Zoho Books
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403 results found
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Contact report which shows all categorised income from bank statement import
I'm the treasurer of a busy, volunteer sporting club.
Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.
This is a long and laborious process.
In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.
This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…
1 vote -
1 vote
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Sales by item report should show Tax amount.
The current item wise report does not show tax amount separately. The problem here is item wise report is not matching with daily deposits(which are inclusive of tax).
1 vote -
P&L by month and account matrix report
Account J F M A M J J A S O N D
Account 2015 2016 2017 2017 ....
1 vote -
1 vote
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Report Output
When we take an output for cash or Bank, the VAT amount is not displayed. If it is there showing separately, it would be easier to check.
1 vote -
no totals in reports
provide totals in every report that is generated eg: in GSTR 3B form there is no total for amount, IGST, CGST and SGST Columns.
This makes the checking and verification of any report a very cumbersome task.
1 vote -
inflexible and rigid reports
The report module does not allow to view and extract information by putting in various criteria and configuration like in Tally.
There is very good feature in Tally which allows you to configure any report using different criteria like sort by debit or credit vouchers, detailed or condensed, with or without narrations, with or without running balances, sort by name or date and host of other features.
Also, there are options to populate reports on intelligent queries for entries meeting a particular criteria eg: all entries with XXX amount
The absence makes working in Zoho very slow and cumbersome to…
1 vote -
Kashmir
Poor jjfbjjjkc nufv man onE vote
1 vote -
Add an extra option in the sales order details report, to enable you to select "overdue sales orders" only
Add an extra option in the sales order details report, to enable you to select "overdue sales orders" only
1 vote -
loading advice
sir,we are doing distribution of edible oil,after billing to various customers nearly 20 deliveries of various items we need a consolidated loading advice of iteams for vehicle because we cannot calculate manually what are the items to be loaded.
1 vote -
Comments against a customer/invoice
The comments entered against a particular customer/invoice should be available for exporting in a report
1 vote -
statement of account
Option to generate Statement of Account for unpaid invoices only should be provided. This is very common function and wonder why it is missing in Zoho books. Full statement with completely paid invoices appearing along with payment details is confusing for clients.
Also, statement of account does not display invoice number in seperate column. It just shows as part of description which makes the statement reconciliation very difficult.
Provide satement of account customize option also to add some important field to statement like custom fields. These fields appear in invoice while entering and also while generating invoice report but does…
1 vote -
Please add "Due Date" column for invoices/Aging Details report
It is under Sales tab in the Contacts section.
1 vote -
As per Required Daily Schuldued basis Report auto genreted
As per Required Daily Schuldued basis Report auto genreted
1 vote -
Why the entire GL cannot be downloaded to Excel as one file
Why the entire GL cannot be downloaded to Excel as one file
1 vote -
Populate Customer and Project fields in Expense Details report for Bills also
When i generate Bills and expenses report, we get the customer and project fields populated for expenses where as the fields will be blank for bills. Due to this we are able to track only expenses for a customer or project if we enter it as a expense. If we enter it as a bill and the exported report is not capturing both customer and project details even though we enter that info for bills.
1 vote -
Reporting Tag with 'Paid to' information as an option
When getting a report for a tag that has been created there is no option to know who the 'Paid to' is for that particular transaction. There is only transaction number and reference number. If there was an option to add the 'Paid to' or the Vendor that would be fantastic.
1 vote -
Creating a Area wise Summary
We have distribution network in the entire city and we make bills according to the areas. We used Foxpro before this and it gave us an areawise summary which helped us remove only those products in the quantity that are mentioned in the bill which helped us save time to pack the good. Now we have to remove the items invoicewise which is really a waste of time as we have to visit the godown/storeage very frequently for each product. please get this done soon as this is also the issues other distirbutors are facing and we may have to…
1 vote -
Thai characters in the reports section.
Can u please add Thai font in report section, its work in invoice, sales order and purchase order, but do not support in report section. if you will add this feature it will be good in thailand
1 vote
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