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360 results found
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Categorizing- Reference option that copys description automatically
I greatly appreciate the recognized transactions feature. A way to optimize this would be to have an option that automatically copies the description of transactions and enters it in the reference #. Without this, you manually have to copy and paste the description into the reference # and is very time consuming. If this is already possible somehow, I would love to learn how to do it. Thanks again for the great software.
1 vote -
BANK ACCOUNTS SHOULD SHOW UP FIRST IN TRANSFER FUNDS BANKING WINDOW
When doing a transfer to another account it is a time waster to have asset accounts show up there first. It should default to the bank accounts at the top of the transfer to window as 99.9% of the time the transfers are between bank accounts not asset accounts and having to scroll through to find my bank accounts each time is tedious
1 vote -
Add third party payment collection agency option
in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout
please add "payment collection agency" in Banking Tab
1 vote -
filter transactions by payment type when matching transactions
When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…
1 vote -
Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number
Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.
1 vote -
banking integration for Yes Bank Retail
Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature
1 vote -
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
1 vote -
Integrate with BCR bank in Moldova
Banca Comerciala Romana Chisinau
Other financial apps like Fentury already has done it
https://www.fentury.com/1 vote -
There needs to be a way to see which Undeposited funds have not yet been processed
There needs to be a way to see which undeposited funds are not yet processed by bank. There is not easy way to see what is currently in undeposited funds. We only can see ALL of the transactions. Quickbooks allows matching of these funds when feeds from bank come through and then they are removed from the undeposited funds list.
1 vote -
in the "all transactions tab" Permit add a "field" to view...ie..payee?
In the all transactions tab. Is there a way to add a field to view...ie..payee? The current view only shows transaction date / reference (if exists)/ category / amount. Can't see who the transaction was made with. It would be good to be able to customize view
1 vote -
Balance Amt Column
Add a column for balance so that I can see what my balance is with every listed transaction. This would be much easier for scheduling and re-arranging bill payments and projecting account balances without having to run a report every time I reschedule or change a bill payment date.
1 vote -
1 vote
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use currency gain/loss directly in banking transaction
If we exchange our amount in out bank accounts , for example CHF to USD , if it possible to show both amount currency type to input it , not only source bank currency type
1 vote -
Tresury options
I suggest have a tresury module, for managment masive payments.
1 vote -
NO SE ve claro el video
No se ve la presentacion claramente
1 vote -
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
1 vote -
Allow bank accounts to be grouped under higher-level folders.
Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.
1 vote -
1 vote
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In banking feed
Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges
1 vote -
Enable payment of an AED invoice through foreign currency accounts
Currently if the supplier invoice is in AED, while making the payment one cannot select a USD or Euro or GBP bank account. It must be paid through AED account or petty cash. This is not the correct treatment and also exchange rate difference cannot be accounted for automatically.
1 vote
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