Zoho Books
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323 results found
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Recurring expensive to use exchange rate set in profile
The option or feature to have all expenses that are linked to a recurring expenses profile to use the exchange rate manually specified in the profile.
At the moment, if an exchange rate is manually set in the recurring expenses profile it is not used when the expense is created. Instead the expense uses the auto exchange rate at the time of creation.
I would like the option for expenses to only use the rate specified in the recurring expenses profile.
3 votes -
Approval Button for autoscaned bills
It is necessary for this function to have an approval button so that the accounts department can approve bills into zoho books.
3 votes -
pls include a way to know the actual/real profit of the business on the basis of total purchases and sales
pls include a way to know the actual/real profit of the business on the basis of sales and purchases.
1 vote -
Reversal of Bill/Payables in following periods.
Zoho is flawed as it does not allow you to clear errors in bills that extend into another fiscal period where the prior one was closed and taxes remitted. The system only allows you to delete or void a bill that should not be there for whatever reasons. Being a new period either method is not appropriate as it will change the past fiscal period numbers that have already been filed. The correct way is to prepare a journal entry against that Bill in the current period and then clear the balance from the Payables report. Zoho does not provide…
1 vote -
1 vote
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1 vote
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Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses
The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.
Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.
Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?
This is not a feature request,…
3 votes -
Offline Upload
For expenses and sales or atleast manual journals must have an option for offine upload by an specifically made excel or any other software.
1 vote -
Total Count to show sum (in currency)
If I access the bill section I can see a list of all bills but the total pn the bottom only counts the number of bills, but not the sum of all bills (in currency).
I am more interested to know how the sum of all bills is (i.e. € 200.000 in unpaid bills) rather than knowing that there are 30 unpaid bills in total.
1 vote -
Expense entries Print option
Prefer to have a proper formatted print option like payment made print.
1 vote -
Can we have Grand Total in expense window ?
Can we have Grand Total in expense window ?
1 vote -
Add additional payment type options to print checks besides just to a vendor
All businesses are not cut and dry to where a payment is directly tied to a vendor per se. For example, in applied research, there are times when you compensate individuals for their participation in a study or focus group, etc. In this case, an organization would like to easily print checks without recording every person as a vendor. Let's say I have 50 people who participate in a study. They are not vendors. I don't care to have to add all 50 persons as a vendor and create a bill just to print a check. In other words, there…
1 vote -
Bill Template: Account Visibility for Items in View Mode
In the Bill vies is Missing the option to view the Account assigned to every item. We suppose this could be easy to manage in the Bill Template Settings . This feature is necessary for Accountants an other colleagues for a quick chec, Approval or editing.
3 votes -
New Expense Acct should be included in BAS by default
New Expense Acct should be included in BAS by default (in Australia) and I think you should be able to see from the Chart of Accounts list which ones are included and which aren't as this is a critical factor
1 vote -
add to the cost of the product some more expenses like some process done after we buy it like painting a product.
to have in the item format to create and edit an option of additional expenses to be considered as the total cost of the item, even though you dont pay to the supplier the total cost of the finished item.
1 vote -
How do I record Pre Incorpopration/startup/prelimininary expense
How do I record expense before company incorporation such as company formation expense, R&D expense and Market Research.
Company act:
1) To records the preliminary expense incurred prior to incorporation of the legal entity following entry should be passed on the first day of the incorporation : Debit the preliminary expenses A/c and Credit the Profit & Loss A/c for the amount determined as preliminary expenses.
- As stated above the preliminary expenses can be written off in five years, to record that following entry should be passed : Debit the Preliminary expenses written off the credit the preliminary expenses A/c…
1 vote -
Link expenses to invoice without my client seeing the price I have paid. Keep link between expenses/client - to not forget to bill back exp
Be able to Link expenses to invoice without my client seeing the price I have paid. So i Don't want a line about the expenses. Want to change the name of item of invoice to choose from my income account. Keep link between expenses/client - so be able to not forget to bill back expenses to that client. So bill won't show as unbilled after invoice are done.
1 vote -
View uploaded Documents and Receipts in Expense Edit mode
I would like to be able to quickly view the files I have uploaded while on the "Edit" screen of an expense (or other Item). As it is, I have to save the edit, return to the main entry, then click on the uploaded files to view them. If I want to add a note or change something based on what is in the document, I have to re enter "Edit" mode to do so.
TLDR: Open/Preview uploaded documents from the "Edit" screen.
3 votes -
Print expenses in bulk, by selecting expenses need to be print.
Easily print all expenses required by just selecting and all are printed without opening one by one.
1 vote -
in zoho kindly please add the PDC CHQ entry option
in zoho kindly please add the PDC CHQ entry option
6 votes
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