Zoho Books
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326 results found
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Auto generate Bill and Expense reference number
We need an auto bill and expense reference number generator same as the SO and Estimates
36 votes -
markup
markup option for expense category
24 votes -
Print expenses button
It would be great if we can print expenses. Currently it is not possible
4 votes -
Import
Import an Reimbursible expense into a vendor bill.
1 vote -
Booking of combined tax within a Tax Group
I have created a Tax Group to combine two different taxes existing in Spain for certain small companies:
• Value Added Tax, which is a positive tax
• Withholding Income tax, which is a negative tax
So, when I create a bill from a supplier who is subject to that tax group, Zoho Books calculates correctly the net amount payable to the supplier. However, both tax types, the positive and the negative, are booked over the same book account, the VAT payable account, which is, accountingwise wrong. Even being calculated from the same tax base, both tax types are conceptually…7 votes -
Print checks from banking
Create new checks and print them within banking(bank account)
43 votes -
1 vote
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Expense Category in main Bills View
I think it would be a great idea to be able to see the expense category in the main "Bills" view. Same as it is with the main "Expenses" view.
Thanks4 votes -
Edit expense category
Provide an option to edit, add or remove expense category. This was available in Zoho Invoice but not in Zoho books.
2 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes -
Allow Multiple Attachments for Expenses
I attach images of the receipts to expenses. Some expenses have different components for the receipts. A simple example is different pages on one receipt where I am storing pictures without the ability to scan. Another would be multiple documents all together. I would like the ability to attach multiple documents to any given expense.
5 votes -
Mark UP in expense
There should be mark up option while recording on expenses . For exmaple , We purchased a service/product $10 and sold to our customer @15$. Both field should be present while recording expense.
Same is present in other online accounting software like quickbooks etc21 votes -
40 votes
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CUSTOM FIELDS for BILLS
I know I can have custom fields for EXPENSES but is it possible allow this for BILLS? Basically theyre both costs, so its irrelevant if it’s a BILL or EXPENSE.Also, can you make those fields mandatory?Thanks a lot
2 votes -
add a column for "merchant name" on zoho books
im using zoho books and zoho expenses.
we need merchant column in zoho books also like in zoho expenses
or atleast on zoho books > expense reports.
now its time taking to know to whom we paid
5 votes -
Should be able to enter a refund receipt in Expenses
Already discussed this on the phone, but just in case.
When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.
20 votes -
more than one tax on an expense item
In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:
https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0
3% over the purchased item + 22% over the 3%
I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses
3 votes -
0 votes
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Reminder for upcoming due bills
Send an email notification X days before a bill payment is due
4 votes -
Add date filters to the expense list view
Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?
There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.
Thanks
6 votes
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