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5 results found

  1. Option to record Bank charges is required while recording the payment of the Bill:

    Record the payment from customer: when we select the invoice to record the payment, the option to record bank charges is available but when we record the payment of the bill there is no option to record bank charges.

    31 votes
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    Hei all,

    

We have added the Bank Charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
    As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.

    Regards,
    Zoho Books Team

  2. Add Employee Field on Expenses

    Will be great to add Employee field in the setting to add all employee name and ID# and in the expenses we can choose between this expenses for customer or employee with dropdown list of employee names to assign the expenses to employee such as salary or any other benefits

    28 votes
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    Hi all, 

We now have the option to associate employee to expenses. You will have to enable this option under Preference > Expense > Associate employees to Expense. When you create the expense, you will have the Employee option where you can add and manage the employees.

    Have a great day.

  3. Allow multiple customers for billable expenses

    This is basic accounting.. 1 invoice with several expenses that need to be billed to DIFFERENT customers. At the moment you can ONLY add a single customer so the ENTIRE expense needs to be purchased for a single customer. What if I buy 2 items from a vendor for 2 different customers? How do you make sure they EACH get billed to EACH client??
    Simple SPLIT amount for each customer would work.

    14 votes
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  4. Multiple Bill of Entry for single import

    Currently, we can create only one Bill of Entry (BOE) for one bill. But there are cases where there will be 2 or more BOE for same bill. For example, when we import the material and move it to Bonded Warehouse without payment of duty and GST. Later the same shipment can be custom cleared multiple times by filing Ex-bond BOE with duty and GST payment. At every clearance when we file Ex-bond BOE, we need the option to create Bill of Entry in Zoho under the Bill to capture the duty and GST amount.

    5 votes
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    Hello,

    The option to create Multiple Bill of Entry for a single Bill is available now. You can create and associate multiple Bill of Entry for the same Bill until all the line items in the Bill have been associated to any of the Bill of Entry created.

    Note: This is supported in Indian, GCC and UK edition of Zoho Books.

    Regards,
    Zoho Books team

  5. Associate multiple tags in itemized expnese booking

    In itemized expneses booking there must be option of associate tags for each expenses.

    1 vote
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    Hello,

    

You can associate the Reporting Tags to expense while itemising. Expense > New Expense Itemise expense > Chose the expense account > Click on the three dotted icon at the end of this line > Associate tag. Here you can chose the tag and Save.



    Have a great day.



    Best regards,

    Zoho Books team

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