Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
324 results found
-
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 -
Booking of combined tax within a Tax Group
I have created a Tax Group to combine two different taxes existing in Spain for certain small companies:
• Value Added Tax, which is a positive tax
• Withholding Income tax, which is a negative tax
So, when I create a bill from a supplier who is subject to that tax group, Zoho Books calculates correctly the net amount payable to the supplier. However, both tax types, the positive and the negative, are booked over the same book account, the VAT payable account, which is, accountingwise wrong. Even being calculated from the same tax base, both tax types are conceptually…7 votes -
Set Credit limits for Vendors
It would be very helpful to know when we are close to our Vendors credit limit. We should be able to set a Vendor credit limit for each vendor, this should also tie in with their trading terms
7 votes -
Auto-Incrementing Bills
We have auto-incrementing everything else, why not bills?
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 -
Tracking Expenses in Cashflow
At the moment to track outgoings on the dashboard Bills need to be created for all expenses. As Expense are interchangeable with Bills in Books it would be great to able to have upcoming / reoccuring expenses also tracked on the dashboard so then Bills, Expenses and income can be graphed for track cashflow forecasting. As the dashboard doesn't show expenses I am needing to raise everything as Bills to see what is coming up in the 'Payables' area. Somehow including expenses in this or as a separate report on the dashboard that then combines with Bills then reflected on…
7 votes -
Alter Bills Template - for self billing.
I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.
In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.
In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.
Please add…
7 votes -
Print more than 5 checks in Zoho Books
Option to print more than 5 checks in Zoho Books
7 votesWe now support printing of 10 bills in a check. If you have more queries, please email us at support@zohobooks.com
-
Dispute a Bill
Sometimes a Bill is posted to the system, and later it might be disputed.
I would like to be able to mark the Bill as disputed, so that it cannot be paid until the dispute is resolved.7 votes -
There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca
There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca
7 votes -
Please add bulk add expenses feature in zoho books.
please add the bulk add expenses in zoho book.
7 votes -
in zoho kindly please add the PDC CHQ entry option
in zoho kindly please add the PDC CHQ entry option
6 votes -
Make Bill Numbers Optional
It is a requirement for a bill to have a bill number entered - and this is a nuisance because I have to then take the time to enter data that I generally don't need to capture.
If want to see full details of the bill, I can open the PDF attachment of the original bill that I will have uploaded to Books when creating the bill.
I know that it is mandatory currently, and I understand the reason/benefit of having a bill number field, what I'm asking is that this field simply be made optional.
In the interest of…
6 votes -
Recurrent Bills WITHOUT registering payment (You can loose track of really paying them)
Recurrent Bills is ok, but can I choose to register payment when its really done? So its registered as a Pending Expense, and I can handle payments based on what its expected to pay. IT WOULD BE THE NICEST THING TO DO ZOHO BOOKS MORE USABLE.
I could set up a profie just to check whats pending! And I never loose trach of what I have to recurrenly pay!
6 votes -
Add date filters to the expense list view
Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?
There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.
Thanks
6 votes -
I want to see how much money is left in my retainers
I see that my retainers are « partially achieved », but I want to see how much money is left in my retainers to pay future invoices. I want to see it in the summary table and in the details.
6 votes -
Expense and approval options
Zoho books allow us to create user roles and users. However there should be 2 important updates when it comes to adding expenses.
- The admin should be able to create a role which allows only entering expenses and not to view. 1.1 As another option the admin should be able to restrict the user only to view certain expense accounts if the viewing option is given to the user. It should not be possible for the new user to see all the expenses in the company.
- As of now there is no approval option available for expenses. I believe that…
6 votes -
Expense Detail Report
In the expense detail report please break out the category lines when a particular expense has more than one category type (i.e. if we add a line that's a different category when entering the expense, it should show up as different lines in the Expense Details Report). Also add the ability to filter the Expense Detail Report by Reporting Tag & Project.
6 votes -
Edition of Amount of Each Unit
Like in the Tally, while entering the Bill, the total amount will be after the discount, so it will be helpful if we enter the total amount of the unit, it can divide the amount for the nos of unit present.
6 votes -
Show tags on main page rather than 'behind the scenes'
Being a frequent user of Tags, I find it unnecessary to have to go into a sub-screen to allocate the bill/invoice to a reporting tag. I would like to see the reporting tag option in the main input screen for visibility and input efficiency
6 votes
- Don't see your idea?