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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372 results found
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In the Import Statement preview page...
In the Import Statement preview page I would like to see the records before I accept to import the file. I ran into problems with incorrect decimal positions and ended up having to exlude and reimport. I could have spotted the problem before importing
1 vote -
WIO Bank (UAE)
Add WIO Bank to be able to connect it with my account
6 votes -
activate the bank feed which got accidentally deactivated
There should be a feature which can help to activate the bank feed back when it got accidentally deactivated
1 vote -
Allow the creation of checks that aren't connected to bills or vendors. We need to create standalone checks without any transactions.
Allow the creation of checks that aren't connected to bills or vendors or any other transactions. This would allow me to print a check for standalone payments or even to be able to print a check to refund a customer. This may ruin our transition to Zoho Books completely.
3 votes -
1 vote
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Integration with mercury bank
Integrate with digital banks like Mercury in the US, xero and quickbooks already do it, I if I can't integrate with mercury I will have to choose one of them unfortunetly
3 votes -
Manual Transaction Work Load
Paying bill with different currency than base currency and transfer money directly between 2 different bank accounts except of base currency for solution of manual transaction work loads
3 votes -
Add the ability to change the bank login URL, especially as banks change them to increase security
Allow users to change/update the banking login URL to reduce errors and broken feeds
1 vote -
Add the ability to change the bank login URL, especially as banks change them to increase security
Allow users to change the login URL for their bank(s) to reduce the problems with broken feeds
3 votes -
3 votes
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KlikBCA Business Account automatic import statement
Please include automatic import of indonesia klikbca business account.
Thanks in advance.
3 votes -
Sync transactions between multiple Zoho Book Banking accounts (Independent organisations) - this would very useful to consolidate payments
Sync transactions between multiple Zoho Book Banking accounts (Independent organizations) - this would very useful to consolidate payments, especially for holding companies with multiple divisions under one group.
3 votes -
auto sync bank feeds
Bank feeds should not need to be manually initiated or varified. The bank transactions should automatically sync/pull from the bank based on a schedule.
For example, I am a long time Quickbooks user and the bank feeds are pulled/updated automatically daily. The trigger is the first login of the day.
I am strongly considering leaving Zoho because of this missing feature.
3 votes -
Finnish bank integrations
It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!
4 votes -
add LCL Crédit lyonnais Bank
is not available in ZOHO bank integration,... As CIC, Crédit mutuel bank do ! Why ????
I suggest to add LCL Bank with EBIC format French Bank
Many thanks3 votes -
Document the password restrictions for the Zoho/Yodlee integration
When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.
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1 vote -
Be able to transfer money between banks with different currencies
If you have multiple bank accounts and need to transfer money between them how do you deal with this?
1 vote -
search for a transaction amount
The ability to search for a transaction amount within the banking area
1 vote -
Bank account QR code
Hi, Bank Account details can be converted into QR code.
1 vote -
Bank feed update notification
Option to enable push notification on Books app when a bank feed is updated and new, uncategorized transactions are added.
3 votes
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