Zoho books estimate export stuck on loading screen
I was testing the export functionality for estimates in zoho books and was able to export into xcel format fine for the first few times, but then suddenly I was getting a dns error that it couldn't find the webpage when exporting, then the error switched
Zoho Products are moving very slowly
Good day, Our Zoho suite of products are moving very slowly. Cliq will not load for most users, mail loads very slowly, books is taking very long to download invoices. Please note this is happening to users not in our office and are working from home
How to create Sales order attachment in Zoho Books with using Sales Order attachment API?
I will try lots of way to solve this issue but no any work if any one have solution? Try 1 <?php $file_name_with_full_path = 'c:image_path_here'; $request_url = 'https://books.zoho.com/api/v3/salesorders/1111122222233333/attachment'; if (function_exists('curl_file_create'))
Pay opening VAT creditor
I have entered my opening balances. Including an unpaid VAT balance (last quarter’s VAT prior to setup). I am unable to post a bank payment against the VAT account balance. Please can you let me know how to resolve this.
The template for the Arabic version is not responsive when viewed in PDF, saved or printed,
Hello, I'm subscribed to the zoho books premium plan. We created an invoice template for the Arabic and English version. The English template is responsive, consistent and coordinated, and there are no problems. The template for the Arabic version is
Vendor Portal / Vendor Invoice upload for direct payment
Hi, i have a question about using the Vendor Portal for direct Vendor Invoice payment. In our case our Vendors ( Trainers ) invoicing us direct for there Traininghours. What i thought i the Vendors( Trainer ) can upload ther Actuly Invoixe in the Portal.
Zoho emails not working again
All of our users are no longer receiving zoho emails or notifications. This has happened in the past and we worked with Zoho support to find the users were blocked on Zoho's end. Please check if our users are being blocked. I checked the configuration
Vendor credit
can someone explain to me the transactions that take place after a vendor credit is created? I don't understand why sometimes the purchase account is affected and others the inventory account is affected even tho both items have inventory track enab
How Zoho will help me manage my business
hi.. we are imported chocolates and snacks seller in India. our website is https://www.chocoliz.com/ please explain us which of your product will be helpful to us to manage our business. please contact us as soon as possibe. Thanks & Regards, Chocol
Client expenses - reimbursement - accounting
Hello, I do few expenses on behalf of client which I mark "Billable" and add some "markup". I maintain a separate account as "Billable Expenses" to track these client expenses. With current setup all these expenses appear in invoices and gets credited
What does the option "All bills associated with the project" mean/do when adding a project to an invoice?
What does the option "All bills associated with the project" mean/do when adding a project to an invoice? I wasn't able to find any documentation on this option.
Handle group of companies in Zoho Books
I would like to learn how we can handle a group of companies in Zoho Books. For example, we may have a case where we invoice a company but the client decides to pay from another company belonging to the same group and vice versa. Is this possible?
Is it possible to match credit note with specific invoice in zoho books?
Is it possible to match credit note with specific invoice in zoho books? I want the number of the invoice to be shown on the credit note template.
CREDIT NOTES NOT APPLYING TO PROJECTS
Hello, I am having issues with credit notes not applying back to projects. If I apply a credit note to an invoice that was sent to a customer it does not show in the category under that particular project. I have applied the credit and it just shows the
Import error
Hi, How to resolve these errors . I have exported from same report and now i was making import - then i am getting error Regards, Sidhant A.
Add Macro of "Bank Charges" in the Payment Thank you email templates
Hello There, It will be good to add one Macro which is of "Bank Charges" field that we have in Payment receipts, in the email templates for "Payment Thank You" emails.
Zoho books: Invoice template contact name
Hi, Am trying to set up an invoice template, which has an address to a particular employee of a company - on request of client. I'm getting a bug when using %Salutation% %FirstName% and %LastName% above the customer's address, on some invoices the values refer to the default contact person and on others the field is left as its name, ie. %LastName% Am I doing something wrong here? Or is there an easier way of doing this? Many thanks for looking into this, Phil
Minimum margin on item
@ZohoCares @ZohoInventory I have to put restrictions on the sale rate, Minimum margin should be x% on purchase cost, less than that should not be billed , is this possible?
Custom Button to auto populate a custom field in Sales Invoice
Hello, I want help with a deluge for executing a Custom Button in Invoices named 'Status of Invoice', where I would have 4 options to choose from after selecting the Custom Button: a) Del CHallan b) Dispatched c) Delivered d) Undelivered. The logic of
PAYMENT TO SUPPLIER
Dear All, We have switched on from sage to zoho. I am facing one issue that the payment is in current year and the related invoice in 2021. How we can set off with invoice in current year.
Zoho Book - Poor reliability
To Whom it May Concern: Why do we have constant problems every 2-3 weeks with Zoho Books. The problems primarily are: - Bank feeds inaccurate. - Amount in Zoho Books inaccurate - Categorizing deposits and withdrawls are not reflecting properly (a transaction
Zoho Bank feeds down
Our bank feeds from 22nd of August till now have been frozen. We are a Australian company with australian banking. Any ideas anyone?
Amount in Zohobooks and amount in bank
Is it just me or does everyone experience very delayed and even inaccurate amounts in Amount in Zohobooks and Amount in the bank? my amounts have not changed in 7 days, even refreshing feeds, and its difficult to run a business with stale financial information.
Shares + cash tracking
how do you make an investment account in Zoho books that can track both stock shares and cash?
Item custom view: reporting tags
I am unable to add reporting tags in the Item custom views, the criteria only allows for fields that are customized in items. Do we need to update all items associated with reporting tags to the customized fields to get the view in Items we frequent?
Search in the hole name of the item
Hi When you are adding an item to a estimate, you start to type the product name but its mandatory to type the original name in the same order, it was better if you can type any word of the item name. If you have a item named: "Pack of 12 matcha tea bags"
Payroll
Why is your payroll books restricted to USA and India only and not GCC, do you guys think that in UAE we do not use payroll or salaries that we can account for. How is it that you say it’s based in demand, how can a company use Zoho accounts and not need
Item Custom View: Copy favorite
Requesting the ability to duplicate/copy a (favorite) custom view vs. new customized view & having to reset fields and filters. In most cases it is a share change or a slightly modified view of the Items to see. Thanks!
Global
This is the issue with Zoho. All you hear is false promises and apologies. What ai don’t understand is why segregate USA, India and GCC when the basic accounting methods and procedures are same globally. It’s like asking a chartered accountant to study
ZOHO Finance created invoice does not have ACH/Apple Pay and looks different
Hello. New Zoho user here. I have a question about creating invoices in ZOHO Books (or whatever the preferred place is ZOHO Books, CRM, Invoice). We want to send invoices to customers from ZOHO CRM. We want them to make the payment using a Pay Now button
Zoho Books account
I am an accountant and created a Zoho Books account to explore capabilities for a small business client. Question: Is there a way to transfer this account to my client so they can invite me as their accountant? My desire is to avoid duplicate work if
Products stocked and sold for commission
Hi! I am unsure how to tackle this in Inventory, I buy items at $x and sell them to my customers at $x I then next month receive a commission on what I have bought - it varies so it's not a definite % or $ How can I track them in Inventory - I in effect
Bank Feed Not Working at All
Our bank feed with PNC Bank was working last week, but has NOT worked at all this week. I have sent daily requests to Zoho Support. I have not received any updates on what changed or a target date to resolve. Fixing major issues like bank feeds needs
Zoho Books Reports: Committed Stock Details Report - Pretty Useless unless you can export and / or group by item
In Books / Inventory we have the Committed Stock Details report but it's pretty useless. Problems - Everything is grouped by Sales Order so one item would be spread across multiple orders. No way to see that unless you scroll through the list. - Can't
Salary recorded in payroll but not paid actually
We have run the payroll and recorded payments for all employees. But we have actually not paid salary to couple of employees as we will pay them later. So how to show those pending salary in payable or outstanding in zoho books.
Filter invoices by user in invoice view
All users need access to all of our invoices. Is there a way to create a view based on the user so that it filters the invoices that they are the sales person on?
Zoho Books shows the name of the custom field and the value on an invoice. How do we only show the value?
When adding a custom field to the header it shows both the value in the field and the name of the field. How do we set it to only display the value? For example Our invoice includes a custom field: ${invoice.cf_date_sent} On the invoice it shows up as
Please add a feature to turn off the "reference number" field on Sales orders / Estimates
We need to display both Sales Order # and Reference (or PO) # on our invoices. But unfurtunately we can't carry forward both the Sales Order # and Sales Order Reference # to our Invoices. To get around this, I've created a custom field in Sales Orders
Estimate Line Items in Retainer Invoice
Is there a way to have the Line Items from the estimate imported/showing in the retainer when it's created automatically? It's tedious to have to enter each line item manually after the retainer is created.
Send Reminders to email addressed based on custom field
We have a custom field in Customers that has an internal email address of who should be notified when an account is past due beyond 30 days. Is there a way to use the Reminder function in Books (or possibly in Zoho Flow) to have the reminder email be
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