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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University Federal Credit Union - Add Bank to Integrations
A lot of businesses in Austin, TX use UFCU. Aren't y'all using Austin as a workplace? Let's get this bank added ASAP please!
7 votes -
Apply bank transactions as partial payment for invoices.
I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.
7 votes -
Sync All Bank/Card Accounts at Once
Sync All Bank/Card Accounts at Once instead of having to open each bank or card and sync individually.
7 votes -
bank account reconciliation for Europe with figo.io
how about bank account reconciliation for Europe with figo.io to make Zoho Books (and invoice, and subcription) useful within Europe. We can accept offline transactions this way - where the customer makes a manual push payment through his bank account.
Your competitors like Debitoor have this already. But Zoho is much better with everything else. And once GoCardless works for subcriptions...
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 -
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 -
Cheque Printing and direct payment facilities
Start Cheque printing facilities for Indian Banks and Direct payments through banks
7 votes -
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 -
Ability to hide system accounts such as petty cash where not used
At the moment, accounts such as petty cash and undeposited funds show up on the bank page, however they're annoying and cluttering when you don't use them. Please at least give the user the ability to remove these accounts or at least their visibility.
7 votes -
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 -
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 -
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 -
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 -
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 -
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 -
6 votes
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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 -
Take Bank Credentials on Bank's site URL rather than within Zoho Books itself in order to maintain security
- 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 -
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 -
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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