Zoho Books
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403 results found
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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 -
Balance Sheet for Project
Create a balance sheet for a project.
3 votes -
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 -
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 -
3 votes
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Filter Transactions for Customer Statement
Please allow us to decide which transactions (tag, specific account, etc) show up on customer statements. Or allow each transaction an option when categorizing to "Show on customer statement" or not.
3 votes -
Modify the expense by category report to include supplier credit notes
The Expense by Category report does not show supplier credit notes, hence expense totals are not real....
3 votes -
P&L by class
Need to be able to run reports (especially P&L) by class, with each column a class
3 votes -
Balance sheet reports require incoming/outgoing colums
A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.
3 votes -
recurring invoice report by item
Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.
3 votes -
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 -
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 -
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 -
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 -
Debtor & Creditor Reporting
I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors.
3 votes -
Customized Reports from the Invoice and schedule report
Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.3 votes -
Extended Exchange Rate Conversion
It is very common for an international company to be obligated to report to the head office in a different currency. So far there has been no function that allows for fields showing the currency conversion in a different currency in for e.g. expense, journals, reports. This is a crucial function for us as an international company.
3 votes -
Delete Audit Reports
I am now unable to edit / delete Audit Reports. I think Admin should be given the flexibility to edit / delete Audit Reports if needed.
3 votes -
improve CIS reports
in the UK it is a legal requirement to send a CIS statement to your subcontractors monthly
At present the system is clunky, you have to add custom filters and then download a pdf report and email out
It would be a lot easier if you could run a report that automatically filtered only subcontractors billed in the month, and sent the statement automatically to the email address stored in their vendor details at set up
Would be great to have a feature where you can send
3 votes -
Show "reporting tag" as a column on expense reports
I can print a report that filters by reporting tag. However, there is no easy way for me to see an account segregated by reporting code. I can't print a report for "advertising" that shows me how much I spent on advertising for each product.
I want to be able to add "reporting tag" as a column in a report. Make "reporting tag" one of the available columns when creating a report.Note: This was marked as "done" in a feature request from 2018, but it is not done and is still needed.
3 votes
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