If you have thousands of items, it makes searching pointless now. Please fix ASAP

    1 vote
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  8. Create the ability to enter Expense refunds when working with projects. I'm perplexed as to why this simple data input isn't available.

    Being a small Business contractor interested in the bottom line on individual jobs and know if there profitable; projects can accumulate a large amount of receipts, Zoho Projects allows for this data entry and the ability to run reports like Profit and Loss along with many others to actually see how the job is coming along. without the ability to input Expense Refunds inhibits any practical use for this feature in Zoho Books altogether making reports inaccurate.

    1 vote
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  9. Allow for custom footer with multiple brands (3 logos)

    we have 3 companies, we want to print all 3 logos on footer

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  10. include a field that captures items sold in sales without invoices so that items sold by cash are tracked

    include a field that captures items sold in sales without invoices so that items sold by cash are tracked.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  11. Bank Reconciliations

    I am reconciling my bank account.
    The recon draft includes alien transaction such as transfers from other bank accounts and bills etc that should not be in the reconciliation print because they are not to be reconciled with the bank. Only entries against the bank account will be reconciled.

    The reconciliation is between amounts in the bank statement and amounts taken on in ZOHO. Nothing else.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  12. bank statements

    Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.

    I know you can do something like this from reports but please add it in the bank section

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. report page numbers

    Please add a page number on transaction reports.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  14. Comments

    Feature to include comments in the bank reconciliation process.

    It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.

    1 vote
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  15. 1 vote
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    1 comment  ·  Admin →
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  16. DATEA

    I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. add current portion of long term liability under current liabilities

    Long term liabilities can be easily added, however, the liabilities section in the balance sheet does not split between 'current portion' (upcoming 12 payments) and 'non-current portion' (payments made on month 13+). Some business prefer to view such classification of liability accounts.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  18. display cheque numbers in ledger statements

    the ledger statement should also show the cheque numbers, so as to verify the payments made to our vendors. this feature is already their in Tally & other accounting software. please incorporate this feature as well

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  19. Multiple Item Within a Single Item with Different Rates

    I want to add multiple service in same Item. This will help in adding different Tax Rates for each. Further this feature will helpful for service provider.

    Example: if any service include government challan [PART 1] and it is part of service fees then it should be taxed NIL, but the professional fees [PART 2] has to be taxed.

    1 vote
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  20. Allow new Chart of Accounts numbers to be added on the fly from the new journal entry screen

    Allow new Chart of Accounts numbers to be added on the fly from the new journal entry screen

    1 vote
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