Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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323 results found
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Approval of Expenses by Admin
There must be a Compulsory work flow in ZOHO Books where the Admin has to approve the expenses entered by staff or other users just like ZOHO Expense. Only after approval should the expenses go into accounts
10 votes -
No discount column in bill
Need discount column in the purchase bill
19 votes -
Allow of early payment discount processing in bill payments
There should be a way to process a bill payment with an early payment discount. We pay our main vendor on net 30 terms, but if we pay in net 10, we can take a 5% discount. There is no option to do this in the bill payments....I will need to create a journal entry, which is an inefficient use of time, where the software should be able to do this for me
19 votes -
Add new Data feild
Please add CGST AND IGST data field to be pulled in customize reports from ZOHO Books. It will resolve 2 issues:
1.Item Total will not be wrong
2. Item TAX % break up will clearly be visible in the report.
3. The same data feild is already present in Sale module of reporting2 votes -
Bulk update Tax Information on expenses
To be able to update via bulk edit in purchases, the Tax or Tax Exemption, in the same way we can bulk update the date, expense account, paid through, notes and even the reference number.
8 votes -
multiple purchase orders on a bill
I would like to be able to tie multiple purchase orders to one vendor bill.
3 votes -
Rounding off in Bills!
There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!
31 votes -
Bill.com
Add integration with bill.com
11 votes -
On-screen bill shows blank description
We often don't enter any description for the line items on bills received - just the account codes and amounts are all we need. Once a bill has been entered, the "on screen" view of the entered bill shows the amounts of line items, but with blank descriptions. This is not very informative. Under the Customize options for the Item table of the Bill template, it would be really helpful if you could include Account as a possible option to select for the bill. That way, even if the user doesn't manually type a description for each item, they can…
4 votes -
Duplicate expense detection
Other software detects when there are two expenses that are potentially duplicates. Instead I have to manually go through the transaction list and identify them one by one. Please create a better detection system!
9 votes -
Add a field to show "trade discount" in bills
Add a field to show "trade discount" in bills
4 votes -
In Manitoba Canada we expense the PST portion to the same account as the original expense not to a separate tax expense account.
I would like the MB PST to go to the original expense account as opposed to a separate tax expense account as it is now at year end I have to go back to that account and move everything to the appropriate expense for year end purposes. very time consuming
4 votes -
single total expenses line on the invoice
Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.
50 votes -
Recurrent Bills WITHOUT registering payment (You can loose track of really paying them)
Recurrent Bills is ok, but can I choose to register payment when its really done? So its registered as a Pending Expense, and I can handle payments based on what its expected to pay. IT WOULD BE THE NICEST THING TO DO ZOHO BOOKS MORE USABLE.
I could set up a profie just to check whats pending! And I never loose trach of what I have to recurrenly pay!
6 votes -
There is the need for cash and cheque payment voucher. when we input the payment details in software then we want to generate a payment vou
There is the need for cash and cheque payment voucher. when we input the payment details in software then we want to generate a payment vou
17 votes -
To add discount percentage and round off tab in Purchase Bill. And product search by author
To add discount percentage and round off tab in Purchase Bill. And product search by author
4 votes -
Option to record Tax deduction even at the time of recording bill since Indian tax laws mandates the same
Similar to 'Record Payment' an option to record Tax deduction at the time of recording bill should be made available since Indian tax laws mandates the same. For example I record an expense which is subject to tax withholding in the month of Jan. In this case I'm required to record tax deduction immediately and remit the amount so deducted to Government by 7th Feb irrespective of when I pay the vendor.
15 votes -
Payroll Options
Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.
3,040 votes -
Tracking Expenses in Cashflow
At the moment to track outgoings on the dashboard Bills need to be created for all expenses. As Expense are interchangeable with Bills in Books it would be great to able to have upcoming / reoccuring expenses also tracked on the dashboard so then Bills, Expenses and income can be graphed for track cashflow forecasting. As the dashboard doesn't show expenses I am needing to raise everything as Bills to see what is coming up in the 'Payables' area. Somehow including expenses in this or as a separate report on the dashboard that then combines with Bills then reflected on…
7 votes -
Default value of Tax inclusive/exclusive for Item rates should be set through Preferences.
The default value for tax inclusive/exclusive for "Item rates are" section should be manageable through Preferences. Our default are tax inclusive, this current settings (tax exclusive) cause a lot mistakes in the entry.
11 votes
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