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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354 results found
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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 -
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 -
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 -
1 vote
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Cheque Print Need
I need cheque print, Zoho made feature for USA then why not not India.
Please reply1 vote -
Option to add a new rule to an existing rule
make it possible to add an unrecognized transaction to a existing rule
1 vote -
italy
Open Banking
Intesa San Paolo Grouphttps://openbanking.intesasanpaolo.com/#/bank_developer_portals
1 vote -
Categorize Manually: Categories - Splitting & GST Codes
None of the Categories in Categorize Manually allows you to Split the transcations to a number of different GL Accounts & select a GST code for each of the account. Eg. I have EFT payment transferred to our Bank Account as a lump sum. I need to split this into various GL Accounts. Some of the amounts are GST Inclusive whilst others are Free or Exempt. Therefore I cannot use any of the Catergories in the Categorize Manually as none have the ability to do this. Some will let you split the amount but then can't assign a GST Code.…
1 vote -
ICICI BANK TRASFER ME JO OTP AATI THI USME PAHLE VENDOR KE NAME AMOUNT HOTA THA YE BAHUT IMPORTANT THA KOI THIRD PARTY TFR KARWA SAKTE THE
PLESE BANKING MASSAGE CUSTOM PLESE
SEND BANK AMOPUNT TRASFER OTP WITH NAME AND AMOUNT THANKYOU MY TEAM ZOHO BOOKSSILK ZON1 vote -
sales return needs to all you to specify which invoice is now unpaid
A check from a customer bounces. Your solution is to have a current liability account for the money in and out. Why not simplify? If the Sales Return page had a list of paid invoices for this customer (like the record income page shows unpaid invoices), then this bounced check could be taken care of in one step - both the journal entry and the voided payment
1 vote -
Increase accuracy of currency exchange rate
right now the zoho books uses only 6 symbols after a comma and decimal values it is so small for some currency
1 vote -
1 vote
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Direct / Automatic Bank Feed & Sync
Please allow direct feed updates for bank accounts (like PayPal) so it sync in the background and not require manual clicking of Sync button.
1 vote -
1 vote
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BANK C.C / O.D A/c
There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.
Due to this limitation all financial reports are wrong generated and all reports are useless.
1 vote -
1 vote
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Payment Mode in Bank Reconcilliation
Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.
1 vote -
About Loan
Please try to include Loan Accounts in Banking Categorize field.
1 vote -
Option to select Personal or Company when entering a Credit or Debit Card into Books. Or Equity In and Out instead of Asset and Expense
I realize that someone else has pointed out this issue. Zoho Expense has already dealt with it so I guess we have to use both packages for the time being. However, it looks like Zoho Books has incorporated a bunch of Zoho Expense features already just didn't add the ability to select personal or business when adding debit or credit cards. Many small business owners may not vote on this feature because they don't realize how seriously it affects them. In Canada, if you link your personal credit cards the same way as a business debit or credit card, CRA…
1 vote -
Link Transfer Fund transactions to their corresponding transaction in the Transfer To account.
When viewing Transfer Fund transactions in a Bank Account it would be nice to see the corresponding transaction in the other account. "Transfer to Another Account" transactions always involve a From account and a To account. To view both sides of the transfer, you have to back out of the From Account, navigate to the To Account and find the corresponding transaction. A simple hyperlink from a transfer transaction could take you directly to the corresponding entry in the other account.
1 vote
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