Ship package via deluge
Help required with the deluge script on marking packages as "shipped" please. I've tried many options with the latest as... params = {"shipment_date":"2023-08-03","carrier":"As sales order"}; response = zoho.inventory.updateRecord("packages", "########","################",
Add required shipping fields to customer shipping address including: [Contact], [Contact Email Address], [Approval To Leave], [isResidential], [DeliveryRequirements]
For many courier companies (FedEx, Toll etc) it's a requirement to include a Contact Name, along with a Contact Email address when shipping goods to a shipping address. There is often a requirement to identify if the consignment is being shipped as "Available
Adding an expense doesn't allow Asset Stock account types
Using the Purchases > Expenses function, I want to record the purchase of inventory. These inventory purchases are materials represented in a Stock account type (asset account) until they are incorporated into a job that is sold, when they will be transferred
Change Taxes on Bill
We often get bills that have tax differences from what Zoho calculates - or has two tax rates? How do we adjust the tax in a bill to match it? We can't make it an expense because we have N30 terms. If we just post direct to Sales Tax Payable account,
Purchase order convert to invoice
Given that there is an option to order goods for a client, it would be good if we could convert that purchase order into an invoice that would be issued to the same client.
Could you implement crypto support of BTC and ETH at least?
I see great potential of Zoho Books and Finance suite for decentralized communities and DAOs. The only issue is stops fast development is unavailability of cryptocurrencies. Could you add this request to the roadmap? Huge amount of startups are finishing development of their products and all of them have Enterprise cloud infrastructure for orchestrating processes solution. Few interesting Blockchain Platforms to explore: gilded.finance request.network/en/ beta.giveth.io gitcoin.co/
You don't have the permission to access Zoho Books Organization. Please contact your Administrator.
As we are trying to purchase Zoho Book again from the Zoho Inventory organization while accessing the zoho books from Zoho inventory-Integration-Accountant it gives the prompt -"You don't have the permission to access Zoho Books Organization. Please contact
One cash deposit split between several customer invoices
Hi, I deposited cash into my communal fees bank account. This was an amount of cash collected from several different customers. How can I allocate the funds to each customer/invoice? The cash deposited was €2200, which must be allocated against three
Units of measurement
Zoho guys - after trying this feature out on 50+ items it's made a complete mess of the quantities in stock, available for sale, commited stock etc. I'm so glad that I only tested it on these few, we have literally many thousands of items. Please simplify
Weekly time sheet, cannot use/save entries
Hi there With the recent timesheet changes I just noticed I have no means to save a weekly timesheet anymore. There used to be an update button. If I try to change views with entries I get this: If you leave, your unsaved changes will be discarded.
Sales orders showing as overdue based on Delivery status not shipped status
Hello. As a new user coming from a different ERP platform I was very confused to see many of my sales orders were showing as 'overdue' (past the expected ship date) even though they had shipped on time. I reached out to support and have been informed
Accounting of Receivables and Receipts from Educational Institution
Hi All, I want to account the receivables and receipts from college in Zoho Books where the student details such as receipts, admission details are maintained in separate software and the details from that software is accounted in Zoho Books. I want to
Creating Receipts and Payments statement
Hi All, I want to prepare the receipts and payments account for bank accounts entered in Zoho. Please let me know if there is any process to do the same. I want to generate the report through Zoho itself.
Opening Balance of Purchase and Sales Accounts.
I have recently Migrated to Zoho Books from Tally ERP on 1st April 2023. How Should I record my previous year Profit/Loss A/c? Under which underhead does it come in Zoho Books?
Add a Tax ID and Company ID field to Customer Record in Zoho Books
We use the Australian version of ZohoOne & Books. Currently their is a field for the company tax ID, which in Australia is the ABN. This field is validated to 11 numeric digits as per the rules in Australia. When exporting to foreign customers, this field
Custom invoice A4 split
Is there a way to get the original invoice printed on the top and the duplicate on the bottom of an A4 sheet divided in half? I am forced to use pre-printed invoices with this format. I attach a sample.
Change Reconciliation Period
I'm doing catchup from the beginning of the year entering transactions month by month and then reconciling. I did January and reconciled. I went to do February and realized I did not change the default reconciliation period for January. As I did that
Formatting Zoho Books/Subscriptions Documents
Is there any way to center Column headers in sales orders/invoices? Its a minor issue but we cannot seem to find a setting to change it. Thanks, Brian P
Unpaid Expense
Hello, I have just started to use Zoho Books. And I have trouble understanding how to register unpaid expenses. eg.: I received invoice on 31/01/2014 (dis expense belongs tu January), but I have to pay it on 15/02/2014. How would this be classified Expense or Bill or anything else. and how I should reflet/register this in Zoho Books, You kind help will be very much appriciated,
Retroactively apply bills to PO
Hello, We have some bills that have been created and paid within Zoho, but were not linked to the POs they were associated with (during a transition time). We now want to be able to accurately calculate profit per order, but can't because these expenses
BOOKS CANNOT ACCES DUE TO CUSTOM DOMAIN ACTIVATED
I cannot access my zoho books due to custom domain enabled anyone have solution for this ? i had sent multiple mails to support team to solve this ..
Units of measurement
I'd like to make all of the existing units of measurements, (which there are many) inactive but there is no option available to acheive this, can you please provide this functionality Zoho guys? I want to start over with this feature but having the existing
CIS in customized templates
Please tell me how I can add the total CIS deduction amount in the customized template ? %WithholdingTaxTotal% shows nothing, is this the wrong placeholder ?
Problem in adding bank account
I am using Zoho from last 6 months. Right now I need to add my 2nd bank account through banking module. But when I try to add new bank account the drop down option from Yodlee and Token is not showing. I saw YouTube tutorials also but the option they
Access to be given to the user for a Custom Report/General Report
Hi All, I want to give access to only to a specific general/custom report for a user. Is it possible to do the same. If yes, please let me know the process to do the same
Assigning Advance Payment Received and Paid to a Particular Project
Dear Team , We are into Construction Business wherein we pay in advance to our vendors and we receive advance payments from our customers. Can you please help me to account these advance payments to vendors and from customers >> project wise. regards
Can I fill the customer name field by entering the Customer's Mobile number in Invoice?
Hi, Is it possible to find and fill the customer name by entering their mobile number in Customer name field while creating invoice in Zoho Books/Invoice? Sometimes there might be repeated custumer but with duplicate names. In that case we have to search
estimate and invoices item line tooo large
Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam
Cannot add simple 'Sales Tax' onto items in US version of ZOHO Free.... evaluation reveals a bug laden app and poor customer support.
Trying the Zoho Free edition to see if I like it.... it sucks a$$.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Zoho sucks balls
Trying the Zoho Free edition to see if I like it.... it sucks ass.... can't even apply sales tax to items in a custom Invoice template.... shows in the template.... does not show in the preview of an actual invoice or the printed invoice itself. I guess
Migration of Financial Records from Quickbooks to Zohobooks
I would like to inquire how my financial records can be successfully moved from Quickbooks to Zohoboks.
Square Integration - Stop ZOHO & Square from creating invoices
We use Square to accept all our credit card payments, both invoiced and manually keyed via the online terminal. Some of our customers will pay via an invoice we send them, so a Square payment link on a ZOHO invoice is perfect. But some customers prefer
Correcting Tax Payments
Good morning, I have been hired by a ZohoBooks user to take on their bookkeeping and accounting. One of the things I need to correct is their Tax Liability (Tax Payable) on their Balance Sheet. For the last three years, they have been incorrectly recording
PayPal feed not including "Foreign Transaction Fee"
When our PayPal feed includes a payment converted from a foreign currency, the amount in the feed does not include the Foreign Transaction fee. We don't notice this until the end of the month when the balances don't match between PayPal and Zoho Books.
Zoho Books Turkish language support.
Hello, Will Turkish Language support be provided for Zoho Books?
Cost Of Goods Sold not shown in P&L
Hello Everyone! I am literally new here in ZOHO and I'm currently exploring it. I'm really confused as to why I can't see my cost of goods sold total value on the P&L. I was listing our products and I added the Cost Price of my product associated to Cost
books workflow: mark sent invoices as sent...
Hi, I have a workflow that automatically sends approved invoices 10 days before they are due. After that, there are further workflows for email reminders that check if the status is "sent". but now the invoices sent by the workflow are not marked as sent
I factored my invoice - how do I record their fee deduction?
Hi I work with 2 factoring companies. Company A deducts 2% off my invoice before sending me the remaining balance and they do send me an invoice to show the 2%. Company B deducts 10% off my invoice before sending me the remaining balance and they do not
Problem reconciling payments from Stripe and GoCardless for online orders (Sales Without Invoices)
I recently moved from Xero to Zoho Books. My company sells some products online and payment is taken via Stripe. We also have subscription schemes which are paid via GoCardless. In Xero, these payments appeared in the clearing accounts as individual transactions
How can I get opening balance of a particular contact?
I am trying to fetch the opening balance query but in that I didn't get opening balance of contacts, instead it returns the total of opening balance of all contacts as Account Receivables?
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