Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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361 results found
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Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.
When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.
1 vote -
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 -
Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense
I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…
1 vote -
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 -
Bank Sella automatic feed through new PSD2 2019 in Italy
Hi,
Italy is one of the major EU countries and worldwide (GDP rank).
Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.Thank you
19 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 -
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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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 -
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 -
bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
13 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 -
Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.
42 votes -
pls add in banking liability side BANK OD A/C as a loan
I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category
2 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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