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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mileage
I have requested this many times and I don't think it would be hard to do. But when I add my mileage into the odometer reading on the app it does not keep the entry for when I am finished. So, I have to write the number on a piece of paper to add at the end of the trip . It would also be nice to have an easy way to take a photo of the odometer before and after.
3 votes -
Statement Date
When select this year in report, It should be 1st April 2019 to Today(11th Oct 2019) Not 31 Mar 2020
7 votes -
Enable Change Tracking/Audit Log for US edition in "Activity Log" Report Like Already Available in Other Versions
Implement the already existing "Activity Log" features found in the non US version that are documented at this link below. This is a critical component needed to track changes to the critically sensitive financial data. Without this feature, how is anyone ever going to be able to ensure the integrity of the financial data, especially when ther eis more than one person with access to the system? https://www.zoho.com/books/kb/reports/audit-trails.html
4 votes -
Add % metrics on management reports
Most accounting packages give reports with an option to show %, eg;
each sales heading as a % of the total, and then each cost head as a percentage of sales.1 vote -
reports user filed
On the 'Purchase Order Details' report. Create a reporting field that shows the "User" that created the Purchase Order
3 votes -
add a feature that allows for bulk tagging of transactions of any type with reporting tags.
Currently, tags can only be added one transaction at a time unless the transactions are added through an import file. This is extremely cumbersome. There should be a way to assign reporting tags to multiple transactions of any kind in the same screen at the same time (in a checkbox format for example). Allowing tags to be assigned based on rules would be another great way to make use of the reporting tag feature.
23 votes -
Ability to change the view of negative numbers on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this opt
Ability to change the display of negative numbers in settings on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this option as it is more commonly seen on financials. Sage & QB both have it.
7 votes -
Budget vs actual
Budget vs Actual Report - allow the date range to be customized. Ex: I'd like to see this report from 1/1 - 9/30. The native report with Monthly periods shows expenses for 12 months, and the revenue has 9 months. This does not help me know where I stand through the end of Q3 in profit and loss, as the additional Q4 of budgeted expenses just shows a straight loss.
9 votes -
Creating and Saving Custom Reports
Many of us that are coming from Quickbooks really need the flexibility of creating custom reports. My accountant was not happy with the default reports and asked me to create a couple of reports for him. After doing so, I was told that there was no way to save them. As a result he was unable to use the system and asked that I consider going back to QB.
5 votes -
BAS reporting to provide capital and non-capital purchase amounts
It would be very helpful if Zoho Books BAS report could provide capital (G10) and non-capital (G11) purchase amounts not just the sum of these (G12). The numbers in brackets are the item identifiers used in the BAS that business need to complete. Currently the BAS report does not produce G10 and G11 and so the user needs to calculate them out of system.
6 votes -
Invoice report with cost of sale for every invoice individually,
Every item has a cost price recorded, I need an invoice report per sales person that include a column indicating to cost of sale on every invoice
3 votes -
one statement with net total for a vender is in the same time a customer.
statement for linked vender & customer..
1 vote -
Make the weekly summary report available as a standard report
Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.
1 vote -
customer statement based on shipping address.
My customer has multiple delivery addresses based on their contract works. It will be very useful if I can generate statements based on the shipping address so that the customer finds it easy to have a track of invoices being sent to different places
5 votes -
Printing of time on reports
Every time a report is printed, we need the time of print. With transactions taking place throughout the day, we can validate the report based on the printed time. The printing of time should be optional.
2 votes -
A budget comparison tool.
A budget comparison tool.
1 voteHey,
The Budgeting feature is live. 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:
https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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1 vote
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Day book should be available with period and all option of Cash Book, Bank Book, Journal etc. Like Telly and it will be add value in your pr
Day Book will be available with all day book and period from date to to date. It will be add value to your product
4 votes -
Allow us to save custom reports
Zoho Books currently allows us to save custom views but we cannot save custom reports. That means we either have to re-build the report we want each time we want to run it or create the report in Zoho Analytics. We don't mind creating it in Analytics but our bookkeeper needs access to this report and that would mean we need to set her up with access to Zoho Analytics which is a lot of extra work for just one report.
6 votes -
1 vote
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