Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
403 results found
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Timesheet report on monthly basis
Would be great to generated reports on a monthly calendar basis where all days of the months are listed even the days for which no timesheet entry is available.
4 votes -
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code ins
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code instead of alphabetical in the COA and also in the Reporting tab. So in the P&L sort by account code, not alphabetical. There is a reason that we have codes, we want those to show up first.
13 votes -
I am using Zoho Books - Looking at Reports and customising for our business needs. I have customised our Profit & Loss to compare 3 previous
I am using Zoho Books - Looking at Reports and customising for our business needs. I have customised our Profit & Loss to compare 3 previous months + YTD. Now I want to schedule this every month.
Once I schedule it, the report I am being sent is only the standard report (1 month data)I would to be able to schedule customised reports
6 votes -
Hi
Are you working on the VAT return & summary for the global edition, as this option is only available for UK edition.
2 votes -
reporting tag to an account in my chart of accounts
The ability to add a reporting tag to an account in my chart of accounts.
For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!
5 votes -
Add "search by" or "group by" customer to the Sales by Item report customisation
It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!
3 votes -
integrate 2 or more organisations into one report for P&L, Cash Flow Statement and Balance Sheet via ZOHO BOOKS.
integrate 2 or more organisations into one report for P&L, Cash Flow Statement and Balance Sheet via ZOHO BOOKS.
7 votes -
Change INR currency symbol
On default the currency symbol in Preferences->Currencies, the INR symbol is shown as 'Rs'. I would like to see the INR symbol as '₹'. Although I can change the symbol manually.
1 vote -
While we filter with criteria we would like to get the total of it. Nice to add a calculator tab as well.
Try enhancing your filtering options by adding total to every advance filter that is made. Also try adding a calculator tab as in Tally. Also provide shortcut keys to enable tabs and features like we do in tally and other erp softwares so we can avoid using mouse and finish our work at a faster pace.
1 vote -
Customizing charts in Dashboard
Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.
26 votes -
I would like a sales orders reports by salesman
I would like a sales orders reports by salesman
1 vote -
i need a sales orders report by salesman.
i need a sales reports by salesman.
1 vote -
Unit cost should appear in FIFO report
Unit cost should appear in FIFO report
4 votes -
Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.
Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.
3 votes -
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 -
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
1.segment wise Budgeting
2.Segment wise P&L,
3.Segment wise Balance sheet
4.Segment wise Cash flow
5.Segment wise Budget Variance report in P&L Format- Inter segment Sales /Purchases (sales between divisions within an organisation)
7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance
72 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog:
zoho.com/financeplus/blog/budgets-in-zoho-b..
Help Document: zoho.com/books/help/accountant/budgets.htmlThe requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Sales report by item group
Hi, I am looking for a zoho books report which we can see item sales report by item group
6 votes -
TAGS report
- hello it would be great to generate a TAGS report so we can see all entries associated with a TAG.
for example we may sales and POs associated with a tag- currently we can't see the P&L report as they are orders and not invoices and bills.
18 votes -
to add Subfilters to Reports, specifically to profit and Loss.
There are a lot of filters you can add.
For me, this one is very important:
Being able to pull a P&L report and filter by items for each account.Also, when i view Sales by Customer, i'd like to be able to filter by item and account.
3 votes -
Pin Favorite Reports
I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.
Best Regards,
Syed H5 votesHi there,
We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.
Hope this helps.
Regards,
Ann
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