How to export sales for each item per day in a month easily?
I want to export every sales record I have because I want to use Lokad for sales forecasting. I want to know how many sales each item have per day in a month. Example schema Id Date Quantity
1 2013-07-01 174
1 2013-07-02 96
3 2013-07-03 271
2 2013-07-04 335
1 2013-07-06 72
Erro when exporting invoices
When you export the invoices from the regular invoice section (not the reports) the system generates an excel with all the details from the invoices, but when an invoice has more than one article in it, the excel reflects wrong the "Item Tax Amount" and the "Item Total", this two cels only shows the first article (item) in the invoice, but ignores the other item lines (other articles)
Phantom Stripe Transfers
Just wondering if anyone else has experienced this. We've got our stripe account linked in Zoho and everything matches up the majority of the time..However, on occasion zoho will generate a transfer from the stripe clearing account to our checking account, but it doesn't match up with anything either in stripe transfer history and never shows up on our banking account. Transfers before and after those days all look good.
Different amounts in Reports
In reports, I have listed the sales by client, item and agent for the same period, every one of this gives me a different net amount (I'm attaching images)
Disaggregate tax amounts in reports
In the reports section, when you list the sales (in any of the multiples options like Sales by client, article o agent) the system shows net amount and amount with tax, the problem is that the amount with tax is the result of the net amount plus the tax group calculation (tax, plus /minus retentions). I think this must be separate, Net amount, tax and tax retentions, and then total amount. Otherwise the account can't really use this information.
zoho books webhooks
Hello, Is there any webhook to fire request whenever any item is marked active or inactive.
Feature Request: Bulk Actions in Banking
Hello, I have a ton of uncategorized transactions under my banking tab. I would love to be able to filter them by keyword (Example: SHELL) and then categorize them in bulk with just one click (Example: FUEL).
Setting Vendor payment currency
I have some Chinese vendors who bill in USD$ but when I raise a PO it only allows me to raise on in £ sterling, can I change this
Client portal by google drive
zoho books can download the invoices directly to Google Drive? example: I have 500 clients with their recurring bills each month, creating invoices, download a copy of each invoice in a Google Drive folder on behalf of each client. so the customer can enter your wallet to check their bills and contracts
Invoice Deductions - Security Deposits
I am having difficulty trying to enter Security Deposits into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: We have a 4yrs contract with a customer where we agreed that the customer shall withhold 5% from every invoice and pay it when the contract concludes. --- Invoice Example: Service charge +$100,000 (Income) 5% Deduction -$500 (Current Asset) --- So we submit an invoice for $100,000
How can be recorded as deferred revenue ؟
How can be recorded as deferred revenue ؟
Contacts with the same name
Hi there, anyone got a good solution for the following?: We have a new patient (contact) who has exactly the same name as an existing patient. In our clinical systems we differentiate by date of birth, but does anyone have any smart ideas how to differentiate in Books, so that when we create an invoice, the correct contact is chosen. Using "Display Name" to differentiate is our first thought, but I understand that if we were to append date of birth in the field it would show on invoices etc. Ideas?
Help with Security Deposit
I am puzzled at this transaction, so I hope that someone can shed some light on this. I have a client who I have agreed with on a 5% security deposit that they will be withheld from every payment on every invoice and the client pays the accumulated security deposits when the contract concludes (+2 years) --- Here is an example: I submit an invoice for $500,000 I get paid $425,000 Client withholds $25,000 as 5% Security deposit --- I reconcile the accounts with my bank transactions, so I have a payment
Transactions locked
When trying to send an invoice from a new SO Zoho refuses, saying that transactions before 1/10/15 are locked. Whilst its true that we have locked transactions before 1/10/15, what I don't understand is why that should lock new emails. I have temporarily turned off transaction locking so that we can get on with our work but I really need to re-enable it ASAP without it interfering with current operations. Is this a new bug?
Sales Order convert to Invoice: unbilled projects showing up when they are inactive/no billing available
Bug? Converting an open Sales Order to Invoice with a customer we have multiple projects going at all times. The pull down of 'unbilled projects' has an error: inactive projects with no unbilled items--"this project cannot be invoiced because there are no timesheet entries". Then why have we gone thru that exercise? If Sales Orders were tied to a project then we would not have a multiple list of (bogus) unbilled projects. Please fix as it causes Admin errors!
unbilled expenses: invoicing thru Sales Order
Please fix, if Sales Orders were tied to a project then this would not occur: Converting Sales Order to Invoice and including unbilled expenses: Creates a list of ALL expenses against the Client NOT the project. This is causing Admin errors when billing clients for reimbursement thru our Sales Orders which we need to do--they provide a budget on our Sales Orders so we bill from there and the list of ALL expenses to the Account is a nightmare for billing purposes. We DO NOT invoice expenses thru
Due Invoices/Bills in Dashboard
It would be really helpful to have a third classification for Invoices/Bills in the Dashboard, right now we have Current and Overdue (two colors). I suggest you add a third classification and rename the Current to Open. Because some invoices are due sometime in the future, so technically they cannot be classified as current The classification would be: Open (Blue) Due (Yellow) Overdue (Red) The same goes for Bills
how to make vendor payment in zoho
Dear Support, If vendor and customer are same entity,how to handle that secenario Regards, Musaib
Child support
Our Payroll company services, provides us with check to send to The state of Florida to pay on of our employees' child support obligation. This check shows up in our banking in ZohoBooks, and the way it have been done in the past, is creating a non-billable expense, because is part of the salary for that employee. This is the process: Expenses: * New * Expense Account: "Child Support Payment" * Amount: Amount in the check * Date: "Today's date" * Paid Through: "name of our bank" * Reference #: Check
Importing Bills - What does 'ITEM TYPE' refer to?
I'm importing bills and the following has come up as an error whilst mapping the fields
Faster access to timer in zoho books mobile app
Hi! I asked for it some months ago, and you've added recently an icon to the notification bar when the timer is running in zoho books: THANKS!! But I would like to ask for a small new change... I must say that 90% of the time that I use Zoho Books from my mobile is just for logging time... And 90% of this times I would like to do it with a timer to be as precise as possible... And 90% of this times I'm walking or diving... So, I really apreciate the new icon on the notification bar! But, yes...
attacments
Error message when attaching files!!!! Someone from ZOHO please fix this!!! I'm not the only one this is happening to. Win 7 Google Chrome. Fix it!!
Save payment info
Hi all, Love ZOHO books but we need to be able to save credit card info. It's a huge disadvantage for me. Is there anything in development at the moment that will address this? The recurring invoice option does not suffice as we don't charge fixed amounts.
Recognizing accrued expenses against revenue
How do I accrue expenses against future revenue? e.g., I incur/pay expenses over a few months and then invoice a customer. I need those expenses to accrue and then be recognized upon invoicing.
Please add reorder point to vender - inventory reorder items list
It is good to know what and from whom we need to order, but we also need to know how many of each! It would also be good to have this as an available column on the inventory summary report. Also, this feature, the inventory reorder items list - which helps to generate a purchase order - is only available if you have checked the option for sending email when inventory drops below reorder points. If we have this list, we don't need the emails, and we certainly don't want to get an email every single
Please allow sorting by date and payment type to list of possible matching transactions
This will allow us to more quickly identify the payments that comprise a given deposit. Separate deposits are made depending on the payment type: american express, debit card, cash & checks, etc.
Automatic import of Paypal transactions to record against open invoices.
Hi Zoho, I use Paypal subscriptions to receive payments for a lot of my customers. I also use Zoho Books. It would be great if a successful payment in Paypal could be automatically applied against an open invoice. The Paypal fee deducted as a Bank Charge, and the invoice marked as closed. How would I go about setting this up? It will save me a massive amount of time as I'm currently doing all of this manually. There are a few integrations available in Zapier, but nothing specific for closing an invoice.
Does Zoho Books integrate with Nutshell CRM ?
Any suggestions on using Zoho Books for our accounting. We use Nutshell for our CRM
Why in ZOHO books the function "suppliers invoice" creates an Invoice with my companies label
Hi everybody: Why ZOHO books creates an Invoice with the label of my company, if I post a suppliers invoice, even if I load the original invoice up.
Currency rate decimals
Hi, I am trying to categorize/match a banking item (customer payment made in GBP) with customer invoice in EUR. In order to do this, I need to adjust the currency rate, however the system only authorize 6 decimals for the currency rate, which is not enough to obtain the right figure. Example: Invoice of 40,000.00EUR Payment of 27,918.74GBP I need the currency rate to be 0.6979685 to obtain 27,918.74 GBP. However with the way the system works, I can only enter 0.697968, which gives me 27918.72 GBP,
Zoho Invoice
Hi, Subscribed Zoho Estimate and finding it difficult to make it to daily use because of the following reasons 1: NO grouping of Items while Estimate created eg: A single estimate contains 50+ items and my customers finding it difficult to understand because of the single category 2: NO category under Items eg: Items listed alphabetically and since items list is huge , finding it difficult to use easily. Will you be able to help ? subscribed CRM,Books,Expense,Project ... Not started to use because
Customer Portal
Is there a way to automatically enable the customer portal for all existing customers as well as new customers created? I would like it to be enabled by default.
API error code 15 when create an expense with attachment
Hi, when I try to create an expense with an attachment API "https://books.zoho.com/api/v3/expenses" returns this error: error:Response HTTP Status Code : 400 Response HTTP Body : {"code":15,"message":"Please ensure that receipt has less than 100 characters."} where am I doing wrong ? Thank you in advance Best regards
More functionality to advance invoices
Hi Zoho, We are using advance invoices and we are happy with how it works in relation to invoices etc. However, we miss some features that are present for normal invoices, estimates etc, such as the ability to make automation rules involving advance invoices. Do you have a plan to add more features to advance invoices? Btw, we would also like to see a possibility to make automation rules that are triggered when a delivery note is made or printed. Best, Viktor Östlund
Not Accepting Credit/Debit Cards through Paypal for Zoho Invoices
Hi, We're having a problem accepting credit cards and debit cards when customers try to pay invoices using Paypal. Here is the process to get the error: 1. Our company sends a Zoho invoice to a customer. 2. The customer opens the invoice and clicks pay now button. 3. The customer sees the option to pay with credit card or pay with Paypal. 4. The customer selects to pay with Paypal. 5. The customer logins to her Paypal account. 6. The customer does not see any way to pay with a credit/debit card.
Zoho Book Japanese Edition
Hi, It seems that Zoho Book is trying to support the Japanese market by offering the invoice format, currency, etc. I was wondering if there is a Zoho Books Japanese edition that will more integrated for the Tax filing purpose. I've already seen a similar offer for UK and US. Just curious if there is anything in works for Japan. Thank you.
Mileage - can I change the "paid through" account?
I just set up my mileage expense and it automatically selects Owner's Equity as the "paid through" account. Is there a way to change this? I have equity accounts for two people and I want the mileage expense attributed to the other equity account. Thanks!
Automatic Import Paypal
Hi. There is a feature bank called "Paypal-Bank" which I assume to be a standard paypal account. However when I go to set the account up for import it has a error message saying zoho isn't compatible due to enhanced security system. Is Zoho able to import these statements via bank feed or no?
How To register a late fee when receive invoice payment overdue? ZOHO BOOKS
Hi, example… Invoice value= $ 100,00 Due date = 10/03/2012 (dd/mm/yyyy) Receive date = 15/03/2012 Amount Receive = $ 110,00 .Principal value = $ 100,00 .Late fee……… = $ 10,00 Regards, Alessandro Lucca
Contact Sync Issue When Using Zoho Books Api
Updated #2: We have also tried to use the create contact & create contact person calls individually. However, we see the same results. Both records look good in zoho books, but when the sync is run only the contact record is moved from books to crm. The Contact Person record is not sync'd as a contact in zoho crm. :-( ------------------------------ Update: You may want to investigate how the create date and last update times are being handled in the sync. When using the API, we notice both the
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