Receivables Report (Zoho Books)
Outcome:
In Zoho Books, the Receivable Report provides insights into outstanding customer invoices, helping businesses track unpaid amounts and manage cash flow efficiently. Under the receivable we get different kind of reports which we can generate according to our requirement by applying filter and other options available.
Use case Implementation Steps:
Implementation Stage 1:
Log in to Zoho Books with Administrator privilege.
Go to Home> Reports > Report Category and Receivable.
Implementation Stage 2:
Description: Choose the report from the receivable which you want to customize and generate..
Implementation Stage 3:
Description:
click on the report which you want to generate. Here i am choosing Customer Balance Summary 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 receivable.
Implementation Stage 5: Deploy
Description: Here I use filter for this week and group by tds name then got the output which can be seen in the image.
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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