Zoho Books
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322 results found
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1 vote
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Custom Fields for Itemised Expenses and Bills
We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.
1 vote -
vendor gstin for purchase order should not be mandatory
As for purchase order vendor GSTIN does not affect accounting.
So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks3 votes -
Stopping Overspend
I'll explain with a typical scenario.
We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.
Now when you look at our bank statement and Zoho books, they do not match as well.
As a startup services company we have more expenses to be met. Since…
1 vote -
Create bill on behalf of vendor and email to them
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
1 vote -
Allow override of GST values
Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares
3 votes -
Expense Category splits mobile app
Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.
1 vote -
Discount per item from vendors
Allowing each stock item to be discounted on the bill - currently you get to discount the whole bill but then you only get the option to put it to an expense so you Profit and Loss it completely out when it needs to go against the stock item as the discount applies to each item or at least goes against the inventory asset account.
3 votes -
to draw cheque multiple bank account
We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
I ref. to another demand, I think Zoho should improve their capacity for international transaction.
…''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is3 votes -
Set Credit limits for Vendors
It would be very helpful to know when we are close to our Vendors credit limit. We should be able to set a Vendor credit limit for each vendor, this should also tie in with their trading terms
7 votes -
Split one expense into multiple payment methods.
Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.
9 votes -
Ability to create sub folders in documents
Ability to create sub folders in documents to manage bills from vendors and also store company information
1 vote -
Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).
I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.
3 votes -
Enable expenses to be split by Project.
I do bulk shopping for multiple projects at once. I'd like to enter the expense one time only and be able to allocate the expense (from one receipt) to multiple projects.
6 votes -
Zoho Books' view to have same image orientation as Zoho Expense
Apparently Zoho Expense auto-rotates to fix picture orientation of receipts, which is great, but zooming in on one in Books does NOT have the same/fixed orientation.
Please make them both fixed/consistent.
Apparently this is a feature and not a bug according to Zoho Books' support. I disagree but nevertheless here we are...
4 votes -
"Print name on check as..." field for vendors
Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.
2 votes -
Scan already uploaded document
Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.
I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).
As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.
Having this feature added will greatly simplify recording expenses.
3 votes -
include zaka calculation and filing for GAZT
GAZT requires all companies to file their annual tax ZAKA beside the VAT. it would be great if zoho include feature for KSA customers to calculate the amount of zaka and generate the required files.
5 votes -
Hii
Hii
1 vote -
Record 'Advance Payments' to Employees in Books
Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.
8 votes
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