Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
373 results found
-
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us
13 votes -
banking integration for Yes Bank Retail
Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature
1 vote -
German market / Add german Banks to Banking-Module
The banking module for german companies is useless.
Please add german Banks to the Banking-Module.15 votes -
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 -
allow sub-accounts to be created for credit cards
We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.
39 votes -
Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number
Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.
1 vote -
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling
bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling a bank account. Currently, Zoho Nets the credits and debits making it hard to determine which kind of transaction is missing.
6 votes -
Split transaction sub menu
Use a sub menu to split transactions to different categories. Quicken does this and it's extremely helpful. Especially when you are trying to reconcile a statement. That's been the my biggest issue with Zoho. It takes forever to reconcile.
2 votes -
I would like to have a better control on cash flow
Monitor cash flow by week, month or custom date range. Visualize Cash Flow
3 votes -
HBCI Support!
With HBCI implementation you could support the most German Bankaccounts.
https://de.wikipedia.org/wiki/Homebanking_Computer_Interface
31 votes -
filter transactions by payment type when matching transactions
When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…
1 vote -
Export Bank Statement
Hello,
Thanks for the reply, but it seems that your development team does not want to add this resource can consult the attachment.
So I think this feature is very simple is the same that we have in all modules the option to export. Now on a bank would not be different because we need to said so that the treasury can have the best control because the would not be accounting would not know if you can understand this very simple.18 votes -
Add third party payment collection agency option
in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout
please add "payment collection agency" in Banking Tab
1 vote -
DBS Ideal Banking should be enabled for Singapore Customers
Business banking with DBS Bank in Singapore uses the site ideal.dbs.com for internet banking. ZOHO only integrates with PERSONAL banking for DBS Bank (internet-banking.dbs.com.sg). Please create a connection for ideal.dbs.com
31 votes -
Change from 6 decimal points to 9 decimal points
When you change currencies from KHR (Cambodian Riel) to USD, 6 decimal places is not enough to get an accurate transfer. For example if I was to change 100 USD to 405,000 KHR this is impossible unless I have more decimal points for the exchange rate. This would be the same problem for converting any currency from large to small. Example USD or AUD to Cambodian Riel or Vietnamese Dong ect where the dong and riel are 4000 or 20000 to 1 USD or AUD
6 votes -
BANK ACCOUNTS SHOULD SHOW UP FIRST IN TRANSFER FUNDS BANKING WINDOW
When doing a transfer to another account it is a time waster to have asset accounts show up there first. It should default to the bank accounts at the top of the transfer to window as 99.9% of the time the transfers are between bank accounts not asset accounts and having to scroll through to find my bank accounts each time is tedious
1 vote -
Credit Card Autopay recording or memorized transactions
I have autopayments setup in my business checking for my monthly credit card payments. I was able to include these in Quickbooks as memorized transactions and have them entered into my books a week ahead of schedule for cash flow planning. It seems there is no way in Zoho to create recurring transactions of this nature and no way to plan accordingly with my bank accounts. This is a huge deficit and a big need!
8 votes -
Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start
Hi,
chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
This is a very simple function to add (probably), but save 2 clics at every filter needed
Rob3 votes -
Auto Exchange Rate adjustment
Hi
Would like to see a auto exchange rate change for expenses that are reconciled in banking. For example I have a US subscription charge that is automatically debitted from my bank of $50 USD. Depending on the exchange rate on the day the converted AUD amount in my bank will vary. The recent one for example was $70.06 AUD. When I reconcile this amount against a reoccuring US expense set up for this it shows $66.68. There is no way to adjust the exchange rate on a reoccuring expense when reconciling with a bank transaction. Would be good if…10 votes -
Categorizing- Reference option that copys description automatically
I greatly appreciate the recognized transactions feature. A way to optimize this would be to have an option that automatically copies the description of transactions and enters it in the reference #. Without this, you manually have to copy and paste the description into the reference # and is very time consuming. If this is already possible somehow, I would love to learn how to do it. Thanks again for the great software.
1 vote
- Don't see your idea?