Zoho Books
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363 results found
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Email alerts when bank feeds haven't been refreshed for a long time
Since Zoho won't automatically refresh my bank feeds for some reason, it would be nice if I could receive an email reminder if I haven't manually refreshed for some time (ideally a time period set by the user), e.g. if my bank feeds are more than a week out of date, then send me an email
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 -
3 votes
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- 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 -
bank account view
On the bank account screen view that comes up when you click on bank in the bank overview.
Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.
Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.
0 votes -
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 -
Add / Delete transactions
1.
You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.
There are too many so you would prefer to delete the statement and import afresh.
I dont see an audit problem if is a manual import anyway.
2.
Alternatively, you should be able to amend the amount if it is a manual import.
From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.
Perhaps until reconciliation after which amendment could be disabled.
0 votes -
bank statements
Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.
I know you can do something like this from reports but please add it in the bank section
1 vote -
Bank Reconciliations
I am reconciling my bank account.
The recon draft includes alien transaction such as transfers from other bank accounts and bills etc that should not be in the reconciliation print because they are not to be reconciled with the bank. Only entries against the bank account will be reconciled.The reconciliation is between amounts in the bank statement and amounts taken on in ZOHO. Nothing else.
1 vote -
include a field that captures items sold in sales without invoices so that items sold by cash are tracked
include a field that captures items sold in sales without invoices so that items sold by cash are tracked.
1 vote -
Develop direct payment instruction for bank payments.
There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks
11 votes -
Could you please add "Rabobank Netherlands" to the list? Thanks!
I know our bank can connect to a long list of programmes, including e.g. Eksakt, but I use Zoho. Could you add Rabobank Netherlands to Zoho as well?
32 votes -
Add Starling busniess bank UK
Can you add integration with Starling
76 votes -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.
1 vote -
Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.
1 vote -
when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once
when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.
1 vote -
make separate access to banking part for different user
Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason
1 vote -
Provide the option "Vendor Advance" in the "Manage Transaction Rules"
That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"
3 votes -
Add an extra column for bank statements to enter folio/ref
Add an extra column into bank statements for manual addition of references such as statement, cross-references, short comments, queries etc.
Make the column searchable.
Allow manual import of the extra column.
2 votes
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