Zoho Books
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322 results found
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Submit vendor credit note through expenses
I want to be able to record and submit a supplier credit note in the same way that I would any other expense through the ZoHo mobile app.
The credit is applied by the supplier directly using the business account debit card.
1 vote -
Free Item Column
Adding a Free Column to the item table in bills & Invoices
4 votes -
Bill Creation for Service Expenses like Telephone Bill, Rent etc
Presently we can only create a Bill for Items. But in practical life we get bills that are due in the future for Services as well. Want the bill functionality to be extended to recording the Bills for Service type expenses as well like Telephone Bill, WIFI Bill, Utilities Bill and Rent bill and other similar bills.
1 vote -
Provide an option to print the attachments in Bills
Provide an option to print the attachments along with the details in the bill.
It will be very useful for our organisation.1 vote -
Allow tax override/manually edit in Bills as can be done in expenses
Need to be able to adjust / manually edit tax amount in Bills as we can do in expenses since some supplier doesnt calculate the taxes like us and have to adjust +- 0.01 $ - 0.02 $ in GST or PST to reflect the bill received.
4 votes -
enter part payments on expenses and have the option of payment pending
Not all expenses are paid for immediately. There are expenses which are paid after a period of time, fixed asset purchases are made in parts over a year, which needs tracking.
Currently payments are made over the year and recorded as advance payments. But you cant select multiple payments and match it with an expense bill. which has been paid for by multiple accounts. Expenses should have a payment pending status just like the bills.As of now I record payments as advance and the expense says paid through prepaid expenses.
But net effect I have an advance under my…3 votes -
Expand search scope in Customer Details under Purchase Bill Items
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).
1 vote -
Add the option to make electronic Invoice for Mexico (Cfdi)
This is the only way to the mexicans to use your Zoho Books App
3 votes -
Default tax on each line for bills
Currently I have to choose the tax for each line on any purchase order, expense or bill. I should be able to default it to GST for Australia as almost every item has the tax, the same as it does when an invoice is created.
3 votes -
Please provide a facility to match a bill to the credit card entry and the credit card bill payment from the bank account
Please provide a facility to match a bill to the credit card entry and the credit card bill payment to the bank account. Once all the bank statements and the credit card statements are imported in Zoho, I should be able to match the bill to the credit card payment and the bank statement entries to the the credit card bill payment
1 vote -
automatic loading of expences
There should be a automation by which when we we create the invoice, the expenses along with it, ie. transportation or commission is recorded.
If the accountant insert the transporter name and the weight and price or any other variables, it automatically creates a payable for that vendor.
1 vote -
Link billable expenses to existing invoices instead of raising a new invoice
We have just migrated our data: existing invoices and existing client reimbursable expenses to our account and I find that there is no option to link past client reimbursable expenses to past invoices.
1 vote -
Add a 'reference' field to the recurring bills / expenses
When you're dealing with several recurring bills (or expenses) from the one vendor, it would be useful to identify what the new bill (or expense) is for once it is auto-created. gsuite for example: you could be handling different domains with one email account per domain - when the expense is created, is it for domain A, or B or C. A reference field in the recurring section would make life so much easier.
3 votes -
1 vote
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Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!
Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.
1 vote -
ACCOUNTING
HOW TO DO?
1 vote -
Record expenses from SMS received
I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.
3 votes -
Expense Refund section to review the transaction directly reconciled from the bank feeds
Expense Refund section to review the transaction directly reconciled from the bank feeds.
The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.
the workaround available now is to filter the bank transactions or check the account transaction report.
Which again will not include the vendor names and references.
2 votes -
Round off/ adjustment in zoho expense
Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.
4 votes -
Reporting tags for expenses
When running expense reports it would be very useful to be able to attach reporting tags to expenses so that a filter can be applied for expenses that only match that tag. Currently there is no way to filter a set of expenses based on a tag (or something similar) attached to certain expenses.
6 votes
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