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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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350 results found

  1. Dashboard

    It is great to have the option to choose the financial year. My requests are the following
    1. Provide options to choose the period (in the dashboard)
    2. Provide options to the bank accounts (one or multiple)

    Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.

    1 vote
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  2. Insert a new category for Gift & Cashback income

    Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback

    1 vote
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  3. Clone the expenses from Banking overview

    Please enable an option of cloning the expenses from banking overview

    1 vote
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  4. Bank - Customer deposit rules

    Customer deposit should autmatically be allocated to customer based on a rule. We receive 1000 of deposits on a monthly basis and very time consuming to post each individual transaction. The bank should automatically recognise customer reference and give the option to deposit it to that spesific customer based on rule like any other transaction

    1 vote
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  5. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

    1 vote
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  6. Update Lakeland Bank to their new eTreasury platform login

    The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.

    1 vote
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  7. Paypal balances should be in Paypal account currency, not base currency!

    Please can Paypal account balances be accounted for using the currency of the Paypal account, not being converted to base currency as highlighted here: https://www.zoho.com/books/kb/banking/paypal-multi-currency.html

    I cannot understand the rationale behind doing things that way, as Zoho is a multi-currency system and other bank accounts are maintained in different currencies, why not Paypal? Alternatively, put an option to deactivate the currency feed conversion, so that it becomes optional.

    1 vote
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  8. Choose bank account in Invoice

    I have 2 bank accounts and needs to select the bank details according to the clients. can i do that?

    1 vote
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  9. merging 2 bank account into one

    2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)

    1 vote
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  10. Increase the page border padding code for the bottom of the bank accounts register.

    The page margin padding code at the bottom of each page's transaction register should be readjusted to allow the last transaction on the register to be fully visible above the (Total Count) transactions control bar at the bottom of the register. It would also be helpful to have the (Total Count) transactions control bar at the top of the register, preferably just above the "Date, Statement Details, Deposits and Withdrawal" section.

    1 vote
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  11. It would be very helpful if there was a way to move different parts of the check printout

    It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.

    1 vote
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  12. Bank account QR code

    Hi, Bank Account details can be converted into QR code.

    1 vote
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  13. search for a transaction amount

    The ability to search for a transaction amount within the banking area

    1 vote
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  14. Be able to transfer money between banks with different currencies

    If you have multiple bank accounts and need to transfer money between them how do you deal with this?

    1 vote
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  15. Document the password restrictions for the Zoho/Yodlee integration

    When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.

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  16. Finnish bank integrations

    It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!

    1 vote
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  17. Add the ability to change the bank login URL, especially as banks change them to increase security

    Allow users to change/update the banking login URL to reduce errors and broken feeds

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  18. 1 vote
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  19. activate the bank feed which got accidentally deactivated

    There should be a feature which can help to activate the bank feed back when it got accidentally deactivated

    1 vote
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  20. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

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