Zoho Books
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403 results found
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Daily report
Daily report
5 votes -
Vendor Summary Report
Please include Vendor Credits on Vendor Summary Report. They are not included even though I tick (include Vendor Credits)
2 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 -
create a detailed income and expense report per customer that shows each expense transaction and each payment transaction by customer name
The system should have an option to be able to create a transaction detailed report that shows all income and expense activity on each customer account. It should have a balance sheet at the bottom showing a total of the total income received and the total expenses paid on each customer account showing the bottom line total profit or loss for that account.
9 votes -
Sales Order Total minus Purchase Orders Made to that Sales Order
For a sales order, have a field or view that deducts the total sales order value from purchase orders made on that sales order to give "Remaining Profit of Sales Order."
This really should be sales order level or a report could work too. This would give a running "Profit" of the sales order vs "Loss" of purchase orders made under that sales order.
6 votes -
How can I see my future cash flow (recurring invoices) by month ?
I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.
1 vote -
mileage
I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.
16 votes -
Customize Dashboard...
It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.
48 votes -
Commission Reports By Salesperson by Gross Profit
I need to run a report based on gross profit by job and by salesperson. Running a commission report for each sales person based on an individual commission rate is needed for us to make a full switch from QuickBooks. This is very important to us, please help!
10 votes -
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 -
intrastat
In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.
We need VIES & Intrastat reports
19 votes -
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 -
Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"
We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.
However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.
It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.
Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…
8 votes -
1 vote
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Añadir cualquier columna en los informes
Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría
1 vote -
Project/Timesheet Report Customization
An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.
20 votes -
Refunds/Credit Notes to reflect on Sales by Sales Person Report
We have to manually deduct any refunds/credit notes from each persons sales totals to calculate commissions properly. Also, there is no field to specify sales person when creating a Credit Note. This would at least make the tracking of refunds much easier!
1 vote -
payments per item
There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.
4 votes
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