Benutzerspezifische Domäne für das Portal (Kunde/Lieferant)
Wir haben eine benutzerspezifische Domäne für Books, aber wenn Kunden das Portal aufrufen sollen, dann sehen wir wieder Zoho-Domain. Kann man das mal zukünftig ändern?
Darker Column for Invoices and Sales order
When I'm doing the transactions, I usually goes by the column list. However, the selected sales order or invoice color is similar with other invoices/so and hard to determine which list I need to go next. Please make selected invoice or SO litter darker
Default addresses when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Creating invoices in French and in English
My Zoho system is set up in English, which is my preferred language. However, I would like to be able to send some invoices in English, while others in French. Can you please let me know how to create invoice templates in different languages? Thanks
Payment Notifications - DONT WORK
How come we get NO notifications on this out of the box? The most important thing in ANY business. Yea I see the alert when I click on the top right notification's icon inside books or the books app. BUT THATS IT. Just emailed a client saying when
Editing custom fields of an SO with API hits customer's credit limit?
Hi, I'm using API to edit a custom field of an SO (with tracking URL so customers can click it in their portal), but I get error "Sales order amount cannot be more than the customer's credit limit". It looks like it's the same in UI. Instead of just editing
No Reliable way to link to Invoices
I cannot find any reliable way to link to a specific invoice in Zoho Books. Yes, Zoho Books has a feature to share a public link to an invoice, but if I want to link to an invoice for another employee who has access, there doesn't seem to be a way. If
Working with EBay Managed Payments
How can I make sales in Zoho Books to match my Managed Payments entries in eBay? What entry do you make? What accounts are needed? Please a step by step tutorial would be most welcome. One of my first struggles is how to enter the Sales Tax collected
What's New in Zoho Books – March 2022
Hello customers, Our primary focus during the last month has been to enhance Zoho Books' automation capabilities and to improve tax functionalities. Read on to catch up with all the updates we've released over the last month. Create Incoming Webhook We've
Part invoicing from a Sales order
When you create a sales order for 10 items. 8 of them you have stock of, 2 are not in stock. We only want to invoice 8 and 2 can only be invoiced when the new stock arrives. How can this be automated so that the new sales order for the 2 items can be
#11 Zoho Books Digest
Hello Readers, We are back with the 11th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Solutions Talk series with Zoho Books Are you a business owner in the Middle East looking to streamline your
Zoho Books to Zoho Creator
My requirement is to pull the invoice from zoho books to zoho creator. The respective account manager needs to give approval for the invoice generated. What are all the possible solutions? Website
one bank to another bank money transfer entry issue
Hi there, I have 2 diff bank account for my company, When I enter fund transfer entry from one bank transfer to another it will create another enter automatically to nullify above transfer . what would be reason
Sales Tax Liability Report with Paid Through filter/colum
Starting this year the USA's IRS now requires that credit card processors (Stripe, Forte, etc) send 1099-Ks to their customers (our vendors) that receive => $600. We need a column or filter added to the report where we can see which customers we need
How to track invoices that are "Marked as Sent"?
We have a problem where some invoices are automatically "Marked as Sent by Mike" when we look in the invoice history, and noticed that these invoices aren't actually being sent to the customer. We don't know of a way to track these invoices that are Marked
Check Envelope Not Matching Check Properly - Ordered from Zoho Books
We ordered checks and envelopes through Zoho Books. When a printed check is inserted into the envelope it appears the lower envelope window that contains the 'mail to name/address' is too low. This causing the 'mail to' name to be partially cut off. It
Custom Fields in Views
Custom fields should be available for Views and Reports. My specific use case is around bills. Different vendors have different preferred payment types (checks, credit cards, ACH transfer, etc.). I can add a custom field for each vendor for "Preferred
What's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected with
Stripe SEPA Direct Debit
Hi All, Stripe has a SEPA direct debit facility which costs only €0.35 per transaction compared to GoCardless which charge 1% + €0.20. So massive cost savings. Is this part of the current Stripe integration? Cheers, Peter
Zoho Books Cannot create debit notes for customers from API
I'm trying to use the Zoho Books API to create a debit note against a customer. But I can't find any endpoints for that. Looks like there's a DebitNote scope but it's used to create credit notes for vendors. Can someone explain how I can implement
Neue Druck-Icons in Angeboten
In Books haben jetzt auch die Angebote (Kostenvoranschläge) die gleichen Icons wie in der Rechnung. Szenario: Um das Ergebnis eines Angebotes zu sehen, also mit Logo, Seitenlayout, etc. war es sinnvoll das Druck-Icon anzuklicken um die Druckvorschau zu
Cess
Can i adjust itc cess amount to cgst & sgst
How Can Pass Stock Market Accounting Entry in ZOHO Books??
Dear ZOHO Team, How Can Pass Stock Market Accounting Entry in ZOHO Books?? > Shere Purchase & Sales > Brokerage > Stock Kindly advise..with an example
Invoice not adding tax
So in the past I would put in the base rate (eg: $100), select the tax for the line item (eg: 10%), and it would get added to the total ($110). Now it would not do that anymore. I am very confused.
Ability to add URL links to Comments
Current we are able to add comments to transactions via Custom Functions but we are not able to add links which are useful to open transactions, etc. There is a functionality in the “Related Lists” that allows a URL / link to be added, it goes like this:
Connecting data in Zoho Books to Zoho CRM
Hello fellow Zohoers! Just wondering if there is a way to connect the unused credits in Zoho Bookings and have it auto update or map to the unused credits field in the CRM. Is this possible via deluge? The goal is after invoicing and applying against
recording a vehicle purchased on finance
Hi Would be grateful if anyone can help me on this..... I am UK based. Registered for VAT Recently purchased a vehicle Cost of vehicle is £23495 Deposit paid was £3770 (the vat element) charge for credit id £4852.80 total amount payable will be £28347.80
Multiple Shipping Addresses
Hi, I am new to Zoho Books. I have a customer that has multiple sites. Is there a way I can save the shipping address for each site and select it as appropriate? Regards Stephen
Help to accounting in Zoho Books
For months I have been struggling with ho to enter invoices as required by the tax office. I receive an amount for a purchase from a portal (multiple). I will call this X. I then have to invoice part of this amount to our customer (Y) (who is not the
customize
I added a "weight" in Custom Fields for Items and I would like to change the calculation of the Amount in the invoice For example; product A has 10kg and product A has 10$ per kg so the amount is 1 item x 10$ x 10kg = 100$ Can I custom like this
currency symbol position
Hi, how can I change currency symbol position? currently it shows as kn1.000,00 but I need 1.000,00 kn as is croatian standard Goran
Error en API de facturas de proveedor de Zoho Books
Hola buen día, Estamos intentando hacer una integración entre un portal de proveedores interno que tenemos en la empresa y las facturas de proveedor de Zoho Books, para lo cual hemos encontrado un inconveniente: En el caso de que una orden de compra
modify or delete a matched transaction
Hello I would like to change some incorrect manually added and matched transactions. All the information I have found posted in the forums does not seem to work for me. Can you lead me through it? Thank you!
How to record a vehicle purchased on finance
This is for the US side. Example scenario: Bought a $40k vehicle. Put a down payment of $5000. How can I record this in zoho books? How is everyone else doing it?
[Minor bug UI langauge selection] Bug in organization account (Zoho books)
When selecting language for user interface, many languages are not starting with a capital letter. English, Dutch are fine but some like italian, espanol etc. should be capitalized as well. This should be an easy database update.
CRM App integration with Books
We want to allow our salespeople to use the CRM app to take and place orders and estimates for customers, this works within the App but that information does not migrate into the finance connection with books... this means that the salesperson can work
MRP display on Invoice template in Zoho Books
Dear Zoho community, Can someone help me in designing a Invoice template in Zoho books where I can display MRP on face of the invoice? This is a requirement in the industry for which I am working. Don't see any field to store MRP in ITEM definition.
How long is Zoho books going to be down?
Zoho Books has been down since yesteday, any idea as to when it will be back on line?
Massenaktualisierung: Kategorie, im Shop sichtbar
Es wäre wünschenswert, wenn weitere Felder für die Massenaktualisierung zur Verfügung stellen!! Welche zum Beispiel? Kategorie in Shop sichtbar Einheit ... Der Workaround mit Ex- und Import ist nicht zu empfehlen!!
PO - receive items without bill
Very frustrating having to deal with this scenario ! Very often goods are received long before the bill arrives, when is Inventory being integrated with Books?, this has the ability to handle it !
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