Zoho Books
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376 results found
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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 -
Match Transactions
When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.
5 votes -
Automatically import Paypal fees
This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).
The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).
There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.
PLEASE add this and save us untold…
42 votes -
make reconciling easier!
I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.
This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!
Vote it up if you're sick of scrolling to the bottom of the page to save :)
25 votes -
enable us to see account registers
In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.
4 votes -
Matched transactions
In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.
1 vote -
Add Links to Add Expense to Recognise for Bank Rec
When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.
3 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 -
bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.
10 votes -
Apply bank transactions as partial payment for invoices.
I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.
10 votes -
Group multiple bank transactions to multiple transactions in the books
I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient
11 votes -
Is there any way to show bank transactions that haven't been reconciled?
Is there any way to show bank transactions that haven't been reconciled?
6 votes -
0 votes
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Integrate with PostFinance in Swizterland
It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)
23 votes -
integrate with Citibank in Romania
integrate with Citibank in Romania
13 votes -
Transaction Rules
It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !
8 votes -
enter a direct to Void check
Sometimes you know you have destroyed a check - and would like to record that check number as being "Void" - and it has a $0.00 value.
Zoho Books will not let me enter a Zero value. I cannot record an item as void - I can only delete it and have no record of the check being destroyed.
2 votes -
Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote
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