tax classification customer wise or sales wise
We need Tax classification by customer wise or sales wise same as in Tally. As per Indian Government rule, we have to submit details of customer with tax amount. Find attached Sheet having sample data. Kindly assist for query. If you can do this, we are interested to use Zoho Books Service. Please reply as soon as possible.
API for Zoho Books
Hello, I am very new to API for Zoho Books and I have been able to write PHP scripts to list invoices, expenses journals etc... For example, to get list of journals I use this URL in my PHP script: https://books.zoho.com/api/v3/journals?authtoken=[MyToken] But I do not understand how to get details of a journal. The documentation says "GET /journals/:journal_id" How can I use it with PHP script. I tried all possibilities and I always get this error: {"code":5,"message":"Invalid URL Passed"}
States Name wont show up on invoices
I can not get the state abbreviation to show up on my invoices. Any one have the same issue?
Expert Deluge script writer challenge :-)
Please excuse me Zoho team, is this sort of thing allowed in here ?.....Is this actually viable, creating a new item with Deluge ? I'll happily pay for it or accept it with much appreciation if anyone would like a little project in their spare time :-)
Composite Item in Zoho books
Hello there, I need to create a composite item in Zoho books and track its inventory. How do I enable this feature. I notice that the "composite item" feature is available in "Zoho Inventory" only. I hope the inventory of individual items reflect automatically when there is a sale or purchase of the composite item. Pls confirm.
How to record transfer deposits to checking account from Amazon sales
I sell on Amazon. From the gross sales, amazon takes out all kinds of fees and adjustments, and I am left with an amount to deposit into my checking account. How do I categorize these deposits, and from what account? I do not want this to be show up in my sales or income... since it is not my gross sales. I will be manually entering my gross sales totals each month from Amazon. Chat customer service didn't seem to understand this. They said I can't categorize it as a transfer since I don't
New Docs feature
WoW !!! Zoho books gets better every day - I'm loving it :-)
Handling Market place Orders in Zoho books
We sell through eCommerce Market places like Amazon, Flipkart etc. End customers order our products through the Market place. We Invoice the end customer directly and ship the products to the end customers. The value in the Invoice is the gross amount including Taxes, FEES and shipping charges. The amount for the Invoice is settled by the Marketplace (Amazon / Flipkart) directly after deducting the fees and shipping charges. There is NO way to handle this in Zoho books. In Quickbooks there is a work
How to add transaction in iOS app?
Hi Guys Could someone please tell me where the "Add Transation" button is in the iOS version of Zoho Books ?
2016 - Zoho Books Journey.
Hello, Everyone! Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2016. Keep an eye out for more exciting features this year! Well, that reminds me, did you see the What's New for January 2017 yet? If not, do check it out Also here is a very cool looking picture of all of us from Zoho Books wishing you a very Happy New Year!
Recurring Bills: Duplicate / Copy
Please add the 'duplicate' or 'copy' function in Recurring Bills. Thank you! -Gina
Accounting tips for a better year
Accounting is tedious, time-consuming, yet a critical part of your growing business. Here are a few accounting tips that might help your business. Increase your cash reserve Use the Customer Balances report in Zoho Books to see if there are any outstanding balances and send reminders to those customers who are yet to pay for your invoices. Write off bad debts Unfortunately, not all of your clients are going to pay you. If this happens, you can write the invoices off as bad debt, if you think
Sending an email alert from Custom functions
I've noticed that workflow rules will not allow the preferred sequence of actions to follow (Custom function then email alert I needed!) so I need to send an email alert from a custom function, can you tell me the correct syntax please ? Update : I wrote the email code into the custom function so an answer is only required for anyone else's future queries relating to this !
Closing Account Company End of Year
How to Closing Account Company End of Year 2016? TQ
Invoice entry - Questions & Suggestions
Please see attached image
Items below ReOrder level
If the item is on order - a column showing the "On Order" Qty should be displayed also, this can lead to confusion & the reordering of the same item !!
Import data from Tally ERP
Hello, Is there an option to import Company information from Tally EPR ? Thanks!
Custom function for payments received
Is there a way to get this info in a custom function when a payment is received ??..... InvoiceID Invoice number Payment value Payment Mode ????
System wide managers messages
Be great to have a notice area for us to post relevant messages for staff in the different modules :-)
Sales form entry enhancement
Some of us have a lot of items to add to sales orders/invoices & it would make it a lot faster to enter this data if we could have this enhanced, instead of "add another line", "add another # line(s)" would be more efficient, also copy the line above to another new line will be a real blessing for some ! see attached image
Close 2016
Hi Totady 01/01/2017 when I wanted to creat a sales invoice the number of invoice not 0001 it is for example 887 So,How Can i close 2016 accounts on zoho and start with 2017 Thanks
Custom views in sales|invoices
Wow - is the "New custom view" in sales/invoices something new or have I just missed it before ? All that's missing from this feature is "Duplicate", sort by & additional criteria to just "AND" Amazing feature, I am truly impressed - nice one Zoho team :-)
salesperson_name in email templates
Can you tell me how to get this please - there's no placeholders for it ?
Concern over time taken to display lists
I have only entered 300+ invoices outstanding so far to begin the new year. I do hope the very slow response time of 6 - 7 seconds to display these will not degenerate with the many, many thousands of invoices that will build up over the coming months ? My internet connection is 80Mb/s, my processor is an i7, and with 16Gb ram & SSD it's not my pc that's not performing !!
ZOHO books - import statement, why there only one line item be accept?
When I import statement, zoho always says "statement line(s) that are ready to be imported (1)", although there are more than one line in my statement!!! There should be more than one! if I click import, than there only one line from my statement will be posted, the others are ignored by ZOHO. Do any one know how to fix it?
Zoho CRM and Zoho Books
Does any Zoho CRM subscription include Zoho Books? or I have to buy them both?
Invoices Custom View - Sorting
Hello... I've created a custom view on the Invoices list, the custom view is to filter Invoices for a specific customer. The filter works great, but the sorting is not working at all, it always show the rows in natural order. On an ascending date it also shows natural order, since the invoices were entered chronologically you can't tell it is not sorted, it is more evident by ordering on invoice amount or some other column. Anyway, sorting is not working for a custom view on Invoices... I haven't
Date sorting
Is date sorting performed on the actual sales doc date or the creation date ? Not working by doc date in my eyes ?
Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached.
Final post before festivities begin - Vendor payments
Zoho team are probably sighing in relief, Mr Bean is giving us a break (sorry!) - LOL Merry Christmas and a Healthy, Happy & Prosperous new year to all. Please see attached Vendor payment request....
Google sheets Webhooks
Is this currently available or on the horizon ?
Reorder items
What a fantastically handy feature the Contacts | Vendor Reorder items view is, I'd like to see .... Links on the names for the items to reorder please. I think that often I'm going to find stuff in here that needs to have the reorder point edited ! The
Practice file
Be great for new users to be able to copy their file to a "practice" file automatically. Took me 3 hours today to set this up to train staff, best way for them to learn is to make mistakes on a practice file :-)
Zoho Christmas gifts
Dear Santa, I would like 4 little things .... In order of preference.... A "To be sent Status" for invoices Create purchase orders from Invoices AutoCalc in number fields Additional User defined statuses A lot of companies do NOT send invoices until the
How to match bank transaction to advance payment I made?
After I create the advance payment (vendor credits), and the payment transaction will show on next day's bank import statement. How can I match the bank payment with the vendor credits in ZOHO? When I do the match, the vendor credits will not show up on the possible match or through search criteria. So, do I have to use categorize manually?
Record a payment higher than the invoice amount?
Hi Team zohobooks I want to know how I can give the change to my customers in the billing area if I make a sale and when registering the payment and I put a value higher than that in the total of the invoice he does not accept. Gives the message to say "THE AMOUNT TO BE PAID IS ABOVE THE INVOICE VALUE" How do I do it? Being that I intend to put in a restaurant to effect billing. Thank you.
Open more chart of accounts
Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better
Templates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Books presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,
organization billing address
My company has tax registrations in 3 different states. When I bill from one particular state, I need to use the address from that state. But Zoho only takes the option of registering a single organization address. I can use multiple warehouses for inventory using Zoho Inventory. But, I cannot invoice to customers from different states. How do you think I will be able to do this?
Can I add dimention and weight of packages on packing list?
Can I add some info. like marks, dimenstions, total cubic feet(or meter), and etc. shown in red boxes below image to a packing list? Or, can I customize a template of packing list to make look like below packing list?
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