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.
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
You should provide customer with profit and loss against individual job cards or invoices
I agree, it would also be good to have the VAT figure on the dashboard graph
Agreed. We need this report by Project also? Simply, Project profit - expense by project is good enogh also.
Agreed. Seems obvious (and very easily set up) to have a figure on the dashboard that just shows income minus expenses. A report as suggested would be great too.
Geoff Crane commented
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 to income by category (sales) and total expenses by category with a an overall profit or loss calculation. It would also be great to have this included on the dashboard.