Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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373 results found
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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 bottom10 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 -
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 -
Please include a VAT account report. The report should show VAT collected and VAT paid and balance for VAT returns
Make it possible to add the VAT account to a watchlist
9 votes -
9 votes
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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 -
Bank Refresh please provide a refresh button on the Bank Over Screen
It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.
9 votes -
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.
9 votes -
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.
9 votes -
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 -
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 -
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 -
enable printing checks from the expense window
We need to be able to print checks for expenses.
8 votes -
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 -
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.
8 votes -
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 -
Print Deposit Slips
Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.
8 votes -
Add more fields to search on banking transactions
Need the ability to search the Details, Withdrawals and Deposit field values in banking transactions.
7 votes -
Contra Entry for conversion from foreign currency (foreign currency account) to INR (INR account)
Currently, we are unable to categorise or match, the conversion of foreign currency to INR ( actual bank transaction when I convert EUR to INR). There is a debit of EUR in EUR bank account and credit of INR in INR bank account. But unable to categorise or match in the bank account.
7 votes
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