Zoho Books
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365 results found
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Cheque entries
Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.
Thanks
8 votes -
that you show if the item in the bank register is reconciled like in XERO
Create a column on far right to show either reconciled or unreconciled in the bank register.
2 votes -
Unreconciled items filter
In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...
22 votes -
Issue and Print Checks from Client Credit Notes
You need to be able to issue and print checks for credit notes. Similar to how you can issue checks for Vendors.
27 votes -
Transaction Description Search
When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.
A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.
Strangely, using the search option at the top…
77 votes -
Cannot Reconcile An account if no transaction in that month. This should be able to be reconciled.
Should be able to reconcile a bank account for the month if no transaction were done in the month.
Today we get error "Please select a transaction and try again."
6 votes -
CIC (France) - Credit Card
hi,
I am an happy user of Zoho Invoice. I would like to migrate to Zoho Books for the Banking support.This is a really good feature. I have my bank: "CIC (France) - Bank" but i cannot configure automatically my credit card (master card with the same bank).
Thank you for your support and your help.
Best regards,
Stéphane
9 votes -
Split Transactions for Check payments and Credit card feed
We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).
Our example1: (Non-bill) Vendor Payment Check
10% portion to XYZ expense account
10% portion to YZX expense account
80% portion to ZXY expense accountOur example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)
This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…
160 votes -
ideal
Please add IDEAL to The payment gateways available for all Dutch cliënte.
https://www.ideal.nl/en/Tis is The most used payment methode in Holland.
Every Dutch cliënt Will accept It For payment.Regards
Robert
35 votes -
Please include a VAT account report. The report should show VAT collected and VAT paid and balance for VAT returns
Make it possible to add the VAT account to a watchlist
9 votes -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes -
Bank Statement Field Mapping
When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".
Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.
and/or (this was my case)
instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.
3 votes -
Print deposit slips
Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.
64 votes -
Bank Deposits
You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.
78 votes -
Allow the ability to link specific payments to default for accounts
When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.
10 votes -
10 votes
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Allow bank charges to be specified on all PayPal banking transactions
For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.
Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.
16 votes -
12 votes
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Banking - User Roles - 1 User To Have Access To Single Bank Account.
We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.
15 votes -
University Federal Credit Union - Add Bank to Integrations
A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!
7 votes
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