Zoho Books
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403 results found
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REPORT >
Report > Riassunto importi maturati Per Data di scadenza fattura >
TOTALs3 votes -
Contact report which shows all categorised income from bank statement import
I'm the treasurer of a busy, volunteer sporting club.
Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.
This is a long and laborious process.
In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.
This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…
1 vote -
To have better reports for different locations/reporting tags
I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.
3 votes -
Balance Sheet
In the balance sheet the current assets are showing up below cash. That is not proper accounting. Cash should be above current assets.
1 vote -
SalesPerson
Sales by Salesperson (Item Summary)
This is an absolute essential for any retail trade that has varying profit margins on different products. Commission/Incentives are designed based on items sold and not turnover achieved ONLY.
It becomes imperative to have a report that provides ALL items (summarised if it may, and drillable to invoice all the better) sold by a SELECTED Salesperson or ALL of them, grouped by SALESMAN NAME (taken from Invoice).
I've moved from Tally.ERP9 and facing such an issue working our Sales Incentive, it's become a nightmare to handle the same without such a simple report now.
Hope…
4 votes -
Would like to have a direct connection to Zoho Docs mapping for Reports from Zoho Books
Today you can´t mapp or send a report from Books directly to Zoho Docs mapping system. I would like to have a Connection and the possebility to save PDf-reports directly to Zoho Docs mapping system and if possible send montly reports automatic to a special mapp under Zoho Docs. (This will be two wishes).
1 vote -
Add item description to the inventory reports. Today only the name and the SKU code are visible.
It is very hard to distinguish products from the same vendor using only item name and SKU for reordering purposes. Its important to have the description column added to the inventory reports so better decisions can be made at the time one reorders stock. Currenlty I need to download the item list and inventory to build a customized report using excel.
3 votes -
tax summary
In the Tax Summary report, when we drill down to the list of all the transactions in the tax type, can you add 2 extra columns being,
1- the account that each transaction went to (eg fuel, postage, materials etc)
2- the vendorIf there also was an option to the see bank feed detail also that would be great but not as vital and the first 2 options listed.
3 votes -
Sales Staff assigning in users and rolls
There should be an option that sales stuff can access as a user to generate invoice, sales order, payment entry extra. So we can track sales persons contribution to the firm as well as sale and the collection.
3 votes -
TDS report should be available separately
TDS tax report
2 votes -
If i am viewing report / customer receivable and send a statement to first customer and press back it goes contacts my request it should go
it should go back to customer resivable only then we can send stament to next customers
1 vote -
Graphical Representation of Reports
I suggest implementations of graphical reports for decision makers.
Kindly look into this or refer me to any that may be available on ZOHO.
Thank you.
1 vote -
query data
Is it possible to create a query to access specific data from Invoices?
1 vote -
Allow us to see salesperson report in Zoho Books Mobile
Allow us to see salesperson report in Zoho Books Mobile
1 vote -
Statement of Account sent to customer to show in reverse sign
Can we have option for Statement of Accounts to show figures on the reverse sign? Since Statement of Account is meant to for the customer to know what he/she owes and what is creditable to them, it makes sense to reflect the figures in reverse sign. The currenct Customer Statement is in the context of the sending company rather then on the context of the reading customer.
3 votes -
Aging Summary report: Make own custom intervals default
At present ( as of 4 Aug 2017 ) the aging summary always defaults to 15 days, whereas in our company we always need it to be 30 day intervals. Make it possible to set 30 days as default, for example? Certainly it's easy enough to switch from 15 to 30 days, but annoying when we forget and run a report for 15 instead of the required 30 days.
1 vote -
Report showing items on bills not invoiced
There is not a report to show items on bills associated with a client/project that have not yet been billed. This means each month going through and checking all the bills from the prior month to make sure everything has been re-billed to customers. Having a report showing purchases, via bills I've entered, that are not yet billed to a customer, if there is data there for it would be helpful.
3 votes -
Documents should interlink each other
Documents should interlink each other starting from quote generation to payment Historical i.e. quote with ref. no. , revised quote, Sales or Service Order (have to upload soft copy) with dispatch schedule, bill of materials and generation of invoice (Facility for generation of proforma invoice) and after payment receipt with taxation details i.e. clear order process with each document link with other
2 votes -
Cashbook report that shows the full details of transctions, including descriptions, for a specified period
Cashbook report that shows the full details of transactions, including descriptions, for a specified period
1 vote -
Allow Contact Mobile in Invoice Reports
You can Please allow us to add Contacts Mobile/Email numbers in Invoice Reports because Most people that are service oriented needs to call Customers in a Particular Duration of Say 3-6 Months. So When we generate report, We want Clients mobile number to be printed along for easy access.
3 votes
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