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354 results found
make liability accounts visible in the banking view, not just chart of accounts
These are only visible in the chart of accounts and it's unclear how to enter transactions as instructed here....
please enable transactions to be entered....1 vote
Add a customer or a vendor from the Bank Overview when you are entering transactions
Add, delete or rename Customers and Vendors on the fly from the Bank Overview.
In fact from anywhere. You never want to have to leave one screen to go back so you can add or delete or amend another related transaction base.1 vote
shortcut to go directly to page in bank
if i have total 10 pages; instead of next button, there should be numbering of pages, so that we can go directly to the page we want to refer.1 vote
Integrar cuentas de entidades financieras españolas
Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es1 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 invoice1 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 reason1 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
Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.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
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
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
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
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 vote2 comments · Banking · Admin →
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 section1 vote
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
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
Integration of more banks in the banking of ZOHO
Please integrate HDFC as it is the largest bank in the India1 vote
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 rate1 vote
Reliant Bank - Cash Management
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
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