Zoho Books
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323 results found
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Please create Mileage calculator using a map for mileage reimbursement.
Tracking mileage to be reimbursed when not using a company car.
1 vote -
Integrate with AutoEntry
An integration with AutoEntry would be very welcomed as we would be able to scan purchases and sales invoices in, as well as expenses reports, suppliers and bank statements.
AutoEntry uses OCR (optical character recognition) to pick information from PDF or pictures such as invoice date, net, gross and tax amount, supplier or customer, it is a fantastic system which learns and populates fields on invoices, making bookkeeping and data entry much simple and quick. AutoEntry already integrates with a large number of accounting packages (Sage, Quickbooks i.e.)
3 votes -
Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order
Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order.
4 votes -
UBL support
Hi, I would be very happy if you supported UBL for bills/invoices. Is that in the planning?
32 votes -
Enable mortgage loans against property
This is a sorely missing feature. The software should enable the entry of loan principal, interest rate and term and enable the reduction of the loan and the interest expense to be easily recorded. Keeping two separate accounts for principal and interest and having to enter two transactions per month is cumbersome.
2 votes -
round
There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.
4 votes -
While recording vendor bills, only the vendor invoice date (bill date) is available, please provide for a posting date option also.
While recording vendor bills, only the vendor invoice date (bill date) is available. For all accounting entries, please provide for a posting date option also. The accounting reports should be based on the "posting date" entries. This will help us recording bills in the current month / period, even if the bills for previous months are received late.
17 votes -
Custom View : option to show/hide paperclip icon (for attachments)
For Bills, You can see the paperclip on the right if there's an attachment. But not in any custom view.
Custom View : option to show/hide paperclip icon (for attachments)1 vote -
Employee list and Payroll in Expense
I would like to suggest that it would be helpful if there an option to add employees list and payroll. It will help us a lot to track salary/wages
9 votes -
Please allow us more options to customize our check template beside moving information up and down or side to side.
Disappointed in how my checks looks. My memo notes print way above the memo line, even when I include contact address on the check. If I do not include contact address then my memo notes are aligned up even further away from memo. The checks do not come out a nicely aligned as shown in your pictures. As well, my first stub (middle) prints fine, but the second stub (bottom) starts printing on top of my company name instead of underneath. There are no options for me to adjust this at all.
10 votes -
to allow vendors to create bills.
Hi just like you have a portal for customers, you should have a portal for vendors where he/she can go and create bills which we just have to approve and make the payment. As you have now integrated icici bank payment gateway it will be easier for us who have too many vendors and have to make manual entries for each bill. Instead if this facility is provided to the vendors, it will save us a lot of time. Please consider this idea.
8 votes -
Make Bill Numbers Optional
It is a requirement for a bill to have a bill number entered - and this is a nuisance because I have to then take the time to enter data that I generally don't need to capture.
If want to see full details of the bill, I can open the PDF attachment of the original bill that I will have uploaded to Books when creating the bill.
I know that it is mandatory currently, and I understand the reason/benefit of having a bill number field, what I'm asking is that this field simply be made optional.
In the interest of…
6 votes -
Pay roll
Certainly need Salary process module. Absence of this, we continue to use Tally for salary. Unable to use People, HR..as presently these r .
1 vote -
Expense booking
Please enable TRN number field in expense booking module to avoid unnecessary creation of contact list for one time transaction. Also request to provide the same option in itemize expense booking to book transactions with VAT.
4 votes -
pie chart on dashboard
I would like the ability to see an itemized breakdown of 'others' in the dashboard pie chart when I click that category.
2 votes -
Multiple branches to share expenses & Financial reports
We need one expense / Bill to share among different branches. This could be acheived by Branch selection line by line on Expense / Bills Forms. For Sales it should be one branch to select at top of Invoice.
2 votes -
imprest/petty cash
Need a feature for imprest/petty cash management where we can manage 100 of accounts with the help of zoho. For a big organisation it will be a better option and easy access to maintain the accounts.
4 votes -
bulk approvals for bills
Need option to approve bills in bulk.
8 votes -
Expense Detail Report
In the expense detail report please break out the category lines when a particular expense has more than one category type (i.e. if we add a line that's a different category when entering the expense, it should show up as different lines in the Expense Details Report). Also add the ability to filter the Expense Detail Report by Reporting Tag & Project.
6 votes -
petty cash voucher
i would like to suggest you to add petty cash voucher it would be easier for me to manage my petty cash
24 votes
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