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  1. 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…

    216 votes
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      10 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    • Trial Balance: Initial and final balance for each account

      In the trial balance of the reports section, it would be very good if there was a column before the debit with the balance of the period selected and a column after the balance with the ending balance of the period selected of each account

      38 votes
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        0 comments  ·  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

        32 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

          31 votes
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            3 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.

            26 votes
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              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • Zoho Reports - Timesheet table from Zoho Books - Add User ID/Name

              When synchronising the Timesheet table from Zoho Books to Zoho Reports, it would be very useful if you could add the User ID & User Name of the user who logged the time. Currently the user is not supported. :-(

              22 votes
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                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format

                Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
                1.segment wise Budgeting
                2.Segment wise P&L,
                3.Segment wise Balance sheet
                4.Segment wise Cash flow
                5.Segment wise Budget Variance report in P&L Format

                6. Inter segment Sales /Purchases (sales between divisions within an organisation)

                7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance

                22 votes
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                  1 comment  ·  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.

                  19 votes
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                    2 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…

                    17 votes
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                      3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • Show "Running Balance" in account transactions report

                      Show the running balance next to each transaction on account reports.

                      15 votes
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                        0 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.

                        15 votes
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                          3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                        • intrastat

                          In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.

                          We need VIES & Intrastat reports

                          15 votes
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                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • Sales by Customer Report to Identify the profit margins

                            Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.

                            15 votes
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                              2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • include a VAT return report for non UK based business (i.e Ireland)

                              VAT reporting is slightly different in Ireland from the Uk, so I wonder is it possible to produce an Irish VAT report to cover Bi monthly vat returns. if not could you at least produce a total vat value report for sales and purchases separately. FYI a full VAT report included reverse charges for inter EU purchases.

                              14 votes
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                                0 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.

                                14 votes
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                                  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Make reporting tags less tedious

                                  As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?

                                  I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.

                                  Don't get me wrong. I can see…

                                  13 votes
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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 12 votes
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                                      6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing

                                      Hi,

                                      It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.

                                      12 votes
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                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Project/Timesheet Report Customization

                                        An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.

                                        11 votes
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                                          0 comments  ·  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 →
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