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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360 results found
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Add the ability to change the bank login URL, especially as banks change them to increase security
Allow users to change the login URL for their bank(s) to reduce the problems with broken feeds
3 votes -
Manual Transaction Work Load
Paying bill with different currency than base currency and transfer money directly between 2 different bank accounts except of base currency for solution of manual transaction work loads
3 votes -
Integration with mercury bank
Integrate with digital banks like Mercury in the US, xero and quickbooks already do it, I if I can't integrate with mercury I will have to choose one of them unfortunetly
3 votes -
Allow the creation of checks that aren't connected to bills or vendors. We need to create standalone checks without any transactions.
Allow the creation of checks that aren't connected to bills or vendors or any other transactions. This would allow me to print a check for standalone payments or even to be able to print a check to refund a customer. This may ruin our transition to Zoho Books completely.
3 votes -
allow to adjust single payment to multiple client
Kindly enable an option to allocate a single payment to multiple clients. For e.g., there are different branches in different states of a single client. Invoices are issued on the bases of GST registration however single payment is received from the head office for all the invoices. At present there is not option to allocate the such type of payments.
3 votes -
thank you note via bank matching
Add the option to send a thank you note when match transactions from the banking side not just in contacts and recording payments
2 votes -
Reconciliation Filter
Filter transactions by In-Progress Reconciliation - unchecked/checked items.
To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.
2 votes -
allow me when reconciling a payment to a customer to fill out the invoice number rather than the customer name as an option.
We receive many payments from customers into our bank account who use the invoice number as the reference. Currently I have to keep a window open separately to check invoice numbers to obtain a name. An extra field in the customer payment option to categorize will save hours.
2 votes -
Karnataka Bank corporate account reconciliation
Request to enable Karnataka Bank corporate account reconciliation option.
2 votes -
enter a direct to Void check
Sometimes you know you have destroyed a check - and would like to record that check number as being "Void" - and it has a $0.00 value.
Zoho Books will not let me enter a Zero value. I cannot record an item as void - I can only delete it and have no record of the check being destroyed.
2 votes -
that you show if the item in the bank register is reconciled like in XERO
Create a column on far right to show either reconciled or unreconciled in the bank register.
2 votes -
Split transaction sub menu
Use a sub menu to split transactions to different categories. Quicken does this and it's extremely helpful. Especially when you are trying to reconcile a statement. That's been the my biggest issue with Zoho. It takes forever to reconcile.
2 votes -
Change ICICI Corporate Banking Login interface
Change ICICI Corporate Banking Login interface
ICICI has changed the login interface and your zohobooks is showing old interface that's why we are unable to login into the bank account.2 votes -
Zoho Books: Would Like to send email alert to accountant email id if cash balance is <1000
Cash vouchers are being entered at Branch Level, so that whenever Cash balance goes certain limit , email alert to be send to Accountant email id
2 votes -
how to get cash book in zoho
i am not getting cash book. how to find it?
2 votes -
Bank Reco
Please add bank Reconciliation feature as we have Post Dated Instruments which we have to account for. Until this feature is there we do not come to know the balance as per Books and as per Bank.
What if the deposited cheque gets misplaced by the bank? We would never come to know until we manually sit n verfy the books with physical bank statement.
2 votes -
Add peopleperhour to the Banking feed list
Similar to Upwork - I use peopleperhour for my business, would be great to pull in transactions automatically
2 votes -
Duplicate Transactions
Once click duplicate transaction.
This is useful for entering repeated transactions, such as fixed bank charges, or variable bank charges, subscriptions..etc..
2 votes -
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho.. Thanks, Nirag S Shah
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho..
Thanks,
Nirag S Shah2 votes -
Sort bank transactions according to Descriptions
Bank overview
Click details
Sort ascending or descending details.It will help to find a transaction according to the description where there are a few similar.
It is a search and select option that will help locate transactions from the bank statement side
EG - I paid PNP about R500 but I cant remember when.
2 votes
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