Zoho Books
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365 results found
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bulk delete
I found some issue after imported banking transaction by Import feature but there is no such feature to delete it.
Delete feature should be there except Sync transaction.
1 vote -
Bank Integration SEB (Sweden)
Hello, we love your product but would have loved to see more Swedish bank integrations available.
I found Nordea but would have liked it if you could support SEB as well. There are four major banks in Sweden: Swedbank, SEB, Nordea and Handelsbanken. If you support them you cover more then 95% of the Swedish banking market.
Please visit the SEB development portal for more information: https://sebgroup.com/developer
Best regards,
Stefan
19 votes -
1 vote
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Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho.. Thanks, Nirag S Shah
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho..
Thanks,
Nirag S Shah2 votes -
Categorise similar banking transactions in one flow
Today if I get income from a single source and there are multiple incoming payments to my bank, I have to register each banking transaction individually.
Even though all of these similar transactions are categorised in the exact same manner.
It would be better if you could allow us to select multiple transactions, and categorise them all in one flow, one time.
Will reduce effort by an estimated half for categorising
3 votes -
allow me to import several files for bank statements for the same day.
We update our banks manually. We connect to the bank 3 times a day and get only the new movements, save them to a file and then we try to import this file to our Zoho bank account. First time is OK (10am) but when we try to import new movements between 10am and 2pm we get an error "A statement has already been imported for these dates. Please check and try again". We need a third import at 5pm.
Maybe you can set a swith in configuration to turn ON/OFF this option.3 votes -
transaction rule
Transaction Rules need a criteria for which bank account the transaction is in.
For example, I have paypal and checking accounts. When I buy something with paypal, I get a new transaction in both accounts. Many times, both transactions (from the banks) have the vendor name in it (Let's say ABC Widgets, Inc.) If I make the rule to catagorized all transactions that have ABC widgets in them as an expense, the problem is, one of the transactions is actually a transfer from my ops to paypal account, not an expense.
Being able to filter by account would say, that…3 votes -
bank reconciliation
there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.
so request you to do the needful
9 votes -
bank permission
Access permission to a specific bank
I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.3 votes -
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to
10 votes -
Dhivyanshuparmhans
Dhivyanshuparmhans/all (opation)
3 votes -
Duplicate Transactions
Once click duplicate transaction.
This is useful for entering repeated transactions, such as fixed bank charges, or variable bank charges, subscriptions..etc..
2 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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BACS - multiple payments in one bulk payment
We pay vendors by BACS. Payments for multiple vendors (including multiple bills for the same vendor) are combined into one payment which appears on the bank statement as a total figure. In Zoho Banking we want to be able to see the total figure and not see each individual transaction from the payment. At present Zoho Books can pay multiple invoices for one vendor but not payments for multiple vendors.
10 votes -
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 -
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 -
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
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