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52 results found
Add the ability to drag-and-drop attachments on the macOS app
I just installed the Zoho Invoice app for macOS (v4.10.10). I have spent several years using only the in-browser experience, so I was interested to see what this native macOS app would be like. One notable feature gap was the ability to drag and drop attachments onto the app to add attachments (e.g. for adding a receipt to an expense record). This would1 vote
Sub total each expense category on the PDF version of the expense report
It would very helpful to see a meals total, travel total, & a hotel total as well as the report total when looking at the PDF version1 vote
being able to return expense when parts are no longer needed
ablility to return/refund expense1 vote
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
VAT exempt option in vat category for wages etc
VAT exempt option in vat category for wages, postage etc. the system does not generate the correct vat figure because you can only have zero% vat or a percentage.1 vote
Need to include a spot for Vendor name on expenses, also the ability to include on reports and lists
no spot to include vendor for any expenses, also need to see the description of comments on reports and lists6 votes
In Zoho Invoice, you would not be able to manage vendors. But, you can do that with Zoho Books.
Zoho Books is an application that can help you with both invoicing and accounting. In Zoho Books, you have the option to link vendors to expenses.
To migrate your existing Zoho invoice to Zoho Books, you can follow the steps in this link:
If you have any questions, you can get back to us at support[at]zohoinvoice[dot]com
Would like to be able to create a custom view for expenses which have NOT been reimbursed. Right now there is no "is not" operator.
Would like to be able to create a custom view for expenses which have NOT been reimbursed. Right now there is no "is not" operator. We have non-billable expenses which we would like to reimburse staff for. There is no way to report on non-billable which "is not" reimbursed.1 vote
Undo Delete is an option
Please add an option to recover deleted expense entries.7 votes
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 department3 votes
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 vote
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:
If you have any further questions, you can reach out so support[at]zohoinvoice[dot]com
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
Add a new field "Name" (or "Item Name") to "Expense"
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
negative amount in expense
for credit of a partial expense13 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 votes
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 email@example.com for further assistance.
Rotate expense receipt image for best oreintation
Just started using Zoho invoice mobile app to create expense records and take pictures of the receipts. Everything works great except that the invoices are usually printed on A4 sheets of paper which means the pictures must be taken in the portrait orientation. But they appear in the landscape orientation in the app and in the browser and there's no way to rotate them. There should be.17 votes
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 votes
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 -
In 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.
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