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
361 results found
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Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.
9 votes -
Show account affected in banking transactions
Right now you can see the Date, Reference#, Type, Status, Deposits, Withdrawals, and Running Balance columns for all transactions.
I'd like to see the ability to add an additional column - "Account" or "Account Affected"
3 votes -
Payment Mode in Bank Reconcilliation
Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.
1 vote -
1 vote
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BANK C.C / O.D A/c
There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.
Due to this limitation all financial reports are wrong generated and all reports are useless.
1 vote -
1 vote
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I would like to see a bank reconciliation format be included
The ability to print a bank reconciliation in the format of
Bank balance add deposits in transit less unpresented checks will be most a welcomed addition.3 votes -
Notify the user if bank automatic syncing has been broken
My bank feed auto-sync was broken months ago -still not sure how as I didn't change any of my login/authorization info- and did not realize it. Now I have to import and manually enter every transaction since the point it was broken.
I understand that broken feeds happen and sometimes aren't the fault of Zoho. But, at the very least an email notification that a feed has been broken for 48 hrs or so could save people a whole heap of trouble later on.3 votes -
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 -
Bank Reconciliation Reports - Cleared and Uncleared Checks
It would be useful if Zoho has:
1. Ability to print Bank recs report both for cleared and uncleared checks for certain period.
2. Ability to print report from Advanced Search under banking cor certain period with a mark of Cleared transaction and Uncleared transactions2 votes -
Enter in an opening balance that is not imported. I have no money owed and I owe no money
Show how to enter in an opening balance that is not imported. I have no money owed and I owe no money but have money in checking.
Need to open with current balance without any accounting voodoo.
a Simple input is not needed for most because of the amount of credit taken and given by business. We don't offer or use credit. You pay, you get. I pay, I get. Simple.3 votes -
Make it possible to move a transaction from one organization to another.
We have one set of bank accounts and credit cards. We run our personal finances through these accounts, but also a therapy practice as well as a rental property.
We need to be be able to import one set of financial records and allocate to these three different "businesses" which I have set up as Organizations in Zoho or should they be sub-categorized in the chart of accounts instead?
6 votes -
Direct / Automatic Bank Feed & Sync
Please allow direct feed updates for bank accounts (like PayPal) so it sync in the background and not require manual clicking of Sync button.
1 vote -
Add paperclip icon when a document is attached in banking transactions view so we can see where this is an attachment vs where one is needed
Add paperclip icon when a document is attached in banking transactions view so we can easily see which line item/expense has a receipt attached or where this is an attachment vs where one is needed
3 votes -
1 vote
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able to update bank account final ballance and record the transaction detail later
since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.
It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy
3 votes -
Bank Feeds - reduce the number of clicks and default to todays date
It takes 5 clicks to update a bank feed:
1. Select the account
2. Select Refresh Feeds or Sync now
3. Select Date
4. Pick the date
5. Click RefreshThis is very time consuming when you have multiple accounts (I have over 10).
It would be better if:
a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each accountb) the date pop-up automatically defaulted to todays date - one can always move it back if required
0 votes -
Increase accuracy of currency exchange rate
right now the zoho books uses only 6 symbols after a comma and decimal values it is so small for some currency
1 vote -
sales return needs to all you to specify which invoice is now unpaid
A check from a customer bounces. Your solution is to have a current liability account for the money in and out. Why not simplify? If the Sales Return page had a list of paid invoices for this customer (like the record income page shows unpaid invoices), then this bounced check could be taken care of in one step - both the journal entry and the voided payment
1 vote -
ICICI BANK TRASFER ME JO OTP AATI THI USME PAHLE VENDOR KE NAME AMOUNT HOTA THA YE BAHUT IMPORTANT THA KOI THIRD PARTY TFR KARWA SAKTE THE
PLESE BANKING MASSAGE CUSTOM PLESE
SEND BANK AMOPUNT TRASFER OTP WITH NAME AND AMOUNT THANKYOU MY TEAM ZOHO BOOKSSILK ZON
1 vote
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