Zoho Books
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403 results found
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Provide an option such that non-admin users/roles can receive scheduled reports.
Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.
4 votes -
statement
Add a link to the statement which enables the customer to pay via the integrations (such as Square, Stripe or GoCardless).
This would ensure you are ahead of other accounting systems such as Quickbooks and Xero!!
The integration is there, there just needs to be a payment link on the bottom of the statement to enable the customer to pay by card straight away - people these days want speed (they don't want to have to log on to their bank accounts).
3 votes -
custom field - data type 'dropdown' : sort alphabetically
New custom field -> data type 'dropdown' : option to sort alphabetically.
Now I have to make the dropdown options manually alphabetical.
Please add this option.1 vote -
6 votes
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Unearned Revenue
My issue here is reporting—my Balance Sheet would not show Accounts Receivables balance correctly, and My Ageing Summary Report balances are also wrong since it will omit any unmatched Customer Payments which are shown under Unearned Revenue account in Current Liabilities.
For Ageing Summary it becomes difficult. For example, an instant where I have so many customers and a number of them have unmatched credits means I will be showing unreal outstanding balances for customers.
Suggestion:
1. If the Ageing Report would have an option to include the unmatched payments, or;
2. If there was a configuration option to choose,…19 votes -
There are some expenses which are not strictly operational exp like Advt and sales promotion whereas Zoho group them under operation Exp
There should be some flexibility built in to structure the report so that anomoly like Advertisement is not shown as operational Exp in the P&L Account
1 vote -
Use Customer Custom fields in reporting
Use Customer Custom fields in reporting, at least in Sales reports
6 votes -
In ZOHO Books in the Report 'Sales by Item', please add the option to also select by 'Item Name' or variation of item name. Thanks
In the report 'Sales by Item' please add the option to select by 'Item Name' or a variation that includes contains.
Our Inventory is over 2500 items and the report is very difficult to use when looking for specific types of items. Also we want to use Item groups but there is no reporting for it in Inventory. Please help.1 vote -
ZOHO Book
Dear Concern, we want Invoice Name in Summary of Outward Supplies....please check and do the needful as soon as possible.
1 vote -
Monthwise report
Monthwise Sales and purchase reports
1 vote -
Add quantity column in report sale by customer
Add quantity column in report sale by customer
2 votes -
Descriptions in the reports
Need to see the description/Narration in account transactions reports and other GL reports. and should be able to generate different levels of trial balance.
Also line items in the journal voucher need to be shown separately especially in bank ledgers to ease the reconciliation process and also allow transactions with different dates in same journal
3 votes -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
1 vote -
HSN REPORT FOR TAX FREE
WE WANT REPORTS OF TAX FREE ITEMS ALSO IN HSN REPORT. PLEASE ALLOW TO GET SINGLE HSN REPORT OF ALL TAXABLE AND NON-TAXABLE PRODUCTS.
3 votes -
Total amount of future recurring invoices
It is essential in a billing program to calculate the billing forecast. If I want to know the future billing of a specific period right now it's not possible since the reports do not show the recurring invoices.
There should be a report to obtain this data.
5 votes -
Timesheet Calendar View Filters
I need to enter my hours in with my client in their reporting system, and I would love to have the option to filter inside the timesheet calendar view. It's a lot of switch back and forth right now.
7 votes -
Allow user-defined "year to date" ending date
As it is now on 12/06/2018, if the user runs the Profit and Loss report and selects the Year To Date field, the system uses the date range of the first day of the fiscal year to the current date. That fixed date range has a very limited application in that it must be timed with the end of a period before any transactions are posted into the new period. Otherwise the numbers in the Total column are according to the user-defined report data range, but the numbers in the Year To Date column are distorted by bringing in data…
1 vote -
provide ability to send automated (scheduled) customer statements
Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.
2 votes -
Reports / Sales Tax Liability
-Taxes
-Sales Tax Liability
-Custom
In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.15 votes -
can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.
can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.
3 votes
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