359 results found
In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...22 votes
We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.
QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.
Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.20 votes
Hello, we love your product but would have loved to see more Swedish bank integrations available.
I found Nordea but would have liked it if you could support SEB as well. There are four major banks in Sweden: Swedbank, SEB, Nordea and Handelsbanken. If you support them you cover more then 95% of the Swedish banking market.
Please visit the SEB development portal for more information: https://sebgroup.com/developer
For businesses with multiple bank accounts, it would save time to be able to copy/duplicate transaction rules from one account to another.19 votes
Allow two manually added transactions to be matched with each other.19 votes
Integration with Transferwise for overseas transfers is very very important.
They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise19 votes
Need the ability to have bank feeds to bank accounts with loan or overdraft facilities, currently you have to load transactions manually.
These work the same as a credit card, you have an amount you can draw down or use and you pay back later.
I can not see why you can sync with a credit card and not a bank account with an overdraft.19 votes
Italy is one of the major EU countries and worldwide (GDP rank).
Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.
Thank you19 votes
Thanks for the reply, but it seems that your development team does not want to add this resource can consult the attachment.
So I think this feature is very simple is the same that we have in all modules the option to export. Now on a bank would not be different because we need to said so that the treasury can have the best control because the would not be accounting would not know if you can understand this very simple.18 votes
In Australia businesses have the ability to Direct Debit their clients accounts for recurring invoices for services such as membership or subscriptions. To do this they need to upload the Direct Debit information (BSB and Account numbers of their clients accounts to be debited, amount and account name) via an ABA file. Currently ZOHO CRM and ZOHO Books doesn't have this ability. Can you please add additional fields into ZOHO Books so this information can be collected and exported as an ABA File or partner with another company who can provide an app that integrates with ZOHO so this information can be collected and an ABA file created.
This feature is widely used in AUstralia by businesses as it is low cost and effective. When the feature is set up with their corresponding bank the client has to have processes in place to obtain their clients acceptance so all responsibility is on the client and not on ZOHO.
Would really appreciate this feature to be implemented into ZOHO urgently.
In Australia businesses have the ability to Direct Debit their clients accounts for recurring invoices for services such as membership or subscriptions. To do this they need to upload the Direct Debit information (BSB and Account numbers of their clients accounts to be debited, amount and account name) via an ABA file. Currently ZOHO CRM and ZOHO Books doesn't have this ability. Can you please add additional fields into ZOHO Books so this information can be collected and exported as an ABA File or partner with another company who can provide an app that integrates with ZOHO so this information…18 votes
Please enable bank feed for FNB South Africa and maybe other popular South African banks.
Xero does this but I don't want to switch. I love #Zoho16 votes
For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.
Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.16 votes
Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.16 votes
In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize15 votes
Approval work flow for payment Receipts & payment made .Once approved it must be locked15 votes
We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.15 votes
The banking module for german companies is useless.
Please add german Banks to the Banking-Module.15 votes
PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules14 votes
This is the only banking communication protocol
I don't kno why you show so much banks in zoho books as most of them don't accept any connection and don't even know which kind of integration you made as the all rely on EBICS13 votes
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