Zoho Books
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361 results found
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Add Links to Add Expense to Recognise for Bank Rec
When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.
3 votes -
0 votes
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enter a direct to Void check
Sometimes you know you have destroyed a check - and would like to record that check number as being "Void" - and it has a $0.00 value.
Zoho Books will not let me enter a Zero value. I cannot record an item as void - I can only delete it and have no record of the check being destroyed.
2 votes -
Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote -
Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
add Butterfield Bank (Cayman) Limited
add Butterfield Bank (Cayman) Limited to the list of banks
4 votes -
To add Saudi Banks to be able to sync online
Suggest to add Saudi Banks to connect with it.
1 vote -
Directions Credit Union add to integrations
You have the credit card link but not for the bank accounts.
3 votes -
Export/Print in banking module
When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.
It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).
There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.
Thanks!
4 votes -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking
Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.
4 votes -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Request you to enable State Bank of Mysore (Corporate)(India) link.
Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.
3 votes -
Register sSearch
I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.
3 votes -
Add Totals to Banking
There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…
1 vote -
Interest Income - Tax
Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.
5 votes -
Karnataka Bank corporate account reconciliation
Request to enable Karnataka Bank corporate account reconciliation option.
2 votes -
Overwrite 1 penny and up to a 1$
Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.
0 votes -
Work better with Yodlee for image security layer
I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."
3 votes -
Like to export journal of banking with client account number so we can import into into SAGE
Like to export journal of banking with client account number so we can import into into SAGE
3 votes
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