Zoho Books
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322 results found
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Amount Field Javascript
A simple improvement: when pasting a value into the Amount field in Expenses, often what is copied contains a currency symbol ($). Since that's not valid, an extra step of erasing the currency symbol. In a recent update, it actually seems that the entire field is reset to 0.00 if you click to another field.
It would be very helpful (and likely quite easy) to implement a bit of Javascript to strip out all currency symbols, commas, etc, or strip out everything but numbers and a single decimal.
This could actually be implemented in multiple areas (Invoices, etc), but Expenses…
1 vote -
Reporting Tags in Bills Forms
Hi
i using the Zoho Books in Purchases and filling a Bill i cant select my tags.
In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses forms.
My Question: Have a way that i can use the tag in Bills and Recurring Bills too? or a way to configure?Thank you
1 vote -
Bills custom view that 'Does NOT contain'
I want to create a custom view in Zoho Books 'Bills' where:
Bill# - Does not contain - 'criteria'.There is only an option to choose - Contains - 'criteria'
1 vote -
1 vote
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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 -
1 vote
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Hii
Hii
1 vote -
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 -
Expense Category splits mobile app
Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.
1 vote
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