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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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6629 results found

  1. Match Transactions

    When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.

    5 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. In the Items section, allow the option to have this amount not go into AR but a suspense account so that we don't overstate accrual income.

    We hold monies (not income to the co.) for clients as a liability and convenience to them. We need to be able to classify this onto a Balance Sheet account (suspense account) and not in the A/R. I tried the ... option to the right of the item selected on the invoice portion. However, it is still added to AR as income.

    5 votes
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  3. when you part invoice via sales order, the sales order should be updated so it only shows value of outstanding orders and not total sales or

    Sales order value should be adjusted once part invoice is raised and posted

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. reporting tag to an account in my chart of accounts

    The ability to add a reporting tag to an account in my chart of accounts.

    For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!

    5 votes
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    1 comment  ·  Reports  ·  Admin →
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  5. on the "timesheet" page, add a "unbilled time"

    At month end, I have to go through each active case to see which of them have timesheets which must be invoiced. Having the suggested column would tell me not only which ones have such time, but which active files may need attention.

    5 votes
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  6. Match Transactions

    The automated algorithm only searches by transaction date.

    Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.

    Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. I need to be able to add multiple sales people at different percentages to an invoice for commission purposes.

    We have invoices where I have to put multiple sales people. They each get a different percentage of of the sale. Right now we can only put down one sales person.

    5 votes
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  8. Clasify whether the items is a reoccuring cost or a one-time cost

    Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.

    Items Check Box: "Is this a reoccurring cost"

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  9. How to view data based on fiscal year? By default.

    Need future to switch to fiscal year and ability to view the data for that year. It is confusing to view all the sales orders by default.

    5 votes
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  10. zoho app for scanning QR/Bar Code

    For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.

    5 votes
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    0 comments  ·  Items  ·  Admin →
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  11. Charge customer with card on file in mobile app

    It would be beneficial to be able to charge the customer for an invoice using a card on file in the Android/iPhone application just like we can in the web interface.

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. I need different invoice ID for different products for sale

    I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…

    5 votes
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  13. Add a tab Alias for Every name and item that we create , this will very helpfull

    Dear team,
    please add an tab name alias for item name and customer name, that will be helpfull to find the item by it,s code and alias

    5 votes
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    0 comments  ·  Inventory  ·  Admin →
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  14. Increase information in the Automatic bank feeds

    Allow the automatic bank feeds to include the same level of detail that is available when a user imports the .CSV file. It would save a lot of time matching transactions or manually describing them if we could have the Payee name, transaction detail (such as check number) and the memo field that the bank provides. Our bank is U.S. Bank and this info is available, but the Zoho bank feeds only show Credit and Debit.

    5 votes
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  15. State code

    You should also add State Code for Invoice Making

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Ability to edit time entries in Mac Zoho Books - time tracking

    The Mac desktop application allows you to either manually enter or use the timer, but once entered, there is no way to edit there.

    5 votes
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  17. group of contacts

    Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.

    5 votes
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  18. Please Add a Additional Payment Gateway of Indian Currency

    There should be one additional Indian Payment Gateway to accept payment from PayUMoney or CCAvenue

    5 votes
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  19. Multi location GST compliance in India

    Many businesses now have more than one GSTIN, generally state-wise and hence, you provide facility to have multiple GSTIN and multiple locations.

    5 votes
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  20. stamps.com

    Please set up an integration with stamps.com that would allow shipping information (customer name, address, email, phone), weights and shipping type, shipping date to be merged and shipping labels printed from stamps.com accounts.

    5 votes
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