Zoho Books
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406 results found
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Expected date of recovery
There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.
3 votes -
to add Subfilters to Reports, specifically to profit and Loss.
There are a lot of filters you can add.
For me, this one is very important:
Being able to pull a P&L report and filter by items for each account.Also, when i view Sales by Customer, i'd like to be able to filter by item and account.
3 votes -
Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.
Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.
3 votes -
Add "search by" or "group by" customer to the Sales by Item report customisation
It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!
3 votes -
Report templates
Just like email templates, I would like have custom templates available for my reports to I can my personalized timesheet reports.
3 votes -
Sales, Receipts and Dues
Hi,
it would be great if we could have this feature on the dashboard as on Zoho Invoice. It has been quite a useful feature3 votes -
Enable Sales, Receipts and Dues
Display total sales, receipts and expenses over different time periods
3 votes -
Allow Contact Mobile in Invoice Reports
You can Please allow us to add Contacts Mobile/Email numbers in Invoice Reports because Most people that are service oriented needs to call Customers in a Particular Duration of Say 3-6 Months. So When we generate report, We want Clients mobile number to be printed along for easy access.
3 votes -
Report showing items on bills not invoiced
There is not a report to show items on bills associated with a client/project that have not yet been billed. This means each month going through and checking all the bills from the prior month to make sure everything has been re-billed to customers. Having a report showing purchases, via bills I've entered, that are not yet billed to a customer, if there is data there for it would be helpful.
3 votes -
Statement of Account sent to customer to show in reverse sign
Can we have option for Statement of Accounts to show figures on the reverse sign? Since Statement of Account is meant to for the customer to know what he/she owes and what is creditable to them, it makes sense to reflect the figures in reverse sign. The currenct Customer Statement is in the context of the sending company rather then on the context of the reading customer.
3 votes -
Sale - Purchase summery
We need Sale and Purchase summery, which we can get in tally.
Which contains
1.Bill Number
2. Date
3. Party name
4. State
5. Amount without tax
6. Tax ammount
7. Total ammount with tax
Same for Purchace too ..
Please help as soon as possible , we dont know how to get these report.
3 votes -
Sales Staff assigning in users and rolls
There should be an option that sales stuff can access as a user to generate invoice, sales order, payment entry extra. So we can track sales persons contribution to the firm as well as sale and the collection.
3 votes -
tax summary
In the Tax Summary report, when we drill down to the list of all the transactions in the tax type, can you add 2 extra columns being,
1- the account that each transaction went to (eg fuel, postage, materials etc)
2- the vendorIf there also was an option to the see bank feed detail also that would be great but not as vital and the first 2 options listed.
3 votes -
Add item description to the inventory reports. Today only the name and the SKU code are visible.
It is very hard to distinguish products from the same vendor using only item name and SKU for reordering purposes. Its important to have the description column added to the inventory reports so better decisions can be made at the time one reorders stock. Currenlty I need to download the item list and inventory to build a customized report using excel.
3 votes -
To have better reports for different locations/reporting tags
I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.
3 votes -
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TOTALs3 votes -
api report
The current api report shows how many requests are left for the day. It would be nice to review trends in api usage, to be able to see my usage over a period of time. Its hard to know how close we are getting to our limits unless we stay awake until the day switches over to see where our limits are at.
3 votes -
Add the option to include/exclude tax payments on expense and profit/loss reports and dashboards
Add the ability to include Tax Payable as part of any Expense report or dash.
Currently, on the Income and Expense dash and on Your Top Expenses, tax paid is not reflected. As this is one of the biggest expenses, leaving it out skews the figures shown, creating a false impression of profit where there is none. The option should be given to include or exclude these transactions. "Total Expenses" should include tax payments, otherwise, by definition, it is not total expenses.The same is true for Profit/Loss reports. Currently , the profit/loss reports report an artificial profit that does…
3 votes -
Retainer Balances by Client
Zoho books needs a report that shows the retainer balances by client and date. Currently, I had to create a separate/custom module to generate this report. It takes me 5-6 extra steps to get a report that should be standard in Zoho Books.
3 votes -
Would like have option to omit details of paid invoices and payment received in client statement
Would like have option to omit details of paid invoices and payment received while generating client statement .... In fact this is very comman feature and i have seen many other clients has already raised this request ... your quick action will be appreciated
3 votes
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