Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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326 results found
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Provide Transaction approval for cash expenses
It would be easy if we provide transaction approval for expenses. The person handling the petty cash can attach the expenses and the accountant or admin can approve the same..
2 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 -
"Print name on check as..." field for vendors
Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.
2 votes -
Expense Refund section to review the transaction directly reconciled from the bank feeds
Expense Refund section to review the transaction directly reconciled from the bank feeds.
The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.
the workaround available now is to filter the bank transactions or check the account transaction report.
Which again will not include the vendor names and references.
2 votes -
Add "semi-monthly" as a schedule for recurring expenses.
Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.
This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).
Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.
1 vote -
print associated documents
of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.1 vote -
1 vote
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Import
Import an Reimbursible expense into a vendor bill.
1 vote -
Modification of Dutch translation for Open Bills
Can you please change the wording now used for an open bill from 'Openen' to 'Openstaand' which is the appropriate translation as the Dutch 'openen' is opening in english which has no relation whatsoever with outstanding bills.
1 vote -
Share Particular Expenses Account to User
IN this Feature.
Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.1 vote -
Hi please make a solution so that it is possible to to use the pc's camera to take a photo of receipts so one does not have to scan first.
Hi please make a solution so that it is possible to use the PC's camera to take a photo of receipts so one does not have to scan first. This is already working in the mobile version so it should be a piece of cake
1 vote -
1 vote
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Billable expenses to be billed using another item name rather than ledger name
When I raise an invoice for an expense paid on behalf of customer I need to show on the invoice I am raising a different item name than the expense ledger. Can there be an option to keep these expenses in zoho books as expenses and record the invoiced amount as part of my revenue?
Currently billed expenses on clients are reversed from expenses, and in certain cases we need t his not to be the case.1 vote -
1 vote
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Share Invoices and Bills with other Zoho Books trading partners
We love using Books. We also have customers and suppliers who also use Books. It would be great if we can all send each other Invoices and Bills and have the automatically entered, uploaded or shared in Books.
1 vote -
Upload from All Files and not just from Inbox in Bills/Expenses
Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill
1 vote -
Save and New Option for Bills
It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.
1 vote -
Add the ability to import state tax tables from CSV.
I can download an Excel spreadsheet from my state Department of Revenue with the tax rates for every jurisdiction (358 in total, paid per the point of delivery, not the point of sale, Washington State). Anyway, I would like to be able to simply import the rate sheet as a CSV to avoid manually entering 358 tax rates every quarter.
I see that you have already integrated Avalara, and I would use them if they weren't asking for $695 per year for their bottom end package.
Perhaps you could make their hooks available for other cost conscious users to import…
1 vote -
For recurring expenses include a new category under Repeats - "Weekdays"
For recurring expenses include a new category under Repeats - "Weekdays"
1 vote -
FREIGHT LETTER
In our business we have to give a freight letter to the vehicle driver in which driver name, owner name, description of goods, quantitative details of goods , rate of freight, advance freight & to pay freight is mentioned. On the basis of this freight letter he gets his balance freight after reaching destination.
1 vote
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