Zoho Books
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403 results found
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I want a trend line report where I can see trend of my finances on monthly basis and it should be downloadable
Presentation of Finance data in Trendline with month/year as baseline. this will show up how the business is going in one dashboard.
example - Sales Vs expenses, Income Vs Taxes paid, Comparative trend line of business for customers so that I can see which month the particular customer business picks up or goes down3 votes -
Report with Serial number
Report with Serial number
The invoice report included the Serial number,
warehouse report with serial number can be tracked and cross-checked with inventory3 votes -
Group Reports by Reference or Transaction Details
It would be very helpful to be able to Group Reports by Reference or Transaction Details column so we can see how much each bank account has still a loan out. Right now when you check loans you see them all mixed up and it is impossible to see at first sight. We need more options to Group reports in general please. Thanks!
1 vote -
Change Order of Accounts on P&L
We would like to be able to put sub accounts and accounts in an order we specify on the P&L. For example, if I wanted to see Program Services Revenue before Direct Public Support Revenue, I should be able to do that. Quickbooks is an easy drag and drop to accomplish in the chart of accounts.
1 vote -
Items custom fileds in packing slips
Items' custom fields created under item preferences can be printed in invoices but do not print on the packing slips.
Invoice Templates on the Item table has the option to show Custom Fields. That option does not exist for packing slip.
3 votes -
Print Simplified BAS report
It should be possible to print a Simplified BAS report. At present, the detailed BAS report prints even when the Simplified BAS is displayed onscreen.
3 votes -
Allow multiple customers or projects to be selected for generating a customized report.
Allow the selection of multiple customers or projects to selected when generating a customized report. When selecting the customer or project enable the selection of multiple customers or projects by holding down the control key while clicking on the desired names.
3 votes -
3 votes
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Interest Income Account Type
Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!
3 votes -
CGST,SGST or IGST bifurcation under GST Section Must Include
In report section, monthly / quarterly sales or bills must include the CGST,SGST or IGST bifurcation for proper understanding by accountant for filing GST (Manually). While downloading in PDF or excel the separate column is not showing. Whereas, currently its only showing "GST" amount.
1 vote -
Generation of multi month 2A/2B Report
Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided
1 vote -
Balance Sheet Comparison (It's a Must for UK's Annual Accounts)
Same as Quickbooks have and is much more important than classic Balance Sheet. Even UK's Annual Accounts needs this type Balance Sheet Comparison ONLY. So Quickbooks offer them as 1st option in reports! In Zoho - missing completely.
Including lines:
- Fixed and Current Assets
- Creditors: amounts falling due within one year
- Net Current Assets (Liabilities)
- Total Assets less Current Liabilities
- Creditors: amounts falling due after more then one year
- Net Assets
- Total Capital and Reserves1 vote -
Group wise reporting of Debtors/Creditors in Zoho Books....
The Should be generated for Receivable balance and vendor balance in group wise
Like B2B Debtors, B2C Debtors etc.
4 votes -
SALES BY CUSTOMER WITH TAX PERCENTAGE
Sales by customer report Need Separate Tax Percentage Column for Calculation Tax Percentage
3 votes -
remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.
Remove the 'all accounts' limit between 1099MISC and 1099NEC when generating report.
1 vote -
cms@wriston.co.in
Budgets have a option to prefill based on a % of previous month. Give an option to prefill based on the total income. This will help a lot in using this tool, as generally we all reduce the fixed cost and increase the variable as we move from capex to opex.
1 vote -
Show "reporting tag" as a column on expense reports
I can print a report that filters by reporting tag. However, there is no easy way for me to see an account segregated by reporting code. I can't print a report for "advertising" that shows me how much I spent on advertising for each product.
I want to be able to add "reporting tag" as a column in a report. Make "reporting tag" one of the available columns when creating a report.Note: This was marked as "done" in a feature request from 2018, but it is not done and is still needed.
3 votes -
Download Daybook for Specific Period instead of only 1 Day
Currently we can download DayBook only for 1 day. It would be great if we can download Daybook for specific Period.
1 vote -
Party Ledger
Report must be based on Party Ledger Detail
1 vote -
improve CIS reports
in the UK it is a legal requirement to send a CIS statement to your subcontractors monthly
At present the system is clunky, you have to add custom filters and then download a pdf report and email out
It would be a lot easier if you could run a report that automatically filtered only subcontractors billed in the month, and sent the statement automatically to the email address stored in their vendor details at set up
Would be great to have a feature where you can send
3 votes
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