Functions - Locations

Once you’ve created the locations, associated the transaction series, and added the users, you can start associating the locations to transactions. Let’s explore how you can do this in Zoho Billing.

Associate Locations to Transactions

You can associate locations with all your sales transactions, purchase transactions, manual journals, bank transactions, and e-Way bills. Let’s look at an example of how you can associate a location to an invoice:

Go to Invoices on the left sidebar and click + New.
Select the Customer Name
Select the Location and Invoice Date.
The Invoice# will be auto-generated. You can also manually generate them by clicking the Gear icon.
Enter other details and click Save.

Similarly, you will be able to create transactions and associate locations with other modules as well.

Pro Tip: If you’ve been tracking a location’s transactions separately, you can import them into your organization along with the location and map them appropriately.

Generate Reports

If you’ve associated transactions with locations, you will be able to generate reports for a particular location or for all the locations collectively. This lets you view the sales or the expenses of a particular location.

Insight: If your Zoho Invoice organisation is integrated with Zoho Analytics, you will be able to sync the location details as well and run advanced reports as per your requirements.

View Transactions by Location
View Location Details in Reports
Generate GST Returns

View Transactions by Location

By associating locations with transactions, you can easily view the list of transactions created from a specific location using filters in the Reports.

Go to Reports from the left sidebar.
Navigate to Invoice Details report.
Click on More Filter and choose Location from the dropdown.
Select the location whose details you need to view.

You can also customize the report to filter transactions by locations. Here’s how:

Go to Reports from the left sidebar.
Select a report for which you want to view the details.
Click Customize icon at the top.
Go to the *General tab and you will be able to find the Advanced Filters* option.
Select the parameter as Location from the dropdown.
Set a comparator and choose the locations.
Click Run Report.

Note:

If you have integrated with Zoho Inventory, you can filter transactions based on the warehouse locations.
An additional filter appears Location (Line Item) under Reports* to track the movement of line items from the warehouse location.

You can get a list of all the transactions created for a particular location.

View Location Details in Reports

Here’s how to view the locations details in reports:

Go to Reports from the left sidebar.
Select a report for which you want to view the details in the report.
Click Customize icon at the top.
Go to the Show / Hide Columns tab.
Hover over Location* in the Available Columns and click *+ icon.
Click Run Report.

Generate GST Returns:

When you have multiple GSTINs for multiple locations, the returns will be generated for each GSTIN separately. A dashboard in GST Filing will list all the GSTINs.

In case of GST returns and summaries, a new GST panel with the Location and GSTIN will be displayed. Click View Summary to view all the returns associated with the GSTIN.

Alternatively, you can also filter the individual tax summaries available in the Reports module.

Go to the Reports module.
Select *GSTR-3B Summary (or any return) under Taxes*.
Choose the GSTIN from the drop-down to run the report.

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