Time Entries from Projects not able to Submit For Customer Approval
Hello, I have a project in Projects where I have time entries that have synced with Books. They are all billable, but when I try and "Submit For Customer Approval", I get this error: Some of the time entries you’ve selected cannot be included in the Customer
Job organization and work order creation
Hello – I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their
How can I change the picture for a contact person in Zoho Books
Today I was adding a new contact person to an existing customer. When I was done entering his info the new contact person was displaying an image off the King from Burger King with sunglasses. (See attached screenshot) Where is this image coming from
How to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoice
Bank feeds are broken
So my bank changed their website a few weeks ago. It requires 2 factor authentication to log in which I DESPISE, because I have to check a text or email to log in. Since then, my bank feed in Zoho has stopped working (since June 4, 2021) and nobody
Using custom field in reports
Hi, how to view and filter reports by custom fields in report Need this function in "AR Aging Details By Invoice Due Date" report .
Hide banking information to users
Hi, I have invited my employee as a user and would like to give access to contacts, items, Purchase order and Sales. Would like to hide other information like banking, reports, etc. Please explain.
Electronics Repair Management
I would like to design a package that integrates with Zoho Books. It would function much like Shop Manager at mysm.co (what we are using now). It would allow a computer (or other electronics) repair company to take a check-in on a computer, recording the customer's information, description of the problem, computer serial number etc. Then it would print out two copies of a check-in receipt, with a customizable disclaimer and a ticket number. The customer would sign one for company use, and the other
Coming in from Quickbooks - Trial Period
Hello. I have spent a decent amount of time extracting and formatting data to bring it over from Quickbooks. An initial hang up that I need help with that has no easily accessible guidance on: I receive this rejection when importing Invoices "Item Price:
A simplified way to record fixed asset sales
Hi there Can Zoho please provide a simply clear way to record fixed asset sales please? Which would allow for: Removal of the asset off the B/S A simple way to account for the depreciation A simple way to account for any profit or loss on the disposal
Banking Access Still after removing the access from User Role
Hello, We want to restrict sales users from accessing banking features. Despite not granting any access in their role, these users can still view petty cash and bank account balances. Additionally, even when access is limited to specific customers, they
Round down all decimal points for sales transaction
When selling an item, company rules require rounding down fractions. Is there an option to set the rounding down after the consumption tax calculation? In Japan, company rules determine whether to round up all decimal points, round down all decimal points,
Synchronisation of Zoho Books Invoice with Zoho CRM
Hello, We are currently synchronising products from Zoho CRM with Zoho Books. So we can use the products in Zoho Books to generate new invoices. Is it also possible to sync invoices that are created in Zoho Books back to Zoho CRM (in the corresponding
VAT for 2 companies
Hi, I'm VAT registered If I setup 2 companies in Zoho books can the VAT from each be collated from the 2 companies into a single VAT return? The UK .gov website says:- " We are only able to accept one VAT return submission for a return period. As such
Accounting on the Go Series-33: Effortless Invoicing: Recording Instant Payments within Zoho Books iOS App
Hello everyone, Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving
Flag invoice
Is it possible to 'flag' and invoice. Sometimes we might quote for a new piece of equipment after a service call. The service call will raise an invoice which is due after the visit but we will void it if the customer goes for the new quote. We also occasionally
Import Sales Receipt in Zoho without Admin premissions
I need to be able to provide my accountant ability to import sales receipt without Admin premissions assigned. Is this possible! Right now when i try it says the user does not have permission to import sales receipts
Item currency
I can't find how to change an item currency. There are items I sell only in specific countries, so the price is always in those countries' currencies, and not in by base accounting currency.
No payment options appearing at the foot of invoices.
I have set up and activated a Stripe payment gateway, but there are no payment options appearing in invoices that I create. The words "Payment Options" appear at the foot of the invoice together with a greyed-out credit card symbol - but there are no
Is it possible to erase everything to start over on Zoho books ?
Hi, I've started to import my accounting since 2012 that was on an different system, and i've made a lot of import mistakes. Is it possible to start on a fresh database so that the invoice numbers correspond with the original ? Kind regards, Sidney
Filter Invoices by Custom Fields
I need a list of invoices in Zoho Books based on the value of a custom field - all invoices with a value of 35 in the custom field. This is my current code: sOrgId = organization.get("organization_id").toString(); CustomF = Map(); iValue = 35; CustomF.put("customfield_id","2575294000004994047");
Zoho books custom function
Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");
unknown server being used for mailing out invoices.
Hi, I have noticed that some of our zoho books invoices are getting bounced by our customer's mail server. I have found that our invoices are being routed through a server at: sender201.transmail.net. This was discovered using mail-tester.com This server doesn't match anything in our mx or tx records for our domain. This is causing many of our customer mail servers to reject our invoices. Any help would be greatly appreciated.
Migrate from Rounded accounting to Zoho books
Has anyone had experience migrating from Rounded to Zoho books? I can't seem to find how to export the invoice data. Can only migrate, client info (did ok), and income and expense report did come migrate well. thanks in advance
Assigning a default expense account to a vendor
I was wondering if there is a means to assign a default expense account to a vendor so that the expense account automatically populates when creating a bill? If not, are there any workarounds I can try to help me on this front? Thanks!
Manual categorisation of bank transactions
Good Day I am hoping someone here can assist me. I have a lot of catching up to do with some bank transactions. I imported all my bank statements manually. Where possible i created a rule to have the transactions auto categorised. However there are some
Invoice Notes font is fine on preview but incorrect when printed
Hi On invoice preview the notes field with banking details is the same sans serif font as the rest of the invoice. When I print it, the notes field come out in a serif font (I think Times New Roman). This looks unprofessional. I have tried to recreate
List of Placeholders available for email Templates
Is there a document or help file that shows ALL available Placeholders that can be used in the email templates? We have found that there are additional Placeholders that can be used in templates that are not listed in the Placeholders list. For example
How to create a Bill [Zoho Books] by forwarding an email attachment into Books?
Hi, I am working in setting up a basic Account Payable process. I would like bills to be sent to an email address and automatically create a bill for fulfillment. Is this possible?
Zoho Books email notification.
Hello everyone, I was wondering something and can't seem to find an answer or a way to do it. In Zoho Books when you make an e-mail notification for example for quotes. When you manage the template, you need to select a from address. If you leave it blank
Accounting on the Go Series-32: Streamlining Operations-Printing Delivery Notes and Packing Slips via Zoho Books Mobile App
Hello all, Welcome back! We've always emphasised the importance of accessing essential features on the go with the Zoho Books mobile apps. Today, let's see how you can seamlessly print delivery notes and packing slips directly from your mobile app. A
Required Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.
How to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to create
Limit of the number of expenses on the free plan
I have a question regarding the expense limit on the free plan, and I would appreciate some clarification to ensure a better understanding. Is the 1000 limit on the number of expenses in the free plan per year? Although the question in your FAQ seems
Payments has been disabled for your account. Please upgrade your plan to enable this feature.
Hi, Does anyone know why I can't record bill payments after upgrading from Free to Standard plan? It's a basic bookeeping feature, does it require Pro plan? Thank you
bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want
Zoho Payment - ACH
hello, can we also do ACH payment for invoices with your new Zoho payment option? Meaning collecting money from customers by ACH, instead of credit card?
SHOWING ENDING DAILY BALANCE
Is there a way for ZOHO to show ending/running daily balance on the bank/petty cash accounts?
Billing by family in BOOKS
We run a primary school, and up to now each individual student has had their own customer record. This means that for each school term, an individual invoice is produced for every child. With multiple large families, we want to switch to generating a
How to record a chargeback transaction in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Mo
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