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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.

Feel free to post your ideas, comments, or suggestions in this space.

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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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366 results found

  1. 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
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    2 comments  ·  Banking  ·  Admin →
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  2. integrate with Citibank in Romania

    integrate with Citibank in Romania

    13 votes
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  3. add EBICS

    This is the only banking communication protocol
    I don't kno why you show so much banks in zoho books as most of them don't accept any connection and don't even know which kind of integration you made as the all rely on EBICS

    13 votes
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    3 comments  ·  Banking  ·  Admin →
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  4. 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
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    4 comments  ·  Banking  ·  Admin →
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  5. 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
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  6. 12 votes
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  7. 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
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  8. 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
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  9. 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
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    8 comments  ·  Banking  ·  Admin →
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  10. 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
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  11. 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
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  12. 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
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  13. 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
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  14. Auto Exchange Rate adjustment

    Hi
    Would like to see a auto exchange rate change for expenses that are reconciled in banking. For example I have a US subscription charge that is automatically debitted from my bank of $50 USD. Depending on the exchange rate on the day the converted AUD amount in my bank will vary. The recent one for example was $70.06 AUD. When I reconcile this amount against a reoccuring US expense set up for this it shows $66.68. There is no way to adjust the exchange rate on a reoccuring expense when reconciling with a bank transaction. Would be good if…

    10 votes
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  15. 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
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  16. 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
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  17. 10 votes
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  18. - 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
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  19. 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
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  20. 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
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