Anyway to restrict invoice attachments to only be PDFs
Is there any method to restrict invoice attachments to only be PDFs? In other words, set Zoho to not allow a .xls file as an attachment to an invoice?
Is there a way to add columns to the Chart of Accounts?
Hello, Is there a way to add a column for the balance to the Chart of Accounts? I do not want to have to run a balance sheet report for this. Thanks Steve
Why do most of the template put the ship to information under the bill to rather than side by side?
Hi, I am setting up ZB and am trying to sort out the templates. I have to add the ship to for Invoices, Estimates and POs but most of the templates put the ship to information under the bill to information. This is turn pushes the details of the invoice/estimate/PO
New Cost Chart of Accounts
I need to make a new cost chart of accounts, currently there is only options to pick one of three: Expenses Cost of Sales Other Expenses I need to make one or two more? Thanks,
I have created a new organization, is there a way to delete the standard Chart of Accounts?
I have created a new organization, is there a way to delete the standard Chart of Accounts? Or is there a purpose for the System Accounts and why I should not delete them and can't put them to "inactive".
Stripe offers SEPA. Why do I have to use GoCardless?
Hello, Stripe does offer SEPA direct debit in Europe, and it works well with other accounting solutions such as Freshbooks. However, it doesn't seem to be enabled in Zoho Books, so we have to use a separate payment gateway, GoCardless. Zoho, if you guys
Not able to access zoho book
Hi Team , I was using books.xyz.com to access zoho books but due to change in DNS servername I lost the access to the url and not able to login
Gstr 3b repush after approve
I want to repush the Gstr3b transactions.Because its not uploading on gst portal.Accidentally i approve without noticing few failures in uploading.Repush options not available.pls help
Is it possible to offer a front-end online estimate builder?
Hello! Is it possible to build an online front-end estimate builder for customers to mix and match Books items and create an estimate for themselves? Better yet, have a few pre-built "packages" which they can either order as is, or add more items to create
Is there a way to migrate from Xero into Zoho Books?
We currently use Xero to manage our accounts. I have been looking at Zoho Inventory and have some presales questions waiting to be answered by the zoho inventory team, but I wanted to ask if it is possible to easily migrate from xero to zoho books the
_Exactly_ when does an Immediate Action in a Workflow occur?
My use case: When Invoice Status changes to Sent, I want to update data just before the actual server-side Send action occurs. The programmatic data change would be in my custom function. Does the Invoice get Sent AND then the Immediate Action processed
Unearnerd Revenue
Hi I recently moved from Invoices to Books. I noticed after I imported the invoices all the income on my invoices went to an unearned revenue account. The unearned revenue account debits and credits each transaction to equal 0. However, when I go to reconcile
Sales Order Customer Portal
Why cannot customers have access to the Sales order area of Zoho Books. I want customers to review their orders.
Matching two bank transactions to one expense
Hello, Using Zoho expense I submitted a report with a reimbursement amount. I then paid the reimbursement however discovered that I had underpaid by $5. I then paid the $5 so now I have one reimbursement expense and two bank transactions that add up to the reimbursement, however I can't find a way to match the two bank transactions to the one expense. Hope someone can help, Thanks, Darren.
"Liberate" Series of transaction numbers that have been cancelled
In my country, it is mandatory to use numeration on each invoice that is generated. Let's say I have got A001, A002, A003 and A004 invoices. If for some reason I have to repeat an invoice because the employee sent the price wrong, I proceed the following
Import a balance from another company and credit customers that have paid in advance
Hi, Sorry for the long title!! I run a property management company, and have taken over a property complex from another company. On transfer, the old PM company transferred the balance of the owner's payments to my account. This includes some overpayments
Barclays Bank Feeds broken again
My banking feeds, Barclays and Barclaycard accounts, have stopped getting transactions again as of just over a week ago (slightly different dates on different accounts). They are updating the amount in the account according to the bank, but no transactions
Microsoft description contains special characters
Hello, In the description of microsoft automatic payments they include the special characters < and > so when my bank syncs and I try to categorise the transaction Zoho throws an error, an example follows: MSFT *<XXXXXXXXXX> MSBILL.INFO (I blanked out
Zoho Books Offline
i would like to know if there will be a option to use zoho books offline since im a lot on the go & not always have the best connections it would be good for desktop version too
How do you create a parent item in Zoho Books
Hi, I sell several types of products which fall under Kitchenware. How can I create a parent of item of Kitchenware and then children for the various types of items that fall under it? Thanks
Zoho Books/Invoice: Stop an invoice from being saved that does not have every item tagged? In other words, require every item to be tagged
Is there a way to require each line item on an invoice to be tagged with a project or custom tag? Ideally the invoice would not be saved until everything was tagged.
Deleted Posts
Is it standard practice for zoho support to delete posts you dont agree with or for requests that have been asked for tons of times your never going to implement???? I wonder if this post will get deleted as well...
How to link Expenses to projects in Books ?
Hi, We have expenses for our users available in Books. In Books we have set Project and related link Purchase and Sales. What would be the best way in Books to have the expenses also available in Books' project ? Most projects are linked with the vendor,
Automatic numbering of projects
Wondering if z projects or z books can have an automatic number for each new project logged. I need an a number assigned to each folder to put on my artwork file. Is there a way to do it myself to add it as a field?
number auto generate for Bills and Expenses
Is there a way to auto generate reference numbers for bills and expenses like estimates and sales orders
payment received and supplier bill payment migration from quickbook to zohobook
Dear sir , Can anyone please tell the complete process(tips & tricks too if any) of migration payment received and supplier bill payment(specially these 2 reports only) from QuickBooks to zohobook. as there is no report in QuickBooks (as per my research)
problem with the price lists and quantity decimal
Hello, we have a problem with the price lists! The problem is that we have quantities with decimals (5.45 km, 3.61 m). But price lists do not support commas between quantities. Ex: from 1 to 3 = 20€ / from 4 to 6 = 18€ / from 7 to 10 = 15€ the problem
Mortgages
How do I record mortgage payments in zoho books.
Can a original itemised invoice be added to the thank you email?
Is it possible to attach an itemised payment received invoice rather than the default Payment Receipt to the thank you email? See Example: Invoice Payment Receipt Instead of Payment Receipt
Incorrect Invoice Journal Entry
The Journal entry in the purchase is not considering the COGS from the bill, the items in the bill and invoices match. It's picking the Sales amount in the inventory and COGS accounts.
2 Contacts Same Name Conflict
Hi, I am using the REST API to create a contact, But it is not allowing me to use same name for 2 contacts. I would rather like to use a mobile number or email as a unique identifier for my contact instead of a name. Please let me know how can i do
Full Customization of Source Document (Like Invoice) and Report
Zoho should allow consultants access to design Source documents Like Invoices, Payment receipts, Sales Orders etc. It is so sad that one cannot design source documents to look the way your client like them. This is because Zoho has already limited our
Manual Journal for Expenses with Input VAT
I have some expenses where I have paid VAT. This VAT is our input VAT and we have to claim this VAT in our VAT file return. Now Please inform me how I post this expenses manual journal entry with input VAT. Example: I buy petrol full month for vehicles
Zoho Project and Books Integration Invoice Error
Hello, Please any help on this would be appreciated. I am trying to create an invoice on a project on Zoho Books but I keep getting an error that "You cannot create an invoice as there is no timesheet associated with this project". Please what might be
How to post Insurance money received in Zoho Books
An insurance has paid us money for damages caused on our property. Rather than have the insurance pay for the exact damage we opted for a lump sum payout. The amount has been paid into our bank account and is shown on the bank feeds. How do we record
Record transfer to DATEV
Hi, DATEV is a very common application used by companies to do their book keeping and tax calculation. I wonder if there is an elegant way to transfer Zoho books accounting records from Zoho books to DATEV? Any idea or approach is highly appreciated.
Items - can I disable the entire module?
Hello, We don't track our stock in Zoho Books as every order is bespoke so I want to find out if I can remove this module from view entirely for one or all users? Books is creating it's own list of products from every item we add to our invoices and this
Record Payment - Auto Populate Amount as payments are selected
When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top
Unearned Revenue account
Why the system uses this account?? Balance is zero. all the transactions are related with Acc. receivables, why using this account? I haven't entered any payment using this account, now I'm doing the reconciliation and instead of Acc. receivables I see
Custom field in Packages Preferences
Hi, I'm customizing the Packages document, for our colleague in the warehouse. I added a custom field to added specific note. However I see that, contrary to all data type, a Text box (multi line) is never displayed. There is no "show in all PDF" checkbox
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