Zoho Books
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403 results found
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Download Daybook for Specific Period instead of only 1 Day
Currently we can download DayBook only for 1 day. It would be great if we can download Daybook for specific Period.
1 vote -
cms@wriston.co.in
Budgets have a option to prefill based on a % of previous month. Give an option to prefill based on the total income. This will help a lot in using this tool, as generally we all reduce the fixed cost and increase the variable as we move from capex to opex.
1 vote -
remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.
Remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.
1 vote -
Balance Sheet Comparison (It's a Must for UK's Annual Accounts)
Same as Quickbooks have and is much more important than classic Balance Sheet. Even UK's Annual Accounts needs this type Balance Sheet Comparison ONLY. So Quickbooks offer them as 1st option in reports! In Zoho - missing completely.
Including lines:
- Fixed and Current Assets
- Creditors: amounts falling due within one year
- Net Current Assets (Liabilities)
- Total Assets less Current Liabilities
- Creditors: amounts falling due after more then one year
- Net Assets
- Total Capital and Reserves1 vote -
Generation of multi month 2A/2B Report
Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided
1 vote -
Change Order of Accounts on P&L
We would like to be able to put sub accounts and accounts in an order we specify on the P&L. For example, if I wanted to see Program Services Revenue before Direct Public Support Revenue, I should be able to do that. Quickbooks is an easy drag and drop to accomplish in the chart of accounts.
1 vote -
Group Reports by Reference or Transaction Details
It would be very helpful to be able to Group Reports by Reference or Transaction Details column so we can see how much each bank account has still a loan out. Right now when you check loans you see them all mixed up and it is impossible to see at first sight. We need more options to Group reports in general please. Thanks!
1 vote -
Margin reports for individual sales person and individual invoice
Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice
0 votes -
Personalize timesheet details report by billed or not billed
I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.
0 votes -
Working Capital & Free Cash Flow reports
I am currently calculating my working capital manually - if this could be shown on the dashboard or in a report it would be very useful.
The same applies to FCF.
0 votes -
Sales Person Reports
Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
It is Important Options.0 votes -
Items Per Page in Inventory Summary
Reports > Inventory Summary
Only 50 Items per page is seen.Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL
0 votes -
Deleted Record
There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.
0 votes -
Meaningful print headings
Meaningful Report headings for pdf or exls saves.
Is it possible to have a file name on a report with a meaningful file name.
At the moment the file are 1448828000000502350.pdf
The report heading is:
Reconciliation Details
Reconciliation Period
01 Jan 2019 To 31 Jan 2019File name could be - Recon_01012019-31012019.pdf
or csv or xls or ods etc
Say the first 5 letters of the report name plus the date.
Then you know what the file is going to be called by looking at the title of the printed report.0 votes -
Date calandars
Please will you standardise the date selection calendars.
Some are different and some are tricky to select custom dates.
Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.
0 votes -
Templates
The report templates take up a huge amount of space and are a waste of precious paper.
Please could be have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
Template formats
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
Template
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
Filter Reports Based On Business/Individual
It's no good having the option assign sales as business & individual if there is way to run reports. We would need to know how much business we are getting through the Individual customers and how much we are getting from business customers.
0 votes -
Add option to have a total on reports
It would be nice to have the option to add a TOTAL field at the end of a column on reports.
0 votes
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