Payables Report (Zoho Books)
Outcome:
In Zoho Books, the Payables section offers several reports to help you manage and analyze the amounts you owe to your vendors or suppliers. These reports provide detailed insights into your outstanding payables, vendor balances, and related transactions.
Use case Implimentation Steps:
Implementation Stage 1:
Log in to Zoho Books with Administrator privilege.
Go to Home> Reports > Report Category and Payables.
.
Implementation Stage 2:
Description: Choose the report from the payables which you want to customize and generate.
Implementation Stage 3:
Description:
click on the report which you want to generate. Here i am choosing Bills Details and will use the filters and other options which are available.
Implementation Stage 4:
Description: With the use of filter , group by options we can do the customization and then click on run report , in this way reports can be generated for all module present under Payables.
Implementation Stage 5:
Description: Here I use filter such as data range, report by ,bills status and many more filetrs to generate report.
Target Audience:
Finance team
Accounts receivable team
External shareholders
Users:
1. CFO (Chief Financial Officer)
2. Accounts Manager
3 . Sales Manager
4 . Sales Executive
Flow Chart:
Tool Permission Required:
Link Required:
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