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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.

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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372 results found

  1. use currency gain/loss directly in banking transaction

    If we exchange our amount in out bank accounts , for example CHF to USD , if it possible to show both amount currency type to input it , not only source bank currency type

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  2. Tresury options

    I suggest have a tresury module, for managment masive payments.

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  3. NO SE ve claro el video

    No se ve la presentacion claramente

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  4. We deal with Bank of Baroda Dubai and we are not able to add this to the banking module

    We deal with Bank of Baroda Dubai and we are not able to add this to the banking module

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  5. Allow bank accounts to be grouped under higher-level folders.

    Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.

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  6. Facility to categorize a transaction with more than one bill/expense / to categorise more than one transaction with a single bill / expense

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  7. In banking feed

    Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges

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  8. Enable payment of an AED invoice through foreign currency accounts

    Currently if the supplier invoice is in AED, while making the payment one cannot select a USD or Euro or GBP bank account. It must be paid through AED account or petty cash. This is not the correct treatment and also exchange rate difference cannot be accounted for automatically.

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  9. Please set up sync with the Paypal Mastercard

    I have a Paypal Mastercard (by Synchrony) and I would like to sync it. Though I can sync my paypal account, this card does not appear. Other Synchrony cards seem to work. This card uses the same logon credentials as the paypal account itself.

    1 vote
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  10. Allow deduction in split transactions in banking

    Example:
    Gross Wages $1000
    Social Security - 62.00 (negative transaction, deducts from above total)
    Medicare -14.50
    Adjusted transaction amount $923.50

    We have a lot of transactions that require deduction splits (bank fees, etc), this would be a very helpful feature! Zoho Books does allow you to enter the negative transactions and total adjusts, will not allow you to save though. We only use Zoho Books for our invoicing currently, this feature is a must for payroll and other transactions, currently using Quickbooks for accounting and would love to only have one accounting application

    1 vote
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  11. Please add a option for entering the cheque return transaction in the banking section

    Please add a option for entering the cheque return transaction in the banking section

    1 vote
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  12. automate syncs with gocardless

    Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

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  13. memorized transactions

    The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.

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  14. put filters on Bank transactions page

    1 vote
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  15. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  16. be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.

    The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.

    1 vote
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  17. hi!i am new member.

    Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...

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  18. show all access and transaction before and after to diana raymundo account and recent payment deposit

    in my account do the transaction payment and deposit
    payment unto my recent
    account show all transaction payment deposit.before and after and recently

    1 vote
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  19. DEAR MANA APANA ACCOUNT RENEW KIYA THA BUT VOO PAYMENT DUSARAO KAY ACCOUNT CHALI GY HAA MANA MAIL BHI KIYA PER KOI RESPOSE NHI MIL RHA KAY K

    IGOH

    1 vote
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  20. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

    1 vote
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