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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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350 results found

  1. 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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  2. 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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  3. 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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  4. 12 votes
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    0 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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    1 comment  ·  Banking  ·  Admin →
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  6. 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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  7. Banking - User Roles - 1 User To Have Access To Single Bank Account.

    We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.

    12 votes
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  8. 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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    1 comment  ·  Banking  ·  Admin →
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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. 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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  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. - 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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  14. 10 votes
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  15. 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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  16. 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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  17. 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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  18. 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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    2 comments  ·  Banking  ·  Admin →
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  19. 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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  20. Combine multiple bank entries for single transaction

    When there is an uncategorised bank transaction it can be associated with multiple transaction for matching. The vice versa is not possible. For e.g. when payment to 2 or more telephone bills are made number wise, separate entries is recorded in bank statement. Whereas in Zoho books one entry is sufficient to record it as telephone expenses. This does not help in matching the expenses entry with bank entries, as in bank there are multiple entries. It would be better if multiple bank entries can be combined for matching a single transaction.

    9 votes
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