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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371 results found
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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 -
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page. In the case of ICICI, it lands in a common page & we are free to select any type of bank account like savings or current account. Please help.
1 vote -
Please make YESBANK also for customer payments
To collect payments from customer include YESBANK also
1 vote -
Credit Card Auto-Import Original Currency and Exchange Rate
For foreign transactions on my credit card I cannot see the original value, but only the exchanged main currency value. I'd need to also original value, because that is what is written on the receipts I want to attach to it.
1 vote -
Dashboard
It is great to have the option to choose the financial year. My requests are the following
1. Provide options to choose the period (in the dashboard)
2. Provide options to the bank accounts (one or multiple)Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.
1 vote -
Insert a new category for Gift & Cashback income
Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback
1 vote -
Clone the expenses from Banking overview
Please enable an option of cloning the expenses from banking overview
1 vote -
Bank - Customer deposit rules
Customer deposit should autmatically be allocated to customer based on a rule. We receive 1000 of deposits on a monthly basis and very time consuming to post each individual transaction. The bank should automatically recognise customer reference and give the option to deposit it to that spesific customer based on rule like any other transaction
1 vote -
Reconciled journal entries should not show as available to match to banking feed
I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…
1 vote -
Update Lakeland Bank to their new eTreasury platform login
The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.
1 vote -
Paypal balances should be in Paypal account currency, not base currency!
Please can Paypal account balances be accounted for using the currency of the Paypal account, not being converted to base currency as highlighted here: https://www.zoho.com/books/kb/banking/paypal-multi-currency.html
I cannot understand the rationale behind doing things that way, as Zoho is a multi-currency system and other bank accounts are maintained in different currencies, why not Paypal? Alternatively, put an option to deactivate the currency feed conversion, so that it becomes optional.
1 vote -
Choose bank account in Invoice
I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?
1 vote -
merging 2 bank account into one
2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)
1 vote
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