Can I have multiple companies in Zoho Books connect to a single Zoho Inventory ?
Can I have multiple companies in Zoho Books connect to a single Zoho Inventory ?
Portal Linkage in Books
My organization is a municipal authority. Our billing is done with each property address set up as a separate customer. Some of the properties have the same owner. Is there a way to link portals so that a single property owner is able to access all of their properties by logging into one client/customer portal? If not is there a way to link invoices to more than one customer so they can be aggregated to one login portal? Each property would still be set up as a separate customer (in case a property
proplem in system
Hi We have a problem in our system when i do any transaction system doesnt work like No1 in the Picture and also there are lots of transaction whem i nead to see or review system doesnot work like No2 in the picture
how do i put two pieces in a box?
Hi there, when I create a new item on Zoho Books and I need to specify that there are 2 pieces in one carton, how do I do that? You have to specify a number of cartons per unit but the system doesn't allow you to specify a 0,5 of a carton. Your kind reply
Settlement discounts
Would love to see some sort of feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
Company AND contact name for BILL TO?
Hi there Why do we only get an option in the invoice template to BILL TO a company OR contact name? And not both? I want to sometimes sync my Zoho CRM contacts to a company and invoice to the company. And sometimes I work with a single person with NO company, and want to invoice the person. It seems that if I sync Zoho CRM to Contacts, then I can't use a company name on the invoice. or if I sync Accounts and Their Contacts to Zoho CRM, then I can't add a single company-less person to an invoice.
Invoice to be send in email
Hi, I am using Zoho Books and we create an Invoice through an API, whenever we create an invoice, we often get an error: This transaction failed to sync with Avalara So first of all i do not knowwhat is wrong with it, i clicked Sync Now and it asked me about address incomplete. 1.If this sync fails, why i cannot see this in my response code so the basis of that i can build my update code which can sync this from api call itself. because I also want to use the Functionality of emailing the Invoice,
Entering Item details into sales forms - editing amount value
We can edit the rate for the items but not the calculated amount value, it is extremely difficult to calculate a rate that would match the amount you want it to be if we are dealing with fractional amounts in quantity. As we are able to amend the rate
Zoho notifications
We quite often see.... We've made some changes to Zoho Books while you were working on it. Complete your tasks and reload. I would be really interested to know what these changes are, in case I'm missing out on some sort of new feature, even if it is something really minor! Could Zoho please make it a clickable link so that a pop-up appears to give us a brief summary of what this change is :-)
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks.
With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net
Contacts | Contact list | Vendors with open bills missing
Vendors, Vendors - Reorder items are there & so is ... Overdue CustomersUnpaid Customers BUT no Vendors with open bills or Vendors with overdue bills ?
Dashboard Sales
Sales summary on Dashboard ? Cashflow is great but doesn't reflect the actual sales ? (I'm not an accountant) :-) Income & Expense graph is great, but a more recent, more detailed one would be great... Today Yesterday This Week Last Week Custom
Fixed price agreement time tracking
I have a few clients that I have fixed price monthly contracts with. What I'd like to do is be able to track the number of hours I spend on each contract customer, to get a view of how I'm doing. I could use the project function within the program, but
List headers
Can we have these fixed in place, a small thing, but with the new custom views being deployed, it makes sense ? They scroll with page down / scroll at present - see attached.
Recording Credit Card Payment from Personal Funds
I inadvertently used my personal account to make a payment on a business credit card that is tracked in Zoho Books. I currently have the transaction recorded as follows: I used the "balance transferred from" transaction type account under the "money in" section; then selected "owner's equity" as the account type. It seems as though I should be using the "card payment" transaction type but there is no option for "owner's equity". Any advice? What is the best method to record this payment?
Two taxes in expense recording
Hi there I'm importing bank transactions. I need the ability to record one, two, or both taxes. I have to record GST and PST for expenses, but some items are not PST. So basically I need to be able to choose which taxes should apply to my expenses for each transaction. Right now I'm only able to choose one or the other, and not both. thanks.
Print - pdf - email options
Would like to see this implemented, nice easy job for the coders .......
Item Importing Issues
Hello Very Frustrating Issue... When importing items from the csv, all "-" turn into "?". ie - Part # FM-1000-1 turns into FM?1000?1 Have done lots of csv importing before and have never run into this. Deal breaker if this cannot be fixed and will find another service to use. Thanks
Change Books client currency when using CRM connection?
Hi there When I create a new invoice in Books, I use the Zoho CRM connection to find my client details. BUT...they ALWAYS show up with Canadian currency selected and I'm unable to change this. I can't find anywhere to change the Zoho CRM contact to US dollars, not in books, not in crm. How can I easily change the currency of the contact when creating a new invoice? Thanks.
Entering invoices with lots of custom fields
A better layout would be nice for those of us that use lots of custom fields on invoice data entry, a lot of screen space is wasted. I have a 8 custom fields & on a standard 1920 x 1080 resolution this causes unnecessary scrolling. See attached.
Zoho People billing into Zoho Books - ERROR: Please enter a suitable VAT treatment
Hi everyone, When I create a bill in Zoho People and try and send it as an invoice to Zoho Books I get the message from Zoho books "Please enter a suitabel VAT treatment". I am pretty sure I know what this means in terms of where either my business or my client's is regsieterd for VAT but i cannot find where i need to make that change. Can anyone help? M
Login Restriction
Hi Is there any way we can restrict user login during non-working hours? Sometimes users login during non-working hours and leave the computer screen open (i.e.at public places) intentionally and expose confidential info. Thnaks
Items below reorder point
If this feature is not selected then there is no option to select a preferred vendor for the items. I like this feature but do not want to be emailed each time - it is shown in the notifications icon on the top right. Could a check box be put in under these preferences to indicate whether to send an email in this regard or to just show in notifications ? Sorry to be asking so much but I'm still in evaluation whilst using QBO but I must say Zoho is far superior & with a few more enhancements implemented
Time sheet, weekly view must show projects
Hello In the weekly view of the time sheet, how can I view the project? Shows tasks but there are tasks with the same name for some projects. For example, a common task in my projects is "Drawings". I work 3 hours in Project A, 2 hours in Project B and 1 hour in Project C. I see in weekly view 3:00 Drawings, 2:00 Drawings and 1:00 Drawings. That does not interest me, it's useless. I need to see the project, not the task. Thank you
Serial number
Can I use timestamp as serial number for billing?
tax
Hi, support zohobooks, I would like to know what to serve this report that is attached? Report of taxes, because when I pay the taxes here in the report the value of the tax does not decrease. I want to know how I can see all the taxes I've paid?
Taxes to pay
How can I create sub-accounts in taxes payable? Being that in the chart of accounts has a standard account "taxes payable" I need to create sub-accounts because I have several different tax accounts that must be associated with this account because I see that this account is more for a state account To whom I must pay the taxes.
how to add opening stock value and closing stock value in zoho books
how to add opening stock value and closing stock value in zoho books for final profit and loss
Zoho People billing into Zoho Books - Please enter a suitable VAT treatment
When I create a bill in Zoho People and try and send it as an invoice to Zoho Books I get the message from Zoho books "Please enter a suitabel VAT treatment". I am pretty sure I know what this means in terms of where either my business or my client's is regsieterd for VAT but i cannot find where i need to make that change. Can anyone help? M
Cloning items, invoices etc
Cloning is one of the best features but...Easy to get distracted & forget that we are cloning rather than creating new, hitting save without checking through it... Can we have a slightly modified/enhanced heading as screenshots.
Date formats
Be great to create our own in Organisation profile....
Invoices to be sent
Can we have an invoice status that is "To be sent" that will make the invoice "Open" & NOT "Draft" but not actually sent as yet. (The timer feature would work very well here) A lot of companies need to have the stocks deducted when the invoice is raised (and this is not done until the invoice is marked "sent") but we cannot actually send the invoice until the job is completed, we'll also be aware of what jobs have been done by the delivery date and the list of invoices with status of "To be sent"
Taxes with Eventbrite deposits
Hi, we received payments though our Eventbrite account. These were all taxable transactions, however in Zoho it's considered as a deposit but it doesn't reflect the taxes in the amount. How should I correct this? Do I need to create an invoice (with taxes) in Zoho to match de deposit? Thanks!
Request Feature // Add Account Codes to Account Transactions Report
I would like to request a feature that would be very helpful to my organization. I would like the ability to display the account codes in the Account Transactions Report.
Adding a truck loan?
Hi how can i add a truck loan ?
Payments from Bank Accounts
Hi, I am making regular payments to my vendors through Bank accounts (Online) which is reflected in my Banking Statements. Is there any way to mark a particular "Withdrawal" type of transaction as "Vendor Payment", so that the same is reflected under "Bill Payment" ? Right now, i am able to mark as "Expenses" Only. But the same facility is available in "Manual" transaction under "Money out / Vendor Payment"....... Could you please help me on this feature...?
How Can Link Bill to invoice when multiple vendor and one customer
Dear Zoho Team, Currently i can create bill to invoice....... But when multiple vendor and one customer .....how can create Bill to invoice Kindly Advise
Announcement: Zero transaction fee on Indian debit cards.
Hello everyone, Good news for Indian customers! In a move to encourage businesses to go cashless, the Indian Government has ordered banks to completely waive the merchant transaction fee on debit card payments until December 31. This is a welcome move in line with the recent demonetization of currency notes, and would make it easy for merchants to urge their customers to transact online. Refer this article to learn more about the announcement. The transaction fee on online debit card payments
Zoho books Purchase orders not pulling in items
I am trying to create a purchase order and I have already uploaded several items in the items area. Why are they not populating in the purchase order? We have the processional edition. When I click on item details nothing shows up and it wants me to manually enter. Thank you!
Purchase Orders
I am trying to create a purchase order and I have already uploaded several items in the items area. Why are they not populating in the purchase order? We have the processional edition. When I click on item details nothing shows up and it wants me to manually enter.
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