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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365 results found
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Cheque Printing and direct payment facilities
Start Cheque printing facilities for Indian Banks and Direct payments through banks
7 votes -
Dhivyanshuparmhans
Dhivyanshuparmhans/all (opation)
3 votes -
Legend on Banking page
It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...
1 vote -
Add allahabad bank current ac url to direct import statement
Add allahabad bank current ac url to direct import statement
Most business run with an current account, so please add url to import statement of popular banks. For example Allahabad bank saving ac can be imported but current account adding facility is not there.1 vote -
1 vote
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On printed checks add trailing "*******" to written amount and leading "**$" to numerical amount for fraud protection like QuickBooks does.
On printed checks add trailing "******" to written amount and leading "*$" to numerical amount for fraud protection like QuickBooks does.
3 votes -
Direct Bank Feed Synchronisation In Australia
We switched from Quickbooks where we had direct bank feeds with the NAB and CBA banks in Australia. In Zoho books we have to wait 5 days for our transitions to appear. When is this going to be fixed?
5 votes -
it would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance
It would be nice to show previous balances on accounts when you're reconciling to make sure there were no changes to the prior month balance
1 vote -
Add RBL Bank Corporate banking, Currently you have added RBL Consumer
Add RBL Bank Corporate banking, Currently you have added RBL Consumer
1 vote -
Banck of Maharashtra (Corporate Account)
i am unable to integrate Banck of Maharashtra (Corporate Account) please find link of https://www.mahaconnect.in/jsp/startnewcorporate.jsp kindly help regarding.
4 votes -
fund transfer
I need to make a Fund transfer from icici bank to the vendor before raising the bill.
In my case I have to make an advance payment to the vendor then only Material is released and invoice is generated after the delivery.
So I need to make an advance payment directly from zoho books.
I can do the same from bankopen.co
1 vote -
1 vote
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3 votes
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9 votes
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Zoho books should notify us if our daily cash transactions exceed 20000.
Zoho books should notify us if our daily cash transactions exceed 20000.
4 votes -
Add more fields to search on banking transactions
Need the ability to search the Details, Withdrawals and Deposit field values in banking transactions.
7 votes -
Approval work flow for payment Receipts & payment made .Once approved it must be locked
Approval work flow for payment Receipts & payment made .Once approved it must be locked
15 votes -
In Banking transaction list, can you have the next page also at the top
In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
I the same way, have the process button also at the bottom9 votes -
Combine multiple bank entries for single transaction
When there is an uncategorised bank transaction it can be associated with multiple transaction for matching. The vice versa is not possible. For e.g. when payment to 2 or more telephone bills are made number wise, separate entries is recorded in bank statement. Whereas in Zoho books one entry is sufficient to record it as telephone expenses. This does not help in matching the expenses entry with bank entries, as in bank there are multiple entries. It would be better if multiple bank entries can be combined for matching a single transaction.
9 votes -
Ability to sort Uncategorized Transactions by other fields
Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.
4 votes
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