Reports
General
Does Zoho Books have Audit Trail? How do I view the changes that were made to a transaction?
How do I schedule a report to be generated on a regular basis in Zoho Books?
How do I disable a report that is scheduled to be generated using a report scheduler?
How do I receive a Business Overview / Weekly Summary Report every week?
How do I compare my previous month’s profits with my current month?
Is it possible to run a balance sheet for a particular date range?
What method is followed for computing a cash flow statement?
What all reports can be saved as Custom Reports and can be customized using reporting tags?
Will I be able to retrieve deleted transactions in Zoho Books?
Can I view the trial balance report with opening and closing balances?
How can I generate a Profit and Loss report based on reporting tags?
How do I compare my previous month’s sales with my current month’s sales?
How do I compare previous periods in the Trial Balance report?
Receivables
- What is the difference between the Customer Balances report and the Customer Balances Summary report?
- Why does the closing balance in the Customer Balances Summary report not match with the accounts receivable in the Balance Sheet report?
- What is the difference the AR Aging Details and the AR Aging Summary reports?
- Why am I not able to customise the Invoice Details report using reporting tags even though I’ve added reporting tags to the items in the invoices?
- How do I view the customer-wise breakdown of the total unearned revenue in Zoho Books?
- I have incurred an expense on behalf of my customer and later billed the expense by marking up the values to a certain percentage. How can I find out the profit incurred from these billable expenses?
- Can I get the unbilled expense list?
- Will I be able to generate a report that shows outstanding invoices?
Payables
- What is the difference between the Vendor Balances report and the Vendor Balances Summary report?
- Why does the closing balance in the Vendor Balances Summary report not match with the accounts payable in the Balance Sheet report?
- What is the difference the AP Aging Details and the AP Aging Summary reports?
- Why am I not able to customise the Bills Details report using reporting tags even though I’ve added reporting tags to the items in the bills?
- How do I view the vendor-wise breakdown of the total prepaid expenses in Zoho Books?
- How do I get the details of the quantity of items purchased from my vendors?
- How do I get the outstanding payable amount vendor-wise?
GST
- How do I view the tax breakdown of the individual GST components (CGST, SGST, and IGST) in the reports?
- What is the HSN-wise summary of outward supplies in the Summary of Outward Supplies (GSTR-1) report and how is it calculated?
- Why is the value of the HSN-wise summary of outward supplies row not equal to the combined value of the other rows in the Summary of Outward Supplies (GSTR-1) report?
- Why is the combined values of the Invoice Total column in the Summary of Outward Supplies (GSTR-1) report different from the Sales row in the Profit and Loss report?
- Why does the Summary of Outward Supplies report export gets saved in the gstnformat.customization format instead of .json?
Inventory
- What is Margin in the Product Sales report and how is it calculated?
- I calculated the margin for a product using the formula, but the margin obtained using the formula is different from the margin shown in the Product Sales report. What is the reason for this?
- In the FIFO Cost Lot Tracking report, why are some bills associated with invoices created before the bill?
Yes