Zoho Books
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406 results found
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1 vote
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Make the weekly summary report available as a standard report
Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.
1 vote -
one statement with net total for a vender is in the same time a customer.
statement for linked vender & customer..
1 vote -
Add % metrics on management reports
Most accounting packages give reports with an option to show %, eg;
each sales heading as a % of the total, and then each cost head as a percentage of sales.1 vote -
BUG - No date is showing on screen for P&L with custom date selection
BUG - No date is showing on screen for P&L with custom date selection
1 vote -
We need a IGST, CGST & SGST amount column in the Tax invoice report
We need an IGST, CGST & SGST amount column in the Tax invoice report. Please add this feature since our CA is not comfortable in making a return. They are saying to shift into a tally. It is a needed feature. If this feature is not included then sorry to say we will shift to Tally.
1 vote -
customised reports
According to our business requirements, P&L is required to be checked every month seperately for main business and side projects and there is no feature in zoho to do the same thing. It woud be very helpful to see the reports seperately for main business and for the projects.
1 vote -
Fix the period selection of reports once selected. Now every time I check any report, the dropdown menu select this month by default.
Now every time I go for a report, the period is "This Month". During month end we take a lot of reports and every time I need to change this to previous month. So If you can save the previous selection it would be great help.
Thank you1 vote -
Digital marketing
1.I think this paragraph(Online GST accounting software,
built for your business) infographics is old. Because year and date old.present year can make a rapo on the viewer mind.
2. Below, Not 14 day trial- that's 14 days trial.
3.i suggested the bottom of the page having some important buttons/links can rearrange that.
4.bredcrumb we can use continuation pages
5.for "learn more" internal links - we can give open in new tab automatically.make me discontinuation while i read ur webpage.
6.content is not satisfy me- why we are prefer zoho books for accounting software.
7.expecting your response ......if any mistakes find…1 vote -
drill down
Be able to drill down in a P&L for last month compared with previous months (so the whole year by month), be able to drill down to the details of ANY month
1 vote -
Create a report that shows total dollar value billed by employee, with the option to run based on date or based on project.
Please create a report to allow us to see total dollar value billed to clients by employee/user, both on a time basis with no specific project (I.E., per year, per month, etc), and on a per project basis.
1 vote -
Export reports to Google Sheets in Drive
There is no option to integrate reports with Google Drive or export to Google Sheets. It would be greatly beneficial to be able to schedule reports to export to drive to share with others in the organization.
1 vote -
to set kind of report of all customers who bought some items from our specific sales person
to set kind of report of all customers who bought some items from our specific sales person
1 vote -
the balance sheet and the profit and loss statement may have columns by tag to see comparisons
Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons
1 vote -
Visual presentation in Reports :Segment Wise Reporting in Comparative basis in Coloumnar form using Reporting Tags
There is a visual presentation issue in Reports. If i have to get Reports segment wise using Tags then i can only view single Segment at a time. I can't see the comparative Segment wise P/L or any other Report in coloumnar form in a single sheet using Tags. Please incorporate this feature as most companies who has to do segment reporting who wants to see the comparative in a single sheet can't see it in Zoho.
1 vote -
Bank Fee Report
There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.
1 vote -
1 vote
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Feature Request
We need to be able to schedule the report: "Sales Tax Liability". All the other reports can be schedule, this one needs to be as well. We have to pay taxes to tax authorities on a monthly basis and need to run this report every month. It would be more efficient to have this a scheduled reporat rather than have to manually run it every month,
1 vote -
I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst
I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst in single report
1 vote -
Need Proper Reports
Reports Page is not helpful. for ex: if we go Bank Leger its shows all transaction but if we done any edit in one ledger after that it will not go again the bank ledger its struck only the edit ledger. so again we want go bank ledger manually.. which is taking more time and more effort. please give more modules in accounts like Sage 50
1 vote
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