Zoho Books
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315 results found
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Allow Expenses to be refunded from within the Expenses tab
We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)
4 votes -
include zaka calculation and filing for GAZT
GAZT requires all companies to file their annual tax ZAKA beside the VAT. it would be great if zoho include feature for KSA customers to calculate the amount of zaka and generate the required files.
5 votes -
Split one expense into multiple payment methods.
Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.
9 votes -
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
can I edit the payment made template?
1 vote -
Save as Draft option on Recurring Templates
Can we add an Option to Recurring Templates to specify how created records will default to with regards to status?
I'd like to setup Recurring Bills and have them default to "Save as Draft" instead of "Open".
There is a global option for Invoices, but not for Bills. In reality I would much rather have granular control at the Template level instead of system wide.
1 vote -
Record 'Advance Payments' to Employees in Books
Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.
8 votes -
Allow employee reimbursements to be applied to more than one expense reports
When recording an employee reimbursement, all the employee's outstanding reimbursable expense reports are listed, but you can only select one of them!! It should be very helpful to be able to apply the amount paid to an employee across several expense reports...
2 votes -
Expense and approval options
Zoho books allow us to create user roles and users. However there should be 2 important updates when it comes to adding expenses.
- The admin should be able to create a role which allows only entering expenses and not to view. 1.1 As another option the admin should be able to restrict the user only to view certain expense accounts if the viewing option is given to the user. It should not be possible for the new user to see all the expenses in the company.
- As of now there is no approval option available for expenses. I believe that…
6 votes -
Set Credit limits for Vendors
It would be very helpful to know when we are close to our Vendors credit limit. We should be able to set a Vendor credit limit for each vendor, this should also tie in with their trading terms
7 votes -
Controls in Zoho Books
There should be a control in Zoho Books to mandate attachment addition to a bill, so that the accounts team is mandatorily required to add bills to Zoho, further there should be adequate reports to show status of addition of attachment to bills
1 vote -
I see that it is necessary to modify / delete an expense account.
I see that it is necessary to modify / delete an expense account. To be able to change the situation: for example from "fixed asset" to "expense".
There are many expense accounts that do not interest me, and there are others that I created as proof and now hinder and bundle me. Greetings and thank you3 votes -
Option to sort vouchers by numbers
If we select the option to sort vouchers by numbers, it currently shows 100 after 1. 2-99 is not shown.
3 votes -
Override taxes
Would love to be able to override the tax amount. Sometimes the tax does not apply to the full subtotal. For example HST on $100 is $13. Let's say my subtotal is $100 but HST only applies to $65 which is $8.45. I'd like to just override the HST to show the actual tax charged by my supplier
1 vote -
Notes on Bill lines - using GL Account code
When entering a Bill with a GL Account code, I want to be able to put a note to the line so that it is clear what the transaction was for.
1 vote -
print check in another currency
Currently Zoho only allows you to print checks in your home currency. I have several clients that only accept USD so would like to have ability to print them check from our US dollar bank account.
1 vote -
1 vote
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Bill of Entry to be enabled in Standard Version of Zoho Books
There are lot of small businesses who are importing the products from abroad and selling them in India. For them buying the premium version is not affordable. If this feature is enabled in your standard version itself it will be helpful for the small businesses with turnover less than 1cr
4 votes -
to add line level discounts for bills
Many vendors gives discount for line level items and are displayed in the vendor invoices, suggest to have the line level discount.
1 vote -
bill approval by user
We would love to be able to allocate bill approval by user please
0 votes -
Moving Expenses to Bills
It would be great if we can move an expense to Bills which had been mistakenly entered as expenses instead of entering as bills
4 votes
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