Zoho Books
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354 results found
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bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
13 votes -
Post Dated Cheque Posting / tracking
Need to have post dated cheque posting / tracking features and statement of account generated with or without pdc effect.
13 votes -
integrate with Citibank in Romania
integrate with Citibank in Romania
13 votes -
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us
13 votes -
12 votes
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Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.
12 votes -
Integration with PNC Credit Card
Can PNC Credit Cards be integrated? I have a business credit card with PNC that I would like to reconcile.
12 votes -
Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.
11 votes -
Group multiple bank transactions to multiple transactions in the books
I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient
11 votes -
Develop direct payment instruction for bank payments.
There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks
11 votes -
Check printing and deposit slip printing
After payment Check print option with check details and payment voucher
As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated
11 votes -
Detect and import more layouts for .cvs format bank statements
When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.11 votes -
BACS - multiple payments in one bulk payment
We pay vendors by BACS. Payments for multiple vendors (including multiple bills for the same vendor) are combined into one payment which appears on the bank statement as a total figure. In Zoho Banking we want to be able to see the total figure and not see each individual transaction from the payment. At present Zoho Books can pay multiple invoices for one vendor but not payments for multiple vendors.
10 votes -
10 votes
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Bank feed - remove the limit of refreshing every 24 hrs
When I try and refresh the bank feed more than once a day it says I must wait until tomorrow - this does not happen with other products (Xero).
Please remove this restriction so we can obtain bank data more than once per day.
10 votes -
Allow the ability to link specific payments to default for accounts
When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.
10 votes -
to integrate bunq payemnts
Dear Zoho,
I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.
However they provide excellent integration with their open API: https://www.bunq.com/api/developer
Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.
Please let me know what you guys can mean for me.
Best,
kevin.10 votes -
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to
10 votes -
bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.
10 votes -
Deletion of excluded transactions
when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions
9 votes
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