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  1. Split Transactions for Check payments and Credit card feed

    We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).

    Our example1: (Non-bill) Vendor Payment Check
    10% portion to XYZ expense account
    10% portion to YZX expense account
    80% portion to ZXY expense account

    Our example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)

    This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…

    130 votes
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    8 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  2. Transaction Description Search

    When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.

    A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.

    Strangely, using the search option at the top…

    57 votes
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    12 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bank Deposits

    You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.

    54 votes
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    4 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please integrate Virtual Card Services

    Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

    36 votes
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    Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automatically import Paypal fees

    This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).

    The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).

    There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.

    PLEASE add this and save us untold…

    26 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  6. Print deposit slips

    Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.

    25 votes
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    3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  7. make reconciling easier!

    I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.

    This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!

    Vote it up if you're sick of scrolling to the bottom of the page to save :)

    22 votes
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    3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  8. DBS Ideal Banking should be enabled for Singapore Customers

    Business banking with DBS Bank in Singapore uses the site ideal.dbs.com for internet banking. ZOHO only integrates with PERSONAL banking for DBS Bank (internet-banking.dbs.com.sg). Please create a connection for ideal.dbs.com

    21 votes
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    3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  9. Cheque printing & PDC Management module

    Every business is issuing cheques to vendors, employees and towards other expenses other than bank transfer and credit card / debit card payments.

    So its quite very urgent to add a cheque printing feature in zoho books.

    ALSO, In addition to the cheque printing feature, I would like to suggest to your team to look in to add a feature to manage PDC/CDC received from customers and other parties and also PDC/CDC given to vendors and others parties.

    Because its directly connected to the cash flow management report. Cash flow management report should be based on the received CDC/PDC &…

    21 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  10. Sync Data with Shopify Store/Bank Account

    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
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  11. allow sub-accounts to be created for credit cards

    We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.

    19 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  12. ideal

    Please add IDEAL to The payment gateways available for all Dutch cliënte.
    https://www.ideal.nl/en/

    Tis is The most used payment methode in Holland.
    Every Dutch cliënt Will accept It For payment.

    Regards

    Robert

    19 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  13. HBCI Support!

    With HBCI implementation you could support the most German Bankaccounts.

    https://de.wikipedia.org/wiki/Homebanking_Computer_Interface

    19 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  14. Integrate with PostFinance in Swizterland

    It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)

    17 votes
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    2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  15. Revolut

    Support revolut as a bank and as a payment gateway

    17 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please allow check printing for employee reimbursements submitted through Zoho Expense

    I want to be able to record a payment and write a check for an employee expense which was submitted through Zoho Expense. Currently, you can only record that you did pay the expense, but you have to hand-write the check. There is no option to write a check for the expense.

    16 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  17. Unreconciled items filter

    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...

    16 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  18. matching

    Allow two manually added transactions to be matched with each other.

    15 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  19. Direct Debit Australia

    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…

    15 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  20. Could you please add "Rabobank Netherlands" to the list? Thanks!

    I know our bank can connect to a long list of programmes, including e.g. Eksakt, but I use Zoho. Could you add Rabobank Netherlands to Zoho as well?

    15 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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