Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
323 results found
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Move Expenses
Ability to select multiple expense records and "move" them to another project or another customer.
3 votes -
mass update expense
Ability to mass update the project or customer for multiple expense records
2 votes -
Create an edit button against the vat rate in bills as in the bank
This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item
11 votes -
Dispute a Bill
Sometimes a Bill is posted to the system, and later it might be disputed.
I would like to be able to mark the Bill as disputed, so that it cannot be paid until the dispute is resolved.7 votes -
Permission for Some Accounts Access to Staffs Or User for Expense
Now Zoho Books Sytem. if administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.22 votes -
Stop the timer
Stop the timer when there has not been an activity for a while on the computer (I had that function on my previous timer), and ask upon return if the timer should be stopped at the time of last activity or should just continue. Like this if I leave my desk and forget to stop my timer, I don't charge my client for time I have not worked.
8 votes -
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.
945 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: https://www.zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Auto generate Bill and Expense reference number
We need an auto bill and expense reference number generator same as the SO and Estimates
36 votes -
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.
22 votes -
Print checks from banking
Create new checks and print them within banking(bank account)
40 votes -
markup
markup option for expense category
24 votes -
Split Personal and Business Expenses
Split Personal and Business Expenses - Would be good to import all expenses and choose which ones are business related and which ones are personal related - Then reflected in the charts.
9 votes -
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.
370 votes -
Hide Salary On Expenses
Staff can see and input expenses except salary, but the administrator can see all
10 votes -
40 votes
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Print more than 5 checks in Zoho Books
Option to print more than 5 checks in Zoho Books
7 votesWe now support printing of 10 bills in a check. If you have more queries, please email us at support@zohobooks.com
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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.
11 votes -
Mark UP in expense
There should be mark up option while recording on expenses . For exmaple , We purchased a service/product $10 and sold to our customer @15$. Both field should be present while recording expense.
Same is present in other online accounting software like quickbooks etc21 votes -
Should be able to enter a refund receipt in Expenses
Already discussed this on the phone, but just in case.
When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.
20 votes -
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.
9 votes
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