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Zoho Invoice

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If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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2 results found

  1. 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
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    2 comments  ·  Expenses  ·  Admin →
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    Hi 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.

    https://expense.zoho.com

    Feel free to contact us at support@zohoexpense.com for further assistance.

    Regards,
    Reshma

  2. PO to suppier

    Kindly add option for sending PO to supplier, if readily available please let us know

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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    Hi 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.

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