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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Target Actual Vs Variance
I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target
2 votes -
search for an item in the inventory report
I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for
1 vote -
Expected date of recovery
There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.
3 votes -
Been Able to choose more fields in Account Receivable Reports
It is very important and easy to add more fields when custom one of the reports.
Fields like City or State in the Custumer Balance Summary is basic, same in aging sumary.
I need to have a report where I can filter or export to Excel how much money per City clients owe me. Make this report it is very dificult. Add few columns to this report will fix this issue.3 votes -
Improve "Time to Get Paid"
This report could be very useful, but at the moment it is pretty useless. It has no customization options available. The worst part is that column headers (0-15 DAYS, etc) just don't relate to anything. IF those were adjustable then people could change the report to reflect their businesses payment terms.
3 votes -
Sort the Account Transcations report by any column, not just the date.
This is very useful in being able to track down an entry by any means
3 votes -
I need a lab reporting tool
Lab reporting tool where in i can input values for an item/test conducted in the lab. A simple report which shows test/item name, observed value in the lab, required value as per specifications, test method used, results or remarks. A section for explainations with pictures from my gallary and conclusions.
Digital signatures by 3 levels of officers.
Integration with Invoice.
So that the lab report plus its invoice can be emailed to the client.
If you develop the above you will kill much of your competition.
Thanks
Pari3 votes -
Allow P&L and BS report to order according to account codes (not alphabetical) in report sections
The account names are fixed by our language, but the numerical codes are flexible. Why can't the P&L and BS reports order the sections according to numerical code, which therefore overrides the alphabet we are stuck with using
4 votes -
Introduce simple scheduling of reports
It would be good to have the ability to simply schedule the production and distribution of a report to the report user.
An example - it would be good if I could simply schedule a Sales by Sales Person report to output via PDF, XLS etc. to my staff every Monday for the previous week. This would allow them to easily track their progress without having access to the entire reporting module.3 votes -
Sale history graph of individual products/items
Be able to click on sales by item report and then drill down into a particular item to be able to see the sales history of that item (ie SKU) in a graphical format - with an interval setting eg, daily, monthly, quarterly, yearly. This will help businesses quickly see the sales growth/decline of different products.
3 votes -
g/l account numbers
I would like to use numbers too in the chart of account
4 votes -
Create sales report by person that shows Invoice date and Payment date
We pay commissions on payments received not sales made. It would behelpful if that the same report includes the payment mode.
9 votes -
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.
1 vote -
Create a report for Sales Orders with Open status
Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.
3 votes -
Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps
Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.
1 vote -
add vacation tracking so that an employee knows how many hours he/she has left
Right now, we have to go to HR who has to log in and get a report to see how much time a person has left for vacation hours. This is time consuming, and not always immediately available. Would be nice to see for an employee to be able to get a report of how many vacation hours they gave left.
1 vote -
Add address information to Reports
Allow fields for reports to include address information.
1 vote -
custom report - contacts not buying since long time 1month/2/3
customers not buying since long time custom search for the past lets say 6 months or a year
2 votes -
Report for providers
Hey,
It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.1 vote -
1 vote
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