Zoho Books
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366 results found
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search for a transaction amount
The ability to search for a transaction amount within the banking area
1 vote -
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 -
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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1 vote -
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
1 vote -
1 vote
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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 -
In the Import Statement preview page...
In the Import Statement preview page I would like to see the records before I accept to import the file. I ran into problems with incorrect decimal positions and ended up having to exlude and reimport. I could have spotted the problem before importing
1 vote -
Banking Statement Double Columns with Negative Values
I have a bank CSV that does Credit Values in the positive, and Debit values in the negative. So we should be able to import banking statements with Double Columns with Negative Values
1 vote -
Why does it take hours to download the bank feed?
I was using QBO for India & the bank feed would load in minutes when I hit the Update button. Now it takes a couple of hours or even longer. This is bizarre. I am using IndusInd Bank .... why does it take so long?
1 vote -
Bank Guarantee Can be noted in Zoho Books
Bank Guarantee Can be noted in Zoho Books
1 vote -
Instructions on check printer settings to line up with QB check stock
Please provide instructions how to align your current check stock with ZOHO check printing, so checks can print properly.
1 vote -
we have 250 vendor advance refund and doing manually.. suggest for import option
We have made 750 vendor advances and used payment made template file and imported..
we are facing technical issue from bank side and all entries are reversed but in books there is no option for import template..kindly look into once and provide
1 vote -
Hindi Varnamala – Alphabet & Letters with Words
Learn about Hindi Varnamala, Hindi alphabet with pictures & words with English pronunciation. Hindi Alphabet images/Hindi abc with pictures helps to learn alphabet in an easy way. https://hindivarnamala.in
1 vote -
Synch ICICI Credit Card transaction automatically
Currently Zoho allows synching of ICICI Bank transactions but not of credit card transactions. We opted for Zoho beacuse it was integrated with ICICI but the lack of facility for credit card transactions is a pain since we issue credit cards to our staff. They upload their expense bill but matching them with credit card bills is messy since there is no automated way to do that
1 vote -
I want to create a Virutal account on my primary account so that I can allocate my percentage to those accounts for example like ( Income, O
I want to create a Virutal account on my primary account so that I can allocate my percentage to those accounts for example like ( Income, Operational Account, Owners Compensation Account, Profit and Tax Account, etc) so that I don't want to over spend the money I have in my Company Current Account.
1 vote -
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.
0 votes -
Overwrite 1 penny and up to a 1$
Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.
0 votes -
0 votes
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Allow 5 or 6 zero after the decimal point in exchange rate
The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
Currently Zoho Books support 0.00005 but not 0.0000050 votes -
Add / Delete transactions
1.
You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.
There are too many so you would prefer to delete the statement and import afresh.
I dont see an audit problem if is a manual import anyway.
2.
Alternatively, you should be able to amend the amount if it is a manual import.
From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.
Perhaps until reconciliation after which amendment could be disabled.
0 votes
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