bank transaction charges
How can i enter the transaction charges for cash withdraw or transfer of amount from one bank to other of our own company? EXAMPLE:IN MY HDFC ACCOUNT 2006 RUPEES TRANSFERED TO ICICI, BUT IN ICICI I GET ONLY 2000,HOW CAN I ACCOUNT THE 6 RUPEES AS BANK
Ability to save report parameters for Zoho Books reports
Hello, I was just told by a support representative that Zoho Books currently does not have the ability to save customized report parameters into a custom report. It is very cumbersome to have to reenter custom report parameters every time for frequently
Different Customer Address Formats for different invoice templates?
We're using different invoice templates for international customers and would like to customize the Customer Address Format to each region (e.g. Dutch formatting is zipcode - city whereas US formatting is city - state - zipcode). Every change I make in
Credit notes
I have a false 'credit note applies to this invoice' notification when there has been no credit note issued or created and the phantom notes do not appear in my list of credit notes so cannot be deleted. We would like to understand why this is happening
Text to Hyperlink in templates
How do I change text to a hyperlink in the templates on zoho? When I copy and paste it from our company website, its not allowing it to be a link. Please help :)
Template Ticket
How do i change the template fields. Each template looks a like. I want to add fields and delete some fields. For instance, Template A should fields A Template B should have fields B Right now Template A have all the fields.
Automatic drop down custom fields
It would be great if we could create a drop down custom field or reporting tag that could automatically include all customer names or vendor names or items etc.. This could be useful for recording/reporting which customer certain items on a PO are being
Bulk change in Template Style
Guys you need to put the following options in Zoho. 1)Change in Template Style - I do not want to goto every invoice and change the template style for the invoice. Please give me an option where i can change the template style for 42 invoices with a few
Zoho Books Projects need Sales Orders!
The Zoho Books Projects section is great except that at least for us, the lack of sales orders makes the entire section useless. What is a project if not something that gets fulfilled over time? And what's the one Zoho entity that supports tracking fulfillment
Z Books Accountant/Bookkeeper Needed
We are looking for a qualified firm or individual to "fix" our Zbooks and continue with us to provide standard accounting and bookkeeping services. We are located in Texas and we do about 1M in revenue. Our books were not professionally setup to begin
Adding RATIO ANALYSIS On Reports
Generating reports based on RATIO ANALYSIS.
Payroll Software
Hi, I am already using your ZOHO books and ZOHO expanse software. Do you have the payroll software?
Customer with two branches one local and one abroad with different names.
We have created a customer with two office. One abroad and one local. Both have different names but same company. Now we have invoices against both different names but the payment/cheque is received from local office for both offices. How to record in
Company does not hold stock
Hi, I sent an email to support but have had no response, I need help with this as my company does not hold stock so we need to know if there is a way around, my questions are below. 1. Can we reserve stock prior to receiving payment against an invoice.
Zoho under trial - confused about budgeting capabilities
Hi, We are considering implementing Zoho Books in 4 countries. Having tested the service it looks pretty amazing, well almost... The dealbreaker for us may be that budgeting / forecasting is not possible. This was a huge surprise to me. I have read some threads, and it scares me that Zoho seems to have ignored customer demands on this feature for several years.. Is it possible to get insight into roadmap, and where this feature fits. Zoho, please understand that it is difficult to put a proposal
Posibility to show custom fields (on lists) with color labels and possibility to edit it on list (without go to edit mode)
Invoices, sales orders, estimates, customers has custom fields. But custom fields are not visible enough for quick see important data (like Rush Order, Need ship today). And to change (in this example DEAL STATUS) I need OPEN document, then click EDIT,
Report Tag in Bills
Hi i using the Zoho Books in Purchases and filling a Bill i cant select my tags. In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses
Bill Problem (Cant update or delete)
While recording a Purchase Transaction manually under (Purchases => Bills) we have 20 entries in single bill. We purchased 20 SKUs in single Invoice. But we are facing these issues. Problem Scenario 1) While recording this transaction manually Zoho Books
Is it just my U.S. company that sees these fundamental Zoho Books issues?
Hello. I am new to Zoho. I looked at it a year ago and saw fundamental shortfalls that did not allow me to proceed with implementing. I am now taking a fresh look, with the assumption that "fundamental" shortfalls would have been addressed by now. So
Payroll payments
Hi, You said the same exact thing 1 year ago. I am a new user to Zoho and losing some faith here. I need a payroll option, as many others do, that is easy to integrate into Zoho, or better yet be a Zoho option. Please, don't respond. Not worth the customer
Assign Bills to Customer
Assign Bills to Customer just like you can assign an expense to a customer currently. This would be a great feature to break up costs and see exactly what the cost is of servicing a customer.
Zoho Books - Important Feautures.
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice
Matching expenses and revenues on the fly
Hello. I have generally been a happy user of Zoho Books. I am astonished that your new update doesn't match expenses with customers unless a bill was made. I.e., creating an expense - or for that matter a receipt - and assigning it to a vendor on the
Language settings???
I question how knows where i can find the (if there is :)) language change settings??? I prefer dutch for the tax forms. Kind regards, Art for Heaven
General Ledger import
Is it possible to import a general ledger into Zoho Books? I've been trying to do this with my Quickbooks data and you can download a general ledger but uploading that into the "Expenses" section seems to cause issues. Thanks, john
The server refused the connection
I've setup a web form on www.bizam.com and it did work for a while although now instead of the form I get a broken link icon with a massage that says "The server refused the connection" Any idea what happened and what I can do to resolve this. Thank
Projekttage im Zeitnachweis abrechnen
In einen Projektangebot werden Projekttage und Projektstunden angeboten. Als nächstes beauftragt der Kunde das Angebot. Nun wird aus dem Angebot ein Books-Projekt erstellt. Die Artikel mit den Projekttagen, Reisekostenpauschalen und Projektstunden angelegt.
Department specific approvals for bills and expenses
Hi, Our organisation has multiple departments. Each department has multiple cost centres. I need to create an approval workflow that a user only recieves invoices, expenses, bills from the vendor portal, specific to their department. The bill workflow
Can i integrate zoho books with my own website?
Hi guys, im trying to integrate zoho books with my website, so is it possible? Or i have to keep other ways?
QuickBooks to Zoho Books Migration: All You Need To Know
Surviving and attaining success in the corporate world is directly linked to effective data management processes because that is the most important thing in the present. In case you are a business owner, chances are highly likely that you have an in-depth
Price List - Mark up or Mark down Calculation
Hi, I when i apply mark down in ITEM Rate with certian % , in my invoice im viewing the ITEM Rates with GST ie if im giving 10% discount on Sale (Sale price 100) in MARK Down which has 5% GSt, The price including GST will be 90 ( 85.71 (Basic) + 4.29(GST)
How To Move Custom Fields from one corner to another
I have Created New custom Field Called Unit Price in Estimates is that possible to from one corner to another....! i need help to move the unit price after Tax Calculation please help me with relevant idea
Convert Sales Orders to Subscriptions
Hi I run a SaaS Software business reselling vendors software and us Sales Orders to create Purchase Orders and normally Bill my customer monthly. It would be great if I could convert a Sales Order to a Subscription for that to then take over the Billing.
Is there a custom function that will allow me to pull Info from CRM into an Estimate
Hi All, I am trying to work out some automation and not sure where to start, Currently i need to Automate pulling my Deal Number from CRM and have it show inside an Estimate when i create it. i.e. CRM.Deal_Number -> CustomField "Deal Number" I have not
Tracking non-billable time that isn't customer specific
We use Zoho Books and Zoho People for our consulting firm. Our consultants bill 85% or more of their time to clients and we have projects and tasks setup in Books for that. What we need is a place to track time for things that are not client specific,
Add Bulk Expenses
I find it very repetitive to add bulk expenses. For example, If I enter a past date , I have to go to past month several time, if this enables to keep the last selection (month / month and date) it will easy for data entry. Also, there should be an option
How to include Signs in all pages of the invoice instead of just the last one?
I would like to add the Sign field but as it is right now it only appears only in the last part of the invoice and if the invoice is long enough in some cases the signs will not appear on some pages.
Whatsapp Integration
It would be really great if notifications of unpaid invoices, packages sent, quotations... etc could be sent through Whatsapp Business. Right now the only way of doing it is through Twillio but it seems quite a pain in the a** doing it through there
Deactivate Employee Sign in option on Zoho Books portal.
Personally, I do not like my customers to see the branding of the Software I use. In the case of the Zoho paid version luckily all Zoho branding can be removed. Unfortunately on the client portal there are still several places where Zoho branding is
Sales Invoices billing in multiple units
We are into FMCG business both food and non-food. Question i wanted to ask is for eg : - We purchase rice in bags. We sell in kilos as well as bags. Is this available in zoho books invoice. Similarly other items like cooking oil , we buy in cartons and
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