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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.

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25 results found

  1. 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
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  2. 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.
    Thanks

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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  3. To be able to print a bank reconciliation summary that shows cash book balance and statement balance

    Bank reconciliation summary

    1 vote
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  4. Paypal Refund transaction

    Can we have a Paypal Refund transaction. This would have field for amount of refund and amount of fee credited. Currently I can either input an adjusted amount that doesn't match the statement or enter a journal to account for the credit but this also looks strange on the reconciliation. Thanks

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  5. Comments

    Feature to include comments in the bank reconciliation process.

    It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.

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