Recent Topics
Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable
Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)
What's New in Zoho Billing | September 2026
September brings new capabilities to Zoho Billing across subscriptions, payments, reports, and the product catalog. From managing subscriptions through the Play Store and App Store to setting usage limits for Hosted Payment Page links and configuring
Columns in Reports Showing Count instead of Amounts
I have a table in a modular where we can add our bill claims. I want to show these in the attached table. The dates are right, but they are grouped by Row Count. I want the amounts showing where the row count numbers are. Anyone know how to do this? I
Widget Height were destroyed
All widget heights in the Details Canvas view are broken. Moderation Update: This issue with widget heights in Client Script popups and flyouts has been resolved. Widgets should now display at their expected heights.
Zoho Mail iOS app updates - Shared Mailboxes, Calendly Integration and other enhancements
Hello everyone! We're excited to announce the features and enhancements available for the Zoho Mail iOS app. Shared Mailboxes and Calendly integration are now available in the Zoho Mail iOS app, along with a few other enhancements. Let's dive into the
Zoho Extensions 101: Building extensions for Zoho People
Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos
Tags on individual ticket comments and replies, with color coding and a filter
In Zoho Desk you can tag a ticket, but you can’t tag the individual comments and replies inside it. For teams with long, structured ticket threads, that’s a big gap. The problem Our tickets can easily reach 50+ comments and replies. Many of them are specific,
Merge Tickets Directly from Contact Page in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
GrassHopper VOIP Integration
Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk? If not, Can this be passed along for consideration
Sharing View Only Portal
Im looking at Youtube videos on how to share a view only link to my projects. Everyone has the screen with Manage Users. I don't have it. Is that an old version or new version? I can't see how to send a view only link to clients. There is a Profiles and
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Enhancement Request – Allow cashiers to collect payments and partial payments for outstanding credit invoices directly from Zoho POS Billing App
We are testing Zoho POS for a retail business with multiple physical stores and have identified an important limitation in the cashier workflow. When a sale is completed using Credit Sale, Zoho POS correctly creates an unpaid invoice and the outstanding
How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?
We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.
Zoho POS Mobile Sales Price Conflicts & Pricing Discrepancies
We are seeing recurring Zoho POS Mobile conflicts tied to the Sales Price field, even though drivers are not manually changing item pricing. We have also noticed small price differences between POS transactions and Books, sometimes only a few cents. Devices
Creator -Dynamic addition of Customer Portal User Licenses
Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,
Reminder Settings - Time Tracker
On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
Zoho Mail not updating contacts
We renamed a large number of users in Zoho Mail Admin Console. The updated names appear correctly in the Admin Console and in the users’ Zoho Account profiles, but Organization Contacts still contain the previous display names. As a result, compose autocomplete
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, I am the Super Administrator of the Zoho Mail organization for carrytrail.com. The domain has already been verified, but when I try to create the user. I receive the following error: “This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com
Tip #92 – Organize your support operations with Departments – ‘Insider Insights’
Hello Zoho Assist Community! As a support team grows, so does the complexity. Different customers, different products, technicians spread across regions, and each group needing its own way of working. When everyone operates from a single shared space,
Introducing Zoho Office Desktop
Hi users, We are excited to announce Zoho Office Desktop, a single app to install, update, and open Zoho Writer, Sheet, Show, and PDF Editor on Windows and macOS. It includes: One home for every app: Choose the apps you want, and a guided installation
How Can You Find Broken Internal Links Without Checking Every Page Manually?
Broken internal links are a common technical SEO issue. They can send visitors to missing pages, interrupt navigation, and make website maintenance more difficult. On a large website, checking every link manually is simply not practical. So, how can you
Zoho Writer for Android: Q2 2026 updates
Hi users, We are excited to announce the Q2 2026 updates for Zoho Writer for Android. This includes: Formatting parity with the web app: Choose from multiple ordered and unordered list styles, adjust line spacing, apply your custom paragraph styles, change
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Zoho Projects | Q3 Updates
Hello everyone, Here's a roundup of everything we released from July to September. We have added some new features as well as improved some of the existing ones. Project Financials Finance Integration Integrate your Project with Zoho Books, Zoho Invoice,
Meet your customers on Arattai, from inside Zoho CRM
Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your
Running Balance
Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually
MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME
I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866
Unable to export reports despite enabled report export permissions
Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
Add Payment Information (like Bank details)
I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.
account access nahi kar pa raha hoo
hello sir/maddam, mera naam Indrasen Lodhi hai meri zoho mail id "indrasenlodhi@zohomail.in" hai. main iska authenticator app bhul gaya hu, mere pass bachup code bhi nahi hai. kripya meri madad kijiye.
Keep Sensitive Customer Data Private with Field Masking in Zoho CRM
Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent
E-invoicing setup not completed in Zoho Books
My status on the EmaraTax portal appears as linked with Zoho. However, when I try to complete the setup on the E-invoicing tab in Zoho Books settings, I receive an error saying: "E-Invoicing could not be enabled as the FTA portal is currently unreachable.
Notes - Reaction Buttons
Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Need help with importing expenses
I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they
#12 Bringing In A Second Pair Of Hands
Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the
How can I add a Custom Field (or Customer_name) to a picklist?
Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
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