Integration of Zoho Books with Zoho Reports
When can we expect to see Zoho Books integrated with Zoho Reports? I think this functionality will greatly enhance the value of these two apps, especially in the areas of budgeting and forecasting. There should be a way to link these two apps so that you can share and explore financial reports so as to perform financial analyses.
Balance sheet implementation
Hi I need your help to implement in the report of balance and transactions of accounts plus two columns which is the balance due and the balance of credit because this balance is derived from the difference between the debit and credit. Please, this will be a great update for all users. In the same way that it has the "balance" column in the general ledger
logged on to books, blank page comes up
Hi, Logged onto books and blank page comes up. I am confused why this would happen. I have tried 3 different browsers and have turned off all blockers.
View report in Zoho sheets - macro option not available
When I choose the option to view a report in Zoho Sheets, Zoho sheets opens with the data from the report. The problem is that when the data from the report is transfered to sheets this way, the option "Macro" in Zoho sheets is not made available. Why?
Purchase order - Convert to bill
Attaching a document from docs - would be ideal if the Bill# was filled in as the info is there through OCR :-)
ERROR: Maximum Time reached of 15000 secs
Hi When executing a custom function in zoho books. For sometimes it fails to execute and shows the error ERROR: Maximum Time reached of 15000 secs What is the reason and how can I handle this? Because while automating it causes a inconsistent state. Need help asap.
Switched to ZOHO for new year; how to record unpaid invoices?
If I have invoiced in the previous year and now using ZOHO, I'm told payment of that invoice in the current year on ZOHO should be a manual entry. Assume CR Accounts Recievables and DR Bank Account, but I noticed the latter is not available as an entry in the manual journal section of ZOHO (I only see CASH entries for petty cash or undeposited funds...) Thoughts? Thanks in advance.
Tax Details print on invoice
Hi, I have created an invoice but there is no option to print my Company details on the invoice like VAT, Service TAX etc. also my address is not printed on the invoice. Do I missed something or I need to enable these features?? Pls Guide.
Invoice line Items
Up until 11th March the code snippet from the invoice module custom function lineItem.get("stock_on_hand") would obtain the correct value now it is returning nothing ??
Stock method "0"
Hi Team I need to create a method that when the stock is "0" it does not allow to make any sale or create invoice.
Journal Creation - Getting Error on C#
I am working on create Journal on ZOHO, it always say {"code":4,"message":"Invalid value passed for JSONString"} My sample Json string, [ { "journal_date": "2013-09-04", "reference_number": "7355", "notes": "Loan repayment", "line_items": [ { "account_id": "460000000000361", "description": "", "tax_id": "", "amount": "5000.00", "debit_or_credit": "credit" }, { "account_id": "460000000038079", "description":
login to zoho books and blank screen comes up
login to zoho books and blank screen comes up any solutions
Get all the invoices from a definite date
Is there any API to get all the invoices between xyz date to abc date. Like if I want to get all the invoices from 1st Jan 2017 onwards till now. Can I do this using any of the existing Zoho book APIs?
How to enter stock serial wise and track sales wise ?
Hi, Im buying the year subscription and Im from India. We are a small trade agency, who buys items in quantity and then sells to customers. For example, I bought 100 routers today. I need to enter the 100 stock to Zoho Books serial number wise. So, whats while creating the sale, I can simply enter the serial number and it automatically deducts that exact serial item from the stock. Is it possible with Zoho Books ?
thank you note error
there seems to be some problem with the thank you note email the invoice number placeholder is not working
Lookup Custom Field
Hello Guys Is it possible to create custom field in Zoho Books with data type as lookup? I have not seen the option in the dropdown. If not is there a way around to include some item in my Invoice as my part of my custom field? To elaborate- I wish to create a custom field with type as Auto Generate Number where prefix shall be customer name and auto generating number shall start from 1. So I would come to know number of invoices generated for each customer. My another query is related to newly introduced
Invoice entry layout
Nice to see the white space being used more efficiently :-) Am I missing it or has the "Exclusive or Inclusive" of tax been omitted ?? I have 11 Custom fields of which 5 are mandatory - it would be nice to have these grouped at the top of the seperated custom fields so that there is less tabbing required (Choosing the sequence would be ideal) :-) !
Go Cardless integration
Does anyone know if anyone has ever created an integration from Zoho Books with the UK direct debit handler Go Cardless? www.gocardless.com
Bank statement
How to withdraw a statement of account statement for the cash and bank accounts? An extract report identical to the customer statement.
item Creation help
Hey Zoho experts, Can you please tell me what's wrong with the following code, it executes successfully but the indicated code in red does not produce the required results ? .... Item_Details = Map(); Item_Details.put("product_type","goods"); Item_Details.put("item_type","inventory"); Item_Details.put("purchase_rate",pr); Item_Details.put("tax_id",""); Item_Details.put("unit",Unit); Item_Details.put("rate",rate); Item_Details.put("account_name","Sales"); Item_Details.put("name",newRange); Item_Details.put("tax_percentage",0);
Bills from Docs
Docs features are continuing to evolve nicely but some small enhancements would be appreciated.... Docs | Add to New bill.... Then select Purchase order outstanding & all works fine except that we then need to select the tax rate unnecessarily as it's already selected in the item details & on the purchase order itself & with 10+ items in the PO this becomes tedious ! It would be nice to be shown any difference in value between the PO & Bill so that we can accept & save or query the bill ?
Aging Details By Bill Due Date: Group by Due Date
Please add the ability to sort / group the A/P aging report by due date. currently, we have to add this column to the report and it does not allow us to sort or group by the due date. We need to filter by month of payable not all of the outstanding bills. ~Ideally, this is how it would show on our Dashboard also instead of only grouped by overdue or current. Thanks! -Gina
Inventory adjustments - feature request
I would like to be able to adjust all items on a single screen when we do year-end inventory. Quickbooks does this by showing an alphabetical list of all items (or you can sort by description) with a column showing the stock on hand amount and an empty column where you enter how many you actually have per the count. When you have several hundred items or more, this saves us from having to adjust each one individually
Footer in Statement
Is it possible to add a footer to customer statements?
Custom views for Items
Whoooeeee, just as promised - arrived on time in (nearly) good working order :-) ...... I know we forced a rush on this guys but can we get a bit more into the filter criteria, such as inventory, non-inventory items, service items, usage unit*** etc, this along with a column width for the item table would be fantastical additions :-) The column layout with minimal required fields looks dreadful due to the lack of column width control, the name is very bunched up with lots of wasted space :-((((((
When creating or matching an expense, provide option to account for sales tax
Hi Team, We're really loving Books and its integration with Inventory! One area, however, that we seem to struggle with is the ability to separate the cost of goods or services and the associated sales tax when manually creating or matching expenses. For our accounting and tax purposes it's important for us to be able to clearly identify the sales tax that we have paid on all receipts. The only workaround I can think of is to manually enter two separate expenses for a single receipt: one for the
Rate table item or the Item's default sales pricing is not applied when converting Bills to Invoices.
We have default pricing for line items and we have rate tables with specific pricing. Currently when creating an invoice the Item's default sales pricing or the rate table's sales pricing is automatically entered for the specific customer. That is what is expected and works great. But when creating an invoice from a Bill, the customer's sales pricing is not applied, instead the bill's, or vendor's, pricing on the bill is carried over, This is not an expected behavior!!! When using items and rate
Searching bills & expenses for monetary values
Value amount search, ie 320.00 ?? All that happens is .... Bills.... P.O.# contains 320.00 (or) Bill# contains 320.00 (or) Vendor Name contains 320.00 Expenses.... Reference# contains 320.00 (or) Notes contains 320.00 (or) Customer Name contains 320.00 (or) Vendor Name contains 320.00 (or) Expense Account contains 320.00 How come amounts are not being searched without using an advanced search, surely a numerical entry with decimals would indicate what your search is for
Problem in zoho
Hi I face a big problem in my Profit and loss Report When I checked the operation expenses I found some cost of good sold for some invoices recorded in Sample Exp ( sample expenses account ) I don't know why?!! and when I check the items of these invoices I Checked the Account sales in Purchase information I found it Cost Of Good Sold. Thanks.
Workflow rules
I have a workflow rule which notifies of any invoices that have our own status changed using a custom field of type dropdown which acts as our own invoice status. This should only fire if the invoice status is still "Draft" but does so in any state ? Have I set it up incorrectly or is it an error ?
REST API for Creator is not working in zoho books
Hi I wrote a custom function in books which adds a new record in zoho creator by REST API.It was working fine. But Today I faced an error called Error due to -'1'. I don't know to solve this. The error looks awkward as it is meaningless. I tried API Integration method it works but there is no integration method for delete a record in creator which makes me sad. My code is dataMap = Map(); dataMap.put("authtoken","******************"); dataMap.put("scope","creatorapi"); creator_api = postUrl("https://creator.zoho.com/api/owner_name/json/books-estimation/form/Items/record/add/",dataMap);
Retainer Invoice tracking and reporting
We need more retainer invoice tracking and reporting It would be nice to have a report that has Sent Retainer invoices and Sent Invoices all in 1 report. This shows the actual invoices that are in process - I need to see a total for these 2 together.
How to book the following transactions?
Hi I'm trying to figure the bookkeeping part myself. Firstly I know I should separate business and personal expense/income ideally now. But i wasn't before. so I'm trying to see how i can record this in the book but moving forward of course its much easier. Scenario 1: Credit Card (Personal Credit Card) / Personal Saving Account - imported Personal credit card feeds into zoho (this is used as personal and business expense Q1. How do I record personal expense on the book? if I don't want to show in
Deposits versus A/P
I paid a vendor $500,000 USD in deposits. Then every week we pay the vendor a certain amount for invoices received. Vendor said that they do not want to mix the deposits with the ongoing A/P payments, ... how can I book these entries separately for the
Listener Event When Sales Order State Passes to Open
Hey guys, I would like to, whenever a Sales Order state is passed from draft to open, I would like to execute some code I have on my personal app. Is this possible? Basically, whenever a Sales Order state goes to open, I need to generate a document from another website via their API with some information from the Sales Order. And the API code for the other website is on my app. Is this possible?
Need a separate Balance column in Bank Accounts
Would be great to have a separate Balance column in Bank Accounts which will ease the process of reconciliation when onboarding Zoho books from manual accounts.
New items tabs
Whilst reviewing Low stock items, I've noticed the following inconsistencies.... If editing & removing the reorder point value as it's no longer needing a reorder value, saving it successfully removes it from the Low stock items list but sets the filter back to "Active items" - not the desired result ! Trying to set the Reorder level from the Overview page only allows a zero value which does NOT remove it from the Low stock items list, a blank value cannot be Saved - not the desired result ! Also
Foreign Currency used on trip & After trip how can adjusted in books of account
Hallo Sir, I have purchased Currency of Other Country for foreign trip vide my bank account and on the purchase of currency, posted in my books of account as currency of other country under the head of other asset and adjusted my bank account. So the currency of other country shown under the other asset head in balance sheet on that purchase date to till date. After I return back from foreign trip after few days, how can i adjusted my expenses incurred vide foreign currency with my book with effect
The input file does not conform with CSV/TSV file format.
I am trying to import a bank statement which I have converted from Excel to a .csv file. I'm receiving the statement "The input file does not conform with CSV/TSV file format. Please check the content and try again." and I'm not being allowed complete the import. Please advise.
How do I apply a Square charge to existing customer invoice?
A customer has an estimate. They make an in person chip credit card payment through Square for the retaining invoice (20%) converted off the estimate. How do I now apply the square payment to the retaining invoice? There is a Square invoice already created and it won't let me remove the invoice without deleting the payments. We want to be able to meet with customers and allow them to pay on the spot or via the portal at their convenience. So I assumed we could just associate a square payment with
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