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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326 results found
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Ability for the document reader to process credit notes.
Would really like to see the ability for the document reader to process credit notes.
3 votes -
Bill entry could be easier.
When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.
2 votes -
Would like to see Expenses and Bills posting
Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.
3 votes -
Enable sort by "Age" and "Due Date" in Aging Details Report.
The use of the report is to know when to pay bills and needs to be sortable.
3 votes -
seperate bills & Expenses in reports sections. like it is separated in Users & Roles. a no access user to expenses still can see it inreport
in Roles, it is great to allow us to separate the access between the bills & the expenses. but surprisingly still the user can see the expenses registered in the bills reports!!
2 votes -
allow
We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats
3 votes -
Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.
When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.
4 votes -
Save and New Option for Bills
It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.
1 vote -
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 -
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 -
Move Expenses
Ability to select multiple expense records and "move" them to another project or another customer.
3 votes -
Upload from All Files and not just from Inbox in Bills/Expenses
Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill
1 vote -
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 -
mass update expense
Ability to mass update the project or customer for multiple expense records
2 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 -
Share Invoices and Bills with other Zoho Books trading partners
We love using Books. We also have customers and suppliers who also use Books. It would be great if we can all send each other Invoices and Bills and have the automatically entered, uploaded or shared in Books.
1 vote -
1 vote
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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 -
Billable expenses to be billed using another item name rather than ledger name
When I raise an invoice for an expense paid on behalf of customer I need to show on the invoice I am raising a different item name than the expense ledger. Can there be an option to keep these expenses in zoho books as expenses and record the invoiced amount as part of my revenue?
Currently billed expenses on clients are reversed from expenses, and in certain cases we need t his not to be the case.1 vote -
Create an edit button against the vat rate in bills as in the bank
This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item
11 votes
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