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
Project Specific Invoice Number Schemes
My previous invoicing solution (Harvest) allowed me to have different invoice number schemes for different projects. I could have invoices to customer ABC be auto numbered to ABC-YEAR-1 (increment by 1 on the next invoice). Customer XYZ's invoices could
Paying for Invoice - Can I update colors used in https://zohosecurepay.com/books/
When I email customers invoices and offer an online payment option, when they click on invoice they are taken to https://zohosecurepay.com/books/[our organization}/...... The problem is that the header is a large red block. Our company color is BLUE.
Branding: eigenes Design erstellen
Das Design von Zoho Books wurde in letzter Zeit um weitere Farben ergänzt, wie zum Beispiel "Mustard Yellow". Noch besser wäre es, wenn man in den Einstellungen die beiden Farbwerte als HEX-Wert eintragen könnte. Der eine Werte wäre #EBEBEB der andere
Customer/Client Code creation in Zoho books
Hi Team, If someone can help me how create code for customer, my requirement is to create code for each customer, also while creating the invoice i need to search by the code instead of name. Please assist me with this regard. Thanks
Remove item field from Delivery Note
Hi, I cannot seem to find a way to remove item field from Delivery note. We only need the description in Delivery Note. I have checked the delivery note settings, but there is no option to uncheck item.
DATEV export in Germany
Hi, could someone please tell me if they have successfully exported data from Zoho books and imported to DATEV? I'd really appreciate some helpful answers, thank you.
Item Table Label Width
The width size in terms of percentage set by myself doesn't reflect on the estimate document. It looks like the value entered are not considered at all .
Bulk Update VAT on invoices
Hello, Is it possible to add a function to Bulk Update VAT rate on all line items for invoices. My Customer requirements is that all timesheet line items for a customer need to be listed on the invoice and this means that we need to manually update the
Same Item, different cost
Hello There, I'm new to Zoho books, used to work on wavapp , which had a simple inventory tracking, I'm trying to enter all the data including the bills on Zoho books manually due to migration issues so it can calculate the COGS. My problem is I purchased
Mark down price on MRP & GST
Hi, While setting the price list as zoho books has the MRP & GST details of the item whill it auto calculate the pre gst price for that item and separately show the gst amount in order & invoice. Secondly will it give me a variance amount which i need
Tax liability to be collected from client - What is the accounting practice to follow in Zoho books
I do administration work for a client. I am going to pay their monthly employee Insurance to Government department. Which on actual I am going to bill to client. I do not want this to be part of my turn over since this is a take and give. So if I bill
sale invoice (inventory) reflect in purchase account
Hi please refer the screen short . we have raised inventory sales invoice and it reflects in purchase account. kindly help on this.
Recurring Invoices and Snail Mail
I know how to create a recurring invoice that is emailed, but, how do I create a recurring invoice that is sent via snail mail?
Connecting one zoho crm account to several zbooks companies
I'm evaluating using ZCRM in connection to ZBOOKS, but need to get clarity of how to set up the connection in our case. We have one sales force, separated into groups for different countries/markets, they will use ZCRM, that far all is good. The sales
MONEY IN >>ESTIMATE STATUS
it is not possible to change the estimate status to overdue or not accepted by the client. it would be great to have to status added to list of possible ones
Vendor invoice attachment
When I receive an invoice from vendor, I'd like to record the bill in Zoho Books, and AT THE SAME TIME, attach the PDF image of the vendor invoice to the Zoho Books invoice object...... can this be implemented? This is for audit and informational pu
Vendor currency issue
I set up a Contact as both Vendor and Customer. The Customer currency is fine, for CNY. When I generate a vendor report, the currency is not current. The Contact currency is CNY, and it's not copied over. The Vendor report still shows USD. Also I am waiting
BOOKS
Hello, I sync Books with CRM. The thing is, can I asignated one fix discount in an account for the invoices and estimates. It should be convennient, cause different clients use to have a special discount. Thanks
Zoho Books: payment reference ID
If I record a credit to a customer or vendor, there is a credit note #. But if I record a payment from a vendor, the payment reference # is not generated. How nice would it be to have a payment reference ID, so for future audits and for book keeping,
Clone time-sheet entries
I am using Zoho Books to manage my project. So I enter hours worked per day. For a month I need to enter 30 rows!!! I wonder if I can clone each row, and then just change the date on each row??? Please add this feature, thanks!!!
need new feature in zoho book
Xero & API-EZ (when compare to these product I feel zoho book is so flexible & impressive) has a new feature i.e photo/picture of bills we spend can be uploaded with the expense detail when we feed,so no need to safe guard the bills/receipts of miscellaneous
Zia Search in Books -> Support the Purchase Orders Module
When using Zia Search to search for something relating to a Purchase Order, Zia does not currently support searching the Purchase Orders Module. This request is to add the Purchase Orders Module within Books for Zia Search, exactly as Zia Search supports
VAT filing Other Countries
Hi am wondering if you can consider adding the VAT filing module to customers who are based outside UK as even though the tax reports are great but would be very helpful but I don't think they highlight what transactions haven't been returned as they
Partially billing for timesheet time entries tracking time written off by project task
I am trying to understand how I might go about better managing my client project billing. I track time logs in PEOPLE which is then integrated to BOOKS from where we do the invoicing for client projects. Our projects will have estimated hours set against
How can I add more blocks in Zoho Books
I want to organize in my Offers and Invoices as good as possible. So I need to add more blocks as showen in the picture, where and how can I do this?
Zoho Books
Hi, I'd like to know why my project task and timesheets are not showing on client portal? Thanks.
Invalid value passed for file_name
hi im getting this error when editing a particular sales order Invalid value passed for file_name
Custom View - Customer Name
In Custom View Filter there is no way to list all invoices except particular Company. When i define the criteria- Csutomer Name - i get only "is" can you also add filter "except" or "is not"
COGs vs Inventory Asset
Hello Zoho, While entering certain items , the account details are automatically fetched as Cost of Goods sold while for some items it fetches Inventory Asset. Can you help me understand this ?
how to book various type of expenses in zoho
how to book various type of expenses voucher i.e -salary voucher/expenses/reimbursement etc. like we create in Tally ERP.
Zoho Mail in Zoho books somehow?
When I go to a contact and then goto mails I only see the option to integrate with gmail or outlook. You mean we can't integrate our Zoho mails with Zoho books like CRM does? How odd, its the same company. Can I get the same thing setting up Outlook operating
Discount per item on purchase bill
How can I give a discount to an item in purchase invoice. My supplier gives a discount per item not on overall bill
Entering a loan repayment with interest
How exactly do I enter a loan with interest on a repayment schedule?
Allow 2 type of auto-generating invoice numbers
Dear ZOHO Team, Kindly allow 2 type of auto-generating invoice numbers Because I am air Ticketing agent & I have created 2 type of invoice for example, Tax invoice start with INV-000001 Out of scope invoice start with DM-000001 So it most important for
Filtering Receivables through select customers
We have our own sales persons visiting different areas on daily basis. For each day, they need the report of receivables only for the customers in that particular area. It is possible in Quickbooks. How is this possible in zoho books?
Multiple Organizations with Common Customer Base
Hello Does anyone know if it is possible to share a customer base between multiple organizations inside Zoho Books? We have an existing company with a couple hundred current customers. We are in the process of starting a new organization and would like
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies? I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client Business Explainer Video Examples
Is there a way to create invoices in multiple currencies with 1 customer? base currency vs foreign currency
In Zbooks only one currency can be mapped to one customer. So you will have 2 customers with the same info except the currency. e.g. original customer daryl K - SRD and second customer daryl K usd - USD (foreign currency). The problem is that almost
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