Zoho Books
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376 results found
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Why does it take hours to download the bank feed?
I was using QBO for India & the bank feed would load in minutes when I hit the Update button. Now it takes a couple of hours or even longer. This is bizarre. I am using IndusInd Bank .... why does it take so long?
1 vote -
allow to adjust single payment to multiple client
Kindly enable an option to allocate a single payment to multiple clients. For e.g., there are different branches in different states of a single client. Invoices are issued on the bases of GST registration however single payment is received from the head office for all the invoices. At present there is not option to allocate the such type of payments.
6 votes -
Banking Statement Double Columns with Negative Values
I have a bank CSV that does Credit Values in the positive, and Debit values in the negative. So we should be able to import banking statements with Double Columns with Negative Values
1 vote -
Bank entry breakup with debits and credits
We often bank a net amount ie we have a gross income (Ball Fees - in cash) and pay expenses from it during the day (Umpires - in cash) and bank the net amount. The ability to split deposits (or it could be an expense for other situations) is there but the expense accounts are not available to use. Expenditure entries would only need to be entered as minuses so when the gross income less expenses equals the net banking we are all reconciled for the day.
2 votes -
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
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