Zoho Books
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323 results found
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allow split expenses to be allocated to split customers
When I itemise expenses, I would like to be able to allocate each line to a different client... i.e. if I buy 5 items in one go for 5 different clients then I want to itemise that expense and then bill each client for their line
10 votes -
1 vote
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1 vote
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Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses
The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.
Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.
Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?
This is not a feature request,…
3 votes -
Reversal of Bill/Payables in following periods.
Zoho is flawed as it does not allow you to clear errors in bills that extend into another fiscal period where the prior one was closed and taxes remitted. The system only allows you to delete or void a bill that should not be there for whatever reasons. Being a new period either method is not appropriate as it will change the past fiscal period numbers that have already been filed. The correct way is to prepare a journal entry against that Bill in the current period and then clear the balance from the Payables report. Zoho does not provide…
1 vote -
Make Bill Numbers Optional
It is a requirement for a bill to have a bill number entered - and this is a nuisance because I have to then take the time to enter data that I generally don't need to capture.
If want to see full details of the bill, I can open the PDF attachment of the original bill that I will have uploaded to Books when creating the bill.
I know that it is mandatory currently, and I understand the reason/benefit of having a bill number field, what I'm asking is that this field simply be made optional.
In the interest of…
6 votes -
Pay roll
Certainly need Salary process module. Absence of this, we continue to use Tally for salary. Unable to use People, HR..as presently these r .
1 vote -
Offline Upload
For expenses and sales or atleast manual journals must have an option for offine upload by an specifically made excel or any other software.
1 vote -
Total Count to show sum (in currency)
If I access the bill section I can see a list of all bills but the total pn the bottom only counts the number of bills, but not the sum of all bills (in currency).
I am more interested to know how the sum of all bills is (i.e. € 200.000 in unpaid bills) rather than knowing that there are 30 unpaid bills in total.
1 vote -
Expense entries Print option
Prefer to have a proper formatted print option like payment made print.
1 vote -
Expense booking
Please enable TRN number field in expense booking module to avoid unnecessary creation of contact list for one time transaction. Also request to provide the same option in itemize expense booking to book transactions with VAT.
4 votes -
Can we have Grand Total in expense window ?
Can we have Grand Total in expense window ?
1 vote -
pie chart on dashboard
I would like the ability to see an itemized breakdown of 'others' in the dashboard pie chart when I click that category.
2 votes -
Employee list and Payroll in Expense
I would like to suggest that it would be helpful if there an option to add employees list and payroll. It will help us a lot to track salary/wages
9 votes -
Multiple branches to share expenses & Financial reports
We need one expense / Bill to share among different branches. This could be acheived by Branch selection line by line on Expense / Bills Forms. For Sales it should be one branch to select at top of Invoice.
2 votes -
Bill Template: Account Visibility for Items in View Mode
In the Bill vies is Missing the option to view the Account assigned to every item. We suppose this could be easy to manage in the Bill Template Settings . This feature is necessary for Accountants an other colleagues for a quick chec, Approval or editing.
3 votes -
New Expense Acct should be included in BAS by default
New Expense Acct should be included in BAS by default (in Australia) and I think you should be able to see from the Chart of Accounts list which ones are included and which aren't as this is a critical factor
1 vote -
Add additional payment type options to print checks besides just to a vendor
All businesses are not cut and dry to where a payment is directly tied to a vendor per se. For example, in applied research, there are times when you compensate individuals for their participation in a study or focus group, etc. In this case, an organization would like to easily print checks without recording every person as a vendor. Let's say I have 50 people who participate in a study. They are not vendors. I don't care to have to add all 50 persons as a vendor and create a bill just to print a check. In other words, there…
1 vote -
Please allow us more options to customize our check template beside moving information up and down or side to side.
Disappointed in how my checks looks. My memo notes print way above the memo line, even when I include contact address on the check. If I do not include contact address then my memo notes are aligned up even further away from memo. The checks do not come out a nicely aligned as shown in your pictures. As well, my first stub (middle) prints fine, but the second stub (bottom) starts printing on top of my company name instead of underneath. There are no options for me to adjust this at all.
10 votes -
add to the cost of the product some more expenses like some process done after we buy it like painting a product.
to have in the item format to create and edit an option of additional expenses to be considered as the total cost of the item, even though you dont pay to the supplier the total cost of the finished item.
1 vote
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