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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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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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6974 results found

  1. We need a profit report by item, Invoice, Customer, and etc

    We need a profit report by item, Invoice, Customer, and etc

    If my Customer "X" has 300 invoices with Discount, Tax, Adjustment, i need know how profitable is my business with that customer.

    Like product profitable or collection of products.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  2. Allow Expenses to be refunded from within the Expenses tab

    We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  3. Enable Change Tracking/Audit Log for US edition in "Activity Log" Report Like Already Available in Other Versions

    Implement the already existing "Activity Log" features found in the non US version that are documented at this link below. This is a critical component needed to track changes to the critically sensitive financial data. Without this feature, how is anyone ever going to be able to ensure the integrity of the financial data, especially when ther eis more than one person with access to the system? https://www.zoho.com/books/kb/reports/audit-trails.html

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  4. form

    We request the ability to customize forms to meet our needs. The software we used in the past allowed us to customize forms. If we could add/remove forms, such as is allowed in CRM, it would resolve quite a few issues we are facing in migration.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  5. Show available stock when converting sales order to purchase order

    A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?

    4 votes
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  6. VAT complaince !!!!

    Hello. We have been using Zoho for over 2 years now and it has been brought to our notice that the invoice format in Zoho does not comply to legal statutory requirements of FTA in UAE.
    The invoice is supposed to show individual VAT amount for each item which is not the case presently and there is AED 5000/- fine for non-compliance.
    The same is the case with the Credit note format as well.

    Please advise.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  7. Composite items on Sales order become the single items on Purchase order as an option

    When converting a Sales Order to a Purchase Order the composite items on the Sales Order should become the single elements of the composite item. An option on the composite items could switch this option on/off.

    4 votes
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  8. We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated.

    We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated. This is the most common practice followed across industries, where a PO is received, and we send a Sales Order / Proforma Invoice and then the advance payment is received, which needs to be recorded and linked to a Sales Order

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  9. GSTR 1 FILING

    I pushed june month gstr1 data from zoho to gst portal. then there where one mistake, i currected it in zoho but can't save it saying pushed data cannot be edited. so i edited that from gst portal and filed from there. once again i came back to zoho for filing another quater gstr1 at that time its disabled and massage showing as "GSTR-1 filing for the selected month will be opened only after you file the GSTR-1 for the previous month in GSTN portal and mark the return as filed in Zoho Books." even i already filed that gstr1…

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  10. Mobile Friendly View

    Please make the Zoho Website mobile friendly. Zoho App does not have all web features

    4 votes
    0 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  11. Zoho Books' view to have same image orientation as Zoho Expense

    Apparently Zoho Expense auto-rotates to fix picture orientation of receipts, which is great, but zooming in on one in Books does NOT have the same/fixed orientation.

    Please make them both fixed/consistent.

    Apparently this is a feature and not a bug according to Zoho Books' support. I disagree but nevertheless here we are...

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  12. We need OCBC velocity (Business)banking interface to import the transactions from bank.

    There is only OCBC Singapore interface which connects to personal banking, But OCBC velocity is the business banking portal. Most of the businesses have accounts with OCBC Business banking, not the personal banks. So please provide interface with OCBC Velocity business banking.
    Thank you

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  13. Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort

    Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort .Suppose we save invoice number in order 1 ,2,3,-----100--100---1000 etc,it is not possible to sort the invoice number in order 1,2,3 etc , it sort in 1,10,100 etc order

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  14. add Multiply currency under one customer name that is very important option

    add Multiply currency under one customer name that is very important option can't open few account for one customer if need to work with different currencis same time then in Create Bill or Create Invoice if Choose customer name by one Currency like USD can't add any Bill by other currency pls solve this matter

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  15. LOYALTY POINTS FOR CUSTOMERS

    when customer buy anything they will get points which can be reedem as future payments or discounts or gift.......

    4 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  16. Export Attachments when exporting the Journals, Invoices.. in PDF

    When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.

    4 votes
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  17. books customer portal can show items

    from CRM customer portal , it can show products to customer

    Do I need to provide 2 portals to the same customer

    CRM portal from products, BOOKS portal from the transaction

    In this case, the user experience is poor

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  18. assosciate a tax or tax exemption to a customer for organizations outside of the US

    I AM LOCATED IN SPAIN. I WANT TO BE ABLE TO ASSOCIATE TAXES TO SPECIFIC CUSTOMERS AS THERE ARE A FEW DIFFERENT SCENARIOS. IT SEEMS THIS FEATURE IS ONLY AVAILABLE IN THE US. HOPEFULLY I AM WRONG

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  19. eBay integration for Australia Edition - It really is time this was done is there a schedule for this?

    With eBay a major retail gateway in Australia it really is necessary to have a connection between the store and the inventory.

    4 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  20. Tracking of Import Purchases (from outside country)

    Hi Zoho team,

    It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.

    a. One purchase order covering multiple shipments
    b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
    c. Capturing the partial shipments against one purchase order
    d. MIS report on…

    4 votes
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?
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