Zoho Books
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365 results found
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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 -
Sort bank transactions according to Descriptions
Bank overview
Click details
Sort ascending or descending details.It will help to find a transaction according to the description where there are a few similar.
It is a search and select option that will help locate transactions from the bank statement side
EG - I paid PNP about R500 but I cant remember when.
2 votes -
Filter in the banking for the Catagorise Manully to match the invoices
Please provide the filter in the Catagories Manully to reach directly on a new or old invoice
1 vote -
Integrar cuentas de entidades financieras españolas
Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es
1 vote -
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 -
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 -
Please allow check printing for employee reimbursements submitted through Zoho Expense
I want to be able to record a payment and write a check for an employee expense which was submitted through Zoho Expense. Currently, you can only record that you did pay the expense, but you have to hand-write the check. There is no option to write a check for the expense.
54 votes -
Conection to SWIFT Alliance
Would be create if we could connect Zoho Books direct with SWIFT, espcialy for larger cooperation it s important.
2 votes -
shortcut to go directly to page in bank
if i have total 10 pages; instead of next button, there should be numbering of pages, so that we can go directly to the page we want to refer.
1 vote -
Add a customer or a vendor from the Bank Overview when you are entering transactions
Add, delete or rename Customers and Vendors on the fly from the Bank Overview.
In fact from anywhere. You never want to have to leave one screen to go back so you can add or delete or amend another related transaction base.
1 vote -
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 -
make liability accounts visible in the banking view, not just chart of accounts
These are only visible in the chart of accounts and it's unclear how to enter transactions as instructed here....
https://www.zoho.com/us/books/kb/expenses/record-loan-amount.html#toc_2please enable transactions to be entered....
1 vote -
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 -
1 vote
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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 -
PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules
PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules
14 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 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
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