Zoho Books
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322 results found
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automatically populate customer information when creating a bill from a purchase order.
When creating a purchase order I can enter the customer information, but when I create a bill from the purchase order that information doesn't populate and has to be entered again, by individual line. There should be a way for the customer tag from the PO to transfer to the bill.
1 vote -
Add the check number back to the A/P payments made report. The check number is necessary.
Add the check # to the A/P payments made report. The report is useless without the check #.
1 vote -
Show tags on main page rather than 'behind the scenes'
Being a frequent user of Tags, I find it unnecessary to have to go into a sub-screen to allocate the bill/invoice to a reporting tag. I would like to see the reporting tag option in the main input screen for visibility and input efficiency
6 votes -
Allow Expenses to be refunded from within the Expenses tab
We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)
4 votes -
Expense and approval options
Zoho books allow us to create user roles and users. However there should be 2 important updates when it comes to adding expenses.
- The admin should be able to create a role which allows only entering expenses and not to view. 1.1 As another option the admin should be able to restrict the user only to view certain expense accounts if the viewing option is given to the user. It should not be possible for the new user to see all the expenses in the company.
- As of now there is no approval option available for expenses. I believe that…
6 votes -
Project Bills
J’aimerais avoir la possibilité d’attitrer plus qu’un projet pour un item que j’ai commandé en 25 quantité.
Exemple: 2 pour le projet # 1 , 5 pour le projet # 4 etc...1 vote -
Bill of Entry to be enabled in Standard Version of Zoho Books
There are lot of small businesses who are importing the products from abroad and selling them in India. For them buying the premium version is not affordable. If this feature is enabled in your standard version itself it will be helpful for the small businesses with turnover less than 1cr
4 votes -
Expense - Manage Categories
In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.
3 votes -
Auto generation of Bill numbers.
When we purchase from unregistered suppliers, we have to rise bill by our own. Hence auto generation of Bill number is must. Especially when Purchase is made under Reverse Charge Mechanism.
13 votes -
automate settings the EXPENSE currency to the VENDOR's default currency when entering expenses.
Currently a vendor can be assigned a default currency, but when entering expenses the default is always to the organization's default.
I would suggest that the expense currency auto-update to the default vendor setting.
This would remove the risk of accidentally entering in the wrong currency.
1 vote -
reclassify expense into itemized
The ability to reclassify an expense into an itemized SPLIT expense after it has been invoiced (and paid). You can currently change an expense category, but you cannot edit a single expense into an itemized expense for the same total.
1 vote -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
can I edit the payment made template?
1 vote -
Save as Draft option on Recurring Templates
Can we add an Option to Recurring Templates to specify how created records will default to with regards to status?
I'd like to setup Recurring Bills and have them default to "Save as Draft" instead of "Open".
There is a global option for Invoices, but not for Bills. In reality I would much rather have granular control at the Template level instead of system wide.
1 vote -
Allow employee reimbursements to be applied to more than one expense reports
When recording an employee reimbursement, all the employee's outstanding reimbursable expense reports are listed, but you can only select one of them!! It should be very helpful to be able to apply the amount paid to an employee across several expense reports...
2 votes -
Controls in Zoho Books
There should be a control in Zoho Books to mandate attachment addition to a bill, so that the accounts team is mandatorily required to add bills to Zoho, further there should be adequate reports to show status of addition of attachment to bills
1 vote -
I see that it is necessary to modify / delete an expense account.
I see that it is necessary to modify / delete an expense account. To be able to change the situation: for example from "fixed asset" to "expense".
There are many expense accounts that do not interest me, and there are others that I created as proof and now hinder and bundle me. Greetings and thank you3 votes -
Option to sort vouchers by numbers
If we select the option to sort vouchers by numbers, it currently shows 100 after 1. 2-99 is not shown.
3 votes -
Override taxes
Would love to be able to override the tax amount. Sometimes the tax does not apply to the full subtotal. For example HST on $100 is $13. Let's say my subtotal is $100 but HST only applies to $65 which is $8.45. I'd like to just override the HST to show the actual tax charged by my supplier
1 vote -
to add line level discounts for bills
Many vendors gives discount for line level items and are displayed in the vendor invoices, suggest to have the line level discount.
1 vote
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