Minor editing to locked system or default items in chart of accounts
I am an accountant for a nonprofit, and we handle our chart of accounts slightly differently, We would like to be able to make minor edits to some system accounts. This reflects the fact that we define above and below the line differently. For example:
Feedback about Income & Expense data analytics.
Hello Zoho. Your accounting tools are great! I have a recommendation for you. Income & Expense data is very important for any business. So, If you ad a filter like Previous Month & Current Month, i think it will make ZOHO BOOKS more Convenient and User
How to record Gift Certificates?
Hi I am looking for some guidance on how to record the sale and redemption of Gift Certificates? thanks
Adding VAT Number to invoices
Is it not possible to add a customers VAT number to invoices if you are using a free account from EU, specifically Belgium?
Can a custom date field be updated with today's date when "Send" is clicked on in Zoho Invoice.
Can a custom date field be updated with today's date when "Send" is clicked on in Zoho Invoice. Or could there be a validation rule that checks for the custom field for today's date when "Send" is clicked stopping the action from happening and displaying
Accounting on the Go Series-8: Charge Customers on the Go with Zoho Books Mobile App
Hello all, Welcome back to our "Accounting on the Go" series. Today, we're excited to introduce a feature that we believe is incredibly useful- the ability to charge your customer's card while you're on the move, without being tied to your desktop. Supported
Does Zoho Books provide 'Purchase Receipt'?
Does Zoho Books have 'Purchase Receipt' feature. My company needs to enter a purchase receipt when we receive the items.
How to add a custom expense field to Zoho Budget - Expenses?
Out of Box, Zoho Books' budget expense categories are limited. I like to add a new expense category into budget/Expense items like 'Travel - Air', ' Travel-Taxi'. Appreciate if anyone can provide steps to add a new custom filed into Books --> Budget -->
Employee requests or raises an indent for an Assets
Asset-Name, Asset-Description, Qty, Delivery Location How to Implement in Zoho Books it's Possible or Not
When we say we can have multiple GSTIN within a single organization, it it by adding multiple branches and associating one GSTIN to them or having multiple GSTIN for a single branch itself.
When we say we can have multiple GSTIN within a single organization, it it by adding multiple branches and associating one GSTIN to them or having multiple GSTIN for a single branch itself.
Employee requests or raises an indent for an Assets
Asset-Name, Asset-Description, Qty, Delivery Location How to Implement in Zoho Books
Foreign currency invoice - unable to match payment
My base currency is AUD and I have issued an invoice in CHF. The invoice has been paid and hit my bank account in AUD with the bank having converted the incoming CHF payment. There are two issues: In banking, I cannot match the bank transaction to the
Can we 'Disable' Login for a user and keep them as an unbilled user
Can we 'Disable' Login for a user and keep them as an unbilled user in Zoho books? This is for a temporary purpose.
How to add todays date to an invoice that updates the date with current date
Is there any way to include today’s date on an invoice?. This would show today’s date on the pdf and in Zoho Books until the invoice is sent and can no longer be edited. In other words, it would dynamically update itself with the current date until it
How can we get the bank to automatically reconcile outstanding items?
Hi, We're not just a Zoho partner; we might secretly be some of its most die-hard users. We wake up with Zoho, go to bed with it, and even sleep in Zoho pajamas. You get it; Zoho can do little wrong in our eyes... but there are some minor irritations.
Bankdaten | Zahlungskonditionen der Lieferanten hinterlegen
Damit Lieferanten-Rechnungen über Zoho-Books bezahlt werden können, solle man die Bankdaten | Zahlungskonditionen der Lieferanten hinterlegen können.
Shipping address Purchase Orders
Hi there, Hope you can help us out with below. Here's our process: 1. We receive a Purchase Order from our client; 2. We manually create a Sales Order in Zoho Books (incl. invoice address and Shipping address); 3. We create several Purchase Orders (for
Experiences using Zoho Books/Finance Plus in place of QBO
Hello, Looking for any experiences or notes from anyone that has migrated from QBO to Zoho Books/Finance Plus. Looking at getting away from QBO based on the consistent bugs in their software as well as the fees that seem to keep popping up at every contact
Free version & accounts payble
Hi, since I don't have the option to create bills on the free version, does this mean that I don't have any accounts payable?
Group same users with unbilled time from different projects
Zoho Invoices will allow you to group by users by project but it would be helpful it combined each user even if the time is from different projects. For example: Suzy works on five hours each on Project A and Project B Bob works one hour each on Project
Add Project Descriptions to Invoice Automatically (with return carriages instead of dashses)
Zoho Invoice templates allow you to list projects in the Transaction Details > Document Information section of the template in a comma separated list. Example on invoice with multiple projects: To make this better: Make the list show on separate lines
Different prices for different customers
Hello, I would like to be able to have a global price list in Books (e.g. marked up 100%) and then offer different customers, different discounts, e.g. Customer 1 might get 25% on product one and 20% on product 2 Customer 2 might get 20% on product one
How to correct currency errors when performing internal transfers between different currency accounts
When transferring large amounts between internal company accounts using different currencies it appears impossible to correct the actual amount posted in to the target bank account - there are not enough decimal places for the currency transfer conversion
P&L Reporting
Can anyone help please? Currently when running a P&L report on Zoho books, invoices are counting in our sales but also in our cost of goods sold which isn't correct, for the life of us we can't figure out why invoices are being summed in the cost of good
Zoho Book - P&L Reporting
Please help? Currently when running a P&L report on Zoho books, invoices are counting in our sales but also in our cost of goods sold which isn't correct, for the life of us we can't figure out why invoices are being summed in the cost of good sold and
Allow users to edit the format of Item Headers on invoices
There doesn't seem to be any option other than Bold formatting for headers. We would like to have them as white text on a black line.
Zoho Book report, comparing sales by item quarterly - can't do multiple quarters / year ?
I'm trying to create a report on 'Sales by item' by quarter between last year and this year, but I can't seem to custom create a report that compares each quarter of last year with each quarter of this year (in the same report) ? I only have the option
Automatic SMS reminders
Hello, right now atuomatic Email reminders exist but not for SMS. Is there a beta for this implementation?
How do add an annexure or second page to a Custom Invoice
I don't see an option to add an annexure to a custom invoice. Is there a way to do this?
Zoho Invoices - Date Based Workflow using Invoice Date Sent
I see some options for triggering a date based workflow in Zoho Books. It would be helpful to have a "Date Sent" option. Use case, sending automatic payment reminders off the date the invoice is sent.
How to add a list of projects seprated by a carriage return (each project should have it's own line on the invoice) above the transaction table in the
Is there anyway to list project descriptions on the invoice above the table? For example, I have unbilled time on an invoice for three projects that have the following descriptions (their project names are internal nomenclature): Tax Return for the Family
Separate Email Notification Field for Forte Vendor Payments
We use the Forte Vendor Payments feature, and it works great overall. One major complaint from many of our vendors is that the Payment Made confirmation is sent to the vendor's primary contact's email address instead of a separate accounts receivables
CRM Sync Deleting Billing/Shipping Phone Numbers
My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills out the customer information, including
No way to schedule recurring invoice to generate before invoice date?
I cannot find any way to generate our invoice 60 days before the invoice due date. We are migrating from Quickbooks Online but it appears there's no option to handle this and I can't figure out any work around. Any ideas? Quickbooks Image:
Zoho Books and Pet Pooja Integration
I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can
List pages
It would be nice to have numeric fields calculated & shown at the bottom of list pages, specially handy when we create our own custom views ( and very easy to acheive ) ....
Allow a zero size font or an option to remove the extra line on the invoice table when not using Item Descriptions
There is too much spacing between rows when the Invoice Description is not used on the invoice. Further, Zoho Books does not allow you to use a zero sized font that would acheive this. It makes the invoice have too much space between the lines in the
Multicurrency for financial reports (Income statement, balance sheet, general and project budgets)
Hi, We're needing multicurrency in financial reports. That way we use the default currency for registering transactions in the local curency, but for management purposes, the reports are needed in USD for the board of directors. This is a needed feature.
Placeholders return empty values in custom template
I am not a pro in HTML but have 1 question. I created custom invoice template but in pdf some placeholders does not return any value. see below screenshots and anybody help please in this regard. See below the result, the circled cells are shown emp
Corporate taxes.
Hello There , I need to record Corporate Taxes for a client in Uganda, Tanzania, South Sudan and Rwanda, and its not available in the Global Edition for Zoho Books which is being used in the region. Kindly provide a workaround for this issue.
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