Zoho Books
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406 results found
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Cashflow forecasting Reports
Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?
There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?
I'm new to using Zoho books but would like accounting software which allows a future look at the business.
Ideally the report would also allow us to
Define if we want to include
Only certain aspects of the business such as certain customers.As an example elsewhere I've…
461 votes -
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
1.segment wise Budgeting
2.Segment wise P&L,
3.Segment wise Balance sheet
4.Segment wise Cash flow
5.Segment wise Budget Variance report in P&L Format- Inter segment Sales /Purchases (sales between divisions within an organisation)
7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance
72 votesHey,
The Budgeting feature is live now. 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:
zoho.com/financeplus/blog/budgets-in-zoho-b..
Help Document: zoho.com/books/help/accountant/budgets.htmlThe requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Sales by Customer Report to Identify the profit margins
Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.
67 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.
50 votes -
Save report customizations
Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.
50 votes -
Make reporting tags less tedious
As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?
I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.
Don't get me wrong. I can see…
43 votes -
Schedule C Estimated taxes
include to ability to automatically calculate quarterly taxes
41 votes -
reconciliation
Bank Reconciliation Report once the account is reconciled to show uncleared deposits and expenses so that balance can be matched to balance sheet for the corresponding date.
37 votes -
there is a facility for budgeting and P&L v busget reporting
as above. recording and reporting budgets with variance from actual
35 votesHey,
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.htmlHelp Document: zoho.com/books/help/accountant/budgets.html
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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include a VAT return report for non UK based business (i.e Ireland)
VAT reporting is slightly different in Ireland from the Uk, so I wonder is it possible to produce an Irish VAT report to cover Bi monthly vat returns. if not could you at least produce a total vat value report for sales and purchases separately. FYI a full VAT report included reverse charges for inter EU purchases.
35 votes -
Customer Account statement with Item name, item Description & each Item Total
Customer Account statement with Item name, item Description & each Item Total
It is very useful for all business
Kindly find PDF Sample
https://forums.zoho.com/topic/customer-account-statement-with-item-name-item-description-each-item-total33 votes -
Reports should be displayed in table / columns with total.
Currently, if one selects multiple months / tags for a report say P&L, the report data is displayed as just one column i.e. total.
All such reports should be displayed as a table i.e. a period report for Apr-Mar should be presented as a table of Total-Apr-May-......-Feb-Mar.
Similarly for tags, the report for multiple tags should be Total-Tag1-Tag2-Tag-3.....
The work around is very inefficient and time consuming, to generate separate report for each month/tag and export it to excel.
A simple modification to report module would be highly appreciated.
31 votes -
Memorize Customized Reports
Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.
27 votes -
Customizing charts in Dashboard
Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.
26 votes -
Report
Sales Items by Sales Person
To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.
I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.
I would have to literally open each invoice one at a time to properly calculate the…
25 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 -
21 votes
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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 -
Unearned Revenue
My issue here is reporting—my Balance Sheet would not show Accounts Receivables balance correctly, and My Ageing Summary Report balances are also wrong since it will omit any unmatched Customer Payments which are shown under Unearned Revenue account in Current Liabilities.
For Ageing Summary it becomes difficult. For example, an instant where I have so many customers and a number of them have unmatched credits means I will be showing unreal outstanding balances for customers.
Suggestion:
1. If the Ageing Report would have an option to include the unmatched payments, or;
2. If there was a configuration option to choose,…19 votes -
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
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