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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24 results found
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3 votes
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In the bank feed, the ability to search for "deposits" only (ie. only incoming payments)
In the bank feed, the ability to search for "deposits" only (ie. only incoming payments). I used this feature a lot in WAVE Accounting, to quickly reconcile all incoming payments.
1 vote -
the ability to import statements in the app, the same as the browser version
The ability to import statements/files on the app, (Mac), the same as you can in a browser
1 vote -
Add account codes to Bank Import Templates to auto-reconcile on import
My company uses Xero and one of the most helpful tools it has, is when doing the bank recon, it allows transactions to auto-reconcile on import to the correct account provided the account codes are listed.
Please can this be implemented. I can also provide screenshots if necessary9 votes -
Provide Match transaction button on the Bill Screen itself, to cater to pre-payments
This way, the reconciliation and matching of bills with pre-payments will involve lesser screen transitions.
5 votes -
Sync American Express Business Checking Accounts
Currently, Zoho syncs with American Express Credit Cards, but not with their more recent business checking accounts. It would be great to add this ability as soon as possible.
10 votes -
Wave money
09758454451
1 vote -
Wave money
0977548842
1 vote -
1 vote
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create bank rule from transaction
Ability to create a bank rule straight from a transaction ,with fields pre-populated. There is so much pollution on statement lines with transaction ID's, references etc, sometimes payee names are cut off. Extremely time consuming trying to type every little nuance & quirk for each statement line in a bank rule from scratch.
1 vote -
Airwallex integration
Airwallex integration for both bank accounts and credit cards so payments and receipts can be automatically imported to Zoho.
5 votes -
Need to be able to reconcile account even if no activity.
Need to be able to reconcile account even if no activity.
7 votes -
Categorize bank transactions in bulk
every month I receive over 100 small ACH processing fees from a vendor. It would be really nice to select these all and categorize them as "bank fees" rather than opening and manually categorizing each
4 votes -
Please add Date Column in Bank Reconciliation while matching the transaction as tick mark
Please add Date Column in Bank Reconciliation while matching the transaction as tick mark
6 votes -
Bank reconciliation report that shows outstanding transactions after reconciliation
Please create a bank reconciliation report that shows reconciled transactions and outstanding transactions remaining, after reconciliation.
7 votes -
Need a way of knowing what invoices were paid via a single deposit
When doing a reconciliation - it is preferred that there's a column that indicates what invoices were paid by a single deposit.
Or - preferably - a way to show the Payments Received report that is grouped by actual deposit.
It is a little difficult right now being able to align multiple payments to a single deposit.
2 votes -
attach file option for 'create new transaction'
when on the bank reconciliation process, within the 'create new transaction' should also have the option to attach a file.
similar to categorize manually has 'Attach Receipts'
2 votes -
Please integrate like ICICI and Standard Chartered with HDFC Bank too
Please di with HDFC and SBI too
Both are No1 bank in their spectrum.12 votes -
Hi we urgently need bank feeds for Danske Bank to work in Denmark too.
Dear Zoho. Due to Brexit, we have moved our company to Denmark. We are now trading 95% via Denmark. Token and Danske Banks works in the UK but so far Token has not fixed it for Danske Bank Denmark despite Danske Banks UK branch is run on the same platform via Denmark. We have to manually import 3 currency accounts and that is a lot of work for something that will take Token 18 minutes to fix. Please help and you than use us for marketing purposes in Denmark as there is a huge Gap in the market
4 votes -
New column for notes/discussion when reconciling accounts
There are currently 4 columns available when you are reconciling an account. Date, Details, Deposits, Withdrawals.
Please add a 4th for notes/discussion. I need to be able to go through all the transactions and make notes on each one for my accountant to review and perform the required work.
Thanks1 vote
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