Zoho Books
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315 results found
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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
2 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 -
print associated documents
of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.1 vote -
5 votes
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Choosing due date for Bills
Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.
8 votes -
Allow VAT value in bills to be set as a figure and not just a percentage value
We need to be able to define a value for VAT in bills, or override a value, or even create a VAT item that will be 100% VAT and not just set VAT as a percentage of an item as is the only option currently in books. We import products into the EU and therefore receive VAT duty invoices from our shippers where the majority of the value of the invoice is VAT and the figure varies from invoice to invoice and is not associated with the cost of an item.
26 votes -
Invoice to Bill Integration
Freshbooks allows users to set up team members that can send invoices which can then be "received" in the system as invoices. These invoices can automatically be turned into expenses. This would save users like me a lot of time. Please consider!
4 votes -
There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca
There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca
7 votes -
Add "semi-monthly" as a schedule for recurring expenses.
Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.
This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).
Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.
1 vote -
Batch payment of bills
Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.
39 votesHi there,
We now have the option to record payment for multiple bills.
This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.
Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.
Hope this helps,
Regards,
Zoho Books Team -
Import timesheet data from xls or csv
Need to import timesheet data from other systems on a regular basis.
Would like to be able tp upload timesheet data in xls or CSV format please11 votes -
email bills
Can we have an option to email vendor bills to a vendor like we do with client invoices.
6 votes -
Alter Bills Template - for self billing.
I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.
In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.
In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.
Please add…
7 votes
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