Zoho Books
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372 results found
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6 votes
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6 votes
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Bank transfer to another account should include all accounts
When recociling the bank account I would like the option to be able to pick any ledger account, or at least any balance sheet account. If I have liabilities accrued and a standing order paying them monthly I want to be able to post directly to it.
6 votes -
Make it possible to move a transaction from one organization to another.
We have one set of bank accounts and credit cards. We run our personal finances through these accounts, but also a therapy practice as well as a rental property.
We need to be be able to import one set of financial records and allocate to these three different "businesses" which I have set up as Organizations in Zoho or should they be sub-categorized in the chart of accounts instead?
6 votes -
WIO Bank (UAE)
Add WIO Bank to be able to connect it with my account
6 votes -
CHECK PRINTING WITHOUT BILL - CASH ACCOUNTING
For Accrual accounting, we understand why it is required to enter a bill and then pay it via check or otherwise. However, In ZOHO you can not write a check without it being advanced payment or via a bill. This should be updated to allow for the CASH accounting method where its not required to enter bills to pay.
6 votes -
Grouping of transactions for matching
The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.
5 votes -
Custom Income Categories
Our company has 2 revenue streams:
- Website Design
- Website Management
When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.
5 votes -
Interest Income - Tax
Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.
5 votes -
Match Transactions
When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.
5 votes -
Increase information in the Automatic bank feeds
Allow the automatic bank feeds to include the same level of detail that is available when a user imports the .CSV file. It would save a lot of time matching transactions or manually describing them if we could have the Payee name, transaction detail (such as check number) and the memo field that the bank provides. Our bank is U.S. Bank and this info is available, but the Zoho bank feeds only show Credit and Debit.
5 votes -
BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS
BANK OF INDIA
DEAR Sir,There are many customers using Bank of India Corporate Banking.
Please enable these type of login in Zoho books.The feature exist in Quickbooks for BOI - Corporate Accounts.
Thank you.
Edvin Varghese.5 votes -
Direct Bank Feed Synchronisation In Australia
We switched from Quickbooks where we had direct bank feeds with the NAB and CBA banks in Australia. In Zoho books we have to wait 5 days for our transitions to appear. When is this going to be fixed?
5 votes -
In bank reconciliation add sort by withdrawals ascending and deposits ascending
In Bank Reconciliation add an option to sort by ascending and descending against deposits and withdrawals. This is because dates on the statement do not always align with the date of entry in zoho expense and so if zoho was sorted by amount it it easy to see say 12.34 on the bank statement and locate 12.34 in the reconciliation screen.
5 votes -
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.
5 votes -
4 votes
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Extend the amount of characters displayed in the "Details" section when importing a bank statement
Whenever importing a statement in .qif Format, the "Details" section will be cut off if it exceeds a certain amount of characters (I believe it is 100 characters). As most of the transactions have a very long "Details" section, this is quite unfortunate as the payment reference is usually at the end and very often cut off therefore which makes it difficult to match it with the relevant invoice. An extension to 200 characters would prevent this from happening.
4 votes -
Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking
Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.
4 votes -
Export/Print in banking module
When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.
It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).
There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.
Thanks!
4 votes -
add Butterfield Bank (Cayman) Limited
add Butterfield Bank (Cayman) Limited to the list of banks
4 votes
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