Zoho Books

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  1. Add a column for "balance" in bank accounts

    Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.

    265 votes
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      9 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
    • Split Transactions for Check payments and Credit card feed

      We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).

      Our example1: (Non-bill) Vendor Payment Check
      10% portion to XYZ expense account
      10% portion to YZX expense account
      80% portion to ZXY expense account

      Our example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)

      This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…

      112 votes
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        6 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
      • Please integrate Virtual Card Services

        Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

        36 votes
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          Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
        • Transaction Description Search

          When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.

          A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.

          Strangely, using the search option at the top…

          35 votes
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            6 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
          • Ability to hide inactive bank/credit cards accounts.

            Overtime account may change, be cancelled or need to be closed. Need the ability to hide these inactive accounts so overtime I don't have a massive list of inactive accounts I have to sort through to find my active accounts. Thanks!

            20 votes
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              1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
            • Bank Deposits

              You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.

              20 votes
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                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
              • make reconciling easier!

                I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.

                This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!

                Vote it up if you're sick of scrolling to the bottom of the page to save :)

                18 votes
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                  1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                • Print deposit slips

                  Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.

                  18 votes
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                    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                  • Sync Data with Shopify Store/Bank Account

                    QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.

                    Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.

                    16 votes
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                      0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                    • matching

                      Allow two manually added transactions to be matched with each other.

                      15 votes
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                        0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                      • Unreconciled items filter

                        In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...

                        11 votes
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                          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                        • Integrate with PostFinance in Swizterland

                          It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)

                          10 votes
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                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                          • ideal

                            Please add IDEAL to The payment gateways available for all Dutch cliënte.
                            https://www.ideal.nl/en/

                            Tis is The most used payment methode in Holland.
                            Every Dutch cliënt Will accept It For payment.

                            Regards

                            Robert

                            10 votes
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                              1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                            • 10 votes
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                                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                              • bulk transfer banking transactions

                                It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.

                                10 votes
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                                  1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                • integrate with Citibank in Romania

                                  integrate with Citibank in Romania

                                  10 votes
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                                    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow bank charges to be specified on all PayPal banking transactions

                                    For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.

                                    Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.

                                    10 votes
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                                      2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Cheque entries

                                      Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.

                                      Thanks

                                      8 votes
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                                        1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Group multiple bank transactions to multiple transactions in the books

                                        I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient

                                        8 votes
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                                          1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Detect and import more layouts for .cvs format bank statements

                                          When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
                                          This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.

                                          8 votes
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                                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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