Feature Request: Onedrive for Business, and NEAT for cloud providers
I use OneDrive for Business (Office 365 Enterprise) and NEAT Cloud for my document storage. I scan all receipts into Neat and shred them, and only certain client info is in OneDrive for Business. Since I'm unable to also scan directly to Zoho Books, it would be beneficial if I could import receipts from NEAT and/or OneDrive for Business as opposed to Live Onedrive. Anything else requires me to export my already scanned items to another directory before I import into Zoho. Thanks Sean Garland
Customer Portal user multi customer
A Customer has multi accounts Customer A with project A Customer B with project B Customer C with project C etc.. After enableing the customer portal for Customer A it isn't possible the enable it for Customer B because i set it with an email adres for
Zoho Books vs Quickbooks Online
Comparing Zoho Books vs Quickbooks Online is there an article or chart that shows a comparison of features? Please send it to me. Thanks.
HOW TO IMPLEMENT ZOHOBOOKS FOR A DROPSHIPPING BUSINESS
Hi Team, I just want to know how to implement zohobooks for a dropshipping company in india. As buyers around the world buys from our website and we pass that orders to suppliers in china. Please let me know the possibilities of the same with current scenario. Thanks
Payment mis-allocation
Trying to re-allocate a payment which is matched & reconciled. I am not changing the amount , just the invoice it should be allocated to but I get .... This transaction has been reconciled. Hence, the fields which affect the transaction amount cannot
Vendor email in Zoho Report workflows
Hi! We have configured a workflow in Zoho Reports to send an Email when a Purchase Order is approved. This email is sent to the Vendor Email and other recipients. The email is sent to everyone but the Vendor, his email address is not included in the from clause of the generated emails. But the Vendor Email field is filled, it make no sense. It seems that the workflow is not taking the Vendor Email rightly. I have attached a screenshot with the recipients configuration of the email. Let me know if
Sending Checks to Customers Within Books
I would like to be able to send out a check to my customers within Zoho Books. I issued lots of refunds and i have to write out the checks. It would be nice to be able to issue the check within the platform and have it documented on the customers profile
Test Organizations
Hi Can I create more than one test organization?
Invoices Bulk Updates!
Please please! We can bulk update expenses and estimates, but on an hours per week basis bulk updates of invoices is the most helpful. Opening in sheets (like CRM) is fine. We use Books to manage our orders as well as accounting and make changes to order (invoice) status every day.
AR/AP journal creation
I am new to ZOHO Books. I have transferred balance sheet from Wave apps. I was having some AR and AP against Customers and Vendors. How to show those in balance in their name and adjust against old Invoices/bills.
Estimate - Custom Template - CRM Integration
Hello, We are Zoho One users and have been using Zoho Finance module instead of the using the Quote, Sales Order & Invoice present in the CRM. When we try to create a Customized layout for estimates (Custom Template). The default modules from that we
Block the ability to edit documents. Why not possible?
Hi Zoho, I see that when a document is sent to a customer and that we generate the following document (Estimate --> Sales Order) the user can edit the previous document that generated the next one. Example: The user cretaes an Estimate. It sent the Estimate
Invoice preview
We have invoices produced which can be inclusive or exclusive of tax, dependent on the user. It would be really handy to have this displayed on the preview rather than having to edit the invoice to find which is selected !......
Combine two or more contacts to single Customer Portal
hello, i have a customers that have more than 2 schools ( I am dealing with schools). but everytime, my customer have to provide different login for view one school. then logout from that and login to another school. this process is very boring for my customers and as a result they do not use customer portal. Please provide a facility to login with single login id and access more than one school with customer portal. I have discussed with zoho team when they came to surat, gujarat at 7 oct, 2018.
ICICI Integration Migration
I migrated to the upgraded version of ICICI integration. Then after feed sync I have double entries of all my bank statement. How do I get rid of them? I can't match them with the older ones too... Apart from exclude is there any other option to get rid of these double entries?
How to Record investment from another company ?
Hello, Is there any way to Record investment from another company into our company in Zoho Books? As this is not loan. Thank You.
migration from subscribe zoho invoice basic to zoho book basic
i was subscribe zoho invoice basic one years and want migration to zohobook basic do i pay again ???
Defaults when processing Documents (from Inbox)
Hi, This drives me mad every time I process my monthly invoices, not sure why it's taken me so long to bring it up really! While it's true some default appears when processing expenses and bills via the Documents, it seems to be incomplete in places. For example, if you select a document that where the vendor got correctly identified, then the category is set too. However more often than not the vendor isn't detected correctly and you have to select it. You then also have to select the category
Fixed Asset Return
I have purchased and then returned a fixed asset without it accumulating any depreciation. The item is already recorded as a fixed asset. When I am syncing the account activities from the company bank account, how would I record the funds we've received towards the return?
Paypal transactions are not importing
I've set up PayPal by following the tutorial but transactions are not being imported into the account.
Bills and Expenses - Making Life Difficult
I have realized that using Bills and Expenses module, it makes life very difficult for Zoho Books users. Let’s assume the below scenario. I have Bills with Due date of 31 August 2018. However the bill are paid between 21 September to 30 September 2018. During the same period, I have also paid for expenses. I need to be able to generate a report which shows me the payments made between 21 September to 30 September. It should include payments for both Bills and Expenses. I tried using “Expense by Category”
Domain Settings and Emailing Invoices - Help!
Hello, Our email is hosted through G Suite (in case it's relevant). We are also using Zoho Books and have verified our domain with Zoho so that myaccount.mycompany.com goes to zoho books. I am getting reports that when we email estimates and invoices
Vendor Payment
Hi, When making vendor payment through Zoho Books partnered bank should allow for multiple bills payment in single time. Currently i can make everybills in seperate payment. Regards Senthilnathan.
I am not able to see manual Journal entries passed by other user.
Our organisation has 11 Login Credential for example 1 -10. If 1st employees has created manual journal entry, I am not able to see that entry being 3rd user. Though I am Admin. Kindly Help.
Best POS with Books?
Hi, Can anyone please suggest any POS (cloud/cheap/good) that is fully compatible with Zoho Books?
Cost of Goods Sold (COGS) and Inventory Management in Zoho Books
Hello, I have a couple of problems recording COGS in Zoho books: The first one: When I want to purchase an item I create a Purchase Order and I include the purchase rate of this item, the rate is the cost of the item and is included as an inventory asset. When a sales is made, the inventory asset is reduced and and COGS is increased by the same amount. Until now everything is OK. But I want to record freight-in charges, custom duties and clearance as part of the inventory asset when I receive the
I cant see CIF/NIF
Hello i want to make inform with "invoice providers" and in the inform show the personal field i create CIF show me the information but i cant see. 0 informs i can see this field. In some informs like expenses i can show the information of my custom field. How i can show ? Thanks Alot and sorry for my English.
Bank feeds
Nice to see the new feature to change the dates in syncing feeds.... 99.9% of the time we use the default so why have an extra dialogue box button to click every time when we should only click when we do need to change it ? Zoho coders must get it into their heads - unnecessary clicks are a nuisance. Thank you :-)
Zoho Books Questionnaire ?
Hi, I have a customer who is interrested in Zoho books.. Is there any questionnaire that he can fill to verify that Zoho books will fit his requirements ?
Petty Cash Approval
I currently have 10 users on Books with diffrent levels of access. People report their expenses on Books. How can i require certain petty cash expenses to be approved from books
Your example in the documentation doesn't work. It gives [{"code":4,"message":"Invalid value passed for JSONString"}]
I am using this: $ curl https://books.zoho.com/api/v3/invoices?organization_id=10234695 -X POST -H "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" -H "Content-Type: application/x-www-form-urlencoded;charset=UTF-8" -F 'JSONString="{ "customer_id": 982000000567001, "contact_persons": [ "982000000870911", "982000000870915" ], "invoice_number": "INV-00003", "place_of_supply": "TN", "gst_treatment": "business_gst", "gst_no": "22AAAAA0000A1Z5", "reference_number": " ", "template_id": 982000000000143,
Receivables and payables amounts does not appears in contact list or even on zoho books dashboard
Receivables and payables amounts does not appears in contact list or even on zoho books dashboard I have contacts and sales orders on the account but no receivables amount shown !! can you help please. note: I am using zoho books API integrated with our system to add contact and sales orders and invoices. Thanks
Directing discount in record payment window to specific different account
Currently If I add a discount for credit card charges it automatically goes into my Merch Card fees expense account. On large transactions (over $1000) I offer a 1% discount for payment by check. If I enter thet discount in the record payment window, bank charges, this discount expense applies to the Merch Card fees expense account. I wish to be able to direct that discount into a different expense account specifically for the discount for payment by check. I do not know until payment time how people
Getting Error 412 when trying to log into Chase Bank through Zoho
When I try to add my Chase Bank account to Zoho, the login gives me a Error 412. I am able to log into my account normally through the Chase site, so the credentials are ok. Here is the message I get:
Credit note for excess payment
Unless refunded, an excess payment would be a considered a "credit" for the customer. It's even listed under unused credits in the contacts. However, there appears to be no way to send the customer proof of credit (a credit note) for the specific excess payment, and my customer wanted to be sent one. The only way (that I can see) that Books gives customers an indication that they may have credit for an excess payment is to send a copy of the receipt (proof of payment) with tiny text on the bottom
how to undelete/undo a deleted credit note
I delete a credit note by mistake and want to undelete/undo. How to do it. Please guide.
Client Portal
Under client portal we can see Estimate and Invoices. However, is there any way by which we can provide access to sales order to our Clients.
Docs scanning
Seems very slow lately. 54 minutes scanning the latest document this morning !!
Zoho Books Reports by Parent Category
Please could it be made possible to view reports so that categories are listed under their parent categories - like they do in the profit and loss report? We have taken care to group our expense categories together under parent categories (eg wages for staff but then we wish to see ALL of the wages spent as a subtotal). This is also an issue when viewing the chart on the dashboard which is not reflecting parent categories either so becomes not very useful. Will it be possible to create our own custom
Quantity of inactive items making Zoho books / Inventory unusable
Please, please give us a check box on the items page to show only "active" items when checked. I know we can choose "active" from the drop down filter but the moment we search for an item it reverts to "all items" & it's really becoming a nightmare due
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