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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Australian Taxation Office TPAR
The Australian ATO requires businesses that use sub-contractors to submit a "TPAR" report to them. It would be good if this feature was added to electronically submit the report to ATO. The "TPAR" reports all payments made to eligible sub-contractors. MYOB uses a check box on the contact page to indicate that a supplier is to be reported in the "TPAR"
5 votes -
report pagamenti eseguiti delle ricevute (fatture di acquisto)
chiedo che nel report pagamenti eseguiti delle ricevute (fatture di acquisto) compaia anche la data della relativa ricevuta
1 vote -
Customize statement table
I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.
4 votes -
Template
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 -
Date calandars
Please will you standardise the date selection calendars.
Some are different and some are tricky to select custom dates.
Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.
0 votes -
Adding reporting tags options directly into Zoho Books
Adding reporting tags options directly into Zoho Books reports, not just in Analytics as it is more complicated and less necessary for basics. Definitely, Zoho needs more capabilities in its reporting module.
3 votes -
Display of gross margin in % - On Dashboard
On Zoho Books, dashboard page, Income and expense graph:
Should you display of gross margin in % the owners or managers could able to take necessary corrective actions to revise the pricing to enhance the profit margins required.
2 votes -
1 vote
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Change filters back!!!!for reports
We use reporting tags on our Sales. We have a location in the UK all of the costs/expenses are on a different system and not in our Zoho account. All of our US accounting is in Zoho. When we need to run reports we had been able to filter using the reporting tags, all of the cost and expenses were there as well as the US sales. Now that the "Advanced Filter" option has been added to reports when we try to filter we now ONLY get the sales, we don't use reporting tags on everything so now when we…
1 vote -
Comprehensive Tax [GST] summary
I would like to see a simple report that shows all purchases and sales made in a particular month/quarter with the tax details. The reporting structure available right now does not serve any purpose. This is an important feature missing in Zoho and is making the application inefficient.
1 vote -
Provide an option such that non-admin users/roles can receive scheduled reports.
Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.
4 votes -
Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
6 votes
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Sales Tax liability report
Please fix the non-taxable list to show the name of the client as an option. It only shows invoice numbers, and a blank reference # list. I can't find anywhere how to add the name under the reference list to make it easier.
3 votes -
Reports / Sales Tax Liability
-Taxes
-Sales Tax Liability
-Custom
In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.15 votes -
do not include opening balances of non-cash asset accounts as part of the cash flow statement.
Furniture transferred from another non-profit as a donation (included in opening balances) should not impact cash flows. In fact, no opening balances should impact cash flows. Opening balances occurred prior to the beginning of the accounting system, so even the opening balance for cash is not considered cash flow. If this was transferred from a previous system, that system would need to report the cash flow. Anything in Zoho books on the balance sheet if added to cash flows would technically be a double counting of the cash flows that led to the opening balance being transferred to Zoho. We…
3 votes -
Books Customer Portal and Invoice Payment Email Reminder Reporting
Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.
Email Reminder Reporting:
We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.
1 vote -
Use Customer Custom fields in reporting
Use Customer Custom fields in reporting, at least in Sales reports
6 votes -
3 votes
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3 votes
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