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Nikhil Jain

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  1. monthly summary reports for all accounts in books

    1 vote
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    1 comment  ·  Zoho Books  ·  Admin →
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    Nikhil Jain commented  · 

    suggest you to make use of Balance sheet report with compare period option where you can compare the transactions for the months and by clicking on the amount on a particular month, you will re-directed to the transactions involved in that month.

    To view the report go to Reports ->> Business Overview ->> Click on Customize report icon ->> specify the criteria as per your requirement in Compare with field and click on Run Report.

  2. Allow the Timesheet Export option to export just the filtered rows

    22 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Admin →
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    Nikhil Jain supported this idea  · 

  3. Projects - Bulk Actions

    33 votes
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    1 comment  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Nikhil Jain supported this idea  · 

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