How do you add an open sales order to an invoice created in draft via recurring invoices?
How do you add an open sales order to an invoice created in draft via recurring invoices? Is this not possible? When I open a draft invoice there is no option to add an open sales order.
Attachments in Invoice
Can all the attachments with Estimates/SO can be forwarded/attached while generating invoice
Intra Company Invoicing & Cost Allocations
Hi, We are present in three states and have Head Office in one of the state. As per GST, we need to allocate costs of Head Office to different branches in the state. If we raise invoices for each state within Zoho Books, the revenue & expense figures
How do I clone a bill and print a bill
How do I clone a bill and print a bill
Payables
Hi team I have been requesting for a filter option in the outstanding SOA , we’re by we can just filter only the outstanding bills, this request I have been doing for last 2 years and so far I haven’t a heard a word from the developer team. I only heard
Bank feeds not refreshing
It's been three days...still no auto-refresh. BUT...when I try to manually refresh, I get an error saying "Bank feeds have already been refreshed for the day". ?
How to register a returned wire transfer
Hello everyone. I am stuck with a matter and I have no idea how to proceed. So I had registered a bill for example for 500USD. I paid the bill via wire transfer and the bank for some reason rejected the transfer and hence I saw a credit or refund for
Adding Contacts to Vendors
It appears as though Zoho Books does not import vendor contacts from Zoho CRM, correct? And that therefore they have to be reentered in Zoho Books. Is there any simply method to copy a contact to a vendor from within Books? Or do they all have to be entered
German Accounting SKR03 / SKR04 needed / Datev Kontenplan
Dear Team, for German accounting its necessary to have the DATEV Based account plan called SKR03 or SKR04, bases on this account plan everything ist manged in German accounting and most important with the tax office. We need an integration of SKR03 and
Automatic Bank Feed Triodos Netherlands
When trying to setup an automatic bank feed for a Triodos NL bank account in Zoho Books I noticed that Triodos Germany is an option but not the Netherlands, does this mean that Triodos NL will be supported in the future? Is this being worked on?
Recording Transaction after Gateway charges
Hi, Requesting assistance in recording a transaction. I had sent an invoice of Rs.3500 to the customer. He used a PG to pay the amount. The PG had deducted 2% fees (Rs.70) and Tax (Rs.9) and sent the balance (Rs. 3421) to my bank account. How shall I
Need HSN code, rate and item name in invoice details report section
Need HSN code, rate and item name in invoice details report section Please add this which is required during filing of GSTR 9 return
Timer App for Chrome Resets entries when switching between Timer to Log Time
I have noticed that the Time App for Chrome clears my entered project, task, and notes when switching between Timer to Log Time. For example, if I start in the default mode (Timer) and enter my project, tsk and notes and then switch to Log Time, I have
Faulty bank statement import
Hello. I'm importing CSV from a major Australian bank (ANZ). The CSV files exported from ANZ have no header descriptions for the columns. It is just transaction data from line 1. Zoho imports the data fine with simple mapping, except the first statement
Integration with CRM Accounts module
Hi We have Zoho CRM. In our implementation we dont use the Accounts module - we just use Contacts and Deals modules. Ive just integrated Books with our CRM. Are there any benefits to having the Accounts module enabled? Thanks
Opening Balances and VAT (UK)
I do not understand how Zoho deals with VAT and payments against opening balances. For example, lets say I have a customer with an opening balance of £1000. Around £200 of this will be VAT. So the customer pays me £1000 and I record it as a payment received
Zoho Expense to Books integration is flawed
When a one of the company employees submits a expense report for approval and then the report is approved there is a flaw where zoho books cannot break that single expense into multiple charges to match with any bank or credit card feeds. As we know once that report has been approved it cant be changed in zoho books. This becomes a major issue when purchasing through Amazon (or other retailer such as Alibaba) where they can break that single bill into multiple charges. The work around that I was
Closing the financial year
This is the first year I am using ZOHO Books and I want to close my financial year for last year. I have gone through and checked all transactions are correct, written off bad debts and reconciled all accounts. I have also read through the tips for closing the year and followed all of these. Once this is done though I am not sure if anything else has to happen. Is there somewhere that i am supposed to record that the financial year has ended? I have looked through and not been able to find anything
How to bill & track multiple salespeople in one business
Is there a way/how do you: I have a business client that has multiple salespeople. Salespeople are sent their own invoices but payment to me comes from the main company, so many invoices paid in one check. I would like to keep the salespeople separate
Clients GPS coordinates feature
I believe this is a feature that should be added. Right now there is only the possibility to add addresses and not GPS coordinates. Only workaround is too add a new custom field, unfortunately, this is not a great solution. In developed countries, addresses
Update a Customer Field based On Estimate
Hi, I want to classify customers based on the estimate provided to them E.g. if a customer is not given any estimate for say 6 months ., It should be marked as silent And if customer is given quotation in last 2 months ,then it is active How can we do
Projected expenses in quote
Apologies if this questions is answered elsewhere, but couldn't find a similar question in the forum. Context I'm a current QuickBooks user and evaluating Zoho Books, so I might be approaching this problem with the QB mindset. Our estimates/quotes are
Material Received Signature from Customer in Invoice
I run a distribution business for hardware products where I deliver materials to the customer. After delivering the material we just get the duplicate/triplicate signed and bring it back. The customers usually signs any where on the duplicate/triplicate
Searching for items when creating order, Po's, invoices and bills
The search function when looking up items is very good. I can pretty much find anything I want using bit of a name, part number etc. Yet the search function in invoices is very limited e.g to look up Industrial paint black you can only find it if you
Create Chart of Account in Bulk
Hello! I have a requirement to create multiple Chart of Accounts at time (For example: when I add a new employee) If there is an option similar to Bulk Add Expense with Clone, it will be a great help, otherwise I find it very time consuming activity.
Two difference auto-generating serial number in Invoice
Dear ZOHO Team. Two difference auto-generating serial number in Invoice Please start this feature..it is most useful for our business find screenshot
PURCHASE INQUIRY TO VENDORS
Just the we have An Estimate module before converting it to a sales order we must have An Purchase Inquiry Module Before converting it to the purchase order. The Unique point here must be An added RFQ (Request for Quotation Module) where as we can send
columnar Feature
Hello Sir Tushar, I'm Zoho User I want to request to kindly add a feature just like tally already uses it. The Columnar feature is in the feature if we go to the individual ledger when using this feature it will open up just like below mention screenshot
Automatic payments options books / subscriptions
Hi All, Question what i cant figure out is to setup automatic payments with stripe inside Zoho Books / Subscriptions. I enabled Sepa and iDeal automatic payment inside stripe and ( i think i use the correct webhooks) But the only option for automatic
Categorization rules misdesign
If you're bulk categorizing and you do a manual categorization, Books auto-creates a new categorization rule. When you save that rule it runs the rule against your transactions and creates the "Recognized" transactions list from the rule matches. You
Automated Saving of Categorized Transactions
Hi, Is it possible to automate the saving of banking transactions. Currently, I have automated bank feeds and automated rules for categorizing transactions but I am still required to manually save them when I go to the banking module so that they can
Categorizing via rule doesn't reduce uncategorized count
I manually categorized a transaction. It pops up the rule editor. I create a rule and save. The rule then categorizes all the matching transactions. The Recognized count is incremented by the number of transactions the new rule categorized. However, the
Banking transaction categorise limit
Can the limit be increased to categorise more than 50 transactions at a time under banking? 50 is quite a low number, especially if you have 1000s of line items per month. Thanks.
Zohobooks Subscription recommendation
We have an entity's Tally Data which has the following - Sales Register (Invoices) - 492 Purchase Register (Bills) - 507 Receipt Register - 265 Payment Register - 5179 Journal Register - 6889 Which Zohobooks Subscription Plan is better for them?
Item list is not updating after purchase
Hello all I purchased a few items on 14/12/2022 with same-day delivery. First, I added the item name and purchase information (no sale information was mentioned because our selling price changes from time to time) I made bills and payment has been closed.
Feature request: Cashflow forecast for ZohoBooks
Hi there, Some two years ago, there were posts and questions about the need to have Cash Flow forecasting mechanisms in Zoho Books as they are available in competitor products. Back then, the answer is that it was not planned for the short term. Now the
Partial or Split Tax Claim Payment
[problem] [general] [australian edition] Hi all, Last quarter I filed a BAS report, which resulted in a claim of $1000. The ATO mistakenly paid $800 instead of $1000, and left a $200 'credit' on my ATO account. (sigh. don't ask :-) Normally I would go
How to add Columns to Zoho Books Reports
Can one add additional columns to Zoho Books Reports? For example: Sales Report by Costumer has column for Customer Name, Invoice Count, Sales w/o Sales Tax and Sales w/ Sales Tax. I want to add a column for the Customers Country (From Customer Contact
Custom fields for Banking in Zoho Books
Hello, I was wondering if it´s possible to add custom fields in the Banking module in Zoho Books? This would be nice to have, so financial department could save important information about a particular bank account, for example the bank managers/other
Zoho Books - Income with an expense
Hi, what is the best way to input a income but also has an expense as well. eg, Rent a house for $400 a week (income) Rental agent manager fee $25 (expense) Amount received $375.00 (income
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