Zoho Books
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315 results found
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Would like to be able to select MULTIPLE expenses from the expense section and invoice them at the same time
Once you filter the expenses that are outstanding to be billed for a customer or project you can invoice them one at the time (which is no good). There is no option from this few to add outstanding ones. It would be great if one could select them and add them all in an invoice.
1 vote -
billable expenses to be listed also with product during invoice creation
When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…
1 vote -
search unmatched bills and expenses
in the bills and expenses sections i would love to be able to filter by what has been "matched" in the banking section. we were using rules in the banking section and then we were also entering receipts so we have double ups, 1 entered, 1 auto created by rules
maybe as a "status" option
1 vote -
Ability to markup an expense on the Record Expense tab.
Much easier and quicker than having to go through the price list option.
1 vote -
Please create Mileage calculator using a map for mileage reimbursement.
Tracking mileage to be reimbursed when not using a company car.
1 vote -
1 vote
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Viewing only by person who posts them
Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.
1 vote -
1 vote
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Bills Payment - Customization
Should have option to customize the bill payment voucher so that it can printed & stored as per organization requirements
1 vote -
Align Invoice Template with Bill Template.
I see that when creating Invoices, it's easy to add Shipping costs. However, with creating a Bill, it's not the same. I'd expect feature parity there. If we could add the ability to enter Shipping charges in the same location as Invoices, rather than having to enable Landed Charges, and enter is as a line item, it would be great. Let me know if that doesn't make sense.
1 vote -
Option to add logo image in expense voucher
Expense Voucher printing with company logo and all details same like invoices
1 vote -
Electricity is also bill. but that is not same everytime. where to make entry ?
Electricity is also bill. but that is not same everytime. where to make entry ?
1 vote -
Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.
Zoho Books - RE: BILLS & VENDOR STATEMENTS.
In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.
Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.
Please help.
It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.
1 vote -
Mark bills as planned for payment
When I receive bills, I upload them into the Bills Module. Once a week, I enter these bills in the relevant bank. For the bills I enter, I add a comment saying that they have been entered in the bank and will be paid once the due date hits. Because I enter the bills in the Bills Module during the week and in the bank once a week, and because the payment terms differ between different suppliers, I have to go through all the bills again to see if I entered them in the bank already. Is it possible to…
1 vote -
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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