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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316 results found
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Make multiple transactions easier using the rules feature
When you create a rule, allow the tag feature to be included with the rule. So every time a transaction appears the account AND tag are already pre selected, makes things ALLOT LESS tedious.
3 votes -
View uploaded Documents and Receipts in Expense Edit mode
I would like to be able to quickly view the files I have uploaded while on the "Edit" screen of an expense (or other Item). As it is, I have to save the edit, return to the main entry, then click on the uploaded files to view them. If I want to add a note or change something based on what is in the document, I have to re enter "Edit" mode to do so.
TLDR: Open/Preview uploaded documents from the "Edit" screen.
3 votes -
Bill Template: Account Visibility for Items in View Mode
In the Bill vies is Missing the option to view the Account assigned to every item. We suppose this could be easy to manage in the Bill Template Settings . This feature is necessary for Accountants an other colleagues for a quick chec, Approval or editing.
3 votes -
Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses
The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.
Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.
Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?
This is not a feature request,…
3 votes -
Approval Button for autoscaned bills
It is necessary for this function to have an approval button so that the accounts department can approve bills into zoho books.
3 votes -
Recurring expensive to use exchange rate set in profile
The option or feature to have all expenses that are linked to a recurring expenses profile to use the exchange rate manually specified in the profile.
At the moment, if an exchange rate is manually set in the recurring expenses profile it is not used when the expense is created. Instead the expense uses the auto exchange rate at the time of creation.
I would like the option for expenses to only use the rate specified in the recurring expenses profile.
3 votes -
3 votes
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Apply Credit Card Payments Through Bills
I would like to have the ability to enter a credit card in bills and have it apply the payment directly to the Account. As of right now, if i enter the credit card as a bill, it does not allow me to apply the payment to the Credit card account. I would like to see it either do one of 2 things:
Allow me enter the bill with payment and apply it to the Credit card
or
after reconciling give me the option to add a bill, so i can pay it and have a record of it as…3 votes -
3 votes
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Integrate with AutoEntry
An integration with AutoEntry would be very welcomed as we would be able to scan purchases and sales invoices in, as well as expenses reports, suppliers and bank statements.
AutoEntry uses OCR (optical character recognition) to pick information from PDF or pictures such as invoice date, net, gross and tax amount, supplier or customer, it is a fantastic system which learns and populates fields on invoices, making bookkeeping and data entry much simple and quick. AutoEntry already integrates with a large number of accounting packages (Sage, Quickbooks i.e.)
3 votes -
Need document upload feature while attaching or selecting document to invoice/expense/bill
When attaching document to bill/expenses, there is no option to upload document in popup. So we need to go back to documents and need to upload document and than again come back to bill/expense/invoice to attach document. so it is better to have upload document function in popup while attaching document.
3 votes -
Bill to Destination Place of supply as Other Territory 97
Change in the new IGST law requires Courier and Cargo moving transportation companies to consider destination as the place of supply for international shipments. Would be nice if we can have the flexibility to choose destination as the place of supply in which case we need to record our bills and sales for international shipments as Other territory - 97.
3 votes -
Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate
Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate
3 votes -
add a 'is not blank' option for custom views
for example, if one wants to find all expenses without a vendor assigned, one must list all vendors in an endless series of 'is not vendor 1', 'is not vendor 2', and so on. obviously, this gets out of hand quite quickly, not to mention immediately breaks once you add a new vendor to the mix. allowing 'is not blank' eliminates this mess.
3 votes -
Option to sort vouchers by numbers
If we select the option to sort vouchers by numbers, it currently shows 100 after 1. 2-99 is not shown.
3 votes -
I see that it is necessary to modify / delete an expense account.
I see that it is necessary to modify / delete an expense account. To be able to change the situation: for example from "fixed asset" to "expense".
There are many expense accounts that do not interest me, and there are others that I created as proof and now hinder and bundle me. Greetings and thank you3 votes -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
Expense - Manage Categories
In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.
3 votes -
Scan already uploaded document
Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.
I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).
As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.
Having this feature added will greatly simplify recording expenses.
3 votes -
Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).
I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.
3 votes
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