Invoices with billable time and expenses
I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each
Better UI more user friendly
Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This
Custom Fields at Line Level
Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.
Fixed assets recording
Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal
error in importing customers
get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file
Regarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
Multiple Salesperson against an invoice
Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each
Projectwise budget ---
Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?
Remove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
default task list for new project
Is there any way to have a default task list already created in a project, when the project is created in Zoho Books?
Stripe payments via Books invoice link missing email - affects fraud detection
Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more
'View Invoice' button hyperlink taking to Google Business Maps listing
The green "view invoice" button in my invoice emails is sending people to my Google maps business listing rather than the invoice. Both my clients and I are experiencing this as a new issue.
GoCardless Mandate Sync Question
Hello, When syncing our customer database with GoCardless, some customers aren't working despite both email addresses matching in Zoho Books and GoCardless. Also what do we do about customers where they are associated with multiple accounts as these aren't
Edit line item amount
It would be sooooo much better to be able to edit the line item amount in all of the modules, if there is any variation in agreed prices it's extremely painful to calculate the rate to match ;-( The rate could be auto calculated on editing this field making life so much easier !
Bill quantity received / PO quantity
PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
Refund of a check distribution fee...
I use cashiers checks, from my local credit union, to pay some bills very occasionally. They charge me a 5.00 fee for this service, but then refund me that same amount at the end of the month on my statement. How would I record this transaction in Zoho
Zoho Books email notifications
Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanks
Sales Order, what are the statuses under Confirmed and Closed
Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list
Create a purchase order in vendor's currency
I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in
Feature Request - Configurable Payment Icons + Pay Now link in email.
The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well.
Bank reconciliation. Match Transaction -filter
When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date? As an example, I would like the date to be +- 3 days, Thanks.
Duplicate Zoho Invoices and Sales Receipts
We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It
Can't delete bank transactions (i changed from 14 days trail to free just now)
Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?
Adding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the
PLEASE FIX Search options and consider a Global seach option
A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....
migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
Record Asset Received as Payment
How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
Customer can't comment on SO or Invoice
Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to
Document images
We used to be able to rotate the images but this has now been removed ???
Recording depreciation of fixed assets as a percentage of residual value
In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount
How to Add Product SKU in Invoice?
How to Add Product SKU in Invoice?
Basic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
Which attribute in Zoho books invoice api represent branch attached to the invoice?
Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks
Fixed Assets
Where would I manage my fixed assets
Report on Assets
Hi, Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?
Purchase of Fixed Assets
How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?
Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business
How to make Branch compulsory in Zoho Books invoice?
How I make Branches compulsory in Zoho Books invoice?
Default Ship To Address on Purchase Orders cannot be different than Organization Address
Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating
How can I create a billable expense.?
Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
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