Please select a date before the payment recorded date for this invoice.
Please select a date before the payment recorded date for this invoice. I get this error when I select to edit the invoice date if I made a mistake - AND the date is before payment recorded
Remove amount of each item
Hi, I need to remove amount of individual items. I tried to remove by deselecting amount from estimate template. But Unfortunately Grand Total also was removed. I need Grand Total, How can I solve this. Thank you
Issue with using zoho books price lists in crm
I have created 2 price lists in zoho books (USD and Canada), and mapped products in them accordingly now when i add products in opportunities or leads, it does not give me option to choose price list, what it does is, if the lead has Canada address, it simply take the full USD and show it as canada pricing. Rather - this is what i need-: 1. When i add the product in crm - it should give me an option to choose price list (like salesforce does), and then i can select the product in specific price
Migrating from OneUp/MyERP to Zoho Books (maybe)
OneUp, formerly known as MyERP, is eliminating their free plan on Aug 10 2015: What does this mean? We’ll be moving all accounts to the new OneUp during the next 30 days - to get started you can subscribe simply by logging in, visiting “Settings,” and clicking on “Manage Subscription” to see your options, including a basic plan that starts at $9/month. If you choose not to upgrade to the new version please note that you’ll need to make sure to download any data / information that you’d like to save,
Item rounding not the same whether on edit mode or summary mode
It is really strange, the rounding total on each item is rounded differently whether on edit mode or summary mode. Anyone knows why this is appearing?
Get My Items for Projects
Hi, I am new to zoho. We have a retail shop. I am using inventory management for items in retail shop. Think I need to use some items from my retail shop, for a project (When we install a system, we use a fixed price for that project.). How can I record this transaction. Thank you
Zoho CRM-Zoho Books integration
How to Zoho CRM-Zoho Books integration?
How do I manually record Money In for a short term loan?
I need to record a short-term loan to the company. I have created a Liability Account (Loan) and now I need to know, How do I manually record 'Money In' in Banking? My bank is not automated with ZOHO so this is something I have to do manually. Is there an option I need to select for 'MONEY IN' in Banking?
Webhook for Item
Is there a plan for add Item to Webhook? Thank you
Is it possible to add european bank account in Book?
Hi, I would like to connect my company bank account with Zoho Book in order to get the zoho automatically synchronised with the bank account. is it possible? Thanks in advance Johann
Better CRM Integration
Would Like a better integration between books and CRM. Creating an estimate of an opportunity is a bit lame as there are no details at all. It would be much better to user either quotes or sales orders, that way you can switch off Invoices in CRM and use the Invoices in books andc/or Invoices. Now, its useless and requires double data entry: create the potential, create the quote - then into invoice/books and then you have to recreate the item listing. One can work-around, by replacing the Quote
Feedback Forum: Zoho Books
Please re-evaluate the ideas/feature items in the forum--it currently looks like the Top Ideas (with all our votes) are not even on the radar while ones with 1 or 2 votes are planned/under review etc. This makes no sense to us. If we do not see features we know exist in other applications, we may have to return back to 'the other guys'...really really do not want to do this! We love using Zoho Books but these missing items (not features but basic accounting practice) are forcing our hand when it
selling through channel
Hi, We sell mostly through the channel. I need to be able to, for example, develop the lead with the customer and help the partner close the deal. But then, when it comes to books, I need to be able to send estimates to the partner and/or the customer. ie I need to be able to put the partner and end user on the estimates and quotes. so I may have dozens of partners but thousands of customers. do you have a module like this?
Developers looking for freedom ?
Zoho Team, Give full access for limited users 1-2 only just to give chance to test and develop solutions. For example, Full Books access with Full CRM access to give chance to test full integration advantage. Add it to wishlist please :) Thanks Fahad
Zoho Books - unlimited receipt uploads
Is unlimited receipt uploads included in Zoho Books or will I have to pay extra after I have uploaded certain amount of receipts (or used up certain amount of storage)?
Expense exporting from Project in Zoho Books
How am I to export expenses towards a project ~without the entire company expenses populating the XL? I am using the export results from: Timesheet/Projects/ProjectX>Expenses export. Also, if I were to use ~all data and to filter out what I do not need -only having customer name does not help us, we need to know project name when several projects with same client are active. We really need better project reporting!!!!! Thanks!
Sales Person on invoice template
How do I make the Sales Person field show up on my Invoices?
CHANGE CURRENCY
WHY ZOHO BOOKS WONT LET ME CHANGE THE CURRENCY, NEITHER ON THE CONTACT OR THE SETTINGS OF THE ORGANIZATION
Language for drop down menu is in French
I've attached an image below showing my problem. Everything is in English as I wanted except for these drop down menus which are in French... Does anyone know how to fix this or is this?
Incomplete form integration - Creator to Books
Hi I try to connect new client form in Creator to contact module in books , but only name appeared in Contact with no Company name & Email ? Used code in On Add On Success " response = zoho.books.createRecord("contacts", "28279646", { "contact_name" : input.Name, "Company_Name" : input.Company, "Email" : input.Email });
How to select customers based on Books invoices?
Hello, We're looking for a way to target customers based on their sales history. Is there a way to sort/segment contacts based on their invoices from Zoho Books? I.e. Select all contacts that have purchased the same product(s) so we can target the appropriate audience for recommendations? Thanks,
cash flow statement issue
Hi An investor has bought stake in our company in exchange of a loan to funding our business. I have created a new account named shareholder loan and I divided it as a deposit of a certain amount and the rest of the fund as an undeposited fund. The problem is when I open the cash flow statement, I can not see the undeposited fund that related to the shareholder loan??
Sales Orders: Closing
Once a Sales Order has been fully invoiced, is there a way to 'close' it? We want the team to be able to see the history but not be able to invoice over the closed amount. Also, in the view of Sales Orders we want to see all Open Sales Orders (partially invoiced, new) yet the current 'open' view is only of ones not invoiced yet. This is not correct, open would include all that have not been closed (or fully invoiced). Thanks!
Ease your time tracking in Zoho Books, with the all new Google Chrome extension
Hi, We are glad to inform you that we have introduced a Google Chrome extension for tracking the time spent on projects in the timesheet module of Zoho Books. This will make the process of tracking time much simpler and easy to use. There have been instances when people have forgotten to stop the timer in Zoho Books, as they might have been working on something else on another tab of their browser. With this chrome extension, one can easily identify that the timer is ON and can stop it whenever required,
Adding a New Organization
Dear Concerned, I have added a new organization to our account. One organization, we are already operating. But when I have added new organization, it says trial expires in 14 days, Upgrade. Do I need to pay extra USD 24/Month for new organization, please confirm. Thanks, Faris PEB International FZE
Dropdown menu for list of tasks in timesheet
Hello, Is there a way to have a drop down menu of tasks in the timesheet that automatically appears when creating a new project--- WITHOUT having to clone a previous time sheet? Thanks, Teresa
purchase orders on mobile app
Can you please add the purchase orders to the mobile app? I often visit vendors and need to look at the purchase orders while on the go... it would be nice to convert the PO to a bill on mobile and record the payment on mobile while I'm at the vendor's
Currency position GBP
I have just started a trial version and changed my time zone to GMT Greenwich Mean TIme as in London UK but when try and raise sales invoice it says my time zone is (GMT -8.00) Pacific Daylight Time (PST8PDT). But mainly my GBP £ sign appears aftr my total ie. 562.35£ not £562.35 as should be for UK currency. Please help?
ive bought zoho books for 1 year, do i have to buy mail hosting?
i have five email accounts for my staff accessing zoho books. i had started using it on a trial basis then really liked it so i bought the 1 year package and got a discount for two months. however, im still getting prompts to upgrade my email accounts to a paid version! why is this happening?
Integration of Google Drive with Zoho Books
Hi, I use Google Drive to upload all my expenses, can we integrate Google Drive with Zoho books to pull the docs. Rajendra
multiple companies under one organisation
Dear, I have multiple companies under one main organisation. All same VAT I would like to start to separate them to have a more clear view of how each firm is working. Also they have different products and different contacts. They all have different branding, and different language. Only one problem I have with adding just a new organisation. The invoice numbers of all organisations should be following up eachother. For example: Company 1: invoice number: inv001 Company 2: invoice number: inv002
Contact list jumbled
Is there a way to set the contact list to sort by name as default? It currently resets itself to sort by created time, which is useless and pointless.
CIS Deduction
Hi Do you have any plans to introduce CIS Deduction. I work in Construction Industry and CIS is an every day task. There is no easy way of recording this in Zoho. Can you please let me know if there is a way of recording this in zoho books or if you have any plans to included this on future updates. below is an example of what I mean E.G I have an invoice from subcontractor for £150 I have to stop 20% tax on this = £30 I pay the subcontractor from Bank £120 The tax (£30) i have to pay to HMRC at
zoho crm to books
To synchronize the contacts of zoho crm to books, it(she) is necessary a version specifies of the crm?
2 organisations under 1 VAT number
Dear, I have multiple companies under one main organisation. I would like to start to separate them to have a more clear view of how each firm is working. Also they have different products and different contacts. They all have different branding, and different language. BUT they have the same VAT number and bank account. Only one problem I have with adding just a new organisation. The invoice numbers of all organisations should be following up eachother. This is obligated for the accountancy.
Support for multiple PayPal currencies
It seemed to be working at first having a USD PayPal balance and a GBP PayPal balance, I could add both to Zoho Books. But then the feed import is bringing in USD items into the GBP account as well under the uncategorized transactions. Is this a bug in the moneyMarket platform?
Partial Delivery of Goods
Hello, I'm trying to get into Zoho books and it mostly is suitable. My issue/question is that I have 1 major customer I have that orders in blanket form and pays the invoice in total but I will hold the stock and deliver a few pieces at a time. With Zoho books I can only create a packing slip for the invoice amount rather than for a different amount. Am i missing something that allows me to do this or does the Zoho CRM do this or will the new Books inventory addon cover this? Thanks Keith
Cash from company's director
Hi. Please help me on below issue. I received cash from company's director. The money is used to purchase all office equipments and supplies. The question is how do I record the cash received from director? And if I record an expense how to click on the right account the money comes out from the cash received from director? Thank you in advance for your help.
Cash received from company's director
Hi. Please help me on below issue. I received cash from company's director. The money is used to purchase all office equipments and supplies. The question is how do I record the cash received from director? And if I record an expense how to click on the right account the money comes out from the cash received from director? Thank you in advance for your help.
BUG: TIMESHEET DETAILS REPORTS
When the box for "View the time entries for other users" is unchecked (under Users > Permissions > Timesheets > Projects), each user is still able to see the time entries of other users when viewing the Timsheets Details Report. It should be categorized as a bug because currently, when a user generates a Timesheet Details report, they can't see all the logged time for all users when selecting an individual customer/project, but they can see all the logged time for all other users when selecting "All"
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