Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
403 results found
-
1 vote
-
Bank Fee Report
There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.
1 vote -
Filter Reports Based On Business/Individual
It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.
0 votes -
Visual presentation in Reports :Segment Wise Reporting in Comparative basis in Coloumnar form using Reporting Tags
There is a visual presentation issue in Reports. If i have to get Reports segment wise using Tags then i can only view single Segment at a time. I can't see the comparative Segment wise P/L or any other Report in coloumnar form in a single sheet using Tags. Please incorporate this feature as most companies who has to do segment reporting who wants to see the comparative in a single sheet can't see it in Zoho.
1 vote -
the balance sheet and the profit and loss statement may have columns by tag to see comparisons
Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons
1 vote -
Filter Transactions for Customer Statement
Please allow us to decide which transactions (tag, specific account, etc) show up on customer statements. Or allow each transaction an option when categorizing to "Show on customer statement" or not.
3 votes -
3 votes
-
Allow us to save custom reports
Zoho Books currently allows us to save custom views but we cannot save custom reports. That means we either have to re-build the report we want each time we want to run it or create the report in Zoho Analytics. We don't mind creating it in Analytics but our bookkeeper needs access to this report and that would mean we need to set her up with access to Zoho Analytics which is a lot of extra work for just one report.
6 votes -
Creating and Saving Custom Reports
Many of us that are coming from Quickbooks really need the flexibility of creating custom reports. My accountant was not happy with the default reports and asked me to create a couple of reports for him. After doing so, I was told that there was no way to save them. As a result he was unable to use the system and asked that I consider going back to QB.
5 votes -
to set kind of report of all customers who bought some items from our specific sales person
to set kind of report of all customers who bought some items from our specific sales person
1 vote -
Add reporting timeframe for calendar year as well as fiscal year
In my country payroll related reports must be calculated based on the calendar year (ending December) even though the fiscal year is different. It would be helpful for reports to have options to set the timeframe to the current and previous calendar year, for cases where those do not match the fiscal year.
2 votes -
Provide Customizable Tax Summary Reports
In Zoho Books, Reports, Tax Reports, we can only use the provided Tax Summary Reports. Can we get the cpacity to customize or create our own types of Tax Summary ? There are fields that we need to have in our reports (Customers / Vendors etc )
6 votes -
Create reports with % change of each line item based on relative periods
If I look at side by side comparisons of a P&L relative dates report for example, I would like to see the percentage % change from report to report to better understand what is happening with the business - simple!!
3 votes -
Export reports to Google Sheets in Drive
There is no option to integrate reports with Google Drive or export to Google Sheets. It would be greatly beneficial to be able to schedule reports to export to drive to share with others in the organization.
1 vote -
Statement Date
When select this year in report, It should be 1st April 2019 to Today(11th Oct 2019) Not 31 Mar 2020
7 votes -
Ability to change the view of negative numbers on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this opt
Ability to change the display of negative numbers in settings on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this option as it is more commonly seen on financials. Sage & QB both have it.
7 votes -
Create a report that shows total dollar value billed by employee, with the option to run based on date or based on project.
Please create a report to allow us to see total dollar value billed to clients by employee/user, both on a time basis with no specific project (I.E., per year, per month, etc), and on a per project basis.
1 vote -
Add Select Brand Option in Invoice, Bills,expenses and all other modules
Good afternoon,
We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.
For Example we have two Brands A and B.
when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…3 votes -
Balance Sheet for Project
Create a balance sheet for a project.
3 votes -
Enable Change Tracking/Audit Log for US edition in "Activity Log" Report Like Already Available in Other Versions
Implement the already existing "Activity Log" features found in the non US version that are documented at this link below. This is a critical component needed to track changes to the critically sensitive financial data. Without this feature, how is anyone ever going to be able to ensure the integrity of the financial data, especially when ther eis more than one person with access to the system? https://www.zoho.com/books/kb/reports/audit-trails.html
4 votes
- Don't see your idea?