Out of scope Transaction with tax transaction in one invoice
Dear Zoho Team, Kindly enable to create out of scope transaction with tax, transaction in one invoice Most useful for commission agent For example Air Ticket Rs. 5000/- Out of scope Service charge 500/- + 18% GST = 590 Total 5590 Currently I have created 2 transactions each invoice Please check Quickbook invoice sample
I need to know how to make a purchase order for this agreement:
The terms of a purchase order are: I buy 100 units from a supplier, pay 30% as advance and 70% on arrival. How do I account for this on zoho books?
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Assigning taxes to different accounts
How does one assign different account code to taxes, other than the default code?
Allow multiple currencies for invoices on the same Contact
We have customers all around the world. Some times they want to pay in USD and other in EUR or GBP. We can only use 1 currency in Books which is a problem. We will be opening markets in other countries and we need to be able to accept payments in the same customers for different currencies. Please FIX THIS PROBLEM ASAP. This has been requested long time ago in your "uservoice" here: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client
Zohobooks website software error "ACCESS DENIED" even though
browser is upgraded to version 67
Hi, It doesnt matter which upgraded browser I am using, Zohobooks website says "ACCESS DENIED" upgrade browser. I have version 67+ of Chrome and still this message is coming. Screenshot is attached. I am also unable to access the helpline even at 9:08am in the morning. It says all operators are buy with customer calls. I have left multiple messages but no call back. I need to file my tax returns as 31st July deadline is approaching, and Zoho website has just stopped working. Please help ASAP.
Portal URL for Use in a Link?
Maybe I'm missing something, but I'm trying to find a link that I can use on a webpage to take clients to their portal. I get that they'll need to log in--that's fine. But is there an open URL that I can use, or it would be different for each client?
Sales/Purchase documents width increasing unnecessarily
When we create a sales/purchase transaction and add the usage unit while adding quantity for any particular line item, the usage unit always comes below the quantity. What this effectively does is that the number of rows consumed is always double (As the usage unit would always consume one row per item added). This becomes very problematic when the number of items in a transaction are huge, lets say around 40-50 items. In such cases, the rows for items are 80-100 instead of 40-50 and this leads to
Moving transaction to another account
I've finally linked my bank account to zoho, but I can't seem to find how to move the transactions from the original unlinked account to the new linked one. Is this even possible? I don't fancy manually categorising all transactions and adding the receipt
Additional Integration with Projects
It would be nice to be able to create a purchase order and link the line items to individual tasks on projects. Allowing better tracking of activities completed in the purchase order
PHP Wrapper
Do you have PHP wrapper for API Access ? I have found other wrappers, but not for PHP in github https://github.com/zoho
Addition of Estimates for Purchasing
Similar to on the Sales side, a feature that allows tracking of purchasing estimates would be useful
Error message while saving bulk expenses
While saving bulk expenses in my zoho account I get a error message " invalid value passed for description.
document scan addons in books
Hi trying books from zoho one. Very happy but how can you buy extra scanning addons? Must say so far the change over to zoho one has been confusing with differing advice from zoho staff.
Zoho Books/Creator Integration
I am SO glad to see that you have implemented an accounting system. Any plans to be able to integrate Zoho Books with Zoho Creator? Thanks,
Showing custom field or not depending on a product item category
Hi, Thank you for your great products. I Love ZOHO. Here is my User Case. My customer either sells or rent Video Equipment. If he sells it : each product line has the traditionnal Qty, Price fields. If he rents it ; it needs to add, NbOfDays and Coef.
Invalid value specified for the parameter
Hi, I cannot access purchase order item, so I cannot access the most important option for us. People that works with me attached all bills on purchase orders, so I cannot make any payment for my suppliers instead I call for all of them and ask to resend me a bill. When I try to access it appears that message: Invalid value specified for the parameter cf_pagamento_1. I suppose that is a simple thing to fix but I've being trying for hours without success. Would some one help me with this in an urgent
How to Get Preferred Seats on Delta Airlines?
Have you ever flown cabin classes on particular flights? Then you see that certain setas are better and flexible than other. It all happened on the special demand of passengers request to airlines. Delta airlines is also come to this category and provide Preferred Seating facility to the passengers. It means passengers get extra comfortable and larger space seats than other seats. For this, they need to pay some extra charges regarding this to the airlines. · Join the Delta SkyMiles program
Get Invoice Notes
Hi! Can I get Notes for Invoices using this Api? : https://www.zoho.com/books/api/v3/#Invoices_List_invoices Now I'm using the method above, and then for each invoice I call the method below to get the "Notes" field: https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice. I have very strong performance problems because the user waits very long. Can this somehow be optimized in a different way? Thanks
Apply an unapplied payment to customer invoice
I sent an invoice with the "Pay Now" Button and the customer ignored it and sent a PayPal payment to my personal email. I retrieved the payment into my bank account but need to apply i to the customers invoice. Using the "Record Payment" button only presents
Generate automatically a sales receipt
Hi As a nonprofit, people donates through our website (that process the credit card donations using Stripe). How can I record those transactions that appear in Stripe directly as donations in Zoho? Quickbooks or Xero generate automatically a sales receipt,
Open Order Report
Are we able to show an open sales order report by Salesman yet? The only option are things that are invoiced and nothing for orders that are currently open. Seems like an easy report to create, not sure why it's not a feature yet.. Thanks!
matching vendor payment from bank statement set as cash payment
when we match payment to vendors from bank statement ( imported via XLS file ), the payment method directly selects "cash" by default. it should be "bank transfer" or " cheque" since its a bank entry. its selects cash directly and my petty cash goes in negative all the way :) it should be corrected ASAP
Ruppe Symbol
Dear Sir, I dont want ruppe symbol in Delivery Challan,Please give the option Enable / Disable.
Is Zoho working on recoding capability?
We are switching from Xero to Zoho and find Zoho much more powerful. However one important area where Xero is far ahead is the speed and ease of reconciliation, and they are even much further ahead in the ability to recode transactions. In Xero you can
Zapier Connection To Zoho Books
Hello, I'm not sure who I contacted at Zoho about 6-12 months ago regarding the Zapier To Zoho Books integration. Someone there at Zoho sent me a link to set-up an alternative version of the Zaps that currently exist on Zapier for Zoho Books. This alternative
Need to email estimates from Books to whoever I want, not just contact persons
We have Zoho CRM and Zoho Books integrated and like many here, we have many situations in which we are dealing with the same contact for 10 different companies. Except as you know, Zoho does not support having the same contact associated with 10 companies
Work flow criteria
It would be good if preferences had a check box next to "Salesperson" to make it required ! As to the workflow criteria - checking this field is not blank.... When | Sales person | is | "" Do we Leave it blank ?
Over paid invoices
I am testing your system to decide whether I want to migrate or not. Some of my customers overpaid their invoices and I need to record the overpayment and then issue a refund. These customers pay by installments so for example, they have an invoice of $100 which they pay in four instalments of $25 each. If the customer inadvertently makes 5 payments of $25 it should record all five payments, then show a credit balance, and then I do the refund. However, once the first four instalments are applied,
I can't attached expense to invoice
I can't attached expense to invoice. I have attached 5 expense files and I cannot attach the 6th one.
Invoice Template Selection Via Zapier
Hello, I am trying to create invoices in Zoho Books via Zapier. I would like to have the option of selecting the invoice template, but I do not see that field available in the Zapier options. Also, I do not see the option for the "Order Number" field in Zapier as well. Am I doing something that is not allowing me to see these fields, or are they not available? If not available, how difficult is it to add this to the Zapier integration for creating new invoices via Zapier? Thank You!
trying to change to books UK
What a disaster this is turning into. We got upgraded to the wrong version of Books we have the global addition not UK addition. After several phone calls the advice was to back up our current version and then import into the new trial version. The back up takes about 30mins and then you end up with a zip file containing various files such as invoice etc. The first challenge is trying to find what section to import each one into. Then you find that some data cannot be imported which starts the mystery.
Updating custom fields on an expense via API
I have a custom field on my expenses called "Cost Centre" and I wish to be able to update the value via the API. However the documentation https://www.zoho.com/books/api/v3/#Expenses_Update_an_Expense doesn't show attributes for these fields, and attempting a request like JSONString= {"custom_fields": [{"label": "Cost Centre","value": "Management Delegated Budget"}}" throws an error "JSON is not well formed." Can you give an example of what needs to be in the JSONString to do this please?
Tracking credit card charges (Braintree) in books- Matching daily
disbursement to payments made
What are other people doing regarding credit card payments coming in to Zoho books? Firstly the disbursed amount is less than the payment because of the discount. Secondly a daily disbursement frequently contains multiple payments received, batched at
Categorizing a transaction with an attached receipt gives a server error
I'm categorizing my bank statements and I save an item with an attached receipt. I get an error: Not able to connect server. Verify your network connection. This just started to happen yesterday. The rest of the site works fine. If there's no attachment, then the item is saved without error.
Change in GSTIN nightmare. Migration from one Zbooks organisation to another...
Hello there! We are based in India and have been using Zoho books for two years. We recently shifted our operations from Tamil Nadu to Gujarat. With the physical shift came a shift in registration, licences and GSTIN! A Zoho books organisation can have only one GSTIN, and you are not allowed to change it. On counsel from the Zbooks supports team, we bought a second licence and started a new Zoho books organisations. The plan is as such; all transactions relevant to the TN GSTIN are to be registered
Recording owner payment of business expenses
How do I record owner payment of business expenses ? I have submitted receipts via Expenses and they have flowed over into Books / Expenses. They were paid by Owners CC and I'd like to see that reflected as owners contribution. I'm a little confused how to make this happen in Books - any help appreciated. Thanks
Zoho Books iOS App Lacking
Hi, Love the iOS app, and love Zoho Books :) I think however, the iOS app is missing an extremely simple, but vital functionality. It cannot show me stock availability of an item? This is so weird Stock availability of a certain time is key to even the most simplest of inventory applications. Please add it in, preferrably without having to tap on the item. Beneath the price when you're looking at items list would be nice place :)
Record payment
Clicking save used to save & close - we now have to click "Save" & then "Cancel" - please fix !
Am I the only one that needs to manually adjust taxes on invoices?
Without sales receipt functionality, we have to use invoices to account for our online sales. As they are a mixed-bag of taxed items, the tax rates never produce correct line amounts. Anyone out there with a workaround?
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