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Welcome to our feedback forum!

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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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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361 results found

  1. Integration of more banks in the banking of ZOHO

    Please integrate HDFC as it is the largest bank in the India

    1 vote
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  2. change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate

    You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate

    1 vote
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  3. "reliant bank"

    Please add:
    Reliant Bank - Cash Management
    https://www.reliantbank.com/

    The normal bank is there, but their cash management (for business accounts) is not. I will have to move away from Zoho very soon if I cannot link my bank account. I am in the process of converting from Quickbooks which does have this integration already.

    1 vote
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  4. Undo reconcilition for only the required transaction in which the entry has to be changed

    Undo reconcilition for the post reconcilition as i have to delete all the reconcilitions either they are right. If there is the option for undo for all reconcilitions then the time will be saved and also it will be easy to change the following entry from post reconcilition.I hope you will work on this

    1 vote
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  5. Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.

    Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.

    1 vote
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  6. Option to download banking transactions for a financial year

    It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.

    1 vote
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  7. i would like to be able to assign different banks to certain customers

    1 vote
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  8. Cheque Print Need

    I need cheque print, Zoho made feature for USA then why not not India.
    Please reply

    1 vote
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  9. Option to add a new rule to an existing rule

    make it possible to add an unrecognized transaction to a existing rule

    1 vote
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  10. italy

    Open Banking
    Intesa San Paolo Group

    https://openbanking.intesasanpaolo.com/#/bank_developer_portals

    1 vote
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  11. Categorize Manually: Categories - Splitting & GST Codes

    None of the Categories in Categorize Manually allows you to Split the transcations to a number of different GL Accounts & select a GST code for each of the account. Eg. I have EFT payment transferred to our Bank Account as a lump sum. I need to split this into various GL Accounts. Some of the amounts are GST Inclusive whilst others are Free or Exempt. Therefore I cannot use any of the Catergories in the Categorize Manually as none have the ability to do this. Some will let you split the amount but then can't assign a GST Code.…

    1 vote
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  12. ICICI BANK TRASFER ME JO OTP AATI THI USME PAHLE VENDOR KE NAME AMOUNT HOTA THA YE BAHUT IMPORTANT THA KOI THIRD PARTY TFR KARWA SAKTE THE

    PLESE BANKING MASSAGE CUSTOM PLESE
    SEND BANK AMOPUNT TRASFER OTP WITH NAME AND AMOUNT THANKYOU MY TEAM ZOHO BOOKS 

                                    SILK ZON
    1 vote
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  13. sales return needs to all you to specify which invoice is now unpaid

    A check from a customer bounces. Your solution is to have a current liability account for the money in and out. Why not simplify? If the Sales Return page had a list of paid invoices for this customer (like the record income page shows unpaid invoices), then this bounced check could be taken care of in one step - both the journal entry and the voided payment

    1 vote
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  14. Increase accuracy of currency exchange rate

    right now the zoho books uses only 6 symbols after a comma and decimal values it is so small for some currency

    1 vote
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  15. split screen or screen sharing to view more than one bank account statement would be an improvement

    1 vote
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  16. Direct / Automatic Bank Feed & Sync

    Please allow direct feed updates for bank accounts (like PayPal) so it sync in the background and not require manual clicking of Sync button.

    1 vote
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  17. in bank account view at the bottom, the transaction count and page eg < 1-200 > link, should appear at the top as well.

    1 vote
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  18. BANK C.C / O.D A/c

    There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.

    Due to this limitation all financial reports are wrong generated and all reports are useless.

    1 vote
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  19. Utilize token for german bank integration purposes (Commerzbank etc)

    1 vote
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  20. Payment Mode in Bank Reconcilliation

    Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.

    1 vote
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