Zoho Invoice
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52 results found
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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 would
1 vote -
3 votes
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1 vote
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1 vote
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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 version
1 vote -
being able to return expense when parts are no longer needed
ablility to return/refund expense
1 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 -
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 -
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 lists
6 votesHi there,
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:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any questions, you can get back to us at support[at]zohoinvoice[dot]com
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 -
Undo Delete is an option
Please add an option to recover deleted expense entries.
7 votes -
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 -
Individual Billable Expense Items on itemized transactions
Allow individual items as "Billable Expense" on an Itemized (split) expense entry; leaving an option for the whole transaction to be billable. If I recall, all items in a split transaction have to be included on the Invoice, and cannot be separated.
I create itemized (split) expense transactions so as to consolidate/"clean up", and closely reflect the invoice from my vendor, without having multiple lines with the same Date, Expense Account, Reference #, and Customer.
In theory, I would have one transaction line showing "(split)" in the Expense Account, and the sum total for Amount. (see example below)
EXAMPLE:
Date…4 votes -
Attach expenses to invoice number rather then client name
Attach expenses to invoice number rather then client name. When we have many job numbers for 1 client its not possible to see expenses separated by invoice number.
1 vote -
Expense Reporting by Employee - i.e. A Reimbursement Statement
Feature: Add 'Employee' to expense, and be able to return a report of expenses for that employee
Reason:
In a company, a number of different employees are permitted to submit expenses.
A Manager A might claim for a flight, Office Staff B might claim for some printing paper.
At the end of the month, it is important to be able to identify which staff members submitted which expense claims.
A report (statement / reimbursement notice) should be printed for each staff member itemising and totalling his / her claims.
Current Situation: No function to do this simple but common process.
6 votesHi there,
Thank you for posting on our feedback forum.
If you wish to have detailed metrics on the expenses associated with each employee, you can make use of Zoho Expense, an exclusive expense reporting tool.
Using Zoho Expense, your employees can submit their expenses, get it approved/reimbursed. You can also run detailed reports on the user-wise expenses across the organization.
If you integrate Zoho Expense and Invoice, the approve expenses from Zoho Expense would be pushed into Zoho Invoice automatically.
If you have any further questions, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
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 -
Different Mileage Rates
I have several clients that don't use the Federal mileage rate. However, I cannot create a separate billable expense for this unless I want ALL of my mileage to reflect the different value. I need a way to assign mileage rates to specific clients.
1 vote -
Allow a new expense to be added to an existing invoice or closed invoice
I would like a feature that would allow you to tie an Expense to an existing Invoice. For Example, in my business I sell items that I may not have in my personal stock, but my vendor will ship directly to my customer. I will invoice my customer and collect payment, then I will contact the vendor to ship the item. I pay the vendor directly. So technically the expense is billed and covered by the customer, however at the time of the sale the billable expense amount is not known to me until after the customer invoice has already…
4 votes -
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
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