Zoho Books
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403 results found
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Meaningful print headings
Meaningful Report headings for pdf or exls saves.
Is it possible to have a file name on a report with a meaningful file name.
At the moment the file are 1448828000000502350.pdf
The report heading is:
Reconciliation Details
Reconciliation Period
01 Jan 2019 To 31 Jan 2019File name could be - Recon_01012019-31012019.pdf
or csv or xls or ods etc
Say the first 5 letters of the report name plus the date.
Then you know what the file is going to be called by looking at the title of the printed report.0 votes -
export select fields
Print selected fields and save as favourite report
At the moment you export 22 fiields and I have to work out which ones to delete so the print out is readable.
I would like to select on certain fields to create a quick and readable list of transaction.
It would be very helpful if you also included an option for accumulated totals so it doesn't have to be done in excel.
4 votes -
Detailed Sales by Customer
A detailed Sales By Customer where the items they have purchased are listed and can be grouped by Reporting Tags. This would allow faster review instead of having to look up each invoice as it is now.
7 votes -
Adding reporting tags options directly into Zoho Books
Adding reporting tags options directly into Zoho Books reports, not just in Analytics as it is more complicated and less necessary for basics. Definitely, Zoho needs more capabilities in its reporting module.
3 votes -
1 vote
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Change filters back!!!!for reports
We use reporting tags on our Sales. We have a location in the UK all of the costs/expenses are on a different system and not in our Zoho account. All of our US accounting is in Zoho. When we need to run reports we had been able to filter using the reporting tags, all of the cost and expenses were there as well as the US sales. Now that the "Advanced Filter" option has been added to reports when we try to filter we now ONLY get the sales, we don't use reporting tags on everything so now when we…
1 vote -
Comprehensive Tax [GST] summary
I would like to see a simple report that shows all purchases and sales made in a particular month/quarter with the tax details. The reporting structure available right now does not serve any purpose. This is an important feature missing in Zoho and is making the application inefficient.
1 vote -
TDS appearing through manual journals
The TDS Summary report capturing TDS sections is a welcome improvement. But what about TDS appearing through manual journals, eg., TDS on salaries, TDS on unsecured loans. We capture these entries through manual journals in Zoho Books. But the TDS summary report does not reflect the TDS liability through these entries. This makes use of the TDS report incomplete. Would appreciate if you could address this issue.
6 votes -
Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
Sales Tax liability report
Please fix the non-taxable list to show the name of the client as an option. It only shows invoice numbers, and a blank reference # list. I can't find anywhere how to add the name under the reference list to make it easier.
3 votes -
do not include opening balances of non-cash asset accounts as part of the cash flow statement.
Furniture transferred from another non-profit as a donation (included in opening balances) should not impact cash flows. In fact, no opening balances should impact cash flows. Opening balances occurred prior to the beginning of the accounting system, so even the opening balance for cash is not considered cash flow. If this was transferred from a previous system, that system would need to report the cash flow. Anything in Zoho books on the balance sheet if added to cash flows would technically be a double counting of the cash flows that led to the opening balance being transferred to Zoho. We…
3 votes -
Books Customer Portal and Invoice Payment Email Reminder Reporting
Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.
Email Reminder Reporting:
We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.
1 vote -
3 votes
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3 votes
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Report customisation to show ONLY parent accounts in PDF
Currently, when exporting a report such as PNL and BS in PDF, ALL accounts are displayed (including sub accounts). There should be a feature to only have the parent account displayed to show concise information for users of these reports.
1 vote -
Australian Taxation Office TPAR
The Australian ATO requires businesses that use sub-contractors to submit a "TPAR" report to them. It would be good if this feature was added to electronically submit the report to ATO. The "TPAR" reports all payments made to eligible sub-contractors. MYOB uses a check box on the contact page to indicate that a supplier is to be reported in the "TPAR"
5 votes -
Display of gross margin in % - On Dashboard
On Zoho Books, dashboard page, Income and expense graph:
Should you display of gross margin in % the owners or managers could able to take necessary corrective actions to revise the pricing to enhance the profit margins required.
2 votes -
Withholding Tax summary in reports
Want to Generate a Withholding Tax report per customer and summary for all customers.
1 vote -
Customize statement table
I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.
4 votes -
report font size
Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.
1 vote
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