Zoho Books

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  1. Payroll Options

    Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.

    999 votes
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      50 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
    • Profit report by project

      As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible.

      470 votes
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        Under review  ·  56 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
      • Create Budgets plans and reports for the real and for the plan..

        On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

        398 votes
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          Not For Now  ·  24 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
        • Asset register

          Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.

          72 votes
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            Not Planned  ·  5 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
          • Bills posted to projects

            We can already post timesheets & expenses to projects.
            Why can we post bills?
            Other than a professional services company, "bills" are always likely to be by far the largest component in Job Costing, and therefore the most important.

            38 votes
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              3 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
            • 26 votes
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                1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
              • Have billable support for bills.

                Like that of an expense, we would like to have the billable option for Bills.

                23 votes
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                  4 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                • Option to record Bank charges is required while recording the payment of the Bill:

                  Record the payment from customer: when we select the invoice to record the payment, the option to record bank charges is available but when we record the payment of the bill there is no option to record bank charges.

                  17 votes
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                    2 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                  • link bill with customer

                    Link bill with a customer

                    15 votes
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                      1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                    • Manual entry of tax amount for expenses

                      In Australia, some expenses are not taxed at the full GST rate, especially when dealing with government departments. For instance, I just purchased an online file for a total cost of $13.26 (incl GST) yet the total GST that I paid was only $0.46 which is nowhere near the standard 10% GST.

                      I"d suggest that where the radio buttons are to nominate whether the expense amount is inclusive or exclusive of GST (tax) that an additional option be included somehow to manually enter an actual GST amount paid as part of the expense.

                      Without this it is impossible to correctly…

                      14 votes
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                        2 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add currency drop-down on expenses

                        When entering an expense, I'd like to be able to change between any of the currencies configured on my account.

                        They way I've worked around it was to create my foreign currency expenses as a CSV file, and then import it. Though honestly, it would be very nice to be able to select the currency in a dropdown.

                        13 votes
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                          0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                        • Bills - Expected Payment Date

                          When you have generated an Invoice for a client, you then have the option to apply the 'expected payment date'

                          It would be great we had the same things for BILLS: reminders and expected payment date for BILLS that we generate.

                          Making managing bills easier and better timely payments when required.

                          12 votes
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                            1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                          • Batch payment of bills

                            Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.

                            11 votes
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                              2 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                            • single total expenses line on the invoice

                              Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.

                              11 votes
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                                2 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                              • Google chrome expense widget

                                Google Chrome widget that takes screenshots of online receipts and automatically imports them into Zoho Books.

                                10 votes
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                                  Under review  ·  1 comment  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                • Show credit terms for various vendors and integrate it into when bills are due.

                                  Ideally, you would be able to set terms for a vendor. When a Purchase Order is created for a given vendor, it will notify you of how long you have to pay it.

                                  10 votes
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                                    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

                                    Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

                                    10 votes
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                                      0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add a Tax field & include exclude tax field to bulk expense entry screen

                                      Can we please have a Tax field and a tax included / excluded tick box in the bulk expenses entry screen. This will enable a tax to be selected at entry and eliminate the need to edit the records to add the tax.

                                      10 votes
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                                        0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Rounding off in Bills!

                                        There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!

                                        9 votes
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                                          0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enable Role where the user can't see transaction done by other users

                                          I want to enable a user to encode expenses, but without them viewing other transactions done by other users.

                                          The same limitations is needed in Invoices and other function.

                                          8 votes
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                                            0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
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