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Margaret Luebbert

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  1. Report customization

    10 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Margaret Luebbert supported this idea  · 

  2. Sales by Customer Report to Identify the profit margins

    64 votes
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    8 comments  ·  Zoho Books » Reports  ·  Admin →
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    Margaret Luebbert commented  · 

    This would save SO much time! Need need need!

    Margaret Luebbert supported this idea  · 

  3. Make reporting tags less tedious

    43 votes
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    3 comments  ·  Zoho Books » Reports  ·  Admin →
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    Margaret Luebbert supported this idea  · 

  4. Easier entry of discretionary sales-surtax

    9 votes
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    2 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Margaret Luebbert commented  · 

    Our company uses Avalara and we had to set up a custom tax rule for the jurisdictions. It's been working except if I make a change to the invoice then it taxes the entire amount for the jurisdiction. I have to call them to find out the problem. When we used quickbooks we used items for sales tax but not sure if that would work with Zoho books.

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