Zoho Books
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324 results found
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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 -
to draw cheque multiple bank account
We need urgently : all canadian and US company (also in europe) have to be able to draw cheque in other currency. Easy to understand we are at the border and a great part of business has to deal with at least two currency.
I ref. to another demand, I think Zoho should improve their capacity for international transaction.
…''curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is3 votes -
Discount per item from vendors
Allowing each stock item to be discounted on the bill - currently you get to discount the whole bill but then you only get the option to put it to an expense so you Profit and Loss it completely out when it needs to go against the stock item as the discount applies to each item or at least goes against the inventory asset account.
3 votes -
Allow override of GST values
Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares
3 votes -
vendor gstin for purchase order should not be mandatory
As for purchase order vendor GSTIN does not affect accounting.
So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks3 votes -
Allow staff to view and create expenses in specific categories instead of all or nothing
Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.
3 votes -
Request Payment made feature in Expenses.
I need a function payment made for Expenses. We use expenses for internal staff claim and some case is payment made on behalf of company, and claim later.
3 votes -
Customize emails for vendor bill payments when using "Pay via ACH" integration
When you make a bill payment to a vendor using "Pay via ACH", two automated emails are sent out.
1. Notification of Payment Initiation
2. Notification of Payment Success
I would like the ability to customize the content of these emails like we can for the other system generated emails3 votes -
Allow Books to print cheques for EXPENSES
we pay a lot of things via cheque and not always we have a Bill.
Talk to your software genius, please.. tell them to find a way to get it implemented.. ZoHo is so nice.. you guys always find solutions!!
3 votes -
create the ability to share landed cost items from one bill to multiple bills
make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills
3 votes -
Itemizing expenses should show remaining balance
When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.
3 votes -
Record expenses from SMS received
I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.
3 votes -
Add a 'reference' field to the recurring bills / expenses
When you're dealing with several recurring bills (or expenses) from the one vendor, it would be useful to identify what the new bill (or expense) is for once it is auto-created. gsuite for example: you could be handling different domains with one email account per domain - when the expense is created, is it for domain A, or B or C. A reference field in the recurring section would make life so much easier.
3 votes -
Default tax on each line for bills
Currently I have to choose the tax for each line on any purchase order, expense or bill. I should be able to default it to GST for Australia as almost every item has the tax, the same as it does when an invoice is created.
3 votes -
Add the option to make electronic Invoice for Mexico (Cfdi)
This is the only way to the mexicans to use your Zoho Books App
3 votes -
enter part payments on expenses and have the option of payment pending
Not all expenses are paid for immediately. There are expenses which are paid after a period of time, fixed asset purchases are made in parts over a year, which needs tracking.
Currently payments are made over the year and recorded as advance payments. But you cant select multiple payments and match it with an expense bill. which has been paid for by multiple accounts. Expenses should have a payment pending status just like the bills.As of now I record payments as advance and the expense says paid through prepaid expenses.
But net effect I have an advance under my…3 votes
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