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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360 results found
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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.
25 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 -
When matching uncategorized deposits from bank, ability to match remainder to account
Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period. Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking). Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.
It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…
3 votes -
Transaction Description Search
When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.
A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.
Strangely, using the search option at the top…
77 votes -
Card Number on the Account
I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.
0 votes -
Sync Data with Shopify Store/Bank Account
QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.
Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.
20 votes -
Add PayPoint to Banking feeds
PayPal is good however there are other methods payment has been taken so PayPoint will be very useful
Thank you
Asya1 vote -
allow me when reconciling a payment to a customer to fill out the invoice number rather than the customer name as an option.
We receive many payments from customers into our bank account who use the invoice number as the reference. Currently I have to keep a window open separately to check invoice numbers to obtain a name. An extra field in the customer payment option to categorize will save hours.
2 votes
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