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  1. Reporting Tags needed in Manual Journals and Bulk Add Expenses

    Reporting tags are a fantastic feature that can solve so many issues for Locations, Departments, Projects, etc. However, it is a real weakness that Reporting Tags cannot be assigned to Manual Journals or Bulk Add Expenses. I'm working around this by using Bills for some manual journals (eg, entering depreciation journal as a zero-sum bill) and entering expsnses singly rather than in bulk. But logically would be much better just to be able to add reporting tags to Manual Journals and Bulk Add Expense items. (Bulk Add Expense items also seem to lack tax coding.)

    29 votes
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    4 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  2. apply journal credits to accounts payable/receivable

    for example a payment was received into a personal account and would like to reflect this by crediting accounts payable and debiting the directors loan account. this feature currently works but does not allow you to apply the credit to the invoice

    17 votes
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    1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  3. Havning an Approval Cycle for the Manual Journals

    Having an Approval Cycle before Publishing the Manual Journal
    As well adding this approval cycle to the Users & Roles settings.

    because posting the manual journals without any approval is such a big breach in the security of any accounting system

    9 votes
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    2 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  4. Include Gst calculation in Journals

    when we purchase an asset like computer we have make a journal entry for that
    But computer price includes gst which can be availed as input
    So in manual journal if we have an option to make entry with gst we can claim ITC

    7 votes
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  5. Fix sorting by Journal number.

    It's not digit sensitive, so 9 is treated as greater than 26 for example. Makes it difficult to see the most recent journals .

    4 votes
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sub-ledger account in Tax payable

    The feature of creating a sub-ledger account in Tax payable should be made available to track whether the tax is paid or not.

    4 votes
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    1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show effect of Account Receivable/Accounts Payable through Manual Journal on Dashboard

    Currently if we record AR or AP through Manual Journal Entry. The effect of the entry is not reflected on Dashboard. Please add this feature.

    4 votes
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  8. We need the account code in the journal upload file when importing journals through the manual journals section

    We need the account code in the journal upload file when importing journals through the manual journals section.
    This is very important for mapping from different accounting systems.

    3 votes
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    1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  10. Manual Entry Upload documents to support the entry as a refferance

    It would help to reduce printing to have a supporting document along with the entry.

    If u can upload documents to my entry i will no longer need to print that entry.

    3 votes
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  11. Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.

    There should be a separate category GST RETURN.
    Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.

    2 votes
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  12. Date Column in Manual Journal

    In case of Manual Journal, date should not be on top but in table i.e. Date- Account - Description- Contacts- Debits- Credits. It would ease us posting several transactions related to one account but occuring on multiple dates. For e.g. in case of Bank or Cash expenses we have to post several expenses and we have to select new date after every posting which consumes a lot of time, hence plz ;ook into it.

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  13. Use account number in the COA in Manual Entries!

    Use account number in the COA in Manual Entries!
    It makes postings easier. Just like in Sage or in QuickBooks.

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  14. spanish PGC

    Hi,

    we just started using Zoho Books.I have many questions:

    1-Is it possible to register the movements following the Spanish PGC?

    2-Is it possible to have every invoice related to a salesperson without showing it to the invoice but having it as a report by sales?

    3-Is it possible to present the taxes model in Spain using Zoho?

    4-Can I integrate all contacts from Zoho CRM to Zoho Books?

    Thanks,

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  15. To create a feature where you can move easily up and down movements and transactions.

    You should add a feature where you can easily move up and down transaction in the transaction list (ex. by dragging them with the mouse). This is because when I have multiple transactions on the same date, it's complicated to order them according to the bank account registration.

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  16. Post Dated Cheque entry for Rents , Advance payments

    How Can I enter the post dated cheques for Advance Rent payment for One year?

    1 vote
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    1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  17. Cash based Journal

    In Journals, if we not check the cash based journal, then it should not reflect the same in Cash based report since it may not be cash exp. and it may be month end JV.

    Some time, we will review the cash report with account wise, in that situations the manual journal will be captured. That is not correct.

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  19. show journal suffix

    You ask for the Journal Suffix in the import file upload, but it does not appear to show anywhere. Could this please be added to the main Journal Entries listing page? Right now, just the Journal # showed, which does not tell me much. I am using some coding in the Suffix, which would be nice to see on this list.

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
  20. Need option to enter customer invoice / Vendor Bill adjustments in Manual Journal

    For example customer has paid $990 instead of the invoice value of $1000 and $10 pending as outstanding for many months. Now I want to write-off this $10 by crediting Customer account and debiting Bad Debts. Please provide this option

    1 vote
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    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
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