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63 results found
Recurring Invoices Reports
Currently there is no reporting on revenue coming from recurring invoices. It would be great if I can see a summary of yearly revenue from recurring invoices. Thanks.29 votes4 comments · Reports · Admin →
We have planned to work on this feature and we’ll keep this space updated.
Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)
As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.29 votes4 comments · Reports · Admin →
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 votes5 comments · Reports · Admin →
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:
If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Sales report with items purchased by invoice
We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.22 votes2 comments · Reports · Admin →
Revenue by staff report
Possibility of creating a 'Revenue by staff' report to indicate staff contribution and expenses incurred to decide their salary.17 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
Add graphics to the reports
It should interesting to see the report data as graphics (pie charts, etc.).12 votes
Classification of timesheet reports by tasks
I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.11 votes
Need a cash vs. accrual option
Need a cash vs. accrual option in reports9 votes
A column for "Sales Person" in the report "Payments Received"?
It would be fantastic with a column in the report "Payments Received" that also shows who the sales person is (maybe from "show more"?).
When you export the report to Excel, it will be easy to sort / filter this column.
Thank you for a great product!8 votes
Custom scheduled reports
Use custom reports and have them scheduled8 votes
Report for Receivable by iteam
We have a good features under Reports for sales to identify sales generated by different category items. Such as Sales by Design, Sales by Development etc.
But the currently there is no option to generate the similar report for Receivable, therefore we are unable to identify Receivable from Design tasks and receivable from development jobs.8 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
Résumé des taxes - nom des clients
Dans le rapport - TVA Transactions, il faudrait rajouter une colonne avec le nom du client7 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 dates7 votes
Please add "All Time" in dropdown menu for Sales / Income / Expense etc.
Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".
Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.6 votes
Inclure les avoirs dans les rapports
Dans le rapport chiffre d'affaire par vendeur, il faudrait déduire les factures d'avoirs pour connaître le chiffre d'affaire réellement réalisé.6 votes
report on draft invoices
All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)6 votes
Thank you for posting on our feedback forum.
Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.
However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.
Actual vs Budgeted expense reports
Option to see how much you have spent versus the budget and the balance.6 votes
Separate actual receivables from taxes (receivables to the tax authorities)
Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
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