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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.

Before posting, please ensure the following:
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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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350 results found

  1. Cheque Printing and direct payment facilities

    Start Cheque printing facilities for Indian Banks and Direct payments through banks

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. 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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  3. It would be great to set extra rules for Best Matches in uncategorized bankstatement lines

    Hi,
    We import bankstatements and match them line by line. We handle a lot of invoices with the same amount and it would be great if we could add Payee and/or Invoice# (as description) to the rule of Best Matches.

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  4. Print Deposit Slips

    Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.

    7 votes
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    1 comment  ·  Banking  ·  Admin →
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  5. Open Links in Tabs

    Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.

    For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…

    6 votes
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  6. Recurring Payments which are not expenses such loan principal repayments.

    I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility

    6 votes
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  7. Cannot Reconcile An account if no transaction in that month. This should be able to be reconciled.

    Should be able to reconcile a bank account for the month if no transaction were done in the month.

    Today we get error "Please select a transaction and try again."

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  8. Is there any way to show bank transactions that haven't been reconciled?

    Is there any way to show bank transactions that haven't been reconciled?

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  9. Change from 6 decimal points to 9 decimal points

    When you change currencies from KHR (Cambodian Riel) to USD, 6 decimal places is not enough to get an accurate transfer. For example if I was to change 100 USD to 405,000 KHR this is impossible unless I have more decimal points for the exchange rate. This would be the same problem for converting any currency from large to small. Example USD or AUD to Cambodian Riel or Vietnamese Dong ect where the dong and riel are 4000 or 20000 to 1 USD or AUD

    6 votes
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    2 comments  ·  Banking  ·  Admin →
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  10. bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling

    bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling a bank account. Currently, Zoho Nets the credits and debits making it hard to determine which kind of transaction is missing.

    6 votes
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  11. 6 votes
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    1 comment  ·  Banking  ·  Admin →
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  12. Bank Account- Sub account for TOD and POD

    current bank Account - bank give us facility on that current account - Temperory OD with certain interest rate and Permanent OD with other interest rate - so when we receive the fund or charge interest which faciliy utilised by us - in that sense we need sub accounts of that bank account to have a clear presentation

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  13. Take Bank Credentials on Bank's site URL rather than within Zoho Books itself in order to maintain security

    1. Will not it be a good idea and a confidence for Zoho Customers, if you take Net Banking credentials within Bank's site URL page, rather than taking credentials directly on within Zoho Books page.

    This seems completely unsafe
    We don't feel confident while entering the credentials directly.

    Let's take a scenario=
    Where, Just like when we click on Google icon to login to Zoho books with Gmail or Google account, it opens a window of Google itself and here Zoho Books is not taking ID and password on their own site for Google Account.
    And after taking authentication from the…

    6 votes
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  14. Reconcile accounts that are not bank or credit card

    Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)

    6 votes
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  15. To facilitate download of matched and categorised transactions under banking

    After categorising and matching transactions, I prefer to have it downloaded so I can hand over the same to my CA for income tax filing.

    6 votes
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  16. 6 votes
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    1 comment  ·  Banking  ·  Admin →
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  17. 6 votes
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  18. Bank transfer to another account should include all accounts

    When recociling the bank account I would like the option to be able to pick any ledger account, or at least any balance sheet account. If I have liabilities accrued and a standing order paying them monthly I want to be able to post directly to it.

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  19. Grouping of transactions for matching

    The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.

    5 votes
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  20. Custom Income Categories

    Our company has 2 revenue streams:

    1. Website Design
    2. Website Management

    When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.

    5 votes
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    2 comments  ·  Banking  ·  Admin →
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