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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376 results found
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Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
To add Saudi Banks to be able to sync online
Suggest to add Saudi Banks to connect with it.
1 vote -
Directions Credit Union add to integrations
You have the credit card link but not for the bank accounts.
3 votes -
Cheque entries
Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.
Thanks
8 votes -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
add Butterfield Bank (Cayman) Limited
add Butterfield Bank (Cayman) Limited to the list of banks
4 votes -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Request you to enable State Bank of Mysore (Corporate)(India) link.
Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.
3 votes -
Register sSearch
I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.
3 votes -
Export/Print in banking module
When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.
It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).
There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.
Thanks!
4 votes -
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
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