Accounting on the Go Series-14: Unlock Business Insights Anytime, Anywhere: Reports in Zoho Books Mobile App

Accounting on the Go Series-14: Unlock Business Insights Anytime, Anywhere: Reports in Zoho Books Mobile App

Hello Users,

In today's segment of our "Accounting On-the-Go" series, we're highlighting the seamless reporting capabilities in the Zoho Books mobile app. With easy access to critical insights, you can make informed decisions wherever you are.

Reports Available:

Balance Sheet: Get a quick overview of your financial position.

Profit & Loss: Track your business performance effortlessly.

Sales Reports: Dive into detailed sales analytics.

Customer Balances: Stay updated on outstanding customer balances.

Accounts Receivable Aging: Monitor receivables for effective cash flow management.

Vendor Balances: Check outstanding balances with your vendors.

Expense by Category: Gain insights into spending patterns.

Why It Matters:

Instant Insights: Access key financial reports instantly, enabling quick decision-making.

On-the-Go Management: Stay connected with your business wherever you are.

Proactive Financial Planning: Address pending payments, outstanding balances, and spending trends promptly.

How it works in Zoho Books iOS app:

➤ Open the Zoho Books iOS app.

➤ Tap the "More" button.

➤ Scroll down and select "Reports."

➤ Explore available reports categorised for easy navigation.

➤ Choose the specific report you require.

➤ The report details will be displayed on the next page.

➤ For additional customization, tap the "Customize" button at the top right and make desired changes.

➤ Download the report in PDF or print it by tapping the download button located at the top right corner.

How it works in Zoho Books Android app:

➤ Open the Zoho Books Android app.

➤ Access the left side panel and select "Reports."

➤ Explore available reports categorised for easy navigation.

➤ Choose the specific report you need.

➤ Customize the report by selecting options like date range, reporting basis, etc., then click on "Run Report."

➤ Download the report in PDF or print it by tapping the three-dot button at the top right.

➤ For additional customization, click on the "Customize" button at the top right and make desired changes.

➤ Run the report again, and your customized report will be generated promptly.

For those who haven't downloaded it yet, you can get the Zoho Books mobile app from this link or simply scan the QR code below to leverage these reporting features and take your financial management to the next level.

Stay tuned for more tips and features in our "Accounting On-the-Go" series. For any queries or assistance, feel free to reach out.

Best regards,
Tanisha
Zoho Books Team