Zoho Books
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315 results found
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Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.
Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.
14 votes -
convert expense to Bill
Ability to convert/migrate an expense to a Bill entry.
Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
It would be good if we could migrate it to a bill, so we do not have to re-enter each time.9 votes -
allow an expense to be moved to another organization/business
If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.
8 votes -
Manual entry of tax amount for expenses
In Australia, some expenses are not taxed at the full GST rate, especially when dealing with government departments. For instance, I just purchased an online file for a total cost of $13.26 (incl GST) yet the total GST that I paid was only $0.46 which is nowhere near the standard 10% GST.
I"d suggest that where the radio buttons are to nominate whether the expense amount is inclusive or exclusive of GST (tax) that an additional option be included somehow to manually enter an actual GST amount paid as part of the expense.
Without this it is impossible to correctly…
19 votes -
Central Excise duty billing format
Recently registered for Central Excise duty
Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…7 votes -
Auto-Incrementing Bills
We have auto-incrementing everything else, why not bills?
7 votes -
pdf preview in Expense
Pdf preview in Expense is not available. We generate PDF copies of all expense bills that we receive but since preview is not available for PDFs we are forced to convert PDFs into jpeg format.
5 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.
3,032 votes -
purchase by item report
I suggest to add a purchase by item report to know how much I bought from item X for example
thank you5 votes -
Asset register
Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.
361 votes -
Track Cost per Task, or Resource
Calculating realtime profit via Timesheet, requires Tasks and Resource Cost
5 votes -
Allow bills to be paid by accounts with a different currency
I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.
Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).
14 votes -
3 votes
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Create Budgets plans and reports for the real and for the plan..
On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.
943 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: https://www.zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Add more Bill pay through options
Option to pay bills through Equity and other current liability accounts
4 votes
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