Zoho Books
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403 results found
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Emails reports
We should be able to run a report on emails that were sent via all users that have sent estimate, sales order, purchase order etc.
When we send something from zoho books via the email option if we forget to cc ourselves we don't know if the estimate was truly sent.
1 vote -
When a historical report is executed, the invoices should show the payments and balances as per the date selected and not current balances.
example: if I execute a report of invoices for last fiscal year, the invoices which were partially paid in the last year but got fully paid in the current year before the report execution date, the report wrongly shows payment and amount details as per execution date and not as per the date range selected. It will not show the balance amount. So I cannot get account receivables or invoice receivables as per previous dates or last fiscal year which is a very important report.
1 vote -
Allow default accounting method
Please allow customers to select whether their accounting method is accrual or cash and then have that selection be the default for all reports and dashboard widgets.
1 vote -
total in tax summary
For the report on tax summary, please display the total at the end
1 vote -
Expense detail
You should be able to run an expense detail report - by category and showing the total of each category.
Right now you can only see a category totals report and you cannot expand it by detail or you can run a detail report that has not total for each cateogry. This is a standard accounting report and needed for anyone who is self-employed in paticular. Thank you.
1 vote -
1 vote
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Invoice Number and Date should be Bold.
You should give the option to BOLD the INVOICE Number and INVOICE date.
1 vote -
Trial balance should have option to show all accounts
Trial balance should have option to show all accounts even if there is no movement. Currently asset & liability show all accounts but not income & expense.
When copying & pasting trial balance data into a spread sheet it is important that ALL accounts are shown or the alignment of rows changes all the time.
1 vote -
Add account information to bill report
Can you please add the account information to the bill reports. I shouldn't have to click into each bill to see what ledger was expensed.
1 vote -
Financial Statements sorted by Account Codes. This is standard financial reporting but is not available online.
Offer a way to customize the online view for basic financials..PNL and Bal Sheet by account code. Basic financial reporting for companies with numbered general ledger accounts..
1 vote -
cash A/c nagative balance or dry break up daily
Its not possible to view Cash A/c closing balance for each and every day in zoho books. It must be dry break up like in tally erp.
1 vote -
Customer Statement
Please mentions the Dr/ Cr and balance in statement of account to easy
under stand the statement of account1 vote -
bill report
I would like to see the possibility in Bills and Expenses reports that the taxes (in Canada/Quebec in my case) be reported for each line of these reports, not only at the end of the report. When one is entering the numbers in the corresponding forms, it would be nice to see what is the total value of each line (total means the basic amount plus all taxes). And when one runs a report, then a column is added so the total tax amount is displayed for each line in the report.
1 vote -
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 -
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 -
Monthwise report
Monthwise Sales and purchase reports
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 -
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 -
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 -
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
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