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12 results found

  1. Reporting Tags Preferences

    Reporting tags are very useful but could be even more so if they were implemented more like custom fields with the following options:

    Option to make Mandatory
    Option to set Default value
    Set the order of tag options
    Set the order of tags

    30 votes
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  2. Reporting tag mandatory and its visibility!

    Reporting tag is a good feature provided by Zoho Books. However, we suggest you to incorporate following points to make it more helpful:
    1. Make reporting tag Mandatory: Most of the time, while entering voucher, user forget to enter "Reporting Tag" as it is not visible on face itself and system allows him to save transaction without reporting tag. Please create feature to make it mandatory.
    2. Make reporting tag visible on face of Voucher: Reporting tag is a significant information needed at the time of review and audit. However, every time we need to drill down the voucher to…

    16 votes
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  3. Territory based tracking for transactions & contacts

    i need every transaction & contact to have an assigned territory. then i need to be able to filter & organize my reports by territory. this field should be per line item on the transactions for max flexiblity, but a transaction level field is fine too if it means the feature is available sooner.

    additionally i want to control user permissions by territory too (but that can come later).

    6 votes
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  4. Tags Assigning to Particular User

    Tags Assigning to Particular User

    We have different locations and want to assign each user a particular Tags so that he doesn't see and use other Tags for transactions belonging to their particular location.

    This will help us in a better control of transactions belonging to different locations and will help in generating class-wise reports user, Tags (locations) belonging to other users.

    Since this feature is not currently available in Zoho Books and Zoho Inventory.

    It is requested that this feature may please be incorporated in Zoho Books and Zoho Inventory.

    4 votes
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  5. In the All Transactions View allow changing of columns displayed to show Tags

    Currently the All Transactions View of both the Checking and Credit accounts views have fixed columns. They cannot be adjusted to include or move columns. I'd like to see the Tags columns to see which transactions have been tagged.

    4 votes
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  6. Reporting tags for Sales by Sales Person

    Reporting tags are currently available only for Sales by Item. They should be extended also to Sales by Sales Person

    3 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  7. dear sir,

    we want to lock reporting tag once used for invoice and bill
    in one reporting tag 500 option suppose we used 1 no out of 500 then we want to lock that no so next time we no use the same

    3 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  8. Allow Over 500 Options on Tags

    We have over 500 properties that we need to track in Zoho Books. There is no way for us to that without us having to create multiple reporting tags. It would be great if you allowed us to create more than 500 tags.

    Quickbooks allows users to have over 10000 classes which is a similar concept. We don't understand why you would limit the tags to 500.

    3 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  9. suggestion 4

    Reporting tags in transactions:

    The reporting tag definition at the moment is at a transaction level and there is limitations to provide drop down selection type tag definition.

    Most of the cases , the reporting tag defined is common for most of the transactions. e.g. , if i use a Profit center as a tag, i would like to have this in all transactions, similarly, a cost center tag might be used by most expense transactions. Also , when one defined drop down values in multiple places there could be a likely chance of making mistakes (lower case, upper case,…

    1 vote
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  10. 1 vote
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    0 comments  ·  Reporting tags  ·  Admin →
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  11. Adding reporting tags in the settings in bulk (comma separated format)

    Other Zoho apps have this option. Adding reporting tags in the settings one by one does not make sense. I have a list of more than a hundred tags that I would like to add at one in a comma separated format

    1 vote
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  12. Reporting Tags- relational database

    If we change Reporting tags, the historic data changes because the Tag is relational as opposed to attached to each individual historic transaction.

    0 votes
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