Berichtstag: Sortierung in Berichten nach Datensatzanlage
Wir verwenden Berichtstags in Books und haben nun in unserer Liste neue Berichtstags hinzugefügt. Um in den Berichtstags die Sortierung zu ordnen, wurden die Berichtstags mit Nummern zu Beginn versehen (01 ..., 02 ..., usw.) In der Liste der Berichtstags
Problem with profit and loss statement (wrong calculation)
Hi, I have attached a screenshot of my profit and loss statement. (checked year to date option also) This month statement it showing perfectly . but Year to date column is adding Sales + cost of goods sold =gross profit .... instead of Sales - cost of goods sold =gross profit Am i doing anything wrong?
Canadian Edition : What is the best process to manage QST installments and see them on Line 210 of the annual QST Tax report
Hi everyone, Zoho Books added the GST/HST installment functionality a couple of years ago but it is not available for the QST. I've looked around and found old incomplete answers on this subject and I would like to ask if someone can write the full process
Cannot connect PNC Bank (persistent error 429)
I am test driving Zoho Books and up until now was optimistic about this service. I have spent all day yesterday and trying again today to setup PNC bank (my operating account) to sync with Zoho Books BUT I keep getting error 429. I have tried setting
Transactions manquantes Zoho Books
Bonjour, Dans la section Banque de Zoho Books, il manque toutes les transactions entre le 17 août et le 26 août. Nous ne pouvons fermer notre mois à cause de cela. J'ai actualisé les flux et j'ai mis à jour les identifiants. Les transactions manquantes
Nedbank South Africa bank feeds to updating in time
Good day, We have updated our banking credentials in order to have the automated bank feeds in Zoho Books, however the bank feeds are delayed by approximately 3 days. This is too long if the transactions have cleared in the bank account already. Please
Option to disable rate field in Zoho books purchase Order
Is there any feature to disable the option for rate editing in Purchase Orders? Because the purchase executive can edit the price/rate and that can be an issue. We need to verify the POs again and again and there needs to be a person to monitor the rates
HOW TO POST PETTY CASH ENTRIES
Question 1-I don't understand what's in my cash flow chart. I have entered an amount of 200,000 naira into the opening balance of my petty cash, but it's showing 245,550. I don't know where I have made mistake. Question 2- The amount I have in the outgoing
Brokers commissions and accounting entries
Hello, We are brokers, so each broker gets a commission on each invoice we issue through zoho books. The commission % differs from one broker to another broker, it differs based on the invoice, Example: - Invoice A, 30%commission for Mike - Invoice B,
Employee Expenses split under multiple accounts
Our accounts record expenses by employees under heads like Travel / Fuel Meals Site expenses How can we make one voucher for all three and credit the employee for the expenses incurred? Currently we are making three vouchers, one for each head. We need
Bank feed issues becoming unmanageable
I've really liked using Zoho Books and other Zoho apps since starting my own consulting business 2 years ago. But I don't see how I can continue to use it though when the most fundamental and critical functionality of any accounting software - banking
Anzeige von Projekt-Budget-Stunden im Kunden-Portal von Books
Business-Case: Ein Kunde fragt nach einem Dienstleistungspaket an und bekommt ein Angebot, aus dem dann ein Projekt in Books erstellt wird. In diesem Projekt werden die angebotenen Dienstleistungen als Budget-Stunden vorgegeben. Im Kunden-Portal sind
Unearned Revenue unmatched list
Hi how can i get the unmatched statement in unearned revenue.....
ZOHO Books and Stripe reconciliation issues.
I am having a problem that is rapidly escalating between zoho books and stripe. We generate invoices in zoho books or zoho subscriptions. invoices are paid by customer or auto-bill via stripe. Customer's invoice is marked as paid automatically by zoho
Integrate ZOHO books with international money transfer service like XOOM, Wise etc
Integrate ZOHO books with international money transfer service like XOOM, Wise etc
Close a sales order
When a invoice is created from a sales order, the sales order is marked as billed or partially billed. However, we have some situations where this does not work: - For some reason, the invoice was created directly (not from the sales order). In this case
What happens if Multi-Users create Invoice at the same time?
Hi, I would like to know what would happen if several users create invoices simultaneously. Particularly to the Invoice Number. (There is a low probability of this. However, I would like to know in the event that it happens.) Thanks!
How to add internal users as scheduled report recipients?
I would like to schedule some reports for my employess. They all have an account with an email address. However, when I schudule a report and try to select email recipients I cannot see all users. In fact, I can only see two users from the drop down list
Transaktion zuordnen: über Rechnungsnummer
Beim Abgleich (Transkation zuordnen) der Kontoauszüge (Online über Token) mit den Kunden- oder Lieferantenrechnungen schlägt Zoho derzeit den "Zuordnen-Button" vor, bei denen der "Betrag" identisch ist. Diese Logik würden wir gern erweitern, in dem die
Can Books (and Inventory) darken the rows for voided documents?
I find myself wanting there to be an overt and clearly unmistakable indication (e.g. a notably darker background) to show that a document has been voided in the system so that I can disregard the row entirely without it any more attention than would otherwise
Filter transaction which came from expenses application
On zoho books: how can I: 1. Create a report of all transactions that were generated by the expense app only. Not all expenses, only the ones coming from the app. 2. How can I filter these type of transactions in other standard books reports. Thanks
Add new discount fields after Total
I need you to show me where to customize my quote as in the attached example. I tried to create new fields "discount" and place them after the total line but no success.
Steuersatz in Books bei Commerce-Aufträgen fehlt
Uns ist aufgefallen, dass der Steuersatz von 19 % nicht ausgegeben wird, wenn ein Auftrag über Handel erfolgt. In der Anlage befinden sich 2 Bildschirme. einmal wenn der Auftrag direkt in Books angelegt wird mit den 19% und einmal wenn der Auftrag über
Commerce Site and Products UNIQUE from Existing Books/Finance Products
I have ZOHO one and use CRM integration to Finance/Books to generate quotes from our product table. Working on Inventory integration (not 100%), but also wanted to create an online store mainly for existing customers to order pack and ship consumable
Search bar Hidden in Zoho Books inside Zoho One
Searching in Zoho Books is a pain. It already takes several clicks to search. You have to select what you are searching. This was an livable inconvenience after switching from Xero, they just know how to search. In order to do a general search (more
ZOHO Book Access+Refresh Token
Hi, I have written PHP code to generate oAuth token for zohobook (india region) for offline access and this process working perfectly fine. Whenever I try to create refresh token and access token, it is always giving me access token only, and there is
Inventory Asset Value in Inventory Valuation Summary report
Hi, I would like to know how is the value for column Inventory Asset Value calculated in Inventory Valuation Summary report in Zoho Books? If answer to this question is - (unit cost) * (stock on hand); then my next question is - From where do you get
Add support for logo icon mark for use in invoice, payment screens and all other screens where logos are featured
This is a customer complaint. While a minor issue, the fact that Zoho does not allow users to upload both a standard landscape-oriented logo and a square/portrait oriented icon logo annoys me. Because in Zoho, you have various places where you display
API calls work fine in Postman, but I get a security error when running the same call in my Zet CLI widget
As the title suggests, I can successfully use API calls through Postman, but when I try to use my local widget (running locally with zet cli - I copied the javaScript Fetch code snippet from Postman and inserted it into my extension.js file in the widget)
How to create entries for customer refunds?
Hi, I received some amount from a customer and later refunded it 100%. It shows as 2 entries in my bank account (credit & debit). Please advise how I should show it in Zoho Books while matching uncategorized transactions. Gaurav
How do I properly charge a customer for a product?
Hello, I am new to zohobooks and its been a good while since I had an accounting class. I run a small auto repair business, and am having trouble billing customers. For example, lets say I am doing a job with only 2 line items. Line 1 is labor, line 2
Obtaining Timesheet approval from a client witho9ut logging into portal
I am seeking guidance on a Zoho PEOPLE solution for timesheet approvals. I am wondering if there is any way in which we can send a notification email to the approving individual that allows them to click on a button link in the email to APPROVE the timesheet
How to account it correctly in Zoho Books ?
When an existing debtor gives a loan (cash), how to account it correctly in Zoho Books ?
When will the deposit option in Estimate/Invoices that we were promised be implemented?
We need to see actual progress with your software in order to stay on as a customer. We have been very patient. I am hoping that your management will do the right thing and start implementing what you guys say will be updated. I want to know when this
How to add a Deposit Line in an Estimate
I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer
Bank Feeds
Hi Team, Every Day I have to refresh the bank feeds and update the date for the Bank Feeds to work. Why are the Feeds no longer working?
Job Costings module
Hi, We have a HVAC wholesale business and are using Zoho books which we are very happy with. We are opening another company focusing on HVAC Contracting and would like to keep using Zoho books. However, we require a job costings module, currently Zoho
Zoho Books integration with Zoho CRM invoice module
Does the invoice module in Zoho CRM (not zoho invoice) integrate with zoho books? Can I create a invoice in the CRM and have show up in Zoho Books?
Bank Statement Details
Was wondering if anyone has a solution for this with recent bank updates. After updating our Bank of America connection, we are noticing that the "Text" portion is no longer on the Zoho side, where it always used to be. This is only for the Bank, still
How can get Zoho Books field API names
I want to get Zoho Books, Inventory field API names like Zoho CRM. How can get?? See example for CRM URL: https://www.zohoapis.com/crm/v2/settings/fields?module={module_api_name} Method: GET Header: Authorization=Zoho-oauthtoken {oauth_token}
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