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324 results found

  1. CUSTOM FIELDS for BILLS

    1.   I know I can have custom fields for EXPENSES but is it possible allow this for BILLS? Basically theyre both costs, so its irrelevant if it’s a BILL or EXPENSE.
      
    2.   Also, can you make those fields mandatory?
      

      Thanks a lot

    2 votes
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  2. Reminder for upcoming due bills

    Send an email notification X days before a bill payment is due

    4 votes
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  3. more than one tax on an expense item

    In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:

    https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0

    3% over the purchased item + 22% over the 3%

    I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. Add date filters to the expense list view

    Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?

    There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.

    Thanks

    6 votes
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  5. 5 votes
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  6. Choosing due date for Bills

    Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.

    8 votes
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  7. print associated documents

    of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
    this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Invoice to Bill Integration

    Freshbooks allows users to set up team members that can send invoices which can then be "received" in the system as invoices. These invoices can automatically be turned into expenses. This would save users like me a lot of time. Please consider!

    4 votes
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  9. There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca

    There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca

    7 votes
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  10. 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.

    14 votes
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  11. Alter Bills Template - for self billing.

    I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.

    In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.

    In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.

    Please add…

    7 votes
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  12. Add "semi-monthly" as a schedule for recurring expenses.

    Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.

    This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).

    Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  13. Central Excise duty billing format

    Recently registered for Central Excise duty
    Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…

    7 votes
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  14. Auto-Incrementing Bills

    We have auto-incrementing everything else, why not bills?

    7 votes
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  15. pdf preview in Expense

    Pdf preview in Expense is not available. We generate PDF copies of all expense bills that we receive but since preview is not available for PDFs we are forced to convert PDFs into jpeg format.

    5 votes
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  16. purchase by item report

    I suggest to add a purchase by item report to know how much I bought from item X for example
    thank you

    5 votes
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  17. 3 votes
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  18. Add more Bill pay through options

    Option to pay bills through Equity and other current liability accounts

    4 votes
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  19. company's debt management

    it's good if you add new option to monitor the company's debt like loan of the company and monthly emi's and other debt.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  20. Expand search in Purchase Bills> Items> Customer Details

    While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).

    0 votes
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