Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
-
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 -
Enable importing of categories/ accounts when importing transactions.
A separate column containing categories and transaction types, which exactly matches those created in Zoho Books would save a lot of time, particularly when importing archives of older transactions in bulk. Sure, rules can be created, but if this information is available and formatted in the import file, that would be much better.
4 votes -
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 -
There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.
There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.
For example. If i have a EUR bank account and i purchase food in GBP, the bank will charge me a foreign currency fee.
I should be able to enter the expense receipt and add the bank charge at the same time.
4 votes -
Increase information in the Automatic bank feeds
Allow the automatic bank feeds to include the same level of detail that is available when a user imports the .CSV file. It would save a lot of time matching transactions or manually describing them if we could have the Payee name, transaction detail (such as check number) and the memo field that the bank provides. Our bank is U.S. Bank and this info is available, but the Zoho bank feeds only show Credit and Debit.
4 votes -
Adding "Notes" Column at Banking Transaction List
Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update facility(Azax) by which we can give instructions/Suggestion to our accountant.
4 votes -
for banking transactions
Banking transactions option to view/search from/within date range
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 -
6 votes
-
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 -
Deletion of excluded transactions
when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions
9 votes -
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us
13 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 -
German market / Add german Banks to Banking-Module
The banking module for german companies is useless.
Please add german Banks to the Banking-Module.15 votes -
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 sub-accounts to be created for credit cards
We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.
39 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 -
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling a bank account. Currently, Zoho Nets the credits and debits making it hard to determine which kind of transaction is missing.
6 votes -
Split transaction sub menu
Use a sub menu to split transactions to different categories. Quicken does this and it's extremely helpful. Especially when you are trying to reconcile a statement. That's been the my biggest issue with Zoho. It takes forever to reconcile.
2 votes
- Don't see your idea?