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Larry

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  1. Integrate Expense with Books.

    4 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Larry supported this idea  · 
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    Larry commented  · 

    If I may add... EXPENSE Fields should be available for reporting/Viewing in BOOKS. Current Expense Notes, Description, etc is not available in BOOKS - Expense Views. This makes expense views appear to lacking information and requires user to exit BOOKs and view in EXPENSE

  2. Include additional fields especially the custom created fields to Zoho Books Views

    22 votes
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    2 comments  ·  Zoho Books » Customers  ·  Admin →
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    Larry commented  · 

    Can you also connect EXPENSE fields with BOOKS. When I am viewing expenses (From Zoho Expense) in BOOKS I need to see who submitted the expense, its purpose, and associated Expenses report.

  3. Allow credit card entries to merge with reimbursable expenses

    4 votes
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    0 comments  ·  Zoho Expense » Expense  ·  Admin →
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    Larry supported this idea  · 

  4. Add Expense Notes to Expense Details Report

    9 votes
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    0 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Larry supported this idea  · 

  5. Customize the Expense Report

    174 votes
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    4 comments  ·  Zoho Expense » Expense  ·  Admin →
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    Larry supported this idea  · 

  6. change the CSV export of timesheets hours

    2 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Larry commented  · 

    Excel provides the following solution: Zoho exports the info as TEXT.

    Select a column with this problem. If you don't want to convert the whole column, you can select one or more cells instead. Just be sure the cells you select are in the same column, otherwise this process won't work. (See "Other ways to convert" below if you have this problem in more than one column.)

    2. Click this button: Data tab, Text to Columns button
    The Text to Columns button is typically used for splitting a column, but it can also be used to convert a single column of text to numbers. On the Data tab, click Text to Columns

    Afterwards, format the data to DATE, format hh:mm:ss.

  7. single total expenses line on the invoice

    50 votes
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    7 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Larry supported this idea  · 
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    Larry commented  · 

    My clients do NOT want to see the detail. The client wants one line item for expenses and one line item for labor (hours).

    Every expense on a separate line is clutter - please provide ability to collapse into one line item as you do with labor hours.

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