Zoho Books
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315 results found
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Discount per item from vendors
Allowing each stock item to be discounted on the bill - currently you get to discount the whole bill but then you only get the option to put it to an expense so you Profit and Loss it completely out when it needs to go against the stock item as the discount applies to each item or at least goes against the inventory asset account.
3 votes -
Ability to customize dashboard items
Zoho Expense claims automatically import into the "Employee Reimbursement" account under current liabilities in Zoho Books. Because of this, the outstanding balance payable to my employees does not show up in the "Total Payables" section of the Dashboard. In turn, this inaccurately reflects what is coming in and what has to go out. Being able to customize what is being included in these Dashboard sections would be of great help to reflect what I want to see.
5 votes -
to draw cheque multiple bank account
We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
I ref. to another demand, I think Zoho should improve their capacity for international transaction.
…''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is3 votes -
include non-billable time on invoices
Please include an option to include non-billable time entries on invoices. We track all time spend via projects but can't necessarily bill for every 2 minute phone call or task - we would however still like to show our customers that we are spending time on their account, even if it's not billable.
6 votes -
Ability to create sub folders in documents
Ability to create sub folders in documents to manage bills from vendors and also store company information
1 vote -
Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).
I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.
3 votes -
Scan already uploaded document
Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.
I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).
As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.
Having this feature added will greatly simplify recording expenses.
3 votes -
Hii
Hii
1 vote -
automatically populate customer information when creating a bill from a purchase order.
When creating a purchase order I can enter the customer information, but when I create a bill from the purchase order that information doesn't populate and has to be entered again, by individual line. There should be a way for the customer tag from the PO to transfer to the bill.
1 vote -
Add the check number back to the A/P payments made report. The check number is necessary.
Add the check # to the A/P payments made report. The report is useless without the check #.
1 vote -
Enable expenses to be split by Project.
I do bulk shopping for multiple projects at once. I'd like to enter the expense one time only and be able to allocate the expense (from one receipt) to multiple projects.
6 votes -
Zoho Books' view to have same image orientation as Zoho Expense
Apparently Zoho Expense auto-rotates to fix picture orientation of receipts, which is great, but zooming in on one in Books does NOT have the same/fixed orientation.
Please make them both fixed/consistent.
Apparently this is a feature and not a bug according to Zoho Books' support. I disagree but nevertheless here we are...
1 vote -
"Print name on check as..." field for vendors
Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.
2 votes -
Project Bills
J’aimerais avoir la possibilité d’attitrer plus qu’un projet pour un item que j’ai commandé en 25 quantité.
Exemple: 2 pour le projet # 1 , 5 pour le projet # 4 etc...1 vote -
Expense - Manage Categories
In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.
3 votes -
automate settings the EXPENSE currency to the VENDOR's default currency when entering expenses.
Currently a vendor can be assigned a default currency, but when entering expenses the default is always to the organization's default.
I would suggest that the expense currency auto-update to the default vendor setting.
This would remove the risk of accidentally entering in the wrong currency.
1 vote -
reclassify expense into itemized
The ability to reclassify an expense into an itemized SPLIT expense after it has been invoiced (and paid). You can currently change an expense category, but you cannot edit a single expense into an itemized expense for the same total.
1 vote -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
Show tags on main page rather than 'behind the scenes'
Being a frequent user of Tags, I find it unnecessary to have to go into a sub-screen to allocate the bill/invoice to a reporting tag. I would like to see the reporting tag option in the main input screen for visibility and input efficiency
6 votes -
Multiple Line Items for TDS in a single Bill and Payments Entry
There are certain complex transactions where more than one TDS sections are involved. For Eg. a Single Bill/ payment may contain an item with implication of section 194J along with an item with implication of Section 194I along with an implication of GST TDS u/s 51. Therefore such single Bill/ payment entry needs multiple TDS line item fields for TDS adjustments which is not ther in Zoho books and makes it difficult. It is suggested that Zoho books allows its users to put additional line items (more than 1) for TDS deductions at the discretion of the user for multiple…
17 votes
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