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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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360 results found

  1. Bank transfer to another account should include all accounts

    When recociling the bank account I would like the option to be able to pick any ledger account, or at least any balance sheet account. If I have liabilities accrued and a standing order paying them monthly I want to be able to post directly to it.

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  2. 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
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  3. WIO Bank (UAE)

    Add WIO Bank to be able to connect it with my account

    6 votes
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  4. CHECK PRINTING WITHOUT BILL - CASH ACCOUNTING

    For Accrual accounting, we understand why it is required to enter a bill and then pay it via check or otherwise. However, In ZOHO you can not write a check without it being advanced payment or via a bill. This should be updated to allow for the CASH accounting method where its not required to enter bills to pay.

    6 votes
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  5. Grouping of transactions for matching

    The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.

    5 votes
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  6. Custom Income Categories

    Our company has 2 revenue streams:

    1. Website Design
    2. Website Management

    When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.

    5 votes
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    2 comments  ·  Banking  ·  Admin →
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  7. Interest Income - Tax

    Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.

    5 votes
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  8. Apply bank transactions as partial payment for invoices.

    I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.

    5 votes
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  9. Match Transactions

    When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.

    5 votes
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  10. BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS

    BANK OF INDIA
    DEAR Sir,

    There are many customers using Bank of India Corporate Banking.
    Please enable these type of login in Zoho books.

    The feature exist in Quickbooks for BOI - Corporate Accounts.

    Thank you.
    Edvin Varghese.

    5 votes
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  11. 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
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    2 comments  ·  Banking  ·  Admin →
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  12. In bank reconciliation add sort by withdrawals ascending and deposits ascending

    In Bank Reconciliation add an option to sort by ascending and descending against deposits and withdrawals. This is because dates on the statement do not always align with the date of entry in zoho expense and so if zoho was sorted by amount it it easy to see say 12.34 on the bank statement and locate 12.34 in the reconciliation screen.

    5 votes
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  13. Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o

    Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.

    5 votes
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  14. 4 votes
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  15. Extend the amount of characters displayed in the "Details" section when importing a bank statement

    Whenever importing a statement in .qif Format, the "Details" section will be cut off if it exceeds a certain amount of characters (I believe it is 100 characters). As most of the transactions have a very long "Details" section, this is quite unfortunate as the payment reference is usually at the end and very often cut off therefore which makes it difficult to match it with the relevant invoice. An extension to 200 characters would prevent this from happening.

    4 votes
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  16. Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking

    Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.

    4 votes
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  17. Export/Print in banking module

    When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.

    It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).

    There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.

    Thanks!

    4 votes
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  18. add Butterfield Bank (Cayman) Limited

    add Butterfield Bank (Cayman) Limited to the list of banks

    4 votes
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  19. enable us to see account registers

    In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.

    4 votes
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  20. 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
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