Add custom button into main menu bar
Hi, Please, could you consider an option to allow to add custom button into the main action bar ? Thanks
Item wise discount
quantity wise Rate and Discount for selected item. If quantity is 100 the rate will be 20₹ If quantity is 200 the rate will be 15₹ How can i set this in backend same in the case of discount Quantity 100 dis will be 5% Quantity 200 dis will be 7% For
Total Quantity on Invoice
When I enable Total Quantity in Invoice Template, it also includes services into count. If I dispatch goods for example 20 Qty and I also charge for Insurance charges. Zoho considers the same as 21 Qty instead of 20 Qty. It shouldn't consider services
Discount
How to set party wise bill discount For eg we have selected customer to give discount on evey invoice every time , Like Customer A -5% dis on every invoice Customer B - 7% How can i implement this, Because every time it is very difficult to remember
Payment Received through Bank transfer
Dear Zoho team, Hi I'm a new user from Hong Kong and have issue with updating the 'Payment Received' section. To explain the issue let assume there is an invoice issued to a customer for USD600. When payment for an invoice through bank transfer the
Bank aba File to upload to Australian Online Banking
Can Zoho Books create an aba file to be uploaded to our Australian bank's online platform so we can transfer payments online to suppliers?
How can i upgrade my subscription
I do not have option to upgrade , how can i upgrade
You have to apply Zero Rate tax to an export transaction
Does anybody knows how to provide a Zero Rate tax in Zoho API? Source
SEARCH ITEM USING "CONTANS" FUNCTIONALITY IN ZOHO BOOKS WHILE CREATING AN INVOICE
Use case- let's say the Item name is- "A ( B ) A - Beauty & Care:Antioxidant Booster" I want to create an Invoice and I will choose an Item by typing "anti" and the above item should appear. Right now, search does not show anything while creating an invoice.
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
Print & Template of Goods Receive
There is no Template to print Goods Received. If you can't make or of it will take time for you guys to develop the same. Request to make us enable design our own Template through HTML Editor. Out businesses faces problems due to your system.
Expense Templates
There are no Template to print Expenses. This is really basic thing for any kind of Accounting software. If you cant make the same request you to enable some editor such as HTML editor. So we can make by myself. Please don't advice to take direct print,
COMMISSION ON SALES
Hello how do i record a sales commission deducting TDS @0.5% to an individual.
How to Close Labor PO
How does one force close a labor PO with un-billed items? Example: I have issued a PO for 120 hours worth of work to a contractor. They complete the job and bill us for 118 hours. The PO is still open in our system, and I can't find a way to close it
Workflow automatin after Email is sent
Hi When an email template is sent (or an email is sent) from Sales order, can i automatically register a field in the sales order to indicate date email was sent (or status of sales order Email has been sent YES/NO and recipient email or name field also
shipping note
Hello, I would like to know how to create a delivery bill. Namely, I made an offer to a customer, which he accepted. Now we have started with partial deliveries. For this I would like to send him a delivery bill, which he can sign. How do I do that with
Expenses VAT Import
We use external receipt system for expenses and recently started recording the VAT - I cant find any way to import the VAT on expenses import - is this a missing feature? Some have no VAT on and some different rates so we cant just add VAT on all on
Bill Function
Hi I don't seem to have Bill function under purchases, only the Expenses option. How can I record a Bill from a vendor that will be paid in 30 days ? Thank you in advance
E Way Bill Generation from Zoho Books
If I have Invoice which includes Goods and Services both. For example 4 type of Goods and 1 Service (say Freight). When I generate Eway BIll for the same, it includes service as Quantity. It shouldn't happen. Eway bill is only for movement of Goods. This
delete offset account amount
have entered an amount in the offset balance account when setting up by mistake. i want to delete the amount and make it zero. I am not importing files i am entering values manually. how do i do this
Is it possible to check pricelist's members?
Is there a menu or report to check the customers for each pricelist? for example pricelist 1 consist of customer A,B,C, pricelist 2 consist of customer D,E,F, etc?
How to add job site address to customer contact records and invoices
Hello All, We perform jobs in many states for the same customers who send us to those multiple addresses. We need to include the address, and several other custom fields to the invoices and we need this information to be reportable. We need to be able
E-Invoicing in Saudi Arabia
Which Edition of Zoho Books is compatiable to Phase 1 and Phase 2 of new E-Invoicing system introduced in Saudi Arabia from 04-12-2021 by Saudi Tax Department ?
quote - template
Hi, is it possible to create some quote profiles or templates? (not the design!) We're selling multiple products which 10-20 SKUs per offer. So it would be great to create such templates. Right now we are "cloning" existing quotes. But that is not very
Automate creating of sales order in Zoho Books
I need to automate the process of creating the sales order in Zoho Books when data is written to a particular collection in Firestore or when a new row is added to Google Sheets. Zapier does not have this feature nor does integrately. Is there some other
create and send sales order automatically when quote is accepted?
How can I create and send sales order automatically when quote is accepted?
How to get remaining records which we can't fetch through Single API call in Zoho Creator?
I am fetching data from Zoho Books to Zoho Creator using getRecords() but I am able to fetch only 200 records. How can I fetch the remaining records (Suppose I have 300 records, through first call I got 200 records, How to fetch the remaining 100 re
Multiple Outstanding Invoices, 1 Stripe Payment (How?)
Hello! I have a customer with multiple outstanding invoices. They have just added their payment details to their account. I can now open each invoice and have the option to Charge Customer I have looked in other areas and I can't see an easy way to display
Delete purchase order
Hi, Accidentally done action as received. While deleting the purchase order, received an error " Purchase orders that have been partially or fully received, cannot be deleted". Please help how can i delete it. Regards, Hemnath.D
Reimbursable Expenses
We being freight forwards pay multiple expenses on behalf of customers and charge them on actual. like Port charges, THC, Inspection and some time even Custom duties. How to record these reimbursable expenses, if the same was billed to us through a vendor
Invoice template - Amount in words doesn't include currency
Hello, We need to show the total amount in words for each invoice. When we checked the option "Show amount in words " in the total section of the invoice template, it only shows the amount with no currency. As shown in the screenshot below: The language we use is French and the currency is DZD (dinar algérien). It should show : six cent soixante-deux dinars algériens et soixante-quinze centimes Is it possible to add the currency? Or maybe use a custom function? Thank you, Regards
Is there a way to sync data in Zoho analytics with Zoho Books using the Zoho API?
We've got invoice data in Zoho analytics in a standard table, with invoice numbers, customer numbers, amounts etc, but ideally we want this data in zoho books. Is there a way to use the zoho API to copy this invoice data across into books? page
Opening Balances
Hi there, I am new to Zoho Books and am just learning how to use it. I have a problem around opening balances and reconciliations. I have input the opening balances into my bank accounts manually, however, when I click on confirm, I get the following
Bank reconciliation
I am trying to do a bank reconciliation for the first time, but I cannot get the numbers to balance, even though I have manually checked each entry multiple times. I don't understand what Zoho is doing "behind the scenes". Why is my opening balance
One Project - Many Customers & Suppliers
I run events and need to be able to set up one event and invoice many clients. I will also receive many supplier invoices. Is there a way to create an event (e.g. projects) and apply invoices for different clients and from different suppliers to track
Beginner Issues
Hello everyone I am new to this whole zohobooks thing. I am an accountant trying to deal in accounting work of THREE branches of a CAFE... I am really confused on how to enter daily sales information, monthly expenses etc etc. Anyone can help me with
Pos and Stripe terminal
Now that Stripe Terminal is up and running has anybody managed to integrate terminal to Zoho books so that we can use it as a POS.
SQUARE Payments recorded incorrectly
Dear Zoho Team, I recently integrated Square and I have been struggling to reconcile payments. Often, a transaction from Square into my account is split into different amounts and does not equal the amount that is transferred by Square into my account.
Estimate stock commitment
Hi, I'd like to see a setting that allows you to commit stock on an Estimate. When you have an open Sales Order, it allocates that stock as committed so that you can determine how much of your stock is actually available for sale elsewhere. With an Estimate, it would be nice to have a setting either when creating an estimate, or as a default setting in preferences that you can select that allows you to commit stock. It would be preferrable as a universal option in the preferences unless you implement
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