Zoho Books
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373 results found
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bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
13 votes -
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us
13 votes -
Post Dated Cheque Posting / tracking
Need to have post dated cheque posting / tracking features and statement of account generated with or without pdc effect.
13 votes -
integrate with Citibank in Romania
integrate with Citibank in Romania
13 votes -
12 votes
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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.
12 votes -
Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.
12 votes -
Integration with PNC Credit Card
Can PNC Credit Cards be integrated? I have a business credit card with PNC that I would like to reconcile.
12 votes -
Detect and import more layouts for .cvs format bank statements
When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.11 votes -
Group multiple bank transactions to multiple transactions in the books
I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient
11 votes -
Develop direct payment instruction for bank payments.
There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks
11 votes -
Check printing and deposit slip printing
After payment Check print option with check details and payment voucher
As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated
11 votes -
Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.
11 votes -
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to
11 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…10 votes -
to integrate bunq payemnts
Dear Zoho,
I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.
However they provide excellent integration with their open API: https://www.bunq.com/api/developer
Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.
Please let me know what you guys can mean for me.
Best,
kevin.10 votes -
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.
10 votes -
Bank feed - remove the limit of refreshing every 24 hrs
When I try and refresh the bank feed more than once a day it says I must wait until tomorrow - this does not happen with other products (Xero).
Please remove this restriction so we can obtain bank data more than once per day.
10 votes -
10 votes
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bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.
10 votes
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