URGENT HELP... INVOICES/PAYMENT MADE CAN'T POST TO SPECIFIED CHART OF ACCOUNT?
HOW DO I ADD THE CUSTOM FIELD THAT WILL POST TO SPECIFIED CHART OF ACCOUNT? I HAVE BEEN HAVING PROBLEMS WITH THE POSTING OF PAYMENT INTO DIFFERENT ACCOUNT LIKE THE ACCOUNT COLUMN AVAILABLE ON THE MANUAL JOURNAL ENTRY WHICH WILL AUTOMATICALLY PUSH THE
Scanning Barcodes
Hello All, I am just wondering how to manage to get a partial number of a whole barcode! Most of products we deal with have lot-specific barcodes, in which I can not identify a one-time only barcode, it is changeable by lot-to-lot basis. However, a small part of the barcode is the original product SKU, how can I manage Zoho Books to read the partition i need? Any ideas or thoughts regarding this matter? Does anyone have encountered such problem? Thank you
On-screen message (pre-save)
Hello all, I have a question regarding pop-ups. We want to have a pop up in certain cases. For example when a value on the contact person equals a predefined value. This can be when creating a quote for example, when clicking the save button. This would really help since we assume there are no validations within the quote create form itself before hitting the save button (pre-save) It would be something like below and preferrably more explicit than a bell icon. Hope something is available using
Saving Documents received from Logistics
Hello, I'm unsure if this questions is better for Books or Inventory. However here is the problem I have: We are making a Purchase of goods through Books. The goods are being delivered using 4 trucks in 4 different days. Each trucks come with partial amount of goods And a lot of documents (Logistics, Customs etc...). When the goods arrives they will be imported as items. We will use certainly Inventory instead of books alone for this. My question : How and where do you manage all the documents received
Update Mail View Field by API
How can I update Below Fields of estimate by API? -> mail_last_viewed_time -> mail_first_viewed_time
Zoho Books Language Error
We are trying to add Books to our apps and when we select our country Greece we get the following error: ZohoOneException: UNKNOWN_ERROR: Enter a valid code for language Any ideas?
Why Discount Account in Vendor Bills is prompting to select an Expense Account instead of an Income Account?
In case of Vendor Bills, the discount ledger should be of Income Type account as because this discount is a purchase discount that will be received by the buyers. In other words, this should be treated as 'Discount Received' which I believe is supposed
Zoho books integration into a php system
I have developed a system for computer repair companies and a question I get asked sometimes is if Zoho Books can be integrated into it Is there any way to do it or if there is any sample code to look at to see how it's done as I have not done anything like integration a system into another before but guessing it's using API or something?
Adding serial numbers to an Item
Hi, how can I add serial numbers to an existing item using API.
Kerala Flood Cess Feature request.
How do I configure "Kerala Flood Cess" for every B2C transaction? Please refer to this document published by the Kerala government. According to the document: Kerala Flood Cess shall be levied on intra-state supplies of goods or services by a taxable
Record Payment
Hi Im new to Zoho Books, What I dont understand is when I Record payment from customer why is it only allow me to Deposit To Petty Cash... We take payment from Credit cards, Bank Trasnfer and CASh yet I can not seem to pick this from the list. In Australia
Change sender email in Zoho Finance for a Sales Order
Using Zoho Finance to send Sales Orders. There is a "From" drop-down field on the "Send Email" prompt. How can I add another company email to the list of "From" options? It currently only shows my email, even though another employee, who has full admin rights, is the owner of the Sales Order.
Zoho Books timesheets
How do I submit weekly timesheets to my client for approvals? Then convert the timesheets into billing documents. Thanks.
Estimating per options, instead of items
I'd like some suggestions of how we could handle our estimates, as I think we have a specific use case. Any input would be greatly welcomed. TL;DR: we build one estimate of 1 item with 3 options. How to build such an estimate and price each option (and not the item)? In Books, we have about 100 items we are selling. Our estimates are usually just about 1 item, but with different options. These amount of options (max. 3) are different depending of the item, and the estimated total price reflects
STRIPE ACH Documentation
I already use stripe for credit card payments. I have just enabled ACH in my stripe integration setup. What else should I do? For example. I went to a customer record and checked the box to allow them to pay with ACH. Now what? When they receive the invoice
How to process PayPal Euro
Hi, I've got 3 banking accounts in my Banking Overview, plus clearing etc. What I want to know is how to process records that get fetched by the feeds. Zoho Books has set up 2 PayPal accounts, PayPal Bank and PayPal Euro. My PayPal account operates in GBP. and my current bank account is in GBP. I ordered an item from a Vendor and paid in Euros ( 6 Euros ) through my PayPal account. When Zoho fetched the feeds it displays them as follows: In the PayPal Bank account DATE DETAILS DEPOSITS WITHDRAWALS
Multiple branches
I am looking only for small matter i.e. I have 3 branches and I am not able to create a separate PNL and other reports for each branch separately, even the users are the same for all branches. Only difference is that funds are allocated separately and must be consumed separately for each location. Explanation : I have 3 locations and need to have separate reports for each branch.
Advance Tax on Bills Payment
Hi, How can i record advance tax on our bills payment. We paid for our rent and the building deducted withholding tax according to the official receipt that they gave us. How can i record it as advance tax because when i input in the box named tax deducted, it records it under employee reimbursement not advance tax.
Column totals
Why aren't columns totaled for relevant columns guys ? It makes a much more informative page & sooo easy to do !!.......
A Square deal : Zoho Books integrates with Square
Square has replaced the traditional POS system with its simple app and has become a way of doing business. Square offers the flexibility to accept credit card payments without monthly fee or hidden costs and has made its way to being the popular choice among the business owners for selling, and monitoring their sales from anywhere. At Zoho, we have always tried to make accepting payments easier for our customers and with our latest integration, we have taken yet another step in this direction.
Merging two portals
Hello everyone, I was wondering if it was possible to merge two client portals together? Simply because I have two set of books and don't want the client to lose time switching between portals in order to access their account - might be complicated...
Invoice - Schedule Email
In Books you can only schedule an email to be sent at 8:00am, 5:00pm and 12:00am. In the API you can customize this scheduled time It would be great if you could allow any time to be entered to schedule an email. Use case - the timing of the delivery of an email may be dependent on other factors and we should have the flexibility to change the time.
In the real world of poor internet conections
We work in customers homes and when we visit we like to do a quote. We would love to do it on the ipad but generally no good signal so it fails. There does not seem to be an offline mode like the CRM which is brilliant. I want to get away from double
Projects Purchases and Sales Tabs
The Projects Purchases and Sales tabs now give an incredible overview of all transactions for a project. As such it would be incredibly useful if we could choose what columns appear in some of the views. Sample use case: We might want to show a custom
Earmark the Sales Order for future billing
We have created Sales Orders for each of our customer who has assigned us the Work Orders (POs). In our case, 1 Sales Order has many items that get billed to the customer over a year or more. What we want to be able to do, is Plan and earmark the amounts
Is importing Vendors result in duplicate Contact Id?
We noticed that same Contact Id is allocated to all vendors imported into zoho books Also, noticed that exporting invoices, estimates to csv file also has same reference in Invoice ID, Customer ID and Product ID. First issue is noticed on the paid account and second is on the trial account. We can't create Invoices, Estimates, Bills and Expenses via API with duplicate IDs. Is this specific to account setup or an error in import feature? Thanks
Zohobooks iPad App - Expense Receipts Attachments
I cannot attach receipts to Zohobooks iPad App. It always close down whenever I clicked to attach the receipt either from the photo or files. However, attaching the receipts work from Safari Web (not the app). Can we have this problem fixed? Thank y
Which field is to be populated for Contact addition for PAN number?
We are using zoho books api to create contact details directly from our website. We are getting 'Invalid value passed for tax_id' or 'Invalid value passed for tax_reg_no' error when 10 digit PAN Number is passed. How to populate PAN number? We are able to add a contact if 15 digit GST number is passed to tax_reg_no. However, the issue is encountered only with PAN number. Please suggest. Thanks
Cash Based Reporting: Invoice date after Pay date
Hi, we do cash based reporting and whenever a invoice is dated after the pay date, this amount is shown on the invoice date and not on the pay date. For example we buy something from Amazon Marketplace, it is paid in advance by CC on 30th of July and the seller issues the receipt on 6th of August. Then in cash based reporting it is shown in August and not in July. Is this intended? Regards Tobias
Initial self funding for an LLP Account (zoho uncategorized transactions)
Hello Zoho Community, I have opened an LLP Company, in which the I funded the company INR 100,000.00 from my personal bank account to my company business account. Now in when i imported the statement in Zoho, It show this statement as uncategorised transactions.
I don't see Bengali in PDF and in Print
I don't see Bengali in PDF and in Print. Please add the Bengali language.
Cloning line items
Line items can now be "Cloned" in Books I've just discovered ! Thank you Zoho guys - a valuable addition requested a while back, but no mention of it being implemented anywhere? Image attached for those that may find it useful !....
Web tabs
Just discovered how useful this feature is & I've added lots of useful tabs but now I find the need to re-arrange them - not possible of course - add the ability to re-arrange them please Zoho. You guys have some great ideas but you really need to let some people have early access or run a beta testing program so you can iron out these silly oversights before release ! I'm more than happy to volunteer as a lot of other Zoho enthusiasts would. We really do want Zoho to be the best ;-) It would be
Checkbox help too far
When adding a custom field in Books form, it seems the help is quite far away from the checkbox. You really have to know it's there. Screenshot: In CRM, the help text is nicely positioned next to the label... I suggest Books should take an eye on CRM
Estimates
Hi I'm wondering when you will add the function at the bottom of an estimate on how much margin we are making? This is imperative to my business so I know if I'm charging too much or not enough. If you can let me know it would be much appreciated. Cheers
Formating Decimal-type custom Fields in Custom Layout
Hello, We added custom fields as Decimal in our Estimate Form. While using their placeholder in custom layout, I found out that these fields are not formated as the defaults filed are. For example: Decimal : 10000 is displayed as: 10000, instead of 10,000.00
Adding Page number in Footer in Customized Layout
Hello, As we are developing our Custom Layout (in HTML) for Estimates, we would need the page numbered. Is there a hidden %variable% I could use ? It should be put in the Footer area. (we have 3 fixed page then the quote which may have multiple pages)
Negative Payment Recording
Hi, I have client Payments such as a single payment contains payment for one invoice and also TDS deductions from multiple invoices. In such a case negative Payment value is required. How do I do It. Example: Payment Received: 13111 To be mapped against
NOTES IN RECURRING INVOICES
CAN WE GET A NOTES AND COMMENTS SECTION IN THE RECURRING INVOICE SECTION TO KNOW WHY A RECURRING INVOICE WAS STOPPED. THESE NOTES SHOULD FEED TO THE COMMENTS SECTION ON THE OVERVIEW PAGE AS WELL, BUT SHOULD BE ADDED TO THE RECURRING INVOICE PAGE SO IF
Split VAT in VAT Calculation summary between VAT on products and VAT on shipping?
Hello I'm a first time user of Zoho, so far so good. I'm checking the VAT calculation summary reporting and it shows VAT at 21% for my country, this is all correct. However, is it possible to split up this total between A) 21% VAT on products and B) 21% VAT on shipping? The sum of A & B should give the result I'm seeing now in the summary. Thanks! Gilles
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