Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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363 results found
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There needs to be a way to see which Undeposited funds have not yet been processed
There needs to be a way to see which undeposited funds are not yet processed by bank. There is not easy way to see what is currently in undeposited funds. We only can see ALL of the transactions. Quickbooks allows matching of these funds when feeds from bank come through and then they are removed from the undeposited funds list.
1 vote -
For a petty cash account, make "cash" the default for "Received Via".
title says it all.
3 votes -
Need Corporation Bank corporate login for account linking with books
www.corpbank.biz is the corporate banking link for Corporation Bank. I could not find this option to link to my zoho books. Strongly suggest you to add the feature.
3 votes -
Integrate with BCR bank in Moldova
Banca Comerciala Romana Chisinau
Other financial apps like Fentury already has done it
https://www.fentury.com/1 vote -
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
1 vote -
all transactions
In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.
3 votes -
Pre-reconcilation box in transaction register
add ability to check mark or a status box (clear or reconciled) in transactions in the register as a way to pre-reconcile transactions like QuickBooks
3 votes -
banking integration for Yes Bank Retail
Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature
1 vote -
Date range filter incorrect in 'Match transactions'
Hi there,
The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?
Thank you.
4 votes -
Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number
Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.
1 vote -
Change from 6 decimal points to 9 decimal points
When you change currencies from KHR (Cambodian Riel) to USD, 6 decimal places is not enough to get an accurate transfer. For example if I was to change 100 USD to 405,000 KHR this is impossible unless I have more decimal points for the exchange rate. This would be the same problem for converting any currency from large to small. Example USD or AUD to Cambodian Riel or Vietnamese Dong ect where the dong and riel are 4000 or 20000 to 1 USD or AUD
6 votes -
I would like to have a better control on cash flow
Monitor cash flow by week, month or custom date range. Visualize Cash Flow
3 votes -
filter transactions by payment type when matching transactions
When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…
1 vote -
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 -
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 -
Add third party payment collection agency option
in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout
please add "payment collection agency" in Banking Tab
1 vote -
Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start
Hi,
chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
This is a very simple function to add (probably), but save 2 clics at every filter needed
Rob3 votes -
Categorizing- Reference option that copys description automatically
I greatly appreciate the recognized transactions feature. A way to optimize this would be to have an option that automatically copies the description of transactions and enters it in the reference #. Without this, you manually have to copy and paste the description into the reference # and is very time consuming. If this is already possible somehow, I would love to learn how to do it. Thanks again for the great software.
1 vote -
enable us to see account registers
In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.
4 votes -
Is there any way to show bank transactions that haven't been reconciled?
Is there any way to show bank transactions that haven't been reconciled?
6 votes
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