Zoho Books
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376 results found
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When displaying a Match for importing a banking statement,Display the description.
When displaying a Match for importing a banking statement, it would be helpful to see the Description of the possible match so as not to accidentally match to the wrong entry when there are more than one possible match with he main difference being the actual receipt. I have had it where the vendor, date and amount are the same but we have several entries for the same day but each is a different category with different receipts. The only difference between the multiple entries is the description.
1 vote -
1 vote
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to integrate bunq payemnts
Dear Zoho,
I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.
However they provide excellent integration with their open API: https://www.bunq.com/api/developer
Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.
Please let me know what you guys can mean for me.
Best,
kevin.10 votes -
Adding Zoho Books to the Open Banking List
We would like to link our business bank account with Zoho, however Natwest have said Zoho is not in the open banking approved list. We don't want to link our account if it has not been approved.
Is this something you are looking to do?2 votes -
Email alerts when bank feeds haven't been refreshed for a long time
Since Zoho won't automatically refresh my bank feeds for some reason, it would be nice if I could receive an email reminder if I haven't manually refreshed for some time (ideally a time period set by the user), e.g. if my bank feeds are more than a week out of date, then send me an email
3 votes -
3 votes
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bank account view
On the bank account screen view that comes up when you click on bank in the bank overview.
Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.
Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.
0 votes -
In bank reconciliation add sort by withdrawals ascending and deposits ascending
In Bank Reconciliation add an option to sort by ascending and descending against deposits and withdrawals. This is because dates on the statement do not always align with the date of entry in zoho expense and so if zoho was sorted by amount it it easy to see say 12.34 on the bank statement and locate 12.34 in the reconciliation screen.
5 votes -
Add / Delete transactions
1.
You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.
There are too many so you would prefer to delete the statement and import afresh.
I dont see an audit problem if is a manual import anyway.
2.
Alternatively, you should be able to amend the amount if it is a manual import.
From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.
Perhaps until reconciliation after which amendment could be disabled.
0 votes -
bank statements
Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.
I know you can do something like this from reports but please add it in the bank section
1 vote -
Bank Reconciliations
When I am working with the bank reconciliation I want to be able to print out the recon in progress from the reconciliation screen so I can work on it manually if necessary.
1 vote -
Bank Reconciliations
I am reconciling my bank account.
The recon draft includes alien transaction such as transfers from other bank accounts and bills etc that should not be in the reconciliation print because they are not to be reconciled with the bank. Only entries against the bank account will be reconciled.The reconciliation is between amounts in the bank statement and amounts taken on in ZOHO. Nothing else.
1 vote -
include a field that captures items sold in sales without invoices so that items sold by cash are tracked
include a field that captures items sold in sales without invoices so that items sold by cash are tracked.
1 vote -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.
1 vote -
Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.
1 vote -
when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once
when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.
1 vote -
make separate access to banking part for different user
Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason
1 vote -
Filter in the banking for the Catagorise Manully to match the invoices
Please provide the filter in the Catagories Manully to reach directly on a new or old invoice
1 vote -
Integrar cuentas de entidades financieras españolas
Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es
1 vote
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