Zoho Books
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354 results found
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Bank Refresh please provide a refresh button on the Bank Over Screen
It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.
9 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 -
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 -
9 votes
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In Banking transaction list, can you have the next page also at the top
In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
I the same way, have the process button also at the bottom9 votes -
NBD
It would be to have not only EmiratesNBD personal internet banking access but also more appropriate business banking access via EmiratesNBD Smart Business at https://login.smartbusiness.ae/bo-login.jsp
Please integrate this bank in direct bank feed. Tahnks.9 votes -
CIC (France) - Credit Card
hi,
I am an happy user of Zoho Invoice. I would like to migrate to Zoho Books for the Banking support.This is a really good feature. I have my bank: "CIC (France) - Bank" but i cannot configure automatically my credit card (master card with the same bank).
Thank you for your support and your help.
Best regards,
Stéphane
9 votes -
Please include a VAT account report. The report should show VAT collected and VAT paid and balance for VAT returns
Make it possible to add the VAT account to a watchlist
9 votes -
Cheque entries
Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.
Thanks
8 votes -
bank reconciliation
there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.
so request you to do the needful
9 votes -
Automatically match transfers between bank accounts
If the amounts and the dates match, and there's no other candidates that match that closely, then automatically identify transfers between bank accounts (and Stripe clearing). It's ridiculous the amount of manual work is required to match up transfers that should be detected automatically. And any where there's multiple possible matches, just give us a list of "Possible matches" and let us quickly identify which ones are correct. Other accounting software does this. Zoho Books should too.
8 votes -
Add a feature to show an actual bank register balance and the ability to make entries directly into that register.
I need to see an actual check register for each bank account we have to keep track of what has been actually entered so I can compare it with the statement I get from the bank.
8 votes -
Credit Card Autopay recording or memorized transactions
I have autopayments setup in my business checking for my monthly credit card payments. I was able to include these in Quickbooks as memorized transactions and have them entered into my books a week ahead of schedule for cash flow planning. It seems there is no way in Zoho to create recurring transactions of this nature and no way to plan accordingly with my bank accounts. This is a huge deficit and a big need!
8 votes -
Transaction Rules
It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !
8 votes -
bank account reconciliation for Europe with figo.io
how about bank account reconciliation for Europe with figo.io to make Zoho Books (and invoice, and subcription) useful within Europe. We can accept offline transactions this way - where the customer makes a manual push payment through his bank account.
Your competitors like Debitoor have this already. But Zoho is much better with everything else. And once GoCardless works for subcriptions...
7 votes -
e-wallet integration
We add money to Paytm, Ola Money and Airtel Money which cannot be called as expense as there is no tax on these transactions. The tax comes when we make payments from them. So, these e-wallets should be added to the banking section.
7 votes -
Multi Currency Bank Accounts
Well exactly as it says in the header, desperately need to be able to showing FCY amounts in the bank accounts, this is the one thing stopping us moving our entire accounts away from QuickBooks.
7 votes -
University Federal Credit Union - Add Bank to Integrations
A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!
7 votes -
Sync All Bank/Card Accounts at Once
Sync All Bank/Card Accounts at Once instead of having to open each bank or card and sync individually.
7 votes -
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…7 votes
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