Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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403 results found
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Customer statement in french
Is it possible to have a customer statement in french? I have my template in english but trying to add a french template but was not able to do so.
6 votes -
I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati
I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati
4 votes -
export select fields
Print selected fields and save as favourite report
At the moment you export 22 fiields and I have to work out which ones to delete so the print out is readable.
I would like to select on certain fields to create a quick and readable list of transaction.
It would be very helpful if you also included an option for accumulated totals so it doesn't have to be done in excel.
4 votes -
Ageing report should be month wise
Ageing report should be month wise. But in Zoho it is date wise. For e.g. if I take 30 days on 8th July, then I expect current to show 1st July to 8th July and 30 days to show 1st June to 30th June..... But Zoho gives current as 8th June to 8th July and so on.... Zoho should check many other systems such as Tally, Quick books, Sage, Acc pac, TAS, etc... ageing report is month wise... always....
1 vote -
Detailed Sales by Customer
A detailed Sales By Customer where the items they have purchased are listed and can be grouped by Reporting Tags. This would allow faster review instead of having to look up each invoice as it is now.
7 votes -
A budget comparison tool.
A budget comparison tool.
1 voteHey,
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.html
Help Document: zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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1 vote
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TDS appearing through manual journals
The TDS Summary report capturing TDS sections is a welcome improvement. But what about TDS appearing through manual journals, eg., TDS on salaries, TDS on unsecured loans. We capture these entries through manual journals in Zoho Books. But the TDS summary report does not reflect the TDS liability through these entries. This makes use of the TDS report incomplete. Would appreciate if you could address this issue.
6 votes -
1 vote
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STATEWISE OPTION IN SALES OPTION OF REPORT SECTION IS REQUIRED
I WANT STATEWISE OPTION.IN THAT NAME OF CUSTOMER,STATE OF CUSTOMER,TAXABLE AMOUNT,DATE,TAXABLE VALUE SHOULD BE PROVIDED IMMEDIATELY.THIS IS MY KIND REQUEST.
3 votes -
EBITDA Report
The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.
1 vote -
Timesheet Detail Report Add Group by Task
Add the option to group by task when customising the Timesheet detail report.
3 votes -
Project Detail Report Add Scheduling and Date
Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.
1 vote -
Ability to customize reports to show monthly amounts
Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.
1 vote -
1 vote
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Print to pdf, xls, ods, csv
Print to pdf, xls, ods, csv
So auditor can run his own cross checks from Excel or Libre.
Advantages for Auditors are like -
Being able to present the report in a more meaningful way;
Extract and add entries like the bank charges for example.
Run ratio stats on income and expenses
etc
3 votes -
Meaningful print headings
Meaningful Report headings for pdf or exls saves.
Is it possible to have a file name on a report with a meaningful file name.
At the moment the file are 1448828000000502350.pdf
The report heading is:
Reconciliation Details
Reconciliation Period
01 Jan 2019 To 31 Jan 2019File name could be - Recon_01012019-31012019.pdf
or csv or xls or ods etc
Say the first 5 letters of the report name plus the date.
Then you know what the file is going to be called by looking at the title of the printed report.0 votes -
Attach a document to tax payment
Within Taxes (Reports section), should have the ability to attach a pdf document with confirmation that the payment has been made. Most other section of Zoho Books has functionality to attach document. Unsure why this functionality is not in the taxes section.
1 vote -
ID empresa en Información general del negocio
Información general del negocio
- Beneficio y pérdida
- Estado de flujos de efectivo
- Balance general
Me gustaría que (ID de la empresa) puede verse reflejada en documento PDF Información general del negocio, ya que para colombia es un requisito que el (Beneficio y pérdida, Estado de flujos de efectivo, Balance general) tenga debajo del nombre de empresa su ID EMPRESA.
1 vote -
Can you please add more granular access to reporting?
It would be really helpful to be able to grant access to specific reports inside of a role.
3 votes
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