Skip to content

Nathan

← Feedback Forum

My feedback

4 results found

  1. Save report customizations

    50 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Zoho Books » Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Nathan commented  · 

    Can we have a status update on this? It's been 3 years since it was first requested. Is this in any way being worked on?

    Nathan supported this idea  · 

  2. PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Zoho Books » Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Nathan commented  · 

    transaction rules are really useful but without having the ability to apply tags also, it still adds a lot of work to add tags manually

    Nathan supported this idea  · 

  3. Reporting Tags Preferences

    37 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Zoho Books » Reporting tags  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Nathan supported this idea  · 

  4. Customise the P&L

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Books » Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Nathan supported this idea  · 
    An error occurred while saving the comment
    Nathan commented  · 

    If you add the capability to have columns also be populated with "options" from the "tags" that we have set, that would win my vote.

    I use a tag for "properties" and the options are the addresses of the properties: "1234 main street", "323 Cedar Street". This helps me see the P&L for each of my properties at a glance. Quickbooks does this using classes. Zoho is almost there. It just needs this reporting feature added.

Feedback and Knowledge Base

(thinking…)