Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
363 results found
-
Simplify Foreign Transactions
I sometimes get paid from a client in Australia in AUD$. I send them the invoice in AUD$ and they pay via bank transfer to my US bank. To reconcile it I have to know the correct exchange rate. Because of the time of day it was sent, the rates are different. I have to keep guessing by trial and error until I can enter a rate that changes the US$ amount to what appears in my US bank. It wastes so much time!
PLEASE make it so that we can edit the final amount in US$ to match what…
3 votes -
BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS
BANK OF INDIA
DEAR Sir,There are many customers using Bank of India Corporate Banking.
Please enable these type of login in Zoho books.The feature exist in Quickbooks for BOI - Corporate Accounts.
Thank you.
Edvin Varghese.5 votes -
Enable payment of an AED invoice through foreign currency accounts
Currently if the supplier invoice is in AED, while making the payment one cannot select a USD or Euro or GBP bank account. It must be paid through AED account or petty cash. This is not the correct treatment and also exchange rate difference cannot be accounted for automatically.
1 vote -
In banking feed
Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges
1 vote -
add a Refresh Banking Feed button on the top of the main Banking page
I should be able to click on the Banking category and see a link or a gear with a link to refresh all feeds. Instead, I have to go to Banking, then scroll down to an account and then click the gear, then click refresh.
4 votes -
6 votes
-
1 vote
-
Allow bank accounts to be grouped under higher-level folders.
Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.
1 vote -
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
1 vote -
NO SE ve claro el video
No se ve la presentacion claramente
1 vote -
Zoho Books: Would Like to send email alert to accountant email id if cash balance is <1000
Cash vouchers are being entered at Branch Level, so that whenever Cash balance goes certain limit , email alert to be send to Accountant email id
2 votes -
Reconcile accounts that are not bank or credit card
Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)
6 votes -
Tresury options
I suggest have a tresury module, for managment masive payments.
1 vote -
use currency gain/loss directly in banking transaction
If we exchange our amount in out bank accounts , for example CHF to USD , if it possible to show both amount currency type to input it , not only source bank currency type
1 vote -
1 vote
-
Balance Amt Column
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.
1 vote -
in the "all transactions tab" Permit add a "field" to view...ie..payee?
In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view
1 vote -
importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting
In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100
4 votes -
Change ICICI Corporate Banking Login interface
Change ICICI Corporate Banking Login interface
ICICI has changed the login interface and your zohobooks is showing old interface that's why we are unable to login into the bank account.2 votes -
6 votes
- Don't see your idea?