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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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413 results found

  1. intrastat

    In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.

    We need VIES & Intrastat reports

    19 votes
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  2. Add address information to Reports

    Allow fields for reports to include address information.

    1 vote
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  3. custom report - contacts not buying since long time 1month/2/3

    customers not buying since long time custom search for the past lets say 6 months or a year

    2 votes
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  4. Report for providers

    Hey,
    It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.

    1 vote
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  5. Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"

    We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.

    However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.

    It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.

    Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…

    8 votes
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  6. Reporting function to display all receivables and payables to any date in the past.

    1 vote
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  7. 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
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  8. Project/Timesheet Report Customization

    An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.

    20 votes
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    2 comments  ·  Reports  ·  Admin →
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  9. 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
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  10. 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
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    1 comment  ·  Reports  ·  Admin →
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  11. can we create multiple schedules for report? so that we have a weekly and a monthly report?

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  12. 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
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  13. Report

    Sales Items by Sales Person

    To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.

    I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.

    I would have to literally open each invoice one at a time to properly calculate the…

    25 votes
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    5 comments  ·  Reports  ·  Admin →
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  14. 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
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    1 comment  ·  Reports  ·  Admin →
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  15. 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 description

    5 votes
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    1 comment  ·  Reports  ·  Admin →
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  16. When running reports, display on report if cash or accrual.

    When running reports, display on report if cash or accrual so distinction can be seen at a glance.

    4 votes
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  17. Need for additional Fields

    Need the fields customer name and tin number in Tax report

    1 vote
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  18. Profit Analysis by PO#/Job#

    Create a report that will show "all" customer invoices and "all" vendor bills .. with a column for "purchase order#." This simple report will allow users to calculate profit by po#/job#. I've been using QuickBooks for 20 years and this report is one major reason so many companies use QuickBooks.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. reconciliation

    Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.

    37 votes
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    3 comments  ·  Reports  ·  Admin →
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  20. 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

    1 vote
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