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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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365 results found

  1. Multi Currency Bank Accounts

    Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.

    7 votes
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    1 comment  ·  Banking  ·  Admin →
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  2. CUTOMIZED REFUND OTIONS

    I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.

    1 vote
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  3. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

    1 vote
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  4. show all access and transaction before and after to diana raymundo account and recent payment deposit

    in my account do the transaction payment and deposit
    payment unto my recent
    account show all transaction payment deposit.before and after and recently

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  5. Razorpay Auto Feed Clearing Account Statement

    Similar to PayPal integration https://www.zoho.com/in/books/help/banking/paypal.html

    RazorPay integration for autofeeds can be done.

    3 votes
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  6. DEAR MANA APANA ACCOUNT RENEW KIYA THA BUT VOO PAYMENT DUSARAO KAY ACCOUNT CHALI GY HAA MANA MAIL BHI KIYA PER KOI RESPOSE NHI MIL RHA KAY K

    IGOH

    1 vote
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  7. Combine Paypal Payment & GST Credit Card entries to one transaction

    With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST

    i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
    Paypal charges an additional amount in a separate transaction = $2.00

    How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?

    4 votes
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  8. Auto filter possible matches

    Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.

    There is already a filter that limits based on transaction amount. Seems like an easy addition.

    3 votes
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  9. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

    1 vote
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  10. Allow 5 or 6 zero after the decimal point in exchange rate

    The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
    Currently Zoho Books support 0.00005 but not 0.000005

    0 votes
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  11. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  12. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  13. put filters on Bank transactions page

    1 vote
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  14. memorized transactions

    The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.

    1 vote
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  15. Add peopleperhour to the Banking feed list

    Similar to Upwork - I use peopleperhour for my business, would be great to pull in transactions automatically

    2 votes
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  16. Please add a Cleared column to bank / credit card registers. The "matched", "categorized" columns are confusing.

    3 votes
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  17. reconciliation highlight

    Reconciliation screen, highlight checked transaction for the whole line, so it's easier to spot which transaction is checked, and which one is not checked.

    3 votes
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  18. automate syncs with gocardless

    Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

    1 vote
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  19. Restrict Banking Transactions not banking module (Editing,creating,deleating)

    This way sub accounting won't be able to change previous transactions and only main accountants will be able to that. Or simply lock transaction editing for previous months.

    3 votes
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  20. Please add a option for entering the cheque return transaction in the banking section

    Please add a option for entering the cheque return transaction in the banking section

    1 vote
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