Zoho Invoice
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63 results found
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1 vote
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Add other fields into an scheduled report
I have created a weekly scheduled Ageing summary report. However, I'd like to show additionnal columns (such as due date, PO #, etc.)
3 votes -
Round up percentages in time to get paid report
The "Time to get paid" report always ends up with tons of really long fractions that are unnecessary. Could you please round the numbers up to the nearest full percentage?
3 votes -
uk tax year start 6th April rather then 1th April
UK needs UK tax year start 6th rather then 1st April other wise this report function is not much good unless you go to custom view each time. I requested this before and was told it was being sorted but not been changed as yet
1 vote -
Custom Timesheet reports & Add filter view to customer portal
Report
It would be very helpful to add search/filter fields to the Timesheet report. I need the notes section. I do not need Staff, logged hours, billable hours. I just need task list, dates and notes.Viewable
All Timesheet view I would like to be able to view & hide columns. i do not want hours, billable, user, time, but I need notes. This view would be extreamly helpful in the Client portal as well as view only. The CRM allows for this filtering. It would be great to be able to add this to Invoice as well.Custom Field…
1 vote -
1 vote
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Show total Logged Amount and Billable Amount on Project Summary
I would really like to see totals for all clients/all projects on the Project Summary. It shows totals for Logged Hours but not Logged Amount.
It would be great to see this on the dashboard as well. I like to keep tabs on how much money I've earned throughout the month until I finally do invoices at the end of the month.
3 votes -
1 vote
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Report for Sales by State by Customer
It would be extremely helpful if I could generate a Report of Sales by State using the Shipping address. With all the Sales Tax Changes at the state level I need to know my Sales in each state.
1 vote -
Report of Unbilled Activity Only Per Customer
I would love to get a report each month per customer of their unbilled activity (time I spent but did not charge for). I do this quite a bit unfortunately and I have to download each report monthly (which includes billed AND unbilled) just to see how much time I spent and what it would have cost them. I then manually add this report and type it into their bill each month so they can see the value in my time.
It would save me so much time (and others I'm sure have this same problem) to be able to…
3 votes -
Timesheet Details report should allow filter by "Billable" flag
The Timesheet - Timesheet view allows filter by Status e.g. Status: Billable or Status: Non-Billable etc.
However, the Timesheet Details report (Customize Report) does not have this filter which is very important when generating timesheets for billable and non-billable hours.
Due to this missing filter, we're having to implement workarounds like having a Task called "Non-Billable" just for being able to isolate and generate Non-Billable hours reports separately from the Billable Hours (tasks which are implicitly designated as billable). Effectively, making the Billable flag redundant.
Please fix this asap.
4 votes -
Report Exporting Listed by Date
Hi Guys, need to be able to export a report listed by date. Sorted by date and Invoice Number. With columns as Date/InvoiceNumber/Client/Amount/Description, other info, etc. This is the report we need exported for the business. I can't find a way to do that at the moment unless I'm just missing it? Thanks Guys!
3 votes -
Sub Grouping on Aging Reports
Enable the use of custom created invoice fields on Aging reports (at least in the detail Aging report)
Under the Customize Report option - to be shown in the report and selected in the group by option1 vote -
Report for money taken in should show the sales tax
When I open the report for the money I have actually taken in, I cannot see the sales tax. I also can't find an option to add those as a column. This makes it very difficult for me to actually use the report. Some of my clients do not have to pay sales tax, others do. So I need to see my "income" without taxes. At the moment, I need to fix my reports by hand before sending them to my tax accountant.
3 votes -
Custom scheduled reports
Use custom reports and have them scheduled
8 votes -
Customize timesheet reports
Customize the timesheet reports with our company logo, address and layout.
As the report might be sent and view outside the company (e.g. to customers), it might be interesting to authorize the customization as it is possible for invoice and estimation.
13 votes -
Total sales report including "All Time" option for customization
Total sales report showing all sales performed (reported by date regardless of item, sales person or customer) along with a previously mentioned request of an "All Time" option for a date / range option would be beneficial.
7 votes -
i want to be able to enter my own fiscal year with my own start/end date
want to be able to setup my own fiscal dates
7 votes -
Profit and loss
This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.
24 votesHello everyone,
Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.
Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Profit and loss by each project / customer
We need Profit and Loss report by each project / customer.
Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.5 votes
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