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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366 results found
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Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking
Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.
4 votes -
Add Totals to Banking
There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…
1 vote -
CIC (France) - Credit Card
hi,
I am an happy user of Zoho Invoice. I would like to migrate to Zoho Books for the Banking support.This is a really good feature. I have my bank: "CIC (France) - Bank" but i cannot configure automatically my credit card (master card with the same bank).
Thank you for your support and your help.
Best regards,
Stéphane
9 votes -
Interest Income - Tax
Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.
5 votes -
Cannot Reconcile An account if no transaction in that month. This should be able to be reconciled.
Should be able to reconcile a bank account for the month if no transaction were done in the month.
Today we get error "Please select a transaction and try again."
6 votes -
Unreconciled items filter
In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...
22 votes -
Bank Statement Field Mapping
When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".
Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.
and/or (this was my case)
instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.
3 votes -
Karnataka Bank corporate account reconciliation
Request to enable Karnataka Bank corporate account reconciliation option.
2 votes -
Issue and Print Checks from Client Credit Notes
You need to be able to issue and print checks for credit notes. Similar to how you can issue checks for Vendors.
27 votes -
Please include a VAT account report. The report should show VAT collected and VAT paid and balance for VAT returns
Make it possible to add the VAT account to a watchlist
9 votes -
Overwrite 1 penny and up to a 1$
Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.
0 votes -
Work better with Yodlee for image security layer
I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."
3 votes -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes -
scrap this product. WAY too much manual work. Utter waste of my time.
You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product
1 vote -
Like to export journal of banking with client account number so we can import into into SAGE
Like to export journal of banking with client account number so we can import into into SAGE
3 votes -
Open Links in Tabs
Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.
For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…
6 votes -
Please make allowance for posting personal use of company credit cards
When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).
For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.
If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…
3 votes -
ideal
Please add IDEAL to The payment gateways available for all Dutch cliënte.
https://www.ideal.nl/en/Tis is The most used payment methode in Holland.
Every Dutch cliënt Will accept It For payment.Regards
Robert
35 votes -
Refund multiple transactions in one payment
This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.
3 votes -
Allow the ability to link specific payments to default for accounts
When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.
10 votes
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