Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
322 results found
-
Memorize/Autofill Expense account associated with Vendor
There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving
1 vote -
Round off/ adjustment in zoho expense
Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.
4 votes -
Reporting tags for expenses
When running expense reports it would be very useful to be able to attach reporting tags to expenses so that a filter can be applied for expenses that only match that tag. Currently there is no way to filter a set of expenses based on a tag (or something similar) attached to certain expenses.
6 votes -
Itemizing expenses should show remaining balance
When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.
3 votes -
Please make an option to show line items on the check stubs.
We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
It should be optional, because most bill payments by check should not itemize out every line.1 vote -
Need expenses approval. I need to manage all expenses with my knowledge.
Need expenses approval. I need to manage all expenses with my knowledge.
1 vote -
Expense Refund section to review the transaction directly reconciled from the bank feeds
Expense Refund section to review the transaction directly reconciled from the bank feeds.
The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.
the workaround available now is to filter the bank transactions or check the account transaction report.
Which again will not include the vendor names and references.
2 votes -
payroll system per work for temporary employee
payroll for employee like working on per meter wages or like per kilogram in brick manufacture
1 vote -
Line Item wise Discount
There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.
1 vote -
Allow the Owner Draw account to be used when entering a bill.
Allow the Owner Draw account to be used when entering a bill. Need to pay owner by check and can't code to the Owner Draw account.
1 vote -
Have a section on the Dashboard for Bill Approvals Pending
We depend on Books to streamline the approval process for outstanding bills. It would be nice to have the Dashboard show how many bills are waiting for approval and then link to that section.
6 votes -
create the ability to share landed cost items from one bill to multiple bills
make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills
3 votes -
Allow Books to print cheques for EXPENSES
we pay a lot of things via cheque and not always we have a Bill.
Talk to your software genius, please.. tell them to find a way to get it implemented.. ZoHo is so nice.. you guys always find solutions!!
3 votes -
Seperate module for Salary & Wages to restrict access of Staff to know other employess salary
Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .
9 votes -
Customize emails for vendor bill payments when using "Pay via ACH" integration
When you make a bill payment to a vendor using "Pay via ACH", two automated emails are sent out.
1. Notification of Payment Initiation
2. Notification of Payment Success
I would like the ability to customize the content of these emails like we can for the other system generated emails3 votes -
Request Payment made feature in Expenses.
I need a function payment made for Expenses. We use expenses for internal staff claim and some case is payment made on behalf of company, and claim later.
3 votes -
expense reports with attachments
For accounting purpose, ability to generate an expense reports with attachments (proof of expense)
1 vote -
Allow staff to view and create expenses in specific categories instead of all or nothing
Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.
3 votes -
1 vote
-
Custom Fields for Itemised Expenses and Bills
We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.
1 vote
- Don't see your idea?