Zoho Invoice
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53 results found
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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 -
Automatically add expenses to recurring invoice
It would be great to be able to automatically add expenses to a recurring invoice for a given client, the same way a recurring invoice will automatically include Project Hours from a selected project.
3 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 -
3 votes
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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 -
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. -
User and roles
Under the Expense , category can be assigned contact owner ? same as the contacts
for us to assign people to access the limited category to update the expenses.this is more help full for Admindepartment and finance department
3 votes -
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 -
2 votes
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Merge duplicate expenses
Merge duplicate expenses into a single expense
2 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. -
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 -
Simplify adding Expense to Invoice: Add to Invoice on create screen or Suggest based off dates
Please reduce total number of actions to create an expense and tie it to an Invoice. Perhaps list the invoices with invoice date closest to the expense's date as a suggestion.
Goal: I'd like to avoid creating an invoice and then switching over to the invoices. While creating the exp I'd love to assign it to the inv I want at the same time.1 vote -
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 -
vendor
Add a field to the Expenses area to show the vendor. Currently I have to add it to the Notes field and this isn't indexable or searchable.
1 voteHi there,
In Zoho Invoice, since ‘vendor management’ is not available, your requirement cannot be met directly. However, in Zoho Books, you can associate a vendor to the expenses you create.
If you already have a Zoho Invoice organization, you can easily migrate it to Zoho Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can reach out so support[at]zohoinvoice[dot]com
Regards,
Reshma -
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 feature for copy journal voucher
Add feature for copy journal voucher
1 vote -
Recognizing the Dangers of Hiring Someone to Complete My Assignment
Is pay someone to write my assignment on your mind? Even if it could seem practical, it's crucial to be aware of the risks. Assignment outsourcing may lead to plagiarism, subpar work, and disciplinary action from the university. Rather, concentrate on honing your own abilities and ask for assistance from tutors or teachers when needed. Put learning and honesty ahead of cheap cuts.
1 vote -
Ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry)
Our subcontractors need to be able to enter expenses and add timesheet entries, but we don't want them to be able to see all of our corporate expenses.
Is the ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry) on your development path?
1 vote -
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
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