Branch GSTIN-wise Data View and Edit Permission or Restriction for Users
Is Branch GSTIN-wise Data View and Edit Permission or Restriction for Users possible in ZOHO Books.
Regarding purchase order delivery date of product
I created multiple purchase order on a vendor on desktop version. and i need to pay them 70% at the time of placing order and 30% when they start shipping our order to us. converted purchase order to bills when i start paying those 2 instalments for the BILLS it showing me that i received those products in my inventory (in reality i will receive it at least 10 days after me clearing the full payment.) Delivery of the product is completely different date. ------------- whats happening in zoho books
Issues with Payments/Collections posted without Tagging Invoices
Hello Zoho, The Vendor Payments/Customer Collections posted without Tagging Invoices impacting PREPAID EXPENSES AND UNEARNED REVENUE These should have been impacting respective AR/AP account as ON ACCOUNT PAYMENT/COLLECTION ONLY Ticket No 87360014 Please
How to write code for another payment link button in Books?
Hello-- What code do I need to add to the email template for these buttons to be in-line with each other? Preferably left and right, the entire line centered within the shaded box. Thank you.
Unable to disable books integrations
I was testing some integrations like zappier, turned out they won 't do what I need. Now I find there is no way to remove their access to my accounting data. Actually I have no way to even confirm authorizations to my data at all. Until this is resolved
Multiple Email Addresses for Single Customer
There's a very common use case where customers (especially end consumers rather than B2B contacts) have multiple email addresses that they use interchangeably. Since emails are often used as the identifier for a customer, it's necessary to be able for
My Approvals Dashboard (ZOHO Books)
Dear ZOHO team, First of all, job well done to develop such an intuitive tool as ZOHO books (and ZOHO expenses). Also your support desk and chat are great, as we get to chat with a real person within a minute (not a bot)! I have a question to add a feature
Unable to change status to INACTIVE for Petty Cash and Undeposited Funds Accounts
Hello Zoho Team, Please allow us to make changes to the status of "Petty Cash" and "Undeposited Funds" Accounts Thanks
Zoho Books get a list of all invoiced inventory items for a customer
I found a thread from 8 years ago about this as well, and although there was an answer provided-it only gains you a report of customers that a given item was sold to. What I'm interested in is the opposite--I know the customer, but I want to report on
Auto Payments
Hi there, I want to turn off auto payments from my billing. Whenever I need to pay I will use my other bank cards. Thanks.
Custom design invoice template as per our own design
Hello Guys, is there any way that we can get a invoice template design as per our design and need without using the template already available in zoho book. Any suggestion would be helpful. Thank you
how to add freight charges in sales invoice under item line
how to add freight charges in sales invoice under item line
Re-occuring billing issue
My set up: Re-occurring bill set up to account for any credit in the new bill. Zoho issues an email with the please pay with the entire amount, the attache invoice is correct a lesser amount and my customer thinks to hit pay now the amount due there is
Is it actually doable to remove the Expense module and just use the Bills one for all instead?
Expense module is lacking a lot of features that unfortunately are needed under my country regulations. I am thinking about just removing it and using the Bills one instead? Will I be missing something big or can it be perfectly managed? For example I
Pricelist on Zoho Books Composite Items
Hi there, I am facing a problem and need advice from someone who knows the best way to deal pricelist on composite items. We use Zoho books for Solar company and have plenty of items and some composite items (solar panels, batteries, e.t.c) On the items
Chase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of Books
An item is not shown unless it is searched by the first word of its name
An item is not shown unless it is searched by the first word of its name. For example say there are 5 packets of "Pedigree 1kg Adult Chicken and Rice" in inventory. But if I type "1kg" or "Adult" or "Chicken" or "Rice" in the search, no item is show
Customer Specific 'Terms and Conditions' and 'Customer Notes' to Invoices and Estimates
I have clients for whom I need different 'Terms and Conditions' and 'Customer Notes' to appear on the Invoice and Estimates. Right now I am having to keep these in a notepad document and paste them in for each invoice and estimate that needs a change.
Accounting on the Go Series-3: Effortless Accounting with iOS Lock Screen Widgets and Live Activity tracker
Welcome back to the “Accounting On-the-Go” series. In our previous discussions, we explored how Home screen widgets can empower you with assistive accounting dashboards, putting all essential tools at your fingertips. Now, we're excited to introduce Lock
Automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS
when I select all the orders and set them to 'Sammelbox' createtetd status, it should automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS. A reminder should be sent via Messenger and email after 2 days. 6. When an order
Why does the Client and Vendors modules do not have Validation Rules?
I understand that validation rules are pretty important for companies which want to be certain operations are conducted in a proper way. It is a great addition to Zoho finance apps. But I just can not understand why this option is offered in some modules
Sale Order 2 Printer
When I make new Sale Order and when I add a product and click the 'Speichern als Entwurf' button, it should perform two functions: a. It should print the customer's name and date on one printer. b. On a second printer, it should print labels with the
Automatically Shipment Costs &MORE..
1. When I enter the customer's name, if they are not registered, it should display an alert that the customer is not registered. 2. If I find the customer when I select them, it should check if they have any other orders for the current week. If they
How to get all user data list from Zoho Books
I am facing issue to get Zoho Books user list in deluge, there is no direct get record method in zoho books for "User" module (just a thought). However, i have tried it using the below script, the script worked but it is only showing current user even
Product Images on PDFs
Please allow for product images to be shown/hidden on some PDFs and not all PDFs. For example: Show product images on Estimates and Sales Orders, but not on Invoices. Thank You
Adding income without invoicing
I want to add income items to my account but it won't show in the Dashboard as there is no invoice assigned to it. The income I want to add never had an invoice issued as it was ticket sales to my events. I want to add this income so that it shows on
Graphic Reports (Charts)
It would be really nice to have a graphic report section within Books where I can see charts and diagrams for previous fiscal years and custom periods. The dashboard does a nice job for the current and past year, but the feature is missing for previous years. I used to be a user of Quickbooks Online and they do a really nice job on this feature. So I hope you guys can forward this request to your developers and I hopes I to see this feature in a future release. Thank you
Best way to handle customer pre-payment of billable expenses?
I run a web/IT consulting company and have billable expenses that my clients pre-pay for. This includes things like domain name registration/renewal, web hosting, cloud services (Google Workspace, Microsoft 365, etc). I would like to be able to send my
Setting up income accounts
I want to set up a way to divide gross income in to separate accounts in my accounting system. I have agreements with third parties to divide gross income based on percentages: All of our income is from online services. I want to divide income into the
Konto-Typ ändern eines Kontos ändern
In der G+V (Bilanz werden einige Konten falsch ausgewiesen, weil sie bei der Anlage des Kontos einen falschen Konto-Typ zugeordnet wurden. Wie lässt sich im Nachhinein der Konto-Typ eines Kontos ändern?
Zoho Books: periodic customer statements
I need to set up periodic sending of customer statements. I can't find this in Zoho Books?
Introducing Price Lists in Zoho Books
We've introduced Price lists in Zoho Books. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency and associated with customers. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down prices (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates for
Donations and sponsorships
As a not for profit, we do not currently generate invoices. How do we set up a system for tracking donations and sponsorships? I looked through CRM and didn't find anything and can only see the invoice tab in Books. Any advice would be appreciated.
Zoho Checkout, Zoho Books and CRM integration
I will be very grateful to anyone who can help me understand the workings with the following hypothetical situation. Settings information The integration between CRM and Books is for "Accounts and Contacts". The default Customer type in Books is "Individual"
Books and Square-up link problem
We set up square up to our Zoho books some weeks ago. All seemed ok until our book keeper pointed out that the invoice amounts being brought over from square are not correct. I have investigated and it would appear that an additional VAT is being added
Custom Reports
Hi, I have seen mention in other posts that customizable reporting is coming soon. When can we expect custom reports and more customisation of the system fields? We desperately need some custom reports - for example a customer statement, I'd like to add the P.O.# field which we are using as a reference. Thank you. Steve
Firefox Does`nt work with zoho books why
i`m having some issue this morning with firefox i`m all log in and in get this Try our products Subscribe Discover a new way of doing business! In firefox all my cookie & cache a clean up too i`ve try in Microsoft edge everything works All apps Launch
URGENT BOOKS NOT WORKING Please help
Our organization cannot login to zoho books, browser now goes to a ERROR Page
Making payments in Nigeria currency for annual subscy
Am from Nigeria and I saw one Zoho Book site quote in my currency "Naira" . And it is possible to make payment Naira or with the Zoho Book website I saw in Nigeria .
Migrar las imagenes de todos mis articulos del sistema anterior a Zoho
Es posible importar en Zoho todas las imagenes de mis articulos para no hacerlas de uno en uno?
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