Zoho Books
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413 results found
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Be able to view reports broken down by month
Be able to view the reports by month. It is very important for businesses to know how much income and expenses they generate at specific periods during the year. At least the most popular reports, profit and loss, balance sheet, cash flows, income by customer, etc.
4 votes -
Personalize timesheet details report by billed or not billed
I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.
0 votes -
Add filters to the scheduled reports
When scheduling report, need an option to apply filters for the reports
4 votes -
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.
1 vote -
Create a report for Sales Orders with Open status
Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.
3 votes -
g/l account numbers
I would like to use numbers too in the chart of account
4 votes -
Improve scheduled reports
The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…
5 votes -
Sale history graph of individual products/items
Be able to click on sales by item report and then drill down into a particular item to be able to see the sales history of that item (ie SKU) in a graphical format - with an interval setting eg, daily, monthly, quarterly, yearly. This will help businesses quickly see the sales growth/decline of different products.
3 votes -
Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps
Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.
1 vote -
inventory report
I would like to be able to run an inventory report and filter on the quantity on hand so that I can easily see what inventory I am low on.
I see other suggestions to add filters. It would probably be easiest to add filters to all of the fields in the inventory summary report.
13 votes -
Daily report
Daily report
5 votes -
Vendor Summary Report
Please include Vendor Credits on Vendor Summary Report. They are not included even though I tick (include Vendor Credits)
2 votes -
Create sales report by person that shows Invoice date and Payment date
We pay commissions on payments received not sales made. It would behelpful if that the same report includes the payment mode.
9 votes -
create a detailed income and expense report per customer that shows each expense transaction and each payment transaction by customer name
The system should have an option to be able to create a transaction detailed report that shows all income and expense activity on each customer account. It should have a balance sheet at the bottom showing a total of the total income received and the total expenses paid on each customer account showing the bottom line total profit or loss for that account.
9 votes -
Sales Order Total minus Purchase Orders Made to that Sales Order
For a sales order, have a field or view that deducts the total sales order value from purchase orders made on that sales order to give "Remaining Profit of Sales Order."
This really should be sales order level or a report could work too. This would give a running "Profit" of the sales order vs "Loss" of purchase orders made under that sales order.
6 votes -
How can I see my future cash flow (recurring invoices) by month ?
I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.
1 vote -
mileage
I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.
16 votes -
Customize Dashboard...
It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.
50 votes -
Commission Reports By Salesperson by Gross Profit
I need to run a report based on gross profit by job and by salesperson. Running a commission report for each sales person based on an individual commission rate is needed for us to make a full switch from QuickBooks. This is very important to us, please help!
10 votes -
add vacation tracking so that an employee knows how many hours he/she has left
Right now, we have to go to HR who has to log in and get a report to see how much time a person has left for vacation hours. This is time consuming, and not always immediately available. Would be nice to see for an employee to be able to get a report of how many vacation hours they gave left.
1 vote
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