Zoho Books
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403 results found
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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 -
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 -
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 -
Reports required on monthwise
We need to review or export all the reports in monthwise in one click
6 votes -
Purchase Reports by vendor currency
Add an option to select the currency of the report.
Currently it show the home currency but its best to see the values in the vendor currency.6 votes -
I would like to add profit and loss monthly and yearly comparison basis as percentage (%).
I would like to have percentage right side of profit and loss statement (%) of comparing between periods.
6 votes -
Use Customer Custom fields in reporting
Use Customer Custom fields in reporting, at least in Sales reports
6 votes -
6 votes
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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 -
Customer statement in french
Is it possible to have a customer statement in french? I have my template in english but trying to add a french template but was not able to do so.
6 votes -
comparison for custom dates on profit loss
we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.
6 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 -
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 -
Provide Customizable Tax Summary Reports
In Zoho Books, Reports, Tax Reports, we can only use the provided Tax Summary Reports. Can we get the cpacity to customize or create our own types of Tax Summary ? There are fields that we need to have in our reports (Customers / Vendors etc )
6 votes -
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciatio
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciation as of date.
6 votes -
Monthly Recurring Revenue Report MRR
We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.
6 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 -
Reports Account Transactions
In the Transaction report for a particular A/c you need to show the expenses and description details.
As of now it only shows description5 votes -
Daily report
Daily report
5 votes -
Improve scheduled reports
The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…
5 votes
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