Zoho Invoice
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52 results found
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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 -
Allow entry of Expenses by User not project.
We would like our Staff to be able to enter their expenses alongside their timesheets. However any profile we set up, not only shows details of the individuals expenses but also anyone else associated with the same project they are working on. Therefore we cannot use this potentially cost saving feature.
We would like a feature where we can set up a profile where we can allow a user to be associated to a project to enter their timesheet and expenses for the project but only be able to see reporting information on the information that user has entered.14 votes -
Exportar Gatos como PDF
Poder exportar los gastos como un comprobante de egreso en pdf.
1 vote -
Order or Purchase Order
Sometimes the expenses needed to be approved prior the settle or payment. Creating Purchase Order with approved signature will be very convenient. Then the Purchase Order can directly be sent to the suppliers. Additional options such as credit terms the supplier provides will also be helpful.
33 votesHello everyone,
Since Zoho Invoice focuses primarily on the invoicing (sales) cycle of your business, the vendor management part would not be possible in Zoho Invoice.
However, we have Zoho Books for that. It’s an accounting tool and a superset of Zoho Invoice. If you upgrade your Zoho Invoice organization to Books, all your data will be transferred over to Books. Here are the steps to upgrade -
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIn Zoho Books, you can create bills and purchase orders easily and send it for approval. The approval flow is currently in the early access stage. You can reach out to support[at]zohobooks[dot]com so that we can enable it for you.
Regards,
Reshma. -
Club expenses in a folder after completion of a tax year
Archive expenses into a folder after every tax year.
0 votes -
2 votes
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Sort expenses by Project Name and have Project Name visible in list of expenses
Would like to be able to sort the expenses list by Project Name and have the Project name visible for each entry in the list of expenses.
6 votes -
Customizable drop-down menu for expense detail
I would like to be able to set up a drop-down selection of user-defined "Tags" for individual expenses. Specifically to associate an expense with a particular client, vehicle, etc. Similar to the category selection is set up currently.
11 votes -
Enter expenses in original currency
Be able to enter expenses in original currency ans use the system to translate into base currency by using the Currency module
10 votes -
Add an expense from a mail client
Option to forward a receipt received from the vendor in email and create it as an expense in Zoho Invoice.
5 votes -
Merge duplicate expenses
Merge duplicate expenses into a single expense
2 votes -
Split Expense
Option to split the expense amount between staff or days
0 votes
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