Zoho Books
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403 results found
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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"9 votes -
Añadir cualquier columna en los informes
Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría
1 vote -
payments per item
There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.
4 votes -
4 votes
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Refunds/Credit Notes to reflect on Sales by Sales Person Report
We have to manually deduct any refunds/credit notes from each persons sales totals to calculate commissions properly. Also, there is no field to specify sales person when creating a Credit Note. This would at least make the tracking of refunds much easier!
1 vote -
Reports Account Transactions
In the Transaction report for a particular A/c you need to show the expenses and description details.
As of now it only shows description5 votes -
delivery and packing report
Hi,
By 10 pm all our salesmen will update the Purchase officer for the list of items they want for next day delivery and at 4 AM our purchaser officer will go to fruits and vegetables market and buy all the required items for that particular day.
when delivery boys receive all the items from purchase officer, they should have list of customers to whom and what they should deliver.
customers will sign in the appropriate row that they received the product.
2 votes -
Need for additional Fields
Need the fields customer name and tin number in Tax report
1 vote -
Margin reports for individual sales person and individual invoice
Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice
0 votes -
Reports for Estimates
Would like to have a report of total Drafted estimates for a client
2 votes -
Profitability on each transaction
While preparing an estimate or an invoice, we'd like to know the potential amount were making on every individual transaction. Since a lot of our enquiries are wholesale.
4 votes -
Create a report that shows money not yet settled
Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.
1 vote -
Sales by item report should have some changes
In reports, sales by item seggregating the details of invoices generated in the specified month but actually it should show the item detail whichever payment has been done in the mentioned month. For eg while am generating payments received report am geeting the total collected amount as Rs.500000/- but while generating sales by item report it showing only Rs.430000/-. Here I guess that it is displaying only the receipts generated in sepcified month. The receipts which hold previous month date has the specified month payment date will not display here. kindly provide us that feature
3 votes -
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 -
there is a facility for budgeting and P&L v busget reporting
as above. recording and reporting budgets with variance from actual
35 votesHey,
The Budgeting feature is live. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog:
https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.htmlHelp Document: zoho.com/books/help/accountant/budgets.html
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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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...
9 votes -
3 votes
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In the General ledger or Account detail report needs more info like the Memo line or Name used.
The General ledger or Account transactions report needs more info the Vendor field and description field like the Memo line will provide more useful information for the accountant reviewing the info in Zoho.
2 votes -
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 -
Template formats
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes
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