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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.

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


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6529 results found

  1. 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
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  2. 1 vote
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  3. "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
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    0 comments  ·  Banking  ·  Admin →
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  4. 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
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  5. 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
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    0 comments  ·  Payments  ·  Admin →
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  6. 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
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  7. 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
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    0 comments  ·  Purchase Order  ·  Admin →
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  8. Provide the ability to sort email addresses,

    Provide the ability to sort email addresses, alphabetically or otherwise, within the active edit invoice view.

    Example, when editing an invoice you can scroll down and see all the emails associated to the company, below. They are not sorted, instead they display from left to right, and top to bottom like reading a book, starting from the most recently added contact.

    It would be great to be able to sort alphabetically, or drag them around in order of importance or some way to sort, usefully.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Allow creation of estimates EXCLUDING taxes, without removing the tax rate from the invoice.

    I'd like to send estimates to my customers, excluding taxes.

    Currently if I exclude taxes, it will also be excluded from the invoice.

    We don't want to exclude taxes from the invoice, only on the estimate.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  10. Allow for multiple VAT registrations

    To have a wharehouse in more than one EU country you must have a VAT registration in each country. Please allow multiple VAT registrations

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. My client needs two separate accounts, and the system does not accept the same email address for both client accounts. I need that. Thanks.

    My client needs two separate accounts, and the system does not accept the same email address for both client accounts. I need that. Thanks.

    1 vote
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  12. 1 vote
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    0 comments  ·  Reports  ·  Admin →
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  13. add a "select all" button in the customer addresses books

    Can you please add a select all button in the customer addresses books section so you don't have to delete one by one. I use it for all my Shopify orders under "Shopify" as my customer name and then I enter all my new shopify order into that so I keep exceeding the limit and have to go into the settings and delete one by one.

    1 vote
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  14. 1 vote
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  15. An alternate default billing contact on an account

    When sending out invoices we have to manually choose a billing contact that is different from the primary contact on an account. This is a huge pain and often invoices go to the wrong person. There should be a way to choose a default accounts payable contact that may or may not be the primary contact. This has caused us quite a problem. If you are only invoicing a few accounts no big deal; but if you are billing hundreds at a time, it is an extra step that costs time and money. It would probably be a simple fix…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. 1 vote
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  17. Undo reconcilition for only the required transaction in which the entry has to be changed

    Undo reconcilition for the post reconcilition as i have to delete all the reconcilitions either they are right. If there is the option for undo for all reconcilitions then the time will be saved and also it will be easy to change the following entry from post reconcilition.I hope you will work on this

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  18. 1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  19. High Sea Sales Invoice

    There should be a provision for generation of High Sea Sales invoice. I import material from various countries and than sell them while they are still in sea. Now the onus of paying GST directly at the time of custom clearance is on my customer. I have to raise a High Sea Sales Invoice without mentioning GST in it.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. Controls in Zoho Books

    There should be a control in Zoho Books to mandate attachment addition to a bill, so that the accounts team is mandatorily required to add bills to Zoho, further there should be adequate reports to show status of addition of attachment to bills

    1 vote
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