Zoho Books
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406 results found
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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 -
Salesperson sales by quantities report
All companies calculate sell target for salesperson one once by total amount send once by quantities
So all need to appear sales by quantities report for salesperson please3 votes -
tax withheld
Not able to see the Tax Withheld report in Books reports section.
1 vote -
GST Reports
Wish to have elaborate reporting on GST. I can share the detail of screenshot of kinds.
Not sure how to share them with you in case you wish to see.
Thanks,
Haja
India1 vote -
View Transfer between accounts in Budget Reports
I would like to be able to view Transfers I make from one account to another on my Budget Reports.
1 vote -
Intégrer le rapport FEC (fichier des écritures comptables)
Ce document est requis par l'administration fiscale française depuis 2014.
https://bofip.impots.gouv.fr/bofip/9028-PGP.html/identifiant%3DBOI-CF-IOR-60-40-20-201706074 votes -
Option to hide Discount account in Profit & Loss statement
When multiple sub-accounts for Sales are used, having a single Discount account creates a consistent bias when showing the total values, for example in the Profit & Loss statement.
Sales accounts that include products sold with relevant discounts will show higher numbers than accounts with lower average discounts. This makes it very difficult to compare actual performance within the statement.
3 votes -
Report Generation
Would like to have changes in report generation. Please make report generation little more friendly so that we can generate a report for a particular period with date, customer name, amount, vat and total amount with vat. Now when we generate report, its come item by item which is not needed. Please consider this on a urgent basis.
3 votes -
Full screen view in Books
I have a 34" monitor, but the budget view in Zoho Books is cut in a half with full screen, it will be really helpful to have a full view when you have a big monitor.
Apparently is limited to 1650px x
1 vote -
have the company logo added to reports
Have the company logo to printed reports.
1 vote -
Our company sells different product
Our company sells different types of products and services to different types of customers. Because of the amount of customers is it possible to create a receivables aging report filtered by customers type not all customers
1 vote -
GST ITC 04 report for jobworks
We need ITC 05 GST report for all job work delivery challans to vendors.
1 vote -
To create New field" Posting Date" apart from Invoice Date while creating Purchase Bills
In Zoho books, Stock summary report is generated based on the invoices and bills accounted.
We need a separate field like Posting date apart from Bill date so that Stock summary report will be generated based on posting date.
Because if myy vendor raise a bill on 30th June and if it reaches my end at 1st day of July,my inventory report is being confused after i accounted the same, Since I entered the date as specified in the bill.This leads to stock mismatch in the previous month and if there is a option like stock report generation based…
1 vote -
Reporting on initiated transactions showing Forte/Elavon unique transaction ID
Is there a way to report on invoices with initiated payment (showing transaction ID) that are still settling? This is needed to reconcile deposit discrepancy due to ACH settling time 5 to 7 business days
3 votes -
Enable direct lodgement of BAS to ATO
Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).
12 votes -
Print Preferences
If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.
1 vote -
Remarks or Notes Coulmn in Print Preferences
If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.
1 vote -
IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL
IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.
2 votes
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