Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
366 results found
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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 -
Match transaction by searching invoice number
When a bank statement is uploaded, there is option to match invoices. The "Best Matches" only able to find invoices that have same amount. In my case, most of the transactions are pretty much have a same amount. Also the description of my bank statment included the invoice number. However, there are no option to find match invoice by searching invoice number.
3 votes -
It would be very helpful if there was a way to move different parts of the check printout
It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.
1 vote -
Increase the page border padding code for the bottom of the bank accounts register.
The page margin padding code at the bottom of each page's transaction register should be readjusted to allow the last transaction on the register to be fully visible above the (Total Count) transactions control bar at the bottom of the register. It would also be helpful to have the (Total Count) transactions control bar at the top of the register, preferably just above the "Date, Statement Details, Deposits and Withdrawal" section.
1 vote -
merging 2 bank account into one
2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)
1 vote -
Crypto currencies support
Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.
4 votes -
Choose bank account in Invoice
I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?
1 vote
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