Zoho Books
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- 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
365 results found
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1 vote
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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 -
Bank feed - remove the limit of refreshing every 24 hrs
When I try and refresh the bank feed more than once a day it says I must wait until tomorrow - this does not happen with other products (Xero).
Please remove this restriction so we can obtain bank data more than once per day.
10 votes -
Bank Refresh please provide a refresh button on the Bank Over Screen
It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.
9 votes -
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 -
mass selecting uncategorized transactions and manually group categorizing?
In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize
15 votes -
Take Bank Credentials on Bank's site URL rather than within Zoho Books itself in order to maintain security
- Will not it be a good idea and a confidence for Zoho Customers, if you take Net Banking credentials within Bank's site URL page, rather than taking credentials directly on within Zoho Books page.
This seems completely unsafe
We don't feel confident while entering the credentials directly.Let's take a scenario=
Where, Just like when we click on Google icon to login to Zoho books with Gmail or Google account, it opens a window of Google itself and here Zoho Books is not taking ID and password on their own site for Google Account.
And after taking authentication from the…6 votes -
Bank Account- Sub account for TOD and POD
current bank Account - bank give us facility on that current account - Temperory OD with certain interest rate and Permanent OD with other interest rate - so when we receive the fund or charge interest which faciliy utilised by us - in that sense we need sub accounts of that bank account to have a clear presentation
6 votes -
need link for allahabad bank corporate account
Please include an option for activating feeds from Allahabad bank corporate account. The link you have included is for personal banking. Link for corporate banking is https://www.allbankonline.in/jsp/startnewCorp.jsp
7 votesHi,
A site request has been raised for Allahabad corporate account and you will be notified once the bank is available in Zoho Books.Regards,
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Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.
12 votes -
bank account reconciliation for Europe with figo.io
how about bank account reconciliation for Europe with figo.io to make Zoho Books (and invoice, and subcription) useful within Europe. We can accept offline transactions this way - where the customer makes a manual push payment through his bank account.
Your competitors like Debitoor have this already. But Zoho is much better with everything else. And once GoCardless works for subcriptions...
7 votes -
Direct Debit Australia
In Australia businesses have the ability to Direct Debit their clients accounts for recurring invoices for services such as membership or subscriptions. To do this they need to upload the Direct Debit information (BSB and Account numbers of their clients accounts to be debited, amount and account name) via an ABA file. Currently ZOHO CRM and ZOHO Books doesn't have this ability. Can you please add additional fields into ZOHO Books so this information can be collected and exported as an ABA File or partner with another company who can provide an app that integrates with ZOHO so this information…
18 votes -
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 -
20 votes
Hi,
We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.
Regards,
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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 -
For a petty cash account, make "cash" the default for "Received Via".
title says it all.
3 votes -
Sync All Bank/Card Accounts at Once
Sync All Bank/Card Accounts at Once instead of having to open each bank or card and sync individually.
7 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 -
matching
Allow two manually added transactions to be matched with each other.
19 votes
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