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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376 results found
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Add new URL to the online banking System
There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.
It has however a different portal adress :
https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme
Please add this url to your system in order to use it.
1 vote -
Add PayPoint to Banking feeds
PayPal is good however there are other methods payment has been taken so PayPoint will be very useful
Thank you
Asya1 vote -
scrap this product. WAY too much manual work. Utter waste of my time.
You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product
1 vote -
Add Totals to Banking
There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…
1 vote -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
To add Saudi Banks to be able to sync online
Suggest to add Saudi Banks to connect with it.
1 vote -
Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote -
Matched transactions
In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.
1 vote -
Categorizing- Reference option that copys description automatically
I greatly appreciate the recognized transactions feature. A way to optimize this would be to have an option that automatically copies the description of transactions and enters it in the reference #. Without this, you manually have to copy and paste the description into the reference # and is very time consuming. If this is already possible somehow, I would love to learn how to do it. Thanks again for the great software.
1 vote -
BANK ACCOUNTS SHOULD SHOW UP FIRST IN TRANSFER FUNDS BANKING WINDOW
When doing a transfer to another account it is a time waster to have asset accounts show up there first. It should default to the bank accounts at the top of the transfer to window as 99.9% of the time the transfers are between bank accounts not asset accounts and having to scroll through to find my bank accounts each time is tedious
1 vote -
Add third party payment collection agency option
in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout
please add "payment collection agency" in Banking Tab
1 vote -
filter transactions by payment type when matching transactions
When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…
1 vote -
Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number
Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.
1 vote -
banking integration for Yes Bank Retail
Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature
1 vote -
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
1 vote -
Integrate with BCR bank in Moldova
Banca Comerciala Romana Chisinau
Other financial apps like Fentury already has done it
https://www.fentury.com/1 vote -
There needs to be a way to see which Undeposited funds have not yet been processed
There needs to be a way to see which undeposited funds are not yet processed by bank. There is not easy way to see what is currently in undeposited funds. We only can see ALL of the transactions. Quickbooks allows matching of these funds when feeds from bank come through and then they are removed from the undeposited funds list.
1 vote -
in the "all transactions tab" Permit add a "field" to view...ie..payee?
In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view
1 vote
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