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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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  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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6488 results found

  1. automate all invoice emails to go out with my trustpilot link in the bcc section?

    Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. merging 2 bank account into one

    2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  3. SAML Login

    Please enable SAML login for client portal so that we can facilitate client with SSO facility.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  4. Let clone or copy customer payments template in other languages

    1 vote
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  5. I would like to have a invoice vise profitable report which would customer vise

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  6. Allow discount on the rate, rather than the amount

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. Payment Made for multiple Bill

    When we make Payments of the Vendor Bill, there is no option to send mail of the in the payment received Tab. This feature of sending mail is similar to the Thankyou mail sent on receipt of the payment. We have to manually go to individual payment made and send Email.

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  8. Books : Reports - sort items by Account Code

    Sort line items by Account Code. So, for example, all my expenses would be listed alphabetically since that how I numbered them.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. Associating Pricelist with Customer

    We can have custom pricelist for each customer so that while invoicing & we already know the pre set prices for any customer.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. Stripe payments to be marked as paid only when Stripe deposits funds,

    Allow Stripe payments to be marked as paid only when Stripe deposits funds, this can be updated manually or by direct bank feed. When reporting on a cash basis, this needs only be reported on when funds are in bank. Perhaps an option of PAID/AWAITING FUNDS, to remove the invoice from overdue

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  11. remove the thanks for your business line from invoice templates

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  12. I filed gst online, but zoho, though connected to my gst account, says its unfiled

    I filed gst online until November 2020, but zoho though connected to my gst account says returns for gstr3b for october 2020 is not filed. Thats pretty wierd. I should just get a feature "Sync GST" button and it should just download all status.

    Also Zoho should send email reminders automatically before respective due dates of GST and annual filing on both email and mobile.

    1 vote
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  13. Party to Party balance transfer voucher

    Dear Team,

    Some times we may need to transfer the balance from one party to another party. that option is not available.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  14. I REQUEST TO OPEN INDIVIDULA LEDGER OF CUSOTMER OR VENDOR AND EXPENSES

    LEDGER

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  15. 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
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    0 comments  ·  Banking  ·  Admin →
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  16. ACCOUNTING

    HOW TO DO?

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  17. Create and send bulk Payment links

    1 vote
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  18. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. 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
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    0 comments  ·  Accountant  ·  Admin →
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  20. Kiya Mal credit card

    1 vote
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