Role/User locked accounts/sales person name?
Scenario, I have multiple cashiers, and in the end of the day I want to be able to calculate how much does each cashier have in their own specific own Petty Cash Account and they should be locked to that account only. Is it possible to lock and assign
Cost of goods sold and Inventory Asset account not reflecting Sales Transactions
Hi I have enabled inventory and also enabled inventory tracking for all items when a purchase is made, Inventory asset account increases. But when sales is made Inventory asset remains the same and cost of goods sold is not debited at all. So Cost of
Cost of Goods sold not calculated
Hello I just started a demo version of Zoho Books and have a question on Cost of Goods Sold caluation Step 1 Created item A - Recorded purchase through bill including the qty. 200pc @ $100 per pc. After making the purchase, the item is correctly shown
Customer Overpaid Balance Write-off
Good Day, We have 3 customers who overpaid invoices which have been sitting as credits against their account for the last two years. It is unlikely that they will ever make use of the credits on their account and so we are trying to write-off the overpaid
Print a customer/vendor name and address onto an envelope
Hello, it would be great to be able to print out envelopes directly from customer contact entries, or even perhaps from invoices/bills. Instead, I have to copy the data into Msft Word, and print the envelopes from there. - david
Expenses by Vendor Reporting Tag
I am using reporting tags for vendors (Tagging a vendor as recurring monthly/yearly). I want to pull a report showing all vendors' expenses where the vendor tag has a specific tag. I can't seem to generate this report. I know I can tag each expense as
Cashflow statement problem
My company was recently lent some money via an unsecured loan. Unfortunately in Manual Journals there is no option to book the deposit in the bank account (why not?) so I booked it as a new transaction in the Banking section. It is debit bank account, credit Unsecured Loans. But in the Cashflow Statement the transaction appears under Cashflow from Operating Activities. This is obviously wrong - it is obviously a Cashflow from Financing Activities. Can you please let me know how to book this transaction
Purchase Order Delivery Address lookup API
I'm creating Purchase Order using the Purchase Order API. If I want a different delivery address, how do I obtain this delivery address Id through API and through what record type?
Accounting on the Go Series-14: Unlock Business Insights Anytime, Anywhere: Reports in Zoho Books Mobile App
Hello Users, In today's segment of our "Accounting On-the-Go" series, we're highlighting the seamless reporting capabilities in the Zoho Books mobile app. With easy access to critical insights, you can make informed decisions wherever you are. Reports
Record Over Payment
We paid by mistake more to a supplier. I have settled the supplier invoice 100% but I do not know how to record the over payment amount on the supplier account. I have also received a new invoice and I would like to settle the over payment amount against the new invoice (partial payment) and them cancel the rest against the bank account. can you help me with it? Regards
Notifications on Tax Compliances Due Dates and latest developments
Hello Zoho, We can also have a notification delivered on various Tax Fillings due dates / extensions / latest changes / developments on areas such as Income Tax, GST, TDS, PF, ESIC, Professional Tax and so forth as per business type an needs. This is
Reporting Tags show by default
I'd love to see an option to have tag selection show by default as a table column on invoices and bill creation, rather than having to show additional information for each line item needing tags added to. The extra clicks to show the tag selection do
TDS Accrual
I have a question regarding the TDS, TDS need to be deducted at the time of payment. Say we enter all our payables end of the month and pay on 1st of 2nd of the month now the TDS accrual is posted on the date of entering the invoice. Why cant Zoho change
Error occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solution
Showing excluding and including tax amount per item when tax selected.
Hi! I'm struggling finding to see if the following is possible. Most SO or Invoices will have a billing/items structure like this in EU due to VAT: Item Name Quantity Price VAT % VAT € Amount Socks 1 100 € 24 24 € 124 € In Zoho the "Amount" will always
How to Handle PDC Cheque in Zoho Books?
Hi Team, I'd like to understand how you manage the issuance of PDCs to suppliers and the receipt of PDCs from customers in Zoho Books.
Add A PDF From Documents To An Existing Invoice Not A New One
I'd Like To Add A PDF From Documents To An Existing Invoice Not A New One. Is This Possible???
User Roles & Permission
Hi Team! I want to understand a little bit more about the User Roles & Permissions for Zohobooks. Since we have a lot of different roles with different levels of access due to compliance policy, we would want to use the custom role in favor of system
Duplicate Bill Numbers for Purchases in different financial years.
Hi We need enable duplicate bill numbers from the same vendor, where the financial year is different. We have multiple bills from vendors having same bill number but in different financial years. Further, if we enter a financial year suffix to the bill
Accounting on the Go Series-13: Snap, Upload, Organize: Simplifying Transactions with Zoho Books Attachments
Hello users, Welcome back to our 'Accounting On-the-Go' series! Today, we're excited to share a versatile feature in the Zoho Books mobile app – the ability to add attachments to your transactions. This functionality enables you to keep all relevant documents
ZOHO Accountants
Where can we find an accountant in Cape Town SA that works with or has knowledge of the Zoho platform?
Function #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
Add "Attention" as a column to the Sales Order Overview screen
It would be helpful to be able to include Delivery Address (or Attention) field in the Sales Order Overview screen so that you can quickly differentiate sales orders based on where they are being delivered to, not just the 'customer name'. We have many
Stripe Merchant account fees
Can anyone share with us how they are accounting for the specific, per invoice transaction fees associated with a credit card payment through Stripe? When we log into Stripe's Dashboard and open a particular day's deposit to our bank we see fees that
VAT payments
I am in the UK and currently in the 'Flat Rate' scheme (14.5%), thus VAT should be pretty straightforward. The accounting period is every 3 months (quarterly), and I like to track the current VAT owed in the VAT Filing section. Maybe every two weeks,
Activate deposit invoice
Hello, I can't sée deposit invoices in the menu. How to activate it? Thanks
FNB South Africa Bank feeds issue
Good day, I'm struggling to get my FNB enterprise (South Africa) banking feed to work with Yodlee / ZOHO books. Has someone been able to do it? Could you please share the steps? The company is using the enterprise version of FNB online banking.
Invoicing Project
I use projects for keeping track of expenses and profit for certain projects. however, when i am creating an invoice for a project, it goes to the 2nd line item of the invoice. i want this to appear at the top, so i move it at the top of the list. but
Zoho Projects > Books integration is not passing the Users Rate
Hi, It looks like there is an issue with the Zoho Projects to Zoho Books Integration. The Users Rate from Projects does not flow through to Books in the Project/Timesheet Section You also cannot edit the rate for users on the projects in Books that have
Banking feeds stopped working
Why has banking feeds stopped working? Been working since we signed up, use free plan as low earnings and cant afford to pay but last update was 11th Nove,ber, tried today and it won't work, been using for over a year :(
Opening Balance
The busines took money from my partner sometime ago. How to capture this balance in Zoho books. Is it shareholders loan or a vendor Loan credit balance. Kindly advise
CCAvenue Payment Gateway
Why Zoho Books don't have the integration with the CCAvenue Payment gateway? When this feature is going to be added?
How to automatically notify user (not assignee) when tasks status changes
Hi, One of my team is using extensively Books tasks to follow business workflows. We are missing notiification to the creator of the ask, that a task has been completed. I'm trying to find Books automation and workflow, but Tasks are not available. I
Budget v actual report issue in Zoho Books
Hi, I'm trying to use the budget v actuals report but have encountered an issue with the values displayed in the actuals columns. For some reason, the actual totals are being shown without the VAT (sales tax), so they are incorrect by 19%. All my line
Having Trouble with Signals
Can anyone post a more in-depth instruction document regarding raising signals in Books from CRM. I am confused as when to use API & when to use function. I need data from both Books & CRM.
Accounting on the Go Series-12: Effortless Invoicing-Adding Unbilled Expenses and Projects on the Go with Zoho Books Mobile App
Hello users, In today's segment of our "Accounting On-the-Go" series, we're unveiling a time-saving feature in the Zoho Books mobile app - adding unbilled expenses and projects directly to your invoices. Imagine this scenario: You've incurred billable
What does it mean? Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes.
Hi all - i like to customize one estimate template but aleays get this message: Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. what i am supposed to do?
Add E-Mail Signature in Zoho Books
Hello, in Zoho CRM one can setup a signature which can be added to every E-Mail template using the ${userSignature} placeholder. However in Zoho Books I could not find such option. I have to add the signature manually to each template. Is this correct?
How do I Show Retained Earnings at Year End, Net of Current Year Earnings
I'm a little confused by how this is currently reflected in the end of period balance sheet - I currently see year earnings as a line item in the balance sheet for year end. Retained earnings (RE) = Period start RE + Net Income / Loss (post-tax) - Dividends
Creating Debit Note for return of damaged goods
Hi, I had ordered goods worth 38k rupees on 9th december. The goods came damaged. I have to return them to vendor. I have to create debit note in order for the transporter to take it back and transport it back to vendor. How do i do that in Zohobooks? There's only Vendor Credits - no debit note creation in the zohobooks app. Please help.
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