Print of Expense Voucher
Dear Zoho You do not have feature of generation of Expense voucher to be printed.We need to file expense documents along with Expense vouchee. Can you not provide a print option of the expense entered in Zoho
Hiding fields (label and value) when value = 0
HI, I'm building a template for our estimates. I currently have a problem with the discount field, which should not be displayed when there is no discount, and displayed when there is one. We do not want to show our prospect that discounts may be possible
Posting Bank Fees when Recording Payment on a Bill should not be restricted to only Banking Accounts
Hello, We often pay large bills via Credit Card. Typically the vendor will charge us a finance charge. However, if you try to record that charge in the Create Payment screen and use a credit card account as the pay through account, you get the error message "Bank Charges are Applied. Please select a bank account". This should not work this way. You should be able to apply the bank/finance charges to a credit card. (see screenshot). Can someone from the Zoho team please take a look to see
Can an option to "Refresh Feeds" be added to the Banking Overview page?
There is a dropdown menu by each bank in the Banking Overview page. Rather that have to go into each bank to refresh feeds (for some reason virtually all my banks don't refresh automatically) could you add a Refresh Feeds option to this menu.
ZOHO BOOKS for ZAKAT organization
Hello, introduce my name is Firman I am interested in ZOHO Books, but there are some things that I want to know in more detail about zoho books. 1. Can zoho books be used for non-profit organizations, such as zakat organizations? 2. Can Zoho books do separation using departments? To separate between entities (zakat, infaq, amil) 3. Can Zoho books, make reports per department? 4. Does Zoho Books support the creation of branch offices and sub-branch offices? Can financial reports be accessed by branch
Login to ZOHO Books
Hi there, We use both ZOHO CRM and ZOHO Books. However, I feel that there is a need to separate the login of both application instead of allowing us to just open the Books when we are in ZOHO CRM. Hope you can look into the matter. John
Recurring invoices and items
I've spent quite a few days trying to get my head round this and can't work out a solution, can anyone help? I run an events business and host shows where business pay to exhit, I have each of my events listed as items so I can run a report and see which customers are booked into each show and financials etc. I have two different sorts of customers: Pay As You Go customers where I raise the invoice at the time of booking, they pay and it's sorted, happy days. Contract customers like to spread their
One customer -multiple currency billing
Hi, there are few cases where we have customer requesting for multiple invoices in different currencies. I have to separately create customers for each currency and handle as of now. Also, taking customer wise statement, if we can have a customer group, that will help too.
Bank transaction categorize to Income sub-account not working
When categorizing bank transactions (checking account) we are not able to allocate to any of our sub-income accounts. Only the parent income account is showing as choice. Is there a blip with the function? We are hoping we do not have to journal entry these items. -Gina
OR boolean operator is missed
hi, good day. your co-worker (Zahal P A) said following: "Regarding associating reporting tags in Reports, I would like to inform you that if you associate more than one reporting tags it would run in (and) Boolean operator. I request you to refer this link to know more about our report enhancements. " On our conversation with Zahal via chat, both agreed that when comes to use two or more reporting tags as advanced filters have the OR boolean operator is missed. please considere including this functionality/option.
Date on Weekly Summary Reports
Is appears that tnat my weekly summary report is being scheduled with a date range for the upcoming week rather than providing information from the previous week. As such, there is no relevant information being provided. This does not seem to be correct. Am I missing something here?
How do I record customer payment to reduce opening balance?
After setting the opening balance for a customer and then receiving a payment for an invoice that predates the opening balances, how should I record a payment please? Also, how should the payment be coded - to Sales or some opening balance account?
how do i insert signature in zoho estimates
how do i insert signature in zoho estimates?
Importing Paid Invoices - Possibility?
Hi! I've recently joined, and I'm looking to properly set my business on Zoho. I plan to bring the opening balances as of November this year, but importing certain master data like my customer base, etc. We deal strictly in services, no inventory is kept.
Landed costs and accounts
Hello, I need to allocate the landed cost from a logistic company to a vendor bill. 1- First I create a bill from the vendor, in his currency. With all imported articles. 2- Then, I create another bill from the logistic company, with my own currency One
Access Zoho Books Api with CRM SDK access Token
Hello , Im currently trying to connect to our System to Zoho Books. and i figured that the access token from CRM is the same. I also edited the scope. but while trying with Postman I only got : { "code": 57, "message": "You are not authorized to perform this operation" } Can I use the CRM SDK access token ?
Journal Enteries In Contacts
Need to know how Journal Entry can be passed in contacts, suppose year end adjustments are to be made in contacts , zoho books doesn't allows to pass journal entries in contacts. Another thing suppose two contacts are need to adjusted against each other
How to remove words in footer
Hi, How to remove words in footer. Image attached
Ipad App - Cannot choose shipping address
Hello Everyone, After evaluating zoho books, it seems a good solution for our company. We are food distributors and we our customers have multiple stores. We want our sales persons to issue invoices on the spot. Unfortunetly they cannot choose the shipping
Cashflow forecast
Hi , Can we have a cashflow forecast module added to Z books? please valuate.
How do I export my bank movements to Excel?
Hello, How do I export my bank movements to Excel? Thanks in advance Miguel
SMS Notification
How does one customise the SMS being sent out? Currently the SMS that exists is not suitable for our business and we want to modify it.
Editing invoices
We should be able to edit certain fields in invoices ! The biggest problem we get is shipment dates being changed a lot which dictates that the due dates need adjustment. We convert the SO to an invoice on production of the SO to accept a payment against the invoice as a lot of customers are required to make an up front payment to order items ! This Invoice is in the open status hence, the amount or date related fields cannot be edited. Reminders are often sent out though the goods haven't been shipped
Accounts Receivables or Accounts Payable account cannot be associated in the manual journal. Please contact support@zohobooks.com for further assistance.
When trying to create a journal, I get the following message: Accounts Receivables or Accounts Payable account cannot be associated in the manual journal. Please contact support@zohobooks.com for further assistance. Help/Advice?
Which UK banks have DIRECT FEEDS, as opposed to Yodlee
I believe that Zoho Books accesses a number of UK banks using DIRECT FEEDS, rather than Yodlee. Would it be possible to have a list of these banks?
Documents Improvements
Hey Zoho guys, We're waiting patiently on some much needed improvements to document scanning ! Much info is not read, very often, the vendor name, the bill number, the amounts are sometimes shown nett & other times gross, partially billed PO's are never shown to name a few ! A rules feature as in the banking module would really help !
Client Portal Suggestions
Hi, A few suggestions for client portal: 1) Ability to customize welcome message area with html, css and/or image banner capability so we can better brand the portal 2) Ability to add a custom web tab (in sidebar) 3) There is not a sub-total of the hours x the rate (seems like a big missing feature). Our clients not only want the hours but the matching project rate and its total as well. Thanks, Ryan.
Ability to sort Financial Statements by Account Number instead of Alphabetical Order
Requesting the ability to have the Zoho Books financial statements sort by Account Number instead of Alphabetical order. We have a set Chart of Accounts with relevant account numbers - and it is very frustrating that the Financial Statements ignore our numbers and will only sort in Alphabetical Order - as the Alpha sort does not make sense for us - the account number sort is what is important. It kind of defeats the purpose of having account numbers if your reports don't sort by those numbers.
Discounts to be applied at the time of Vendor Payment
Hi, When recording a payment to vendor, I need to apply additional discounts for making payments in certain days, can you please advise how to do that? For Example: Bill due is $10,000.00 - (Minus) Discount for Promo applied at the time of placing purchase
Bills vs Expenses
I can't seem to link a bill to a "potential" the same way i can an expense. If i'm just missing it, someone please help me out; otherwise, Zoho PLEASE add this as a feature asap! (for example, we provide "service a". sometimes a client wants service a
Categorized Bank transaction for part paymnet of bill showing error Balance mismatch!
Hii While How to Categorized Bank transaction for part paymnet of bill showing error Balance mismatch! whats the solution regards SAMBHAV
Migration from QuickBooks UK to Soho Books
I have started using Zoho Books but need to migrate my QuickBooks data (including transactions) to Zoho Books. How can I do this? John Legg Owner: The Debug Store
What is the Transaction to Credit Card / PayTM / Amazon Pay / Paypal / Pre-paid Wallets called as?
Hi All, I would like to know what we should call the transaction done toward Credit Card / PayTM / Amazon Pay / Paypal / Pre-paid Wallets etc. These are not actually expenses but a transaction toward pre-payment of these accounts. It's Internal Transactions basically. So how do we match these transactions? In ZOHO Books, while matching the transactions manually shows the 'Credit Card' under "Transfer to Another Account". It means the Credit Card is considered to be an Internal Account (or maybe a
Item attributes
Just noticed 2 new required fields whilst editing an item.... Coverage Calculation This looks very interesting & I'm really hoping that the calculation field will be used for purposes such as 1 box = 12 items @ 0.99 = 11.88, meaning the line item price can be manipulated using this calculated field ? Until now these fields are only shown whilst editing, not when adding a new product?
How to adjust the total amount in purchase bill or purchase order
Hi.. i am new to zoho books and want to know, 1) How to adjust the total amount in purchase bill or purchase order. It only can be adjusted in Invoice but not in purchase bill or purchase order. 2) How to show Final amount in words on invoice. screenshots are attached here with.... plz reply soon.
QuickBooks to Zoho Migration- Enabling features to support quicker lead time
Dear Team, We are an organisation in Canada, we started migrating from QuickBooks to Zoho about 8 months back. We have Zbrains supporting us with this integration. We have started using ZBooks for all our transactions now. However we are still unable to let go QuickBooks totally because of the below 2 major reasons 1. The Item cost is calculated as Average cost in QB vs FIFO in Zbooks 2. We cannot have multiple Account Receivables in Zbooks, while QuickBooks allowed us to maintain AR-USD and AR-CAD.
VAT invoice issue for inventory items
i am unable to create a tax invoice for inventory items for VAT registered customers.it says out of scope!!!! However i am able create VAT invoices for services,
Recurring Invoices Change
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
How to share custom view of sales order
Hi I choose to share my custom view to certain users when I create a custom view of sales order, but my chosen user can't see my custom view. Should I do more actions to show them my view? Thank you!
Change status of all invoices to "paid" (migration to Zoho)
Hello all, Is there a possibility to change the state of all the invoices to "paid"? I am migrating to Zoho One and tried to change the status myself via a Bulk-action but changing the payment status does not to seem an option. Best regards, Arie
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