Zoho Books
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403 results found
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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 -
report font size
Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.
1 vote -
Withholding Tax summary in reports
Want to Generate a Withholding Tax report per customer and summary for all customers.
1 vote -
Report customisation to show ONLY parent accounts in PDF
Currently, when exporting a report such as PNL and BS in PDF, ALL accounts are displayed (including sub accounts). There should be a feature to only have the parent account displayed to show concise information for users of these reports.
1 vote -
Books Customer Portal and Invoice Payment Email Reminder Reporting
Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.
Email Reminder Reporting:
We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.
1 vote -
Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
Comprehensive Tax [GST] summary
I would like to see a simple report that shows all purchases and sales made in a particular month/quarter with the tax details. The reporting structure available right now does not serve any purpose. This is an important feature missing in Zoho and is making the application inefficient.
1 vote -
Change filters back!!!!for reports
We use reporting tags on our Sales. We have a location in the UK all of the costs/expenses are on a different system and not in our Zoho account. All of our US accounting is in Zoho. When we need to run reports we had been able to filter using the reporting tags, all of the cost and expenses were there as well as the US sales. Now that the "Advanced Filter" option has been added to reports when we try to filter we now ONLY get the sales, we don't use reporting tags on everything so now when we…
1 vote -
1 vote
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report pagamenti eseguiti delle ricevute (fatture di acquisto)
chiedo che nel report pagamenti eseguiti delle ricevute (fatture di acquisto) compaia anche la data della relativa ricevuta
1 vote -
Ageing report should be month wise
Ageing report should be month wise. But in Zoho it is date wise. For e.g. if I take 30 days on 8th July, then I expect current to show 1st July to 8th July and 30 days to show 1st June to 30th June..... But Zoho gives current as 8th June to 8th July and so on.... Zoho should check many other systems such as Tally, Quick books, Sage, Acc pac, TAS, etc... ageing report is month wise... always....
1 vote -
ID empresa en Información general del negocio
Información general del negocio
- Beneficio y pérdida
- Estado de flujos de efectivo
- Balance general
Me gustaría que (ID de la empresa) puede verse reflejada en documento PDF Información general del negocio, ya que para colombia es un requisito que el (Beneficio y pérdida, Estado de flujos de efectivo, Balance general) tenga debajo del nombre de empresa su ID EMPRESA.
1 vote -
Attach a document to tax payment
Within Taxes (Reports section), should have the ability to attach a pdf document with confirmation that the payment has been made. Most other section of Zoho Books has functionality to attach document. Unsure why this functionality is not in the taxes section.
1 vote -
1 vote
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Ability to customize reports to show monthly amounts
Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.
1 vote -
Project Detail Report Add Scheduling and Date
Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.
1 vote -
EBITDA Report
The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.
1 vote -
1 vote
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1 vote
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Make the weekly summary report available as a standard report
Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.
1 vote
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