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
♥, ★, ► in estimates PDFs - Customers LOVE it!
To enrich the estimates, we used symbols (♥ ★ ► ☆ ... ) in the articels, like shown below. Our customers love it ♥ The estimates are more appealing for the decisionmaker: ___________________ ☆ Branding: the company logo is visible on the display and therefore
Exempting Someone From Payment Reminders
Is it possible to exempt someone from receiving payment reminders? If I have the payment reminders setup and I do not want a particular invoice to be setup, is it possible for me to select an invoice to not be sent reminders? For example, if I have an invoice where the client is on a payment plan, I do not want them receiving emails about reminders. Is this possible?
Reports: Amount Detail in Purchases by Vendor Report Doesn't Show Account Information
In Reports | Purchases by Vendor, when one clicks on a vendor's total to get specific information, the resulting report wrongly and unhelpfully shows "split" for every account. This is problematic two ways: First, those aren't split transactions. Every
Verkaufsbeschreibung mit HTML-Editor
Wenn es in der Zoho Books "Verkaufsbeschreibung" einen HTML-Editor gäbe, dann würde man die Beschreibungen z.B. in Angeboten "schick" machen können eine Synchronisation mit der Verkaufsbeschreibung in Zoho Commerce dauerhaft herstellen
How to display on the invoice that a specific pricelist has been applied
My company gives bulk order discounts and it appears that this can be done using the pricelist function. However, on the invoice, there is no indication that a "price list" has been applied. I want my customer to see that they have been given the bulk
Digitally Signed Invoices
Due to Digitilisation, Increasingly Customers want Invoices to be Digitally Signed using Digital Signature Certificate. ( Different from Digital Image of Signature - Already available in Zoho ) Please introduce the feature of Digitally signing the Invoice
Attachment in Line or Details instead of TILE Window
Hello, is their any way to add attachment in Line or Details instead of TILE Window Thanks NSR
Theme
Hello, How do i change THEME to fully DARK. all in black background colour also how should i add more colours in theme. as of now only 4colours are available.
Bank Feeds not working?
I am trying to set up Zoho books for the first time for a very small business. I'm working with the free subscription which promises to be way more than what I need. I can no longer find the “automated connections wizard”, you know the one that display
Integration
Can Zoho noted about to get an integration with Dext? I believe will be helpful at least in UK. thanks
How can you report timesheet entries for projects showing the Invoice number they were billed through
I am having great difficulty in finding how, from within BOOKS or ANALYTICS, I can get a report of all the timesheet entries against a client/project etc in BOOKS that not only tells me that the time entry has been approved and invoiced but shows me the
Customers Updating Details Allows for Document Uploads
This is crazy. If you check off to allow customers to edit their info, it ALSO allows them to upload documents. The tooltip says: Allow customer to edit their information in the portal Your customers will be able to edit their basic details, such as their
Billable expenses
I have a number of operating expenses which are billable to my client. When inputting these I marked them as billable and subsequently raised and invoice which has now been paid. When initially inputting the expenses they were paid through the petty cash
Darstellungsproblem in der One-Oberfläche beim Branding
Immer wieder gibt es Unterscheide in der Oberfläche von Books in der Zoho One und Zoho Books. Der Zoho One Anwender denkt, man müsse das Icon ersetzen, aber wohl vorhanden, wie man in der Books-Oberfläche sieht.
SPF Record Verification Failure - Zoho Books
Hi, we are trying to verify our domains on Zoho Books. I have the SPF records in there just as they are presented in the instructions, but it says it's not found. It has been about 36 hours since updating the DNS, and it still is not finding the record.
In profit & loss statement under purchase tab i cant see my purchase bills it shows invoices.
In profit & loss statement under purchase tab (purchase acc transaction) i cant see my purchase bills it shows invoices made. Amount showing is also wrong... But under sales tab i can see all of my invoices. please answer...
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
how to send all outstanding customer invoices in one shot?
I want to send all outstanding invoices to a delinquent customer in one shot. How do I do that? If ZB can't do that, get your devs on it. This is a dunning question and should be addressed ASAP.
Minor fixes and changes on announcement posts
When I take a look at forum announcements I can only see the major changes that have been made in an update. Later on while using the software I can see that also other smaller things have been added. New shortcuts, new buttons... etc. It would be great
Zohobooks duplicate contacts with same email address
This appears to be a bug in Zohobooks. It wrongly allows for the existence of multiple contacts with the same email address, and it wrongly uses case-sensitive comparisons for email-addresses when looking up contacts, email addresses should always be
Import invoices. Status "Draft", but I want it to be "Sent"
I have imported customers, no problem I am now importing open, unpaid invoices. In the import file I have set the status to "Sent", but they are still imported as "Draft". How can I import invoices and have the status set to Sent? There have been no payment to these invoices. - What should I set in the Status filed of the import file?
Customer and Vendor - Deduct the payment of vendor fro received ammount
Hello Everyone, I'm around this question for more then a day, and no clue how to get it done. I have googled for everything, and the only solution that would supposelly work, it is not. I have customer A, which pays me 10.000 USD for an invoice of 11.000
Divide invoice total into monthly or quarterly payments
Hi all, I run a property management company, and I invoice property owners for their annual communal fees, that pay for items such as a shared pool and the gardening etc. Usually, I have invoiced quarterly. I calculate the annual fee and divide it by
Scroll Bar
Scroll bar on the right side of the window is way too small in ZOHO BOOKs. I cant even see it. Please help to increase the size or color of the scroll bar.
Value in the field does not match with the data type supported by us.
I'm trying to import statements from my bank, and I am having an issue with the Amount field. Amounts from my bank are formatted as such: 150000,00 where the comma is the decimal delimiter. When mapping fields, I select the 1234567,89 format but I am
Zohobooks wrongly insists on unique contact name
At the moment Zohobooks won't allow for multiple contacts using the same name, even when they have different billoing-addresses or email-addresses. It is not impossible for larger businesses to have multiple different customers who happen to have the
Discount on bills during payment process
Hi, we do apply discount rates (that we agreed with our partners beforehand) whenever we pay in a certain delay. Example: 10.000 euros bill (vat included). And when we execute the payment order throught our bank system, if this is done in less then 10
How to pass bank entry for TDS on commission or brokerage ?
Hi, team please guide me on how to pass bank entry for TDS on commission or brokerage in Zoho books. TDS on contract and other options show but commission or brokerage
Stripe, how to import historical statements?
The help file states to 'simply' import stripe statements from the past after successful integration between Zoho and stripe. In Banking account overview stripe is present but when I go to Banking and click on import statement I can only choose my regular
Search MATCHED or Categorized Bank Statements
As far as I can tell there is no way to look at bank statement lines once they're matched or categorized. No search, no import/feed log, nothing. This is problematic for a number of reasons. What if there was a duplicate import/feed and the same statement
Profit on sale
shi, would it be possible to see profit on sale on each invoice ? With option of FIFO / Weighted Average and LIFO basis ?
Recurring invoice based on number of days of the month
Trying to setup recurring invoices twice a month with a daily rate and based on number of days in the month 1st invoice is always 15 days 1st-15th x daily rate 2nd invoice is from the 16th till the end of month which of course could be 28th , 30th or
How can I can use Zoho with Sage
Hi, Our accounting departament uses Sage and they might be interested in having an integration with Zoho in order to better organize invoices. Could you please let me know how can I use both applications? Thanks
Add additional discount field on payment received module
Hi, We regularly receive cash payments from customers. Many times the customer does not have an exact change & they round it off to the nearest value & rest is considered as a discount. We particularly face an issue recording that discount, as there is
German monthly Accounting / monatlicher Export von Eingangs und Ausgangsrechnungen über Zoho Books / Deutschland
PLEASE COMMENT WHEN YOU HAVE THE SAME PROBLEM Dear Users, Dear Team, for german Accounting we need to export every month ALL incomming Invocies and ALL outgoing invoices as PDF File! All Documents are in ZOHO Books, but there is no option to export the
Unpaid Invoices PDF template
Hello, Does anyone know where/how I can change the template which is used for the 'unpaid invoices' PDF? There is a tickbox to attach it along with the customer's statement but I cannot find it in the Email Templates settings. We have two branches of
rapprochement bancaire
Bonjour, j'avais une créance de 11,276.90 a recevoir du gouvernement mais celui-ci m'a remboursé que 9,986.25 $ avec la différence de 1,114.77$ payé en trop pour un autre compte alors comment faire apparié ma créance de TVQ a 11,276.90 $. quel compte
Isset / typeof / defined for variable in deluge script (or similiar)
I want to add a universal script to zoho books for invoices and estimates (as button script). For invoices, the variable invoice is given as function parameter. For esitmates, the variable estimate is given as function parameter. In my script, I want to do this: if(invoice){ //do } if(estimate){ //do } However, when I want to save the script, for invoices I get the error message "Variable 'estimate' is not defined". How can I check if a variable is defined without error, e.g.: if(!defined(esitmate)){
upgrade
I have written several mails right from CEO of your company to your helpdesk. Why is that no one is interested in hleping me upgrade my account?????
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