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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Delete Audit Reports
I am now unable to edit / delete Audit Reports. I think Admin should be given the flexibility to edit / delete Audit Reports if needed.
3 votes -
Monthly Recurring Revenue Report MRR
We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.
6 votes -
DELETE scheduled reports
We should be able to Delete scheduled reports instead of only being able to mark them Inactive. Inactive is useful, but eliminating the clutter of unused reports by deleting them would be very helpful and User friendly.
7 votes -
1 vote
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Extended Exchange Rate Conversion
It is very common for an international company to be obligated to report to the head office in a different currency. So far there has been no function that allows for fields showing the currency conversion in a different currency in for e.g. expense, journals, reports. This is a crucial function for us as an international company.
3 votes -
INCOME AND EXPENDITURE ACCOUNT
Income and expenditure account is for professionals like Advocates, CAs, Doctors etc. Because there will be no sales or purchases for professinals So, do you have software useful for professionals?
1 vote -
Can Zoho Book able to provide option to maintained Fixed Assets Register as per Companies Act 2013 Schedule II and compute depreciation ?
Can Zoho Book able to provide option to maintained Fixed Assets Register as per Companies Act 2013 Schedule II and compute depreciation ? integration of Fixed Assets Module provide batter reporting and compliance with accuracy.
5 votes -
PNL
It would be great to have the option in the PNL to compare all the months next to each other. at the moment you can only compare 2 months, or 2 quarters or 2 years with each other. But it would helpt to see the whole year month by month.
1 vote -
Monthly Financial Reports
Can we please have a monthly financial reports? This way we can analyse each month vs prior month. Also we can do trend analysis for the 12 months.
Thank You
Dhana
4 votes -
1 vote
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Books : Reports - sort items by Account Code
Sort line items by Account Code. So, for example, all my expenses would be listed alphabetically since that how I numbered them.
1 vote -
Create a historical trial balance that can be reported by month
Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?
4 votes -
Reports across months in a fiscal years - monthwise
Need to be able to view sales / invoices / purchase monthwise in a financial year
1 vote -
month wise and year wise sales comparison
we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,
2 votes -
Customized Reports from the Invoice and schedule report
Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.3 votes -
create a report to show which items are reordered by customers
I'd like to see which items are reordered by customers. I can see which items are popular for at least one order but it would help to know if repeat customers order them again. This could be a "Sales by Item" report but instead of customer names with a sum total ordered over a period, it would show specific invoice numbers/customers/dates so I could see if a customer ordered that item more than once.
1 vote -
Debtor & Creditor Reporting
I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors.
3 votes -
Monthly Reports for any account in chart of accounts
lets say, you take Vendor A, we should be able to see a monthly purchase/payment summary on month vise also, a graphical chart in addition would be helpful.
Let say, there is an expense accounts, 'Transportation Charges', a monthly summary along with a bar or line chart.this helps in identifying patterns and quick decision making.
4 votes -
ERP Kind Idea
I believe ZOHO is very smart software. But in reporting side, all the reports are such way that, zoho wants to promote ZOHO Analytics and hence don't provide proper reports. This is really unfair. I don't believe that such a smart software can not provide proper reports.
You must upgrade for reporting because reporting is the only key to manage and understand business.
In ZOHO Inventory, I have asked many many times for Category wise report but I am still waiting.1 vote -
TDS
TDS REPORT RECIVABLE
TDS REPORT PAYABLEBOTH ABOVE ON MONTHLY BASIS AND YEARLY BASIS MISSING.
ON 7TH I NEED TO PAY TDS TO MY CA TO FILE REPORT, IT SHOULD BE AT A SIMPLE CLICK AND SAME IS FOR RECIVEABLE AT YEAR END FOR RECONCILLING.
9 votes
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