Zoho Invoice
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- 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@zohoinvoice.com
53 results found
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References field in recurring expenses
Add reference field to recurring expenses. Some times we have the same expense category but we must to click to see what is written in the notes. It is simple and useful.
1 vote -
Create recurring expense and populate from date range
When creating a recurring expense, it can only begin from the entry point, the ability to backdate, or add a start date (already there) and have the system populate that for every repeat (ie weekly, monthly etc).
Come tax time add an expense you may have missed and having it populate for the last 12 months is a basic but useful feature. Adding each one manually would be such a slow and tedious process when it could easily be done in the system.
6 votes -
Expense handling fee
Add a selection, similar to the tax option for Contacts, for adding expense handling fee (%) to invoice.
4 votes -
See expenses in calendar view
It would be good to be able to see expenses in the calendar view along with time spent. It would make it much easier to see if travel had been booked but there is no time for the client etc.
1 vote -
Add a new field "Name" (or "Item Name") to "Expense"
Hi,
Why the create an expense does not include a name (or item name) ?
It looks really odd that the expense is recorded without a name, right now i have to type in notes.Since it is in notes, it does not show in my auto weekly email received.
Everything has a name, don't you agree?
Simon Li.
4 votes -
Add feature for copy journal voucher
Add feature for copy journal voucher
1 vote -
Create expense automatically for certain tasks
I have different tasks with different rates depending on whether the work is done remotely or on-site. It would be great if I could tie a mileage expense to the task when I am on-site. It would be the same mileage expense every time and for every time I use that specific task on that date, I need to drive to that client. This would be great because it all but remove all the hassle it is to keep track and record my mileage. I would think other users would like the ability to the an expense to a specific…
3 votes -
Split taxes on expenses
Some expenses have lines (Gratuity for example) that are not taxed (GST). It would be nice to specify this so that the numbers match when brought into an invoice for billing.
6 votes -
Subject Line in Expences
Whenever we are entering an expense first think to be shown is "Subject", as to what is expense has been made.
3 votesHi there,
To record ‘as to what an expense is made’, you can make use of the “Expense Category” field. You can also create your own categories under Settings > Expense category.
Hope this helps.
Regards,
Reshma. -
automatically record travailing for your yearly report for accountant
every meeting or jobs that you have the total km / mil. is recorded
on a map with a pictureafter a month or the year you have the grand total of how much travaling you do.
2 votes -
Recurring Expenses Notification
Make Expenses Recurring notification via email or text
4 votes -
Add expense to existing recurring expense
I'd like to be able to set a previous expense as a now-created recurring expense profile.
6 votes -
Custom fields in the bulk expense form
I created a custom field called "Supplier", works pretty good but it would be great to be able to fill the form directly in the bulk form. Or at least letting the user which field they'd like to fill in the bulk entry area.
3 votes -
PO to suppier
Kindly add option for sending PO to supplier, if readily available please let us know
1 voteHi there,
Hope you are doing good!
Zoho Invoice typically deals with the sales cycle of your business and hence you can add your customers’ information here but not vendors (suppliers). To manage both clients and vendors, you can opt for Zoho Books.
Zoho Books is an accounting tool and a super-set of Zoho Invoice. In Zoho Books, you can create Purchase Orders and associate it to vendors ; You can email them as well. If you are using Zoho Invoice already, you can upgrade it directly to Zoho Books so that all your Zoho Invoice data gets transferred over there. To know the steps to upgrade from Zoho Invoice to Zoho Books, you can refer this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
If you have any further queries, just drop an email and we would be happy to help you out.
Regards,
Reshma. -
i want to be able also record supplier in record expense
i want to be able to also record supplier (in red ) in record expense as well as date,category and amount so i can see on dashscreen
1 vote -
negative amount in expense
for credit of a partial expense
13 votes -
Expense screen
On the Expenses screen, there are only 3 options to use > edit, convert to invoice and more. I've been using the MORE button for years to clone an existing daily expense, and change some details to save as a new expense. Why can't the choices under MORE > Make recurring, clone and delete be added to the first screen without having to click MORE, then another option?
3 votes -
Create expense report with receipt image s included
Be able to create expense report with receipt images included. would be useful for summiting expenses to my accountant.
7 votesHi Jesper,
Thank you for your feedback.
This is possible using Zoho Expense, which is our expense reporting application.
Zoho Expense primarily helps you manage your employee expenses in situations where they have to report their expenses to the company and get it approved by their managers and later get it reimbursed. The employees can create expenses as billable to the customers too.
Zoho Expense is integrated with Zoho Invoice. When an expense report is approved, the expenses in the report will be moved to Zoho Invoice automatically.
To access Zoho Expense, kindly click on the below link.
Feel free to contact us at support@zohoexpense.com for further assistance.
Regards,
Reshma -
A column with VAT in the adding bulk expenses window
Hi Zoho,
Could you please add the column VAT to the record bulk expense window, that would be great!
Thanks!
1 vote -
In "expenses / bulkadd", add a 'block option' to assign taxes for all of them
In "expenses / bulkadd", add a 'block option' to assign taxes types/inclusion for all of the expenses added in bulk.
1 vote
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