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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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360 results found

  1. Adding "Notes" Column at Banking Transaction List

    Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update facility(Azax) by which we can give instructions/Suggestion to our accountant.

    4 votes
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  2. Increase information in the Automatic bank feeds

    Allow the automatic bank feeds to include the same level of detail that is available when a user imports the .CSV file. It would save a lot of time matching transactions or manually describing them if we could have the Payee name, transaction detail (such as check number) and the memo field that the bank provides. Our bank is U.S. Bank and this info is available, but the Zoho bank feeds only show Credit and Debit.

    4 votes
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  3. There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.

    There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.

    For example. If i have a EUR bank account and i purchase food in GBP, the bank will charge me a foreign currency fee.

    I should be able to enter the expense receipt and add the bank charge at the same time.

    4 votes
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  4. Enable importing of categories/ accounts when importing transactions.

    A separate column containing categories and transaction types, which exactly matches those created in Zoho Books would save a lot of time, particularly when importing archives of older transactions in bulk. Sure, rules can be created, but if this information is available and formatted in the import file, that would be much better.

    4 votes
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  5. importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting

    In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100

    4 votes
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  6. SPLIT BANK CHARGE OPTION I N TRANSFER TO ANOTHER ACCOUNT

    in Zoho Books • Tips & Tricks • 2 days ago

    Problem 1
    Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT..
    Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07.
    Where i Create 3.07 as expense or Bank Charges. There is not option there for create BC.

    Problem 2
    How Auto Bank Charges will Deduct from Transactions.
    I attached also screen shot .
    and i drag there.

    4 votes
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  7. Add feature to select customer in managing ruled field

    In managing rules, add another option to select the customer to be able to rule expenses directly to the customer who will pay us the amount of the expense.

    4 votes
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  8. STATE BANK OF INDIA Integration

    It would be great to see SBI Integrate with Zoho in a manner similar to how ICICI is currently integrated - for payments and auto reconciliation.

    4 votes
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  9. Employee Loan Payment Received and Bank Loan Payment transaction in Bank Menu

    When I received a payment for employee loan payment or I do Payment for Bank Loan payment , there isnt any option in Bank Transaction Menu , if it will there , its gonna be great

    4 votes
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  10. American Express

    Zoho Books should include more details when syncing a CC / Bank Account. For example, All of the different credit cards and their transactions should come up separately in books to more accurately report data. Rather than just putting all of the transactions from my multiple amex cards into one general account.

    4 votes
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  11. add a Refresh Banking Feed button on the top of the main Banking page

    I should be able to click on the Banking category and see a link or a gear with a link to refresh all feeds. Instead, I have to go to Banking, then scroll down to an account and then click the gear, then click refresh.

    4 votes
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  12. Proyectar la tesorería a futuro en función de los ingresos y gastos

    La ideas es que se pueda proyectar a futuro la tesorería en base a los ingresos y gastos que se puedan preveer y de manera aproximada para saber como estará la empresa en un momento determinado y así poder tomar mejores decisiones.

    4 votes
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  13. You should be able to see the full amount of deposits which make up multiple payments.

    When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.

    4 votes
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  14. Contra Entry for conversion from foreign currency (foreign currency account) to INR (INR account)

    Currently, we are unable to categorise or match, the conversion of foreign currency to INR ( actual bank transaction when I convert EUR to INR). There is a debit of EUR in EUR bank account and credit of INR in INR bank account. But unable to categorise or match in the bank account.

    4 votes
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  15. Banking

    Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap

    Thanls!

    4 votes
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  16. Ability to sort Uncategorized Transactions by other fields

    Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.

    4 votes
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  17. Zoho books should notify us if our daily cash transactions exceed 20000.

    Zoho books should notify us if our daily cash transactions exceed 20000.

    4 votes
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  18. Combine Paypal Payment & GST Credit Card entries to one transaction

    With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST

    i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
    Paypal charges an additional amount in a separate transaction = $2.00

    How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?

    4 votes
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  19. Banck of Maharashtra (Corporate Account)

    i am unable to integrate Banck of Maharashtra (Corporate Account) please find link of https://www.mahaconnect.in/jsp/startnewcorporate.jsp kindly help regarding.

    4 votes
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  20. Allow customization of the Bank Reconciliation Details report.

    Both of my businesses have multiple bank accounts. It would be helpful for my CPA to identify the business and its corresponding bank account in the main title section of the Reconciliation Details report. Without this customization it becomes a tedious task to manually write or stamp on each page which business and account this particular report belongs to.

    4 votes
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