Zoho Books
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403 results found
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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.
34 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 -
In the General ledger or Account detail report needs more info like the Memo line or Name used.
The General ledger or Account transactions report needs more info the Vendor field and description field like the Memo line will provide more useful information for the accountant reviewing the info in Zoho.
2 votes -
16 votes
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A project related report that lists all transactions
At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.
15 votes -
Add profit margin in sales and inventory reporting
1) Report margin based on sales by item
3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.4 votes -
Add Totals to Billed and Unbilled Amounts in Reports
On Reports -> Projects & Timesheets -> Project Summary report under "Billed vs UnBilled" there is total row that shows the totals for the hours (both billed and unbilled) but not a total for amounts. Not sure if this is a bug or something that was not fully completed during development. I want to be able to see on my projects the total for unbilled.
Here is a screenshot: https://www.dropbox.com/s/60gjrxmztzeb92p/Screenshot%202015-04-11%2017.06.35.png?dl=0
10 votes -
Custom Dates on Dashboard Charts
The Dashboard charts are awesome. They're beautiful and they let me see exactly how I did compared to... 12 months ago. And no further. I'm a visual person and I need these beautiful charts to reflect the growth of my business over the past four years, or fourteen if I wanted. I want to see a chart that REALLY shows how my hard work has paid off.
9 votes
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