Zoho Books
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311 results found
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Allow recurring expenses to be itemized (split between different accounts)
Zoho Books now supports itemized/split expense accounts for manually added expenses. However, this feature is not currently available when creating recurring expenses. As a result, recurring expenses that have more than one component (e.g. a recurring payment made with principle and interest components, or direct-cost and tax components) need to be set up as distinct recurring expenses.
It would be nice if recurring expenses offered the same feature set as manually added expenses.
10 votes -
Employee list and Payroll in Expense
I would like to suggest that it would be helpful if there an option to add employees list and payroll. It will help us a lot to track salary/wages
9 votes -
Add Expense Notes to Expense Details Report
When adding an Expense, there's a Notes field that you can fill in. It would be really handy if this field was displayed in the Expense Details report.
9 votes -
Domestic reverse charging of VAT functionality
Zoho books has an option to account for reverse charging VAT when buying/selling products from Europe. However, there are several products that are reverse charged domestically. It is not possible to account for these in Zoho Books. Later in the year I understand that certian building activities will be dragged into the reverse charging category. I want to but I can't use Zoho Books until this feature is added, others may have to stop using it if it is not added.
9 votes -
override for GST values in bills
GST value in some bills by vendors are rounded off instead of rounding off whole bill value. So there should be a way to manually enter the GST values in the bills [Over riding calculation]
9 votes -
Split Personal and Business Expenses
Split Personal and Business Expenses - Would be good to import all expenses and choose which ones are business related and which ones are personal related - Then reflected in the charts.
9 votes -
convert expense to Bill
Ability to convert/migrate an expense to a Bill entry.
Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
It would be good if we could migrate it to a bill, so we do not have to re-enter each time.9 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes -
Expenses/Money IN and OUT/ Manual Journal Entry Printout Option
I would like to request zoho to create option for the printout of
1. Expense recorded
2. Manual journal entry
3. Money In and Outfor avoiding making manual vouchers it will save the time of clients who are using zoho books.
As it is very dificut to make an entry in zoho books after that making a manual voucher to take sign of person who is making deposit money to company or taking money from company.
9 votes -
Seperate module for Salary & Wages to restrict access of Staff to know other employess salary
Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .
9 votes -
Split one expense into multiple payment methods.
Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.
9 votes -
discount on expense
Please add the ability to show a discount on an itemized expense. This discount would subtract from the expense total. This would be for expenses not bills.
For example, if we order 4 items at $5 each, the total would be $20. However if we receive a $7 discount, we would still like to show four items at $5 each and then have a line that shows "Discount: $7" for a final total of $13.
Currently if we receive a discount on an order, we cannot itemize the expense as we normally would because there is no way to show…
9 votes -
Record 'Advance Payments' to Employees in Books
Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.
8 votes -
Bulk update Tax Information on expenses
To be able to update via bulk edit in purchases, the Tax or Tax Exemption, in the same way we can bulk update the date, expense account, paid through, notes and even the reference number.
8 votes -
allow an expense to be moved to another organization/business
If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.
8 votes -
Choosing due date for Bills
Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.
8 votes -
bulk approvals for bills
Need option to approve bills in bulk.
8 votes -
Stop the timer
Stop the timer when there has not been an activity for a while on the computer (I had that function on my previous timer), and ask upon return if the timer should be stopped at the time of last activity or should just continue. Like this if I leave my desk and forget to stop my timer, I don't charge my client for time I have not worked.
8 votes -
Please add bulk add expenses feature in zoho books.
please add the bulk add expenses in zoho book.
7 votes -
Central Excise duty billing format
Recently registered for Central Excise duty
Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…7 votes
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