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  1. Having recurring journals instead of manually entires

    Having recurring journals instead of manually entires

    52 votes
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      2 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
    • 27 votes
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        3 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.)

        23 votes
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          2 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
        • use the account code/number

          when I enter a manual log in the first column - account, I need that research in the account code too, not just the name.

          13 votes
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            0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
          • Have option of reversing manual JE's

            An option to have your JE's reversing on the date you tell it to.

            12 votes
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              1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
            • 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

              12 votes
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                0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
              • Recurring Journals

                It would be helpful to be able to enter recurring journals with a fixed (or open) period so that future prepayment transactions can be entered at the outset. This could be useful for depreciation, accruals and other recurring entries. Please let me know when this function is available.

                7 votes
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                  1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                • Auto number or Manual number for Manual Journal Entries

                  Please allow to have both options for numbering manual journals.

                  same options which we already have in other modules, like invoices, Purchase Orders etc.

                  5 votes
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                    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                  • Want a mass upload feature for manual journal entries from excel file

                    Want a masss upload feature for manual journal entries from excel file, so a manual entry for multiple manual journal entries can be avoided.

                    5 votes
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                      3 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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 →
                      • 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 →
                        • 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

                          3 votes
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                            0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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 →
                            • 3 votes
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                                0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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

                                3 votes
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                                  0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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 →
                                  • 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 →
                                    • 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 →
                                      • 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 →
                                        • 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 →
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