Zoho Books
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361 results found
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for banking transactions
Banking transactions option to view/search from/within date range
3 votes -
For a petty cash account, make "cash" the default for "Received Via".
title says it all.
3 votes -
to incorporate cheque printing option with zoho book
Cheque printing option from Zoho Book
3 votes -
Simplify Foreign Transactions
I sometimes get paid from a client in Australia in AUD$. I send them the invoice in AUD$ and they pay via bank transfer to my US bank. To reconcile it I have to know the correct exchange rate. Because of the time of day it was sent, the rates are different. I have to keep guessing by trial and error until I can enter a rate that changes the US$ amount to what appears in my US bank. It wastes so much time!
PLEASE make it so that we can edit the final amount in US$ to match what…
3 votes -
reconciliation highlight
Reconciliation screen, highlight checked transaction for the whole line, so it's easier to spot which transaction is checked, and which one is not checked.
3 votes -
Restrict Banking Transactions not banking module (Editing,creating,deleating)
This way sub accounting won't be able to change previous transactions and only main accountants will be able to that. Or simply lock transaction editing for previous months.
3 votes -
3 votes
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Auto filter possible matches
Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.
There is already a filter that limits based on transaction amount. Seems like an easy addition.
3 votes -
Razorpay Auto Feed Clearing Account Statement
Similar to PayPal integration https://www.zoho.com/in/books/help/banking/paypal.html
RazorPay integration for autofeeds can be done.
3 votes -
3 votes
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On printed checks add trailing "*******" to written amount and leading "**$" to numerical amount for fraud protection like QuickBooks does.
On printed checks add trailing "******" to written amount and leading "*$" to numerical amount for fraud protection like QuickBooks does.
3 votes -
Dhivyanshuparmhans
Dhivyanshuparmhans/all (opation)
3 votes -
bank permission
Access permission to a specific bank
I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.3 votes -
transaction rule
Transaction Rules need a criteria for which bank account the transaction is in.
For example, I have paypal and checking accounts. When I buy something with paypal, I get a new transaction in both accounts. Many times, both transactions (from the banks) have the vendor name in it (Let's say ABC Widgets, Inc.) If I make the rule to catagorized all transactions that have ABC widgets in them as an expense, the problem is, one of the transactions is actually a transfer from my ops to paypal account, not an expense.
Being able to filter by account would say, that…3 votes -
allow me to import several files for bank statements for the same day.
We update our banks manually. We connect to the bank 3 times a day and get only the new movements, save them to a file and then we try to import this file to our Zoho bank account. First time is OK (10am) but when we try to import new movements between 10am and 2pm we get an error "A statement has already been imported for these dates. Please check and try again". We need a third import at 5pm.
Maybe you can set a swith in configuration to turn ON/OFF this option.3 votes -
Categorise similar banking transactions in one flow
Today if I get income from a single source and there are multiple incoming payments to my bank, I have to register each banking transaction individually.
Even though all of these similar transactions are categorised in the exact same manner.
It would be better if you could allow us to select multiple transactions, and categorise them all in one flow, one time.
Will reduce effort by an estimated half for categorising
3 votes -
Provide the option "Vendor Advance" in the "Manage Transaction Rules"
That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"
3 votes -
3 votes
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Email alerts when bank feeds haven't been refreshed for a long time
Since Zoho won't automatically refresh my bank feeds for some reason, it would be nice if I could receive an email reminder if I haven't manually refreshed for some time (ideally a time period set by the user), e.g. if my bank feeds are more than a week out of date, then send me an email
3 votes -
Banking User privileges
we sometimes not want the cashier to be aware of what is at the Bank account, I am Suggesting you to find a way that we can choose if a cashier can dealing with both bank and petty cash or can dealing with one of them
3 votes
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