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John Lane

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  1. 1 vote
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    0 comments  ·  Zoho Books » Reports  ·  Admin →
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    John Lane shared this idea  · 
  2. 3,032 votes
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    John Lane commented  · 

    With no fanfare or any notification that I saw, on 12/06/2018 I noticed that the payroll expenses that I batch post as manual journals are now recognized as expenses in the "Your Top Expenses" pie chart on the Dashboard. Thank you, Zoho, but why did it take so long? It doesn't really matter, I'm just happy that this shortcoming has finally been corrected.

    Now I won't have to dance around the issue when a client asks me why the pie chart doesn't show the payroll expense as one of the top expenses. This one small thing is a big step forward and it makes the software more credible and useful.

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    John Lane commented  · 

    It is unbelievable--and a smack in the face to paying customers--that Zoho developers will not focus on this and add a payroll feature to Zoho Books when almost 2,000 votes have accumulated so far. If you don't have the technical savvy to program a full payroll module, at least make it so we can manually post a batch payroll entry in a manner that will be seen as an expense on the Dashboard in the "Your Top Expenses" pie chart. As it is today--and has been for YEARS!!!--I have to post the payroll through a general journal entry. And the expenses associated with the payroll are ignored on the dashboard because of a shortsighted programming decision.

    I personally have been asking--and waiting--for this feature for years. For years! How much longer before Zoho listens to its customers and makes this a priority? I'm just about ready to move on to Xero and leave Zoho Books back in the stone age where it belongs. I can't efficiently serve my bookkeeping clients with your software due to such limitations and I'm now down to having just one client on Zoho Books. The clock is running out.

    John Lane supported this idea  · 
  3. 659 votes
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    John Lane commented  · 

    I've worked in the accounting field for almost 3 decades and I'm hard pressed to understand this request. Invoice numbers are control numbers, just like check numbers, and should be allocated in sequential order. I've seen more companies bill their customers/clients on a regular basis over the years than I can even count. And not a single one of them needed to group the invoice numbers sequentially by customer in order to reconcile in case some of the invoices went missing.

    Huh?!

    Use the Sales by Customer Report, then drill down (click) on the number for the customer you're concerned about to reveal all the individual invoices that make up that number. The resulting customer Transactions Report will show any unpaid balance due for each invoice sent to that customer. As long as each invoice was created and each payment was posted, I don't see how anything could get lost.

    As for your additional concern of revealing your company size by the sequential invoice numbers, simply turn off the sequential numbering for the invoices and employ your own manual numbering system. I had a client once that used the following system to number invoices:

    17-0724-01 (17=the year, 0724=the month and day, 01=the invoice number for that specific day)

    The number appears large and complex even though it's really simple. Using this or a similar numbering strategy should conceal the size of a small business that produces very few invoices.

  4. 1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    John Lane shared this idea  · 
  5. 11 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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  6. 2 votes
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    John Lane shared this idea  · 
  7. 7 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    John Lane supported this idea  · 
  8. 75 votes
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    7 comments  ·  Zoho Books » Banking  ·  Admin →
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    John Lane supported this idea  · 

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