Ryan Partin

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  1. 10 votes
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    2 comments  ·  Zoho Books » Banking  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin commented  · 

    Agreed! Why is bulk editing of transactions NOT available within Zoho Books? This would seem to be a basic standard feature for an accounting application. Without bulk re-classification capability, our chart of accounts end up getting stuck however we set them up, because it becomes way, way too much work to manually reclassify thousands of transactions to move them around in the chart of accounts.

  2. 4 votes
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    0 comments  ·  Zoho Expense » Receipts  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin shared this idea  · 
  3. 9 votes
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    1 comment  ·  Zoho Expense » Receipts  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
    Ryan Partin commented  · 

    I agree with this user's suggestion. In addition, I'd like to see this request expanded to be even more all-encompassing. Please consider the following as well;

    Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof. You guys already have some great OCR tech going on in the receipt scanning, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't understand enough of the tech involved to take a picture, crop it, reduce it down in size, rotate it slightly (or 90 degrees), lighten/darken, etc. They should know how to do this, as I believe pretty much all current smartphones include image editing in the OS of the phone. Users just don't know it's there or how to access it in a lot of cases. The typical user seems to be talented enough to take a picture and somehow get it into Zoho Expense, but that's about it. How about you guys use your OCR tech and software building skills to adjust receipt images, straighten them up, detect when they are fuzzy or out of focus and reject them, compress them, etc. It would also be super helpful if you would add some elementary annotation creation ability, like drawing boxes around charges, names and dates on the receipt to aid the reviewer in quickly finding the relevant information. We do this manually prior to uploading our direct-bill receipts. Our customers have requested that we annotate the receipts to make charges easier to identify. Would be great to see even some of this implemented. As is currently, we spend a lot of time coaching our users on proper expense image editing/uploading.

  4. 16 votes
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    1 comment  ·  Zoho Expense » Receipts  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin commented  · 

    I'll add to the above a bit... by requesting the following in addition to "Auto crop".

    Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof. You guys already have some great OCR tech going on in the receipt scanning, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't understand enough of the tech involved to take a picture, crop it, reduce it down in size, rotate it slightly (or 90 degrees), lighten/darken, etc. They should know how to do this, as I believe pretty much all current smartphones include image editing in the OS of the phone. Users just don't know it's there or how to access it in a lot of cases. The typical user seems to be talented enough to take a picture and somehow get it into Zoho Expense, but that's about it. How about you guys use your OCR tech and software building skills to adjust receipt images, straighten them up, detect when they are fuzzy or out of focus and reject them, compress them, etc. It would also be super helpful if you would add some elementary annotation creation ability, like drawing boxes around charges, names and dates on the receipt to aid the reviewer in quickly finding the relevant information. We do this manually prior to uploading our direct-bill receipts. Our customers have requested that we annotate the receipts to make charges easier to identify. Would be great to see even some of this implemented. As is currently, we spend a lot of time coaching our users on proper expense image editing/uploading.

    Ryan Partin supported this idea  · 
  5. 17 votes
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    0 comments  ·  Zoho Expense » Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
  6. 17 votes
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    0 comments  ·  Zoho Expense » Reimbursement  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
  7. 19 votes
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    0 comments  ·  Zoho Expense » Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 19 votes
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    2 comments  ·  Zoho Expense » Receipts  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
  9. 32 votes
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    Gathering Information  ·  5 comments  ·  Zoho Expense » Expense  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
  10. 52 votes
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    4 comments  ·  Zoho Expense » Receipts  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
    Ryan Partin commented  · 

    Simply put, integrate technology like what is involved with iPhone scanner applications. Users can be pretty boneheaded often. They also don't all have the same understanding for technology. The software should make things super simple for them; idiot proof. You guys already have some great OCR tech going on in the receipt scanning, but you aren't using it to assist with receipt image adjustments. Users upload all kinds of crazy crap, from images that are 90% desktop and 10% receipt, to blurry and unreadable, to skewed (off-angle) images, to super large 100MB+ image files. They simply don't understand enough of the tech involved to take a picture, crop it, reduce it down in size, rotate it slightly (or 90 degrees), lighten/darken, etc. They should know how to do this, as I believe pretty much all current smartphones include image editing in the OS of the phone. Users just don't know it's there or how to access it in a lot of cases. The typical user seems to be talented enough to take a picture and somehow get it into Zoho Expense, but that's about it. How about you guys use your OCR tech and software building skills to adjust receipt images, straighten them up, detect when they are fuzzy or out of focus and reject them, compress them, etc. It would also be super helpful if you would add some elementary annotation creation ability, like drawing boxes around charges, names and dates on the receipt to aid the reviewer in quickly finding the relevant information. We do this manually prior to uploading our direct-bill receipts. Our customers have requested that we annotate the receipts to make charges easier to identify. Would be great to see even some of this implemented. As is currently, we spend a lot of time coaching our users on proper expense image editing/uploading.

  11. 1 vote
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    1 comment  ·  Zoho Invoice » Expenses  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin commented  · 

    I'm confused as hell by this feedback... it seems to have Zoho's functionality offering backwards. The "sandboxed" functionality exists already with the 'Zoho Expense' application. There is no "sandboxed" application for time entry. This would be a great idea and super useful. We DO NOT want to add all of our employees into our accounting application (Zoho Books) so they can enter their time, regardless of user profile settings or permissions. We are quite happy with Zoho Expense and they way it works so well and is integrated with Zoho Books/Invoice so perfectly. We do wish you offered this same standalone functionality for time entry. This is a common class of cloud software, and has been for years. Not sure why Zoho is ignoring the need for a standalone time entry module that is super tightly integrated with Zoho Books/Invoice in the same manner that Zoho Expense is. In fact, you guys should simply expand Zoho Expense to be Zoho Time & Expense!

  12. 1 vote
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    0 comments  ·  Zoho Invoice » Projects  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin shared this idea  · 
  13. 1 vote
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    1 comment  ·  Zoho Recruit » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin shared this idea  · 
  14. 1 vote
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    0 comments  ·  Zoho Recruit » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 1 vote
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    0 comments  ·  Zoho Recruit » Customisation  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 6 votes
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    0 comments  ·  Zoho Books » Projects  ·  Flag idea as inappropriate…  ·  Admin →
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    Ryan Partin shared this idea  · 
  17. 10 votes
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    0 comments  ·  Zoho Books » Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin shared this idea  · 
  18. 19 votes
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    0 comments  ·  Zoho Books » Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
  19. 9 votes
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    0 comments  ·  Zoho Books  ·  Flag idea as inappropriate…  ·  Admin →
    Ryan Partin supported this idea  · 
  20. 5 votes
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    0 comments  ·  Zoho Books » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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