Tracking multiple property accounts owned by one person in Zoho Books
Hi, Sorry if the title sounds a little confusing! And apologies for the long question! I run a property management business and manage property complexes/condos. I manage the communal fees for the owners. My problem is tracking owners that own multiple
Change default template for estimate (not email or pdf template)
Hello, Looking into making some custom templates in Zoho Books for the sales team. When they click on a deal and go to make an estimate I would like to change the table below to include predefined headers fields so they don't have to manually add all
Ability to apply VAT (consumption tax) for bank fees in the payment section of invoices and bills.
Please, please add the ability to apply a VAT or consumption tax to the bank fee option in the payment section for invoices and bills. With all other expenses, there is the option to add the tax. So why not with bank fees? It is not logical at all to
Journaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,
Cost of Goods Sold
Hi there, I need help! So, according to my zoho books my total expenses of the most recent fiscal year stands at $376,200.25. But I know this way off and incorrect. So I clicked on the bar in the graph which shows presents this number to get more details
Email History - Content of Email
If I use the email customer function inside of Zoho Books I can see the Email Address - Subject - Sender - Type and Date. However, I can not find a way to actually read the content/body of historical emails. Where are they stored? Thanks!
Billing on a fixed fee basis
Our company does most of its work based on a fixed fee. However, I believe ZOHO Books uses hours to create its invoices. Has anyone successfully used ZOHO Books to bill fixed fee projects and if so, how did you do it?
Manual journal for accounts receivable or accounts payable
I want to add manual journal entry for accounts receivable Can I do that ?
Zoho Books - Vendors - Bill not found
I am using the Free version (small volunteer organisation). I am trying to find the Journal Entries for a Bill I entered via Zoho Inventory. In Zoho books I click on the Vendor name - the bill added "View details" and it comes back with 'page not found'.
ZOHO Books: Is it possible to increase the limit of 25 records, when updating record status
Hi, Can we ask if ZOHO is able to increase the limit of 25 records, when updating record status(or make batch field update) to 50 records? I am referring to the below screen shot. Thanks
Mandatory note when updating invoice
Is there a way to disable to mandatory notes when an invoice is updated? We update about 10 custom fields on the invoices throughout the sales process. It gets annoying having to enter a reason for an update every time. Is there is a way to disable this
Reoccuring expense issue
I'm having difficulty making one of my expenses a reoccuring expense. Is it possible to make an itemized expense reoccuring or is this something that Zoho Books doesn't allow for, and if not any suggestions on how to get around this?
Option to allow Reconcile to include Uncategorised transactions
Hi If I want to reconcile my imported bank transactions with my bank statements, it seem I must categorise all transactions as the Reconcile function does not include Uncategorised transactions. That's bizarre. Could you perhaps add an option to include
Mark unbilled hours as billed against an existing invoice
Hello, I have unbilled hours that I would like to mark as billed against an existing invoice. The invoice was created before the timesheet entries were made and now I need to reconcile them. Is this possible, and if not can it be implemented? Thanks!
Delivery notes.
Hello; Is there any way to get a delivery note? Now, we are cloning an estimate, editing it to eliminate prices, print and delete it, because logistics people (at both sides, company and final customer) don't need to know the costs. Once the material
How do I remove a credit note which was invoiced and paid?
When testing of sections of ZohoBooks, I created a false credit note and now I need to remove it. It is shown as “closed". And it has created an invoice for that credit note that is displayed as “paid”. I tried to delete it and can’t. Please I need help
HOw to compute single products profit
How to compute single products profit? for example, we in the invoice, we should have costing / expense input Coz expense price / costing are always different Can zoho to solve the function request ?
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE
ADJUSTMENT ENTRIES BETWEEN ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE CAN NOT BE DONE . IF WE REQUIRE TO PASS AN ENTRY FOR ADJUSTMENT BETWEEN 2 PARTIES IT CAN NOT BE DONE. WHILE MAKING ENTRIES VAI MANUAL JOURNAL THE ENTRIES ARE NOT PASSING--- a. ENTRIES
Scan barcode and get info from ZOHO Books
Hi, Is it possible to scan the barcode of my item and then get all the necessary info displayed on the screen which is pulled from ZOHO Books? For example, I have a field with my stock location and would like to get this displayed on my scanners screen
Implications of using the discount column on invoices
Hi There, In our business, a large portion of our revenue comes from incentive programs such as utility rebates. So every item on a customer invoice will have our price, but it would also be nice to show the 'discount' the customer is receiving from these
Reporting tags associated to Project in Zoho books?
Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
Is there a way to restrict printing and mail sending if the quote is not approved ?
Is there a way to restrict the printing , PDF download and the mail sending if the invoice is still not approved (draft status).
Changing Invoice # field restriction on certain users
Is there a way to prevent certain users from changing invoice # field and keep it auto-generated.
Zoho Books WhatsApp Connect
If you're a business owner using Zoho Books and you want to send payment reminder to your customer via WhatsApp, check out www.neutron.money where we have developed this solution. Please contact us directly and let us know if you have any other ques
Purchase Order Report w/ Item Details
It would be really helpful to have a way to run a purchase order report with details on the items and quantities. I want to be able to send each vendor a list of open orders with: * Items on Order * Qty on Order (still open) * Due Date The report could
Estimate Revisions
We use Zoho books for all of our estimates, and probably in 50% of cases the final PO is not exactly the same as the initial estimate-. There are many cases where we go through a few revisions of the estimate before reaching the final situation that the
Add project to recurring items
I do not see a way to link a project to recurring invoice items. This would be very helpful as I have to edit each line item every month for all of my clients to add a project. Thank you for Zoho's continued product improvements!
SMTP mail for estimates & bills
Can i add my Gsuite mail as SMTP for all email communication? Currently i am getting many complaints about not receiving mails.
Hide specific estimates in the client portal.
How can I hide some estimates from a client so that I cannot see them on him portal?
How do I record a refund for a customer?
I've tried this loads of ways, but it wont let me enter a minus. I still want to keep the original invoice for the customer, just need to log her refund. Thank you
How do I create a list of Sales Orders containing the Delivery address?
I need to have a list of sales orders (these sales orders are Zoho Books sales orders, not Zoho CRM sales orders) that includes the delivery address. I've tried customising the list on the Sales Order page both from within CRM and also within Books, but
Image Catalog of Billed Items
Hi We are trying to create an image catalog of all the billed tems in an invoice. Can anyone help us in achieving this goal. We have attached a sample file on how the catalog should look like as well.
How i can ZOHO for a society or a HUF ?
Dear Team, How can i use zoho for a society or a HUF or a family accounting?
Deleting Deprecated Bank Account
Hello, Would you help me resolve this issue? I want to delete an old bank account that was mistakenly integrated via plaid. Now that I want to delete the integrations, I'm trying to locate the I've disabled bank feeds, but cannot locate the integration
Tracking Payments from Customers AND 3rd Parties
We make physical upgrades to large apartment buildings: things like LED lighting, high efficiency boilers, solar PV systems, etc. Any given Deal consists of multiple Products, as described above. Each Product has an associated Price. So far, this is all
undo action
I recently edited my opening balance accidently. now i need to undo that action. can anyone help please
invoice page set up
Hi I have a query about the invoice page setup I am using retail invoice templates I want to set one page only when I enter more items coming 2 pages I need 1 page only how can I do if you have a any setting
Total de factura en letras
Hola He detectado un error en la cantidad en letras del total de una factura de venta, por lo que consulto si hay una forma de corregir este? Como verán después del punto decimal hay .75 centavos, sin embargo ZohoBooks en su importe en letras lee... "coma
Adding An extra column in invoice
Hi, How do I add a new column in the invoice template for the Part Number of the item I'm selling. I can't seem to find a setting for this.
Opening Balances
Hello All, I have tried to import the opening balance of accounts receivable and it is a credit balance. Zoho shows import complete but the balance is not showing on my balance sheet for 2022 and opening balances window. Why? Second, the opening balances
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