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351 results found
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 votes3 comments · Banking · Admin →
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because the rules are vendor driven, not category driven.
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…13 votes2 comments · Banking · Admin →
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us13 votes4 comments · Banking · Admin →
Integration with PNC Credit Card
Can PNC Credit Cards be integrated? I have a business credit card with PNC that I would like to reconcile.12 votes
Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.12 votes
Banking - User Roles - 1 User To Have Access To Single Bank Account.
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.12 votes
Group multiple bank transactions to multiple transactions in the books
I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient11 votes
Develop direct payment instruction for bank payments.
There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks11 votes8 comments · Banking · Admin →
Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.11 votes
Check printing and deposit slip printing
After payment Check print option with check details and payment voucher
As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated11 votes
Detect and import more layouts for .cvs format bank statements
When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.11 votes
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to10 votes
Bank feed - remove the limit of refreshing every 24 hrs
When I try and refresh the bank feed more than once a day it says I must wait until tomorrow - this does not happen with other products (Xero).
Please remove this restriction so we can obtain bank data more than once per day.10 votes
to integrate bunq payemnts
I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.
However they provide excellent integration with their open API: https://www.bunq.com/api/developer
Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.
Please let me know what you guys can mean for me.
Allow the ability to link specific payments to default for accounts
When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.10 votes
bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.10 votes2 comments · Banking · Admin →
Deletion of excluded transactions
when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions9 votes
Combine multiple bank entries for single transaction
When there is an uncategorised bank transaction it can be associated with multiple transaction for matching. The vice versa is not possible. For e.g. when payment to 2 or more telephone bills are made number wise, separate entries is recorded in bank statement. Whereas in Zoho books one entry is sufficient to record it as telephone expenses. This does not help in matching the expenses entry with bank entries, as in bank there are multiple entries. It would be better if multiple bank entries can be combined for matching a single transaction.9 votes
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