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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. 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
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  2. 9 votes
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    1 comment  ·  Banking  ·  Admin →
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  3. 9 votes
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  4. 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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  5. 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
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  6. 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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  7. 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 bottom

    9 votes
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  8. 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
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  9. 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
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    2 comments  ·  Banking  ·  Admin →
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  10. 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
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  11. 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
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  12. 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
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  13. 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
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    3 comments  ·  Banking  ·  Admin →
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  14. 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.

    7 votes
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    1 comment  ·  Banking  ·  Admin →
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  15. 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
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    1 comment  ·  Banking  ·  Admin →
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  16. 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
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    0 comments  ·  Banking  ·  Admin →
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  17. 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
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  18. 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
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  19. 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
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  20. 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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