fed up with a lot limitation of zoho book
I was created a bill about patent and realised that type of account "other asset" disappeared, bills only allow to select fixed asset, other current asset, liabilities, expenses the answer from the zoho team is " it is a limitation from our end" this doesn't make sense you buy an iPhone, apple tells you that sorry you can't use music player, only video player is allowed please zoho, do something that make sense to all users, do not simply restrict important feature !
List of Suggestions if Zoho wants more people to move from Tally
Monday, 25 September 2017 To, EVERYONE AT ZOHO CORP. Kind Attention: ZohoBooks / ZohoInventory / ZohoFinance Teams Subject : MUST HAVE FEATURES IN ZOHOBOOKS/ZOHOINVENTORY TO ENABLE USERS OF TRADITIONAL DESKTOP-BASED ACCOUNTING PACKAGES TO MIGRATE TO ZOHO Dear Sir/Team, I have been reviewing/trying my hand at ZohoBooks and ZohoInventory for a while now – initially as Trial and thereafter as a paid subscription. Having been a Tally user for the last 12 years, it was a bit of a learning curve, especially
Template to register a expense (attach)
Somebody have a template to attache expenses in Zoho,
Update items
Lots of my items reach a stock level (a small amount) & stock_on_hand needs to be re-set to zero as it's not possible to top them up. Ideally they need to be re-used again rather than making them inactive, I have tried the following but the stock_on_hand doesn't update ..... itemID = "*************"; var data = { "stock_on_hand" : 0, "custom_fields" : [{ "index" : indexofCustomFieldBay, "value" : "All sold - Ready to use again" } ]}; var url = 'https://books.zoho.com/api/v3/items/' + encodeURIComponent(itemID)
Integration between Zoho Books and Tuotempo scheduling system
Dear Zoho staff, Tuotempo is a patient CRM for clinics and hospitals (appointment scheduling system, automatic reminders, patient portal and so on) Many of our customers request integration with an accounting system and, since we use several Zoho products ourselves, we are looking to integrating Zoho Books for this purpose. The main goal at the moment is to provide a way to easily create invoices in ZB for appointments marked as completed (=doctor visit has taken place) in tuotempo scheduling system.
Close a sales order
I have a sales order that is partially invoiced. I want to close that sales order, but not delete it (that is, i want it to show up, just as closed). I don't see a way to do that. Am I missing it somewhere? Thanks, -Tom
Split Deposit between taxable and non-taxable sales?
I have a deposit for $1,000. $900 of this was for non-taxable sales, the rest was for taxable sales. We do our invoicing in another system (not ZB), so we just record the income to an account. How can I split this deposit so my sales tax payment calculation is correct? Or do I need to do an adjustment "generating the tax due"?
Query
Dear Zoho Books Support Team, I have a following query 1. Can we able to restrict the generation of invoices for the customers who has not paid the previous invoices. 2.I have a branch in another location and registered with New GST for the same as well.Can I able to configure my branch location with GST in my current zohobooks account. Thanks Suresh
Update contact through php cUrl
Hi there, As of example: https://help.zoho.com/portal/en/community/topic/create-contact, now I would like to update a contact, using php cUrl in my third-party script. But I keep running into errors. My latest example is: $contact_id = ''635815000000270001; $url = 'https://books.zoho.com/api/v3/contacts/'.$contact_id.'?authtoken=xxxxx&organization_id=xxxxx $data = array( 'JSONString' => '{"contact_name" => "Testbedrijf XX"}' ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch,
How to pass variable data to jsonstring?
hi I want to add contacts via API through online form How to pass the variable vallue? array( 'authtoken' => key', 'JSONString' => '{"contact_name" => '$comp_name', "first_name" => '$first_name', "last_name" => '$last_name', "company_name" => '$comp_name', "payment_terms" => 15, "payment_terms_label" => "Net 15", "email" => '$email_from', "notes" => "Online registered"}', ); should I put it as "contact_name" => '.$comp_name.', ??
Combine or group different item in one item with same gst percentage
Hi I am into IT business. On assembled pc we buy different parts like hdd cpu etc and assemble it. What I want is, I want to group all such stock into one item (one cpu) and bill it as one item and one price on Invoice. with this, each items in that group
Item Related
Hi Team We are planning to go for Zoho Books and we downloaded trail run . But we are not able We are not able to update the stock automatically , when we tried to import item Item Tags does not exits What is the use of reporting tags ? When we are able to do a transaction in SAP all the transaction goes to Banking module but in Zoho we are not able to find the transaction Looking forward for your valuable reply . Kindly do the needful
ICICI Bank (Corporate) not connecting with Zoho Books! Help!
Hi there, Our corporate account isn't connecting. Error: zb.banking.yodlee.error.402 Please help -- it's urgent
bill from several adresses and countries
Hello, We are a small organization but we have several location (one in each country we are based in). To make invoices, zoho ask for details about where we bill from but I would like to be able to send bills from different adresses, is that possible?
Estimate Email Placeholder limitations - can we get more placeholders?
Hi, When are customer receives their estimate, they see the big price in red jumping out at them. I would rather a customer saw the title for their item, for example, if we are making them a guitar, it would have the title for their guitar, and the price might be below it. How can we get more placeholders? Warmly Todd
Email templates
Can we please have the option to insert a placeholder in the "from" fields of email templates. Many different people within an organisation create invoices, purchase orders etc & any queries should be replied to the salesman / buyer ! Even though the body may contain the following ... If you want to query or confirm the order then please notify the buyer - ${PURCHASEORDER.CF.Buyer}@£$%£$%$%^$.com The recipient normally chooses the "reply" button (ignores the above) & has to be forwarded every time
Item
when we will import the data, stack will not cm automatically,that time it will showing error like 'GST does not exit'.
Loan from partner
I am in the process of setting up the books for a new company and one of the partners has spent money on many of the upfront start-up costs and we would like to convert that to a loan from a partner. How would we go about setting this up in Zoho Books? thanks, Rob
dlink computech ihave already updated gst manually from site
I have already update fist time but now connecting error all process gst ok but now error
internal currency exchange
i got from client usd in my bank . then i used someone to exchange this money for me to cny ( basic currency ) how do i mark it on the system in a way to decit the usd and credit the cny?
how can i add income in another currency?
my main coin is CNY, but client send me USD. how to add it?
Projects in Books without Customers
Would it be possible to create a project/task within Books that does not require a customer? It is a required field at the moment. We would like to use the feature for vendors.
Detailed Journal Report
Hi, I noticed that the current Journal Report does not show details. You would have to click on the individual entry before you can see the details. Is there any Detailed Journal Report which shows the transaction details where we can print as PDF? Regards
Vendor Payments Made PDF should show credits applied
The PDF to send to vendors of payments made does not show credits applied. Therefore the initial bill amount is shown and the payment is less than the amount which makes it look like there is a balance outstanding. Bill = £100 Credit applied is £25 Payment made is £75 Vendor payment PDF shows £100 less payment of £75 with no mention of the credit
Possbile to go from Zoho Books to Zoho Invoince
Is it possible to migrate Zoho Books invoices to a Zoho Invoice subscription?
attach proof of payment/ bank remittance to paid invoices
I would really really like to be able to attach the supporting documents that an invoice has been paid to the invoice record. How to do that? I mean, I can attach docs to this forum Attachments Desktop Zoho Docs Google Docs but NOT to the invoice/ expensing tool I'm paying for? What gives?
Zoho - GST Issues
Hi, We've all heard that Zoho is now GST capable. However, even though it works, there are a lot of things that render it useless as of now. Listing them here. I need an update on these, without which i would be forced to stop using Zoho. An invoice on
Exporting items
Hi Zoho Guys, I'm exporting items to get a stock check done but the Stock on Hand isn't shown ?
Journal entry for expense
I recorded goods purchased from vendor as an expense. The expense along with the applicable GST (complete invoice value from the vendor) is also 'matched' with the bank transaction. Do I now need to create another journal entry showing a debit against the bank account and credit against the expense transaction?
Vendor statements should be customisable
Vendor statement of accounts should be able to be customisable and also add a custom field column eg bill status - "on hold" or "to pay"
What Access Level for my first Accountant?
Hi, I have hired an accountant, however I'm unclear on what settings I need to prevent access to. Ofcourse I trust who I work with, but surely there are some accesses that an Accountant doesn't need. If I make the accountant have Admin access, is that too much? Please copy and post some example of access (screen shots etc)> Warmly Todd
[Bug] Amount withholding amount input box missing in '+Customer Payment' view
There is no input box to specify the withheld amount here: http://prntscr.com/gmp60d Please fix this bug. Zoho Books Version: India
Multiple VAT rates Zoho books
UK based. Need to create a new VAT rate for sales for a conference in the Netherlands, and items with this VAT rate should NOT be included in UK VAT return. How can I do this?
GST
I submitted GSTR3B for Aug. Paid for the reverse charge through challan under gst portal by first adding money through netbanking and then offsetting the reverse charge through the cash ledger balance available in the portal. How to 'match' the bank debit transaction now? How/Where to create entry for the reverse charge?
GST Percentage offset
I notice a bit of a decimal offset in Zoho Books when GST is calculated. I’d like someone to call me (prefer RAM if he is free) Amount Zoho's 18% my 18% Rs.2,722.58 Rs.490.34 Rs.490.06 Rs.981.83 Rs.176.60 Rs.176.73 Rs.2,976.80 Rs.536.31 Rs.535.82 Rs.6,388.55 Rs.1,149.94 Rs.1,149.94 Rs.650.00 Rs.117.00 Rs.117.00 Why is there a difference in calculation all over the place ? My CA is calculating the same Form 3B in Tally and he gets accurate calculation shown in Green, why is the amount calclulated
Scanned docs / open PO's enhancements
Can you please look at providing the enhancements as shown in the attached images please ? .... Add to bill scanned image could do with resizing so we can see the entire doc. Selected PO's to add to bill totaled on selection. Pretty pleez :-) AND please, please give us purchase receives & additional statuses for purchase orders !!!!!!!!!!!
CRM integration with potentials module fields
Hi, I'm looking for a way to bring in a couple of fields from zoho crm potentials module. I already have it integrated and pulling accounts & contacts, but it would be handy to relate certain invoices to specific potentials records & respective fields. It looks like you can do that from something i saw online, but my integration interface doesn't seem to have that option. I also have the situation where we have business referred by a company, and we are dealing with their client and a specific contact
Invoice view link without zoho account
I use books api and am sending consolidated invoice list to customers through PHP. Is it possible to provide a link to view the invoice to the customer without zoho account.
How to add the additional status in Invoice/Estimate Module?
Hii Viewers, Anyone to say how to add the additional status in Invoice/Estimate Module?. I need to add the "lost" status of the Invoice / Estimate Module. So anyone have idea about this topic. Thank You.
Zoho books client portal from mobile
Hi, I noticed that my customers are not being able to log in to my zoho client portal. Whenever they enters the details and click sign in a error message says error occurred. Any idea how to fix it? Even I tried to log in the client portal, and encountered
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