Disposable / Once-Off Billing & Shipping Address
Hi, some orders we have are placed on our online store. And we do not want to create a customer record for each customer, so basically, like having a Cash Sale account. The thing is, each customer obviously has a different Billing/Shipping address. Can
Customer paid ₹0.60 less
My customer was supposed to pay me ₹562.60 by he paid me ₹562 and didn't pay ₹0.60 I have recorded the payment, but now the invoice is showing ₹0.60 balance due. I have considered the payment as full and final. What should be the accounting treatment in this case, and how to do that in Zoho Books. Thanks in advance !
when can we expect budgeting in Z books
Hi, when can we expect Budgeting in Zoho books? Ledger budgets at least would make it more usable.
South African Bank Feeds Broken
Support emails are ignored. Standard Bank and FNB bank feeds are broken for South African clients. This has been an on-going issue for months now, and today our second bank feed went down. Xero however works perfectly. I would suggest that all customers who experience issues with bank feeds move their business, as Zoho constantly attempt to blame their supplier or the banks, however other accounting systems using the same provider work perfectly and for the same bank accounts. In addition, how is
Delay invoice or send manually
Hi all we have a business model where our sales team go go out and demonstrate our products (we have several products) once a customer decides to buy a single or multiple product they pay via stripe. at this point we send an invoice, all we want to do
Is there a way to configure bank feeds for any Spanish banks?
Hello, I tried to configure bank feeds for my bank in Spain, but I didn't find any spanish bank in the list. Even the EC banks don't appear in the list of supported banks. I need to feed my account automatically from my bank. Is there any way to configure it or maybe Zoho Books doesn't work with spanish banks? Thanks for you answer
Recent Activities feed needs an improvement
OK Zoho Books team. I've recently been thinking about how to return to a place I've been after completing a transaction or action. For example once I convert a sales order to invoice, I remain among the invoices in the Invoice Module. When in fact I need
Zoho Payroll USA North Carolina
When will Zoho Payroll be available for North Carolina? Will be be available to transition by 01/01/2020?
books needs budgets.
live, and updating as transactions go through and are classified. that is all.
Vendor Purchases Summary Graph
Hello, Currently the Summary Graph on the Contacts (Vendors) profile shows only purchases that classify as expenses. It would be easier and much better if it actually included all purchases regardless of their classification. It is a pain to go to the Transactions tab and select the specific type of transactions from the drop down menu to see the purchases. The summary graph is much better and easier. So can you please add it to the requests. Thank you
Rounding off
How to I round off the amount field in invoice or bills? Is there an option available? Else kindly provide such option. It is a much needed option as amounts are rounded off very often. Thanks
How can I get ledger statement for a particular contact?
I am trying to fetch the ledger statement for a given contact id but it returns the response in the form of pdf, so is there any way to get the response in text (json) format?
Items - Purchase information VAT
I have to check every VAT quarter, all of the purchases from the EU to ensure all of the correct tax codes have been used on bills so that the Box 2 VAT calculation summary is correct. This is very time consuming. Is there a way to ensure that any bills from EU registered vendors can be checked that the correct VAT rate is selected before posting the bill ? Ideally there should be a purchase VAT field for items or should the VAT field selected under Sales also apply to purchases & not working ??
Customer Emails in Books
Hi, I want to be able to view the emails from other credit controllers in my team to customers in books, on the Customer page under the emails tab I can see the system mails but not the content, and I can only choose to view emails from myself and not
Feed data to Zoho Books from a custom module
Is it possible to connect Zoho Books or Invoice to a custom module in CRM? We're looking into processing certain services that aren't cataloged as Products, and it would be preferable if we could assign Books to only processing invoices from them.
multi gst or multi branch feature
Hello, We are having business in more than one state and we have 2 GST and we are already using zoho books from last 2 years when can we expect the feature of having multi GST in zoho? Regards Waseem
shipping labels on zoho books
hello can i print shipping labels on zoho books
iOS App Item Search
Hi Guys, The latest update is awesome. Love the Siri shortcuts integration. Zoho is as always on the ball. I noticed that the item search hasn't changed much since the initial release of the app. When I am entering items in a transaction or if I'm just in my item list and I want to search for an item I have to type and then hit search. This is old fashion. And not very nice. I want it to start providing results while I'm typing. Maybe if you enter 2 letters or more it must start providing results.
Add Totals to the bottom of this section.
Within the 'Sales' tab under customer view in ZoHo books it would be nice to have totals on the bottom of each section. This would help avoid the need to run a report if you just needed quick information.
Is paypal business payments still available?
I started a second organization and have been trying to activate paypal business payments, but its not giving me the option to. My original business had paypal business so I don't know if this feature got discontinued or something.
Zoho Books Rcpt/Invoice Question
I'm about to sell an online course. I can get the purchases over to Zoho books automatically but b/c of the double entry accounting I need an "invoice" or receipt for each purchase as well on Zoho Books. Any advice on how to do this automatically to take out the manual leg work?
budgets in Z books
When can we expect budgets in Zoho books?
Timesheet
Has anyone encountered issues with time sheets not properly adding the time? We're having this issue and its not good because we earn money on billable hours.
How to record gst payment via employee reimbursement expense account?
Hi For first few months, I as the Co-Founder of my company, paid GST via my personal bank account and then later settled it via reimbursement. (This was because our current accounts bank was not available in Netbanking of the GST portal) How can I record a GST payment via employee reimbursement expense account in Zoho. Please help, its urgent. thanks Himanshu 7709527736
No Sales Person Field in customer balances Report in Z books
Hi, It is an extra field that is being entered during creation of sales invoices. The customer balances report - if I can click on customise report to add a field (sales person field), there is no option for the same. If we need to extract this report to slice and dice Sales person wise for collection- that is also not being possible. We need this feature urgently. This is Turing out to be a problem too. Thanks
Expenses in P&L
Hi Looking for a little help. In my P&L Schedule III report for the financial year, there is a colomn of "Other Expenses" that shows a particular amount. Where can I go and tally this amount- as the amount that is shown in the Expense report varies. Would
Line items separator
Dear Zoho Support, we would like to have line item separators for Invoices/Estimates/POs/SOs/... Please check attached image with an simulation: items 1 and 4 would be "separators", just a text title to group items (ignore all columns for these rows but
Auth & Capture in Zoho Books
Hi, a client of mine would like to use Zoho Books with Stripe. But he would like to know something important : he is using Auto & capture with Stripe. Does Zoho Books recognize Auth & Capture ? Will Zoho Books charge the client with the captured amount or will it understand this amount shouldn’t be charged because it’s just used as a security process ?
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users of Zoho Books. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. These amendments were made with the intention to boost investor sentiments, push for the Make in India initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. Companies that do not avail tax incentives
Zoho Books for travel agency
hi all, We are a travel agency and we use Zoho books for accounting, I have couple of questions related to customising Zoho books for a B2C travel agency, We do not have any fixed price service or product and all our services like Air tickets, hotels
Sales order delivery method
We use delivery method for the worker / driver assigned to a job. Often I have to clear out all of the mis-spelled or old stored names, could we please have a "Add delivery method?" dialogue box to add any unrecognized words here instead of it being auto added ?
bank account sync
why does zoho books only sync my transactions of the previous day and not live transactions... because it syncs the correct balance but doesn't capture the entries till the next day... makes it a headache to capture payments and notify customers... and top of that amount in books and bank never match.... plz advise below are today's numbers... we had a debit in the account and the balance changed... but now the books amount is incorrect and will stay the same till tomorrow until the entries are copied
Zoho book
I want to customize a workflow so that when delete a record payment, it will send me an email. I try to use work-flow but i can't find the payment recieved module. Can you help me ??
Profitability by SBU and profitability by project
Our company provides software and consulting services. To ensure ownership and accountability of the different business lines/support units, we have organised our business into 5 strategic business units or SBUs (4 of which are profit centres and the other is a cost centre). Logically we also wish to measure the profitability and/or cost efficiencies by SBU. The revenue generating SBUs will have products and/or projects the profitability of which also needs to be measured. Multiple SBUs may be involved
Need a more robust Accounts Payable Feature
I would like to see a more robust accounts payable screen where you can specify a date to display all outstanding bills that are due on or before that date. The list of bills will be grouped by Vendor. The list will allow you to apply any available discounts to the bills. Essentially, you go down the list and put a check mark on each bill that you want to add to the payment to that vendor. When the bill run is done (all bills are checked) it will mark all as paid and generate a Check To Be
relating products to quotes, and invoices
I want to be able to look at a particular product and see the quotes that it is on as well as the invoices that it is on. This will help me to track which customers purchased a particular product.
Can't pull GSTR 2 Data
The GSTR 2 section is disabled in my account and so can't pull purchase transactions... Kindly check into matter. Had discussed this at Pune community meetup and was advised to get to the support team.
Better Desktop Timer App
I would like to suggest development of a better timer app for desktop. The current app lacks a lot of features. Here's a list of features that I would like to see. Idle detection: detect when I'm not using my computer for a specified amount of time and give me options for what to do with the time I was away—remove time, add time as a new entry, ignore, etc. Dock app to top bar on a Mac. When I click the icon, it should open the whole app, not a menu. Clear display of days in the week or other period
TDS for Interest and Bank who provides Cash Credit for a term
Hello ZOHO, Dealing with one of the client, we faced the below 2 major issues. 1. How do we record TDS on interest that is paid for the Interest as it is mandatory to record. We can record the interest as Expense, although the expense but there is no Place where we can record TDS. it is possible that sometimes that we receive some services which are Our expenses and we pay upfront for them. And We record them as an Expense, but recording TDS is missing at that point. 2. Bank on the liability Side,
Custom fields of the budgets be reflected (appears the data) in the invoice
Good afternoon Zoho team, Nice to greet you, I apprectiate your support on the following:
1) I require that the custom fields of the budgets be reflected (appears the data)in the invoice.
EXAMPLE: Quotes: custom field: PVD: San Jose Invoice: custom field: PVD: San Jose (Does not appear) How could I solve this important detail?
Thank you.
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