Is there a way to populate delivery challan date in single invoice with multiple challans?
we keep delivering items to customer through out the month with delivery challans, at month end create single invoice for multiple challans, multiple chalan invoice is possible in zoho but in print out it is not clear for each line that this line belong
End of fiscal year
Hi, A the end of my fiscal year (Y1-Month#12) I have 6 clients who paid a 100% retainer invoice to confirm their order. The goods were delivered the next month on Y2-Month#1 of the following fiscal year, and invoiced accordingly. Some vendors have been
Any plans to allow user access restrictions in Zoho Books?
I was curious if there were any plans to offer user access control in Zoho Books? I realize you can set an account as Admin or Staff with the latter having a few less rights then the former, but we need to restrict access further. For example, only allow a specific user access to invoicing or Account Payable. Thanks, Chris H.
Paper Size for Payment Receipts, orders update
Night, We work with Books 99% from a phone it would be helpful if we had 3" or 4" paper format for payment receipts and order updates. Also, the ability to attach a payment image to the payment from the mobile app. Thanks Rudy
Transfer of assets form my personal account to my s corp business
I have recently opened my s corp but have a bunch of assets that i want to transfer from myself to the company. 1)How do i go about doing that? 2) Also since i have just started i wont be able to pay myself back for the transfer of assets. How would i
ZOHO BOOK, CAN I SEND INVOICES TO ALL CUSTOMER AT WITH ON CLICK ?
I'm hosting membership site and would like to send a builk invoice to all customers at a particular time.
How to mark "Unearned Income / Unuesd Credits" as general income after importing sales
Hello! Can anyone help me with this? I am having an issue correcting a list of imported sales information. I imported a set of sales information from before using Zoho and all of the sales from my customers are listed as unearned / unused credits. Is
How do I assign more than one project to a client?
Pretty simple scenario: I have a return client with a new project. How do I assign a new project to that existing client?
Zoho Booksでの一括メール送信方法
Zoho Booksの一括メール送信について質問です。 顧客ごとに複数のご担当者がいる場合、複数のメールアドレス宛に請求書を送付したいです。 しかし、Zoho Booksでは都度、請求書ごとにメールのやり取り＞すべて選択をクリックしなければ宛先を追加できません。 顧客が数百社ある場合、毎月顧客ごとにこの操作を行うことは非効率となってしまいます。 対処法などもしあれば、ご教示ください。
Tax Payment - How to CREDIT, rather than DEBIT?
Hi all, In Ireland, I pay 2 rates of Tax: 13.5% (Service) / 23% (Product). I have just migrated from Wave. It seems that the easiest way to record the bi-monthly tax Payment is Bank Account - Expense - Tax Payments - (Choose Tax Rate). However, there
Pdf saves with 2 pages and one is blank
When i save my sales receipt in pdf it saves 2 pages. One with content and page number 2 is blank. how can i remove this page number 2
Does anyone use Zoho Books in a situation where they have to claim gift aid from HMRC?
We are a Scout Group who have started using Zoho books. We can run our subs through Gift Aid. At the moment, we use OSM for our payments which prepares a Gift Aid report for us at the end of the year. We were hoping to move to Zoho to raise subs payment
Invoicing 1 client with multiple currency transaction?
Hello everyone, Does Zoho Books support "1 Client Profile : Multi Currency" feature? We have clients where we need to invoice them in multiple currencies. If, for example, I have 1 client who has 10 currency transactions, I don't want to create 10 profiles
how to record bill which belong to one month but it dated in other month
dear all , we receive telephone bill which is belong to April month dated in 1st of may .. is it enough to record it as dated or there is something else i have to do ? could you explain to me in details ? thanks in advance
Creating Invoice as Draft under the wrong Transaction Number Series
Hi All, We have quotes customized to "Allow customers to accept or decline the quotes via the public link" and Zoho creates Invoice as Draft. However, (for sake of simplicity) - if I have 2 Transaction number series SERIES NAME INVOICES QUOTES SERIES
How to generate a customer ledger with adjustment amount?
Hello! Basically i have two queries- 1. I have a customer who paid for the products that he purchased from my business. The customer who purchased a number of products from my business made payments with adjustments due to marketing expenses that the
Is it possible to generate cash basis reports
I'm trying to generate a Sales by Customer report. I keep getting report results that are based on accrual accounting (when the invoice was generated not when payment was received). Customize Report does not appear to allow you to change the basis. How
Zoho Booksの請求書のカスタマイズ方法
Zoho Booksで請求書を発行しています。 請求書は月毎の発行であるため、明細に取引日という列を追加したいです。 設定画面で項目の追加が出来ないようでしたが、列の追加はできるのでしょうか。 よろしくお願いいたします。
Tax Payment / Tax Return (VAT) - Cannot see option
Hi all, I have just migrated from Wave and took the 1-year free option offered for migrating (I am mentioning this as this may have something to do with it) I have 2 VAT (Tax... we're in Ireland so call it Value Added Tax) Rates which migrated across
Accounting on the Go Series-41: Zoho Books mobile app revamp
Welcome back, users! A few of you may have noticed some exciting changes to our UI. This revamp has been long-awaited, and we’re thrilled to announce the updated Zoho Books mobile app for both iOS and Android. Android enhancements The Android UI revamp
Zoho Projects Books Integration Limits
Hi, I have a company that I have about 7-8 projects that I need to sync to books. The setup on all projects looks the same with a client company set, but I don't seem to be able to get more than 5 to sync. Is this a limit or is there something weird that
Owners withdrawal
I am handling business & if I withdraw Rs 10,000/- from business for personal use than how can I record this transaction on zoho books?
Approval workflow by Branch
Has anyone figured out a way to do Quotes, Sales Orders, Sales Invoices, Purchase Requests, Purchase Orders and Bills approvals by Branch?
How to attach billable bills to sales invoices?
Hi, when creating a sales invoice, I can easily add all “billable expenses” and “billable bills” to that invoice. BUT - I can only see how to attach the receipts from the “billable expenses” to the sales invoice. I need to also attach copies of the reimbursable
Inflated Zoho Books Value from an erroneous inventory qty
Facing an issue where we have serious trouble with inflated zoho books value showing up due to an inventory entry and adjustments. 1. On July 1, by mistake the stock availability of an item was updated to 9999999 (this is a mistake done by an automatic
cannot access my Zoho Boox account
We are Mecca Food Industries Company We were registered in the Zohobox program and we paid the fees with the identification number 150000063689 For days, I have not been able to access my account. I changed the password and a verification number was sent
Year end closing - account transfer
Hello, the page https://www.zoho.com/books/kb/general/closing-opening-balance.html says that ZOHO automatically handles the closing and reopening of accounts. What what does that mean exactly? Will, at the end of a year, revenues and expenditure transferred
Company Name, Contact Display Name and Customer name suggestions
Hello, 1. When adding a contact, what is the difference between "Company name" and "Contact Display Name". I could find only the Contact Display Name displayed everywhere (invoice, bills etc.. and in invoices Customer name field when trying to create an invoice). Where is the company name used? Ideally shouldn't the Company name be displayed in invoice ? and Contact Display Name be used to display within Zoho Books ? 2. Customer name suggestion (maybe other suggestions too) while creating invoice
CC'ing other emails to invoices being sent
I have added other email addresses to a customer so they are included in the emails. When the reoccuring invoice was sent it is not including the other emails. So Ive had to manual forward the invoice to them which is creating more time. How can this
Best practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
How to backup Zoho Books automatically using API ?
Hello, I'm a software developer and I'm task to automate the backup process of various Zoho product. I've start with Zoho CRM which provide REST API to trigger the backup, retrieve URLs and allow download of backup file as a ZIP archive. I've search for
Read-only fields in Zoho Books
We need read-only fields in Zoho Books. We sometimes populate data in the form using widgets. So to prevent users from accidentally altering the data, we need read-only fields. Please take a look at the attached video below.
"ALL" option for date range in reports
It would be great to have a predefined "all" selection in the date range drop down on reports. Also, when clicking into an account from the balance sheet report, it would be great to have the date range drop down available. Currently, it just defaults
Profit & Loss report for Projects
We want to see the Profit & Loss report for all projects at once with dynamic filters, similar to the example below: Columns or rows can be shuffled. Thanks & Regards Prashant Sharma 91-9928566566
Transaction Number Series-FY Shifting
Dear Experts, if XYZ company is closing their FY 2023 on 31st December 2023 with last Journal Voucher No XYZ-JV-FY-900. Normally the same series will not be continued for next FY(Jan 2024-Dec 2024) it should be restarted with new number(XYZ-JV-FY-101)
Writing and Printing or Saving in Arabic Language in Zoho
Dear Zoho Support Team, I am looking to write in the transactions in Arabic language but unfortunately I cannot see the writing made in Arabic at the time of saving as PDF or Printing. Please suggest a solution where I can make fields in Arabic and even the writing in descriptions as well.
FEEDS- ADCB PRO CASH ACCOUNT UAE
Can we connect ADCB PRO CASH account which is a kind of business/corporate account, different from personal account. I will highly appreciate your response. Regards, Laxman Singh
Petty Cash
Halo! As an accountant as well as a cashier in my company, I usually received some money as petty cash to operate on a day to day business. How do i record this on zoho books?
Split expenses with customers
We pay advertising expenses that are 50% recoverable from the customer. First, we invoice the customer for their 50% share of the expenses, and then we pay the full amount (including both the customer's and our shares) to the advertising agency. Would
Service PO Tracking - Service-Organisations
Dear Experts, Your Valuable advice required for below, If XYZ company wanted to issue service related LPO to their supplier and need to be tracked every month by posting purchase receive every month. How it can be possible in Zohobooks Elite Version
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