Zoho Books
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376 results found
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Categorize Transactions in iOS and Mac Apps
I mostly use Zoho Books for keeping books, and as such, the vast majority of the time I spend with the service involves categorizing transactions. It would be extremely nice if I could do this on my iPhone, my iPad, or in the new Mac app, given that it's 99% of what I want to actually do with Zoho Books.
I understand that the new Mac app is based on the iPad app, and that the lack of categorization carries over from there. However, it does feel a bit odd to have to leave a Mac application and go to…
3 votes -
Option to add a new rule to an existing rule
make it possible to add an unrecognized transaction to a existing rule
1 vote -
Cheque Print Need
I need cheque print, Zoho made feature for USA then why not not India.
Please reply1 vote -
Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Bank Sella automatic feed through new PSD2 2019 in Italy
Hi,
Italy is one of the major EU countries and worldwide (GDP rank).
Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.Thank you
19 votes -
1 vote
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Option to download banking transactions for a financial year
It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.
1 vote -
Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.
Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.
1 vote -
Custom currency
Please add the ability for adding custom currencies
2 votes -
Undo reconcilition for only the required transaction in which the entry has to be changed
Undo reconcilition for the post reconcilition as i have to delete all the reconcilitions either they are right. If there is the option for undo for all reconcilitions then the time will be saved and also it will be easy to change the following entry from post reconcilition.I hope you will work on this
1 vote -
"reliant bank"
Please add:
Reliant Bank - Cash Management
https://www.reliantbank.com/The normal bank is there, but their cash management (for business accounts) is not. I will have to move away from Zoho very soon if I cannot link my bank account. I am in the process of converting from Quickbooks which does have this integration already.
1 vote -
Delete auto feed bank transactions
Transactions manually added to bank can be deleted. However, transactions brought in via feed or upload cannot be deleted. Only they can be excluded or first unmatched and excluded and then they will stay around for ever and ever and create a more and more useless data. Just enable transactions to be deleted or at least, allow deletion of excluded transactions.
1 vote -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
0 votes -
change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate
You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate
1 vote -
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.
5 votes -
bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
14 votes -
Bnp Paribas Entreprise
Impossible d'utiliser le rapprochement bancaire avec la BNP entreprise
https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp
En france
4 votes -
Integration of more banks in the banking of ZOHO
Please integrate HDFC as it is the largest bank in the India
1 vote -
Banking User privileges
we sometimes not want the cashier to be aware of what is at the Bank account, I am Suggesting you to find a way that we can choose if a cashier can dealing with both bank and petty cash or can dealing with one of them
3 votes -
An option to CHOOSE if we want BACKUP VERIFICATON CODES instead of automatically being assigned.
If people setup enough backup phone numbers/email addresses, is there really a need for backup verification codes? Think SECURITY . Small businesses are a major target of undetected malware and if unknowingly your computer is being controlled remotely by a hacker. There are a lot of scenarios from digital security issues to disgruntled employees, where preventative measures here could go a long way.
1 vote
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