Zoho Invoice

Welcome to our feedback forum!

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

Feel free to post your ideas, comments, or suggestions in this space.

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com

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  1. 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
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    0 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello 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.html

    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.

    Regards,
    Reshma.

  2. 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
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    0 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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
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    1 comment  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  4. negative amount in expense

    for credit of a partial expense

    11 votes
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    3 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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
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  6. 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
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    Released  ·  0 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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  ·  Flag idea as inappropriate…  ·  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

  8. Add expense to existing recurring expense

    I'd like to be able to set a previous expense as a now-created recurring expense profile.

    6 votes
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  9. 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
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  10. Split taxes on expenses

    Some expenses have lines (Gratuity for example) that are not taxed (GST). It would be nice to specify this so that the numbers match when brought into an invoice for billing.

    6 votes
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    1 comment  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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
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    2 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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 votes
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    0 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi 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.html

    If you have any questions, you can get back to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  13. 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 votes
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    Hi 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.

  14. 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
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  15. 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
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  16. Expense handling fee

    Add a selection, similar to the tax option for Contacts, for adding expense handling fee (%) to invoice.

    4 votes
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  17. 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
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  18. Add a new field "Name" (or "Item Name") to "Expense"

    Hi,

    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
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  19. Undo Delete is an option

    Please add an option to recover deleted expense entries.

    4 votes
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  20. Recurring Expenses Notification

    Make Expenses Recurring notification via email or text

    4 votes
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