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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10 results found
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Profit report by project
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible.
905 votesHi,
We now have the option to run Profit and Loss reports based on Projects.
You can go to Profit and Loss report and click on the customise option, you will see the option to select a Project there.
Hope this helps.
Regards,
Zoho Books Team. -
Bills posted to projects
We can already post timesheets & expenses to projects.
Why can we post bills?
Other than a professional services company, "bills" are always likely to be by far the largest component in Job Costing, and therefore the most important.54 votesHello there
You can associate customers to Bills or expenses and later invoice them for the same.
User guide link – https://www.zoho.com/books/help/bills/#bill-customer
Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
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link bill with customer
Link bill with a customer
24 votesHi Rekha,
We currently have the option to link customer with bills. Please take a look at this link to know more.
https://www.zoho.com/ca/books/help/bills/#bill-customerThank you.
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Have billable support for bills.
Like that of an expense, we would like to have the billable option for Bills.
23 votes -
Add currency drop-down on expenses
When entering an expense, I'd like to be able to change between any of the currencies configured on my account.
They way I've worked around it was to create my foreign currency expenses as a CSV file, and then import it. Though honestly, it would be very nice to be able to select the currency in a dropdown.
19 votesHi
We now have the option to add multi-currency expenses, there is a currency drop down when you click on the currency in the expense.
Thank you
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Allow employee expense mgmt
Allow employees to log expenses not necessarily linked to projects. And a way to approve the expenses like with expensify.
14 votes -
Bills - Expected Payment Date
When you have generated an Invoice for a client, you then have the option to apply the 'expected payment date'
It would be great we had the same things for BILLS: reminders and expected payment date for BILLS that we generate.
Making managing bills easier and better timely payments when required.
13 votesHi there,
Thank you for your patience.
We currently have the expected payment date option for the Bills module as well.
Good day!
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Google chrome expense widget
Google Chrome widget that takes screenshots of online receipts and automatically imports them into Zoho Books.
10 votesHi there,
We currently have the Chrome Extension for Zoho Expense and we would suggest you to use that. We do not have a Chrome extension for Zoho Books as of now.
https://chrome.google.com/webstore/detail/zoho-expense/jmlaohefegdedjnmgpedcoococlpdida
Regards,
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Allow receipts to be attached in PDF format.
Although I appreciate that image files are commonly used for receipts when taken as photos from physical copies, receipts that arrive via email are often delivered in PDF format, and bills downloaded from service providers such as mobile-phone companies are almost always PDFs. It would be useful to be able to attach these PDF-format receipts to expenses in addition to the currently supported image-based formats.
1 vote -
Make font size bigger for address on checks
Glad you added the address to the check, but the address is SOOO small that it is difficult for post office to read. Could you make the address line the same size as the Company Name please?
1 vote
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