Zoho Books
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409 results found
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Sales by Customer Report to Identify the profit margins
Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.
67 votes -
Schedule C Estimated taxes
include to ability to automatically calculate quarterly taxes
41 votes -
Calculate DSO & DPO in Zoho Books
Accounts receivables are analyzed by the average number of days to collect payment (called Days Sales Outstanding or DSO), and accounts payable are analyzed by the average number of days it takes to pay an invoice (Days Payable Outstanding or DPO).
4 votes -
Tax Summary report needs to be split between Sales and Purchases
The way that the "Tax Summary" report works is that is combines the sales and purchases on each tax code.
This is wrong.
Each Tax code needs to show its sales and purchases (Net & Tax) separately.Shay Rohan
Ireland9 votes -
Sales by month report
Report that shows a snapshot of all of the sales per month.
List broken up by fiscal year to show a total for the year.
11 votes -
Sales reports by state
I would like to know in which state we are doing better or worse. Another reason is for Sales Tax. Since we have an employee there we have nexus with the state so we have to pay sales tax. We need to have a way to calculate that.
4 votes -
Profitability on each transaction
While preparing an estimate or an invoice, we'd like to know the potential amount were making on every individual transaction. Since a lot of our enquiries are wholesale.
4 votes -
Create a report that shows money not yet settled
Coming from a different processor/program, this was one of our most useful functions. Simply the ability to see how much money is authorized or posted but not yet settled to our account. Would be nice to be able to post this somewhere on our dashboard, but at the very least to be able to view a report each day.
1 vote -
Sales by item report should have some changes
In reports, sales by item seggregating the details of invoices generated in the specified month but actually it should show the item detail whichever payment has been done in the mentioned month. For eg while am generating payments received report am geeting the total collected amount as Rs.500000/- but while generating sales by item report it showing only Rs.430000/-. Here I guess that it is displaying only the receipts generated in sepcified month. The receipts which hold previous month date has the specified month payment date will not display here. kindly provide us that feature
3 votes -
Report for Service Orders
I would like to be able to run a report for Service Order similar like running reports for Invoices & Estimates in the "Receivables" section of Report
6 votes -
Quebec taxes Report (QST TVQ)
In the Canadian version add the tax report for the Province of Quebec (QST).
Dans la version Canadien, ajouter le rapport de taxes pour la province de Québec (TVQ).
10 votes -
21 votes
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Expense Report For Particular Bank Account
Report need to show the expenses and sum of expenses of the particular bank account.
8 votes -
include a VAT return report for non UK based business (i.e Ireland)
VAT reporting is slightly different in Ireland from the Uk, so I wonder is it possible to produce an Irish VAT report to cover Bi monthly vat returns. if not could you at least produce a total vat value report for sales and purchases separately. FYI a full VAT report included reverse charges for inter EU purchases.
38 votes -
3 votes
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Ability to change the Invoice, Payment Receipts Paper size...
It would be helpful if we can change the printing paper size as per our wish...
9 votes -
Sales Reports by Cash
Sales Reports Category should have an option to Report either accrual or cash.
2 votes -
Cash flow statement (indirect vs direct method)
For the CASH FLOW STATEMENT, which Zoho Books uses the "indirect method" there should be an option to choose the "direct method" also. Both are legal.
Thank you.7 votes -
there is a facility for budgeting and P&L v busget reporting
as above. recording and reporting budgets with variance from actual
35 votesHey,
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.htmlHelp Document: zoho.com/books/help/accountant/budgets.html
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Recurring Invoice Value Report
Create a report that shows the dollar ($) value of a company's total number of recurring invoices. This would allow better cash flow forecasting.
7 votes
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