Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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403 results found
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PLEASE PROVIDE , OPTIONS IN RECIVABLE , REPORT OUT STANDING BY EACH SALES MAN
Kindly provide Reports based on recivable by sales person
for this add fiels in Contacts for fixing sales person fiex and so their is no need to select the sales person at every time of billing .Thanks
3 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 -
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 -
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 -
Compare with previous year tool for Sales report
Add "compare with previous year" tool for
sales by Salesperson, Sales by customer, Sales by items report
(this tool in financial statement works so great).4 votes -
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 -
supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!
customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.
Then why the supplier name not reflected in summary of inward supplies?
2 votes -
Invoice Number and Date should be Bold.
You should give the option to BOLD the INVOICE Number and INVOICE date.
1 vote -
1 vote
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Sales Person Reports
Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
It is Important Options.0 votes -
total in tax summary
For the report on tax summary, please display the total at the end
1 vote -
Statement of Account for CUSTOMER
pls add in all outstanding details: invoice no, date, custom field, total amount..... or let us choose what we want to show in our SOA for customer (Hide/Show). Thank you and have a nice day.
3 votes -
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 -
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 -
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 -
1 vote
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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 -
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 -
Create a items sold to customer or customer usage report
Need a report listing the items sold to each customer and the quantity of each item sold sort-able by day month year etc.
3 votes -
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
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