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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371 results found
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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…
79 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 -
Extend the amount of characters displayed in the "Details" section when importing a bank statement
Whenever importing a statement in .qif Format, the "Details" section will be cut off if it exceeds a certain amount of characters (I believe it is 100 characters). As most of the transactions have a very long "Details" section, this is quite unfortunate as the payment reference is usually at the end and very often cut off therefore which makes it difficult to match it with the relevant invoice. An extension to 200 characters would prevent this from happening.
4 votes -
Detect and import more layouts for .cvs format bank statements
When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.11 votes -
University Federal Credit Union - Add Bank to Integrations
A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!
7 votes -
10 votes
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Split Transactions for Check payments and Credit card feed
We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).
Our example1: (Non-bill) Vendor Payment Check
10% portion to XYZ expense account
10% portion to YZX expense account
80% portion to ZXY expense accountOur example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)
This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…
169 votes -
Custom Income Categories
Our company has 2 revenue streams:
- Website Design
- Website Management
When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.
5 votes -
Grouping of transactions for matching
The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.
5 votes -
Please integrate Virtual Card Services
Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.
36 votes -
Reconciliation Filter
Filter transactions by In-Progress Reconciliation - unchecked/checked items.
To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.
2 votes
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