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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360 results found
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Allow transaction rules to be copied to other bank accounts
For businesses with multiple bank accounts, it would save time to be able to copy/duplicate transaction rules from one account to another.
19 votes -
Update Lakeland Bank to their new eTreasury platform login
The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.
1 vote -
Ability to hide system accounts such as petty cash where not used
At the moment, accounts such as petty cash and undeposited funds show up on the bank page, however they're annoying and cluttering when you don't use them. Please at least give the user the ability to remove these accounts or at least their visibility.
7 votes -
Reconciled journal entries should not show as available to match to banking feed
I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…
1 vote -
Direct paying my bill in Zoho
We like it in the global Zoho books the Payment like in this Zoho Video: https://youtu.be/BEAX2aG7ES0 is possible?
3 votes -
It would be great to set extra rules for Best Matches in uncategorized bankstatement lines
Hi,
We import bankstatements and match them line by line. We handle a lot of invoices with the same amount and it would be great if we could add Payee and/or Invoice# (as description) to the rule of Best Matches.7 votes -
Integrate main argentine banks
I would like to be able to link my Argentine bank accounts to Zoho
3 votes -
Bank - Customer deposit rules
Customer deposit should autmatically be allocated to customer based on a rule. We receive 1000 of deposits on a monthly basis and very time consuming to post each individual transaction. The bank should automatically recognise customer reference and give the option to deposit it to that spesific customer based on rule like any other transaction
1 vote -
Clone the expenses from Banking overview
Please enable an option of cloning the expenses from banking overview
1 vote -
credit card limit
In the Banking Feature, add a field for credit limit for credit cards. That way we can monitor the percent of credit used or how close to the max we are with our credit cards. Also nice would be entering the APR of the cards.
This is useful for credit management
3 votes -
Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908
Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908
3 votes -
About Loan
Please try to include Loan Accounts in Banking Categorize field.
1 vote -
Insert a new category for Gift & Cashback income
Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback
1 vote -
DBS corporate bank link
Hello Sir/Ma'am,
Please add DBS corporate bank (DBS Ideal - https://ideal.dbs.com/loginSubscriberv2/login/pin) linking for automatic fetch transaction and it is most helpful. I am using Zoho Books since last four years and i don't wont to leave zoho. So please add DBS bank.
Thank you!
3 votes -
Dashboard
It is great to have the option to choose the financial year. My requests are the following
1. Provide options to choose the period (in the dashboard)
2. Provide options to the bank accounts (one or multiple)Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.
1 vote -
Credit Card Auto-Import Original Currency and Exchange Rate
For foreign transactions on my credit card I cannot see the original value, but only the exchanged main currency value. I'd need to also original value, because that is what is written on the receipts I want to attach to it.
1 vote -
Please make YESBANK also for customer payments
To collect payments from customer include YESBANK also
1 vote -
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page. In the case of ICICI, it lands in a common page & we are free to select any type of bank account like savings or current account. Please help.
1 vote -
Integration with Transferwise
Integration with Transferwise for overseas transfers is very very important.
They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise19 votes -
Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.
When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.
1 vote
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