Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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406 results found
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18 votes
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TAGS report
- hello it would be great to generate a TAGS report so we can see all entries associated with a TAG.
for example we may sales and POs associated with a tag- currently we can't see the P&L report as they are orders and not invoices and bills.
18 votes -
Proejct Recurring Revenue Reporting
I really need to project how revenue I have in recurring active invoices. This will help me get a projection of how much I'll collect from recurring billing.
17 votes -
mileage
I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.
16 votes -
16 votes
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A project related report that lists all transactions
At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.
15 votes -
Reports in different currencies
Allow P&L, Balance Sheet and other reports to be generated in a currency other than base currency.
15 votes -
Reports / Sales Tax Liability
-Taxes
-Sales Tax Liability
-Custom
In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.15 votes -
inventory report
I would like to be able to run an inventory report and filter on the quantity on hand so that I can easily see what inventory I am low on.
I see other suggestions to add filters. It would probably be easiest to add filters to all of the fields in the inventory summary report.
13 votes -
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code ins
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code instead of alphabetical in the COA and also in the Reporting tab. So in the P&L sort by account code, not alphabetical. There is a reason that we have codes, we want those to show up first.
13 votes -
Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing
Hi,
It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.
13 votes -
Print Chart of Accounts Report
It would be nice to be able to print out the chart of accounts in a report format. I'm not talking about the ability to export it to Excel, where it needs to be formatted each time. Adding or modifying accounts in the CoA is very common and we need an easy way to print out a fresh copy. Also, many people use a printed copy of the CoA to write account codes on source documents or to quickly find accounts when posting entries.
I have worked in the accounting field for almost 3 decades and every other software I…
13 votes -
Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin
A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports
12 votes -
please create a report customer wise products wise total sale.
please create a report customer wise products wise total sale.
12 votes -
Macro Option in Zoho, Its bugs
I am creating a website of horse racing "https://geniduturf.com/". In which i need to add zoho sheet with working macro. clear data in one click. But when i d copy paste this in website html
its macro button don't work there.
anything i am messing? or any changes ?12 votes -
Enable direct lodgement of BAS to ATO
Enable the direct lodgement of Business Activity Statements from Zoho Books to the ATO (as is common in other systems such as Zero etc).
12 votes -
Profit and Loss Report by Contact
We desire the Profit and Loss Report to be able to be filtered by Contact. On the sales side we use Customer Account Name : Job Number in our contacts. Accordingly we record sales, costs of sales, expenses to those contacts. Therefore we need to run profitability reports by those contact records.
12 votes -
filter for sales by item report
Can you make a filter icon to filter the items in the sales by item report
thanks11 votes -
Accept Comma in currency figures
Dear Zoho,
A feature I need is when you paste an amount with comma ... say 3,256.90 it should be accepted with the comma. Many a times we copy from excel or from calculator and it becomes a pain to remove the comma first
11 votes -
Add option to choose a particular date for the fiscal year rather than just month
Have the ability to set the fiscal year to a specific date to make reporting easier. For example in the UK tax year start around the 5th or 6th of April so it would be good to set the exact date not the 1st of the month.
11 votes
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