Zoho Books
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403 results found
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Add reporting timeframe for calendar year as well as fiscal year
In my country payroll related reports must be calculated based on the calendar year (ending December) even though the fiscal year is different. It would be helpful for reports to have options to set the timeframe to the current and previous calendar year, for cases where those do not match the fiscal year.
2 votes -
Create reports with % change of each line item based on relative periods
If I look at side by side comparisons of a P&L relative dates report for example, I would like to see the percentage % change from report to report to better understand what is happening with the business - simple!!
3 votes -
Export reports to Google Sheets in Drive
There is no option to integrate reports with Google Drive or export to Google Sheets. It would be greatly beneficial to be able to schedule reports to export to drive to share with others in the organization.
1 vote -
Detailed P&L and Balance sheet reports
There needs to be an option for 'detailed' reports, specifically P&L and Balance sheet. Currently you have to manually click on every single account and generate the report, which could take over an hour depending on how many accounts you have. However, in QuickBooks, this option is built in and automated.
8 votes -
Invoice Detail Report.
A new Report needs for a given period lists invoice details such as Invoice number, item description, Qty and Unit Price. Current Invoice Detail report only includes Invoice summary - but not the deail.
9 votes -
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciatio
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciation as of date.
6 votes -
Arabic Language Support for Reports
I wish I can download PDF reports with an arabic support because my accounting accounts are named in both arabic and english.
5 votes -
Create a report that shows total dollar value billed by employee, with the option to run based on date or based on project.
Please create a report to allow us to see total dollar value billed to clients by employee/user, both on a time basis with no specific project (I.E., per year, per month, etc), and on a per project basis.
1 vote -
Add Select Brand Option in Invoice, Bills,expenses and all other modules
Good afternoon,
We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.
For Example we have two Brands A and B.
when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…3 votes -
Balance Sheet for Project
Create a balance sheet for a project.
3 votes -
drill down
Be able to drill down in a P&L for last month compared with previous months (so the whole year by month), be able to drill down to the details of ANY month
1 vote -
Digital marketing
1.I think this paragraph(Online GST accounting software,
built for your business) infographics is old. Because year and date old.present year can make a rapo on the viewer mind.
2. Below, Not 14 day trial- that's 14 days trial.
3.i suggested the bottom of the page having some important buttons/links can rearrange that.
4.bredcrumb we can use continuation pages
5.for "learn more" internal links - we can give open in new tab automatically.make me discontinuation while i read ur webpage.
6.content is not satisfy me- why we are prefer zoho books for accounting software.
7.expecting your response ......if any mistakes find…1 vote -
Additional search options for reports
Please put an option for the date range for "since the creation of your zoho account" instead of inputting the date range or choosing this year or last year. I want to look at all sales for a specific item. It would be great to then be able to to sort that by date.
Also, please put an option to narrow the search down by state not just by individual customer
3 votes -
exchange rate
Add exchange rate column to the Detailed General Ledger report (as an available column)
3 votes -
Fix the period selection of reports once selected. Now every time I check any report, the dropdown menu select this month by default.
Now every time I go for a report, the period is "This Month". During month end we take a lot of reports and every time I need to change this to previous month. So If you can save the previous selection it would be great help.
Thank you1 vote -
customised reports
According to our business requirements, P&L is required to be checked every month seperately for main business and side projects and there is no feature in zoho to do the same thing. It woud be very helpful to see the reports seperately for main business and for the projects.
1 vote -
Hypertext link between report lines and Zoho Books
When creating a report, it would be interesting if a hyperlink takes us back to the desired place on Zoho Books. Example: I generate an expense report in Excel and for each line a link is created to the Zoho Books expense. So, I can easily recover the attached file.
3 votes -
Provide Customizable Tax Summary Reports
In Zoho Books, Reports, Tax Reports, we can only use the provided Tax Summary Reports. Can we get the cpacity to customize or create our own types of Tax Summary ? There are fields that we need to have in our reports (Customers / Vendors etc )
6 votes -
We need a IGST, CGST & SGST amount column in the Tax invoice report
We need an IGST, CGST & SGST amount column in the Tax invoice report. Please add this feature since our CA is not comfortable in making a return. They are saying to shift into a tally. It is a needed feature. If this feature is not included then sorry to say we will shift to Tally.
1 vote -
BUG - No date is showing on screen for P&L with custom date selection
BUG - No date is showing on screen for P&L with custom date selection
1 vote
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