Zoho Books

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  1. Custom Reports

    Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.

    268 votes
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      Work In Progress  ·  16 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    • Cashflow forecasting Reports

      Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?

      There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?

      I'm new to using Zoho books but would like accounting software which allows a future look at the business.

      Ideally the report would also allow us to
      Define if we want to include
      Only certain aspects of the business such as certain customers.

      As an example elsewhere I've…

      100 votes
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        6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
      • Create a Zoho Report connector for Zoho Books

        Although the possibility to add and customize reports would be key to make the most of Zoho Books, this could be a temporary alternative to allow users to extend the existing library of reports in Zoho Books

        27 votes
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          1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
        • there is a facility for budgeting and P&L v busget reporting

          as above. recording and reporting budgets with variance from actual

          18 votes
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            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • Schedule C Estimated taxes

            include to ability to automatically calculate quarterly taxes

            17 votes
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              2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • reconciliation

              Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.

              16 votes
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                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • Report

                Sales Items by Sales Person

                To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.

                I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.

                I would have to literally open each invoice one at a time to properly calculate the…

                14 votes
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                  2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • Proejct Recurring Revenue Reporting

                  I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.

                  13 votes
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                    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • A project related report that lists all transactions

                    At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.

                    11 votes
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                      2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customize Dashboard...

                      It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.

                      10 votes
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                        2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Totals to Billed and Unbilled Amounts in Reports

                        On Reports -> Projects & Timesheets -> Project Summary report under "Billed vs UnBilled" there is total row that shows the totals for the hours (both billed and unbilled) but not a total for amounts. Not sure if this is a bug or something that was not fully completed during development. I want to be able to see on my projects the total for unbilled.

                        Here is a screenshot: https://www.dropbox.com/s/60gjrxmztzeb92p/Screenshot%202015-04-11%2017.06.35.png?dl=0

                        10 votes
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                          1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                        • Customizing charts in Dashboard

                          Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.

                          9 votes
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                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • 9 votes
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                              3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • Custom Dates on Dashboard Charts

                              The Dashboard charts are awesome. They're beautiful and they let me see exactly how I did compared to... 12 months ago. And no further. I'm a visual person and I need these beautiful charts to reflect the growth of my business over the past four years, or fourteen if I wanted. I want to see a chart that REALLY shows how my hard work has paid off.

                              8 votes
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                                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              • currency

                                Dear
                                Can you please add one space between Currency Code and Currency Value. Currently in your interface Code and value looks like this "AED0.00" which should be "AED 0.00"

                                8 votes
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                                  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Commission Reports By Salesperson by Gross Profit

                                  I need to run a report based on gross profit by job and by salesperson. Running a commission report for each sales person based on an individual commission rate is needed for us to make a full switch from QuickBooks. This is very important to us, please help!

                                  7 votes
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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Ability to change the Invoice, Payment Receipts Paper size...

                                    It would be helpful if we can change the printing paper size as per our wish...

                                    7 votes
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                                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Quebec taxes Report (QST TVQ)

                                      In the Canadian version add the tax report for the Province of Quebec (QST).

                                      Dans la version Canadien, ajouter le rapport de taxes pour la province de Québec (TVQ).

                                      6 votes
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                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Report > Account Transaction > To add Description next to Transaction Details

                                        This feature allow user to see the description of transactions. For example, a transaction was committed to account "Repairs and Maintenance" but need to show more information for this transaction like it was a renovation the office or air conditioner maintenance.

                                        This helps user to track & match the details of transactions with local records on PC.

                                        6 votes
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                                          1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Report for Service Orders

                                          I would like to be able to run a report for Service Order similar like running reports for Invoices & Estimates in the "Receivables" section of Report

                                          6 votes
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                                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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