Zoho Books
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361 results found
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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 -
Add an extra column for bank statements to enter folio/ref
Add an extra column into bank statements for manual addition of references such as statement, cross-references, short comments, queries etc.
Make the column searchable.
Allow manual import of the extra column.
2 votes -
Provide the option "Vendor Advance" in the "Manage Transaction Rules"
That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"
2 votes -
Conection to SWIFT Alliance
Would be create if we could connect Zoho Books direct with SWIFT, espcialy for larger cooperation it s important.
2 votes -
Adding Zoho Books to the Open Banking List
We would like to link our business bank account with Zoho, however Natwest have said Zoho is not in the open banking approved list. We don't want to link our account if it has not been approved.
Is this something you are looking to do?2 votes -
Custom currency
Please add the ability for adding custom currencies
2 votes -
pls add in banking liability side BANK OD A/C as a loan
I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category
2 votes -
Bank Reconciliation Reports - Cleared and Uncleared Checks
It would be useful if Zoho has:
1. Ability to print Bank recs report both for cleared and uncleared checks for certain period.
2. Ability to print report from Advanced Search under banking cor certain period with a mark of Cleared transaction and Uncleared transactions2 votes -
Bank entry breakup with debits and credits
We often bank a net amount ie we have a gross income (Ball Fees - in cash) and pay expenses from it during the day (Umpires - in cash) and bank the net amount. The ability to split deposits (or it could be an expense for other situations) is there but the expense accounts are not available to use. Expenditure entries would only need to be entered as minuses so when the gross income less expenses equals the net banking we are all reconciled for the day.
2 votes -
Easily allow mechanism to offset withholding tax from tax payable.
I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.
1 vote -
allow for multiple codes per one expense
I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.
1 vote -
Add new URL to the online banking System
There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.
It has however a different portal adress :
https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme
Please add this url to your system in order to use it.
1 vote -
Add PayPoint to Banking feeds
PayPal is good however there are other methods payment has been taken so PayPoint will be very useful
Thank you
Asya1 vote -
scrap this product. WAY too much manual work. Utter waste of my time.
You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product
1 vote -
Add Totals to Banking
There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…
1 vote -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
To add Saudi Banks to be able to sync online
Suggest to add Saudi Banks to connect with it.
1 vote -
Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote
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