Recurring expenses catogerization
Is there a way to categorize same expenses to be added together and categorize as single entry ? For example, daily parking expense, we have to click each daily transaction to categorize it rather than select all feature and categorize it all together
Issues regarding Zoho Books updateRecords and Workflow Rules
1) I'm having trouble using zoho.books.updateRecords( ), it returns null as a response every time. I believe that I'm either messing up the record id or the key-value map, I'm using the customer id as record id and I'm doing the update for the "Customers" module. I'm trying to update a field called "amount" for a particular customer, I have his customer-id 2) Customers Module in Zoho Books has some custom fields with default values set, the customer module is in sync with the Zoho CRM's contacts
ZOHOBOOK yearly subscriptions using Zoho credit
Hallo team, I want to upgrade to my ZohoBook monthly to yearly subscription. I've $100 in my wallet. My total invoice amount $265. I want to pay $100 from my wallet and rest I'll pay using credit card. Please help me on this issue. Regards Safik Sagor
Custom Preview of Sales Orders
Hi, I'm trying to activate payment button in the sales order but unable to get through. please suggest how this can be done? Please refer attachment. Circles the payment column
No BOOKS Estimate Template selection capability from within CRM
Within zoho BOOKS it is possible to create multiple estimate templates, which is good feature because we need them. However, when creating a CRM Potential with BOOKS integrated there seems to be a limitation that is causing workflow issues on our deployment. The BOOKS/CRM integration automatically creates a BOOKS estimate when saving an new Potential....Perfect. The major limitation comes after creation of a BOOKS estimate. From the CRM side it seems users cannot choose, or change, what BOOKS estimate
Books - User Roles and Security
When will Zoho Books include User Roles and Security? Right now, any user added to the system is either and Admin or a General User who can see and edit all. Books needs this so Sales Folks can use Books to Create Estimates and Invoices once the Zoho
Are there any UK users running Zoho Books for Accounting, including submitting Tax returns for HMRC?
I would like to know if there are any UK users successfully using Zoho Books for digital tax returns, and how they handle recording of VAT when Invoices/Sales Orders are written off/voided/cancelled.
Send ahead recuring invoices
I use Books for rent invoices for coworking spaces. Our current system allows to send invoices in advance for recurring invoices. I'm switching invoicing over in Books, and I'd like to be able to do the same. Example : Invoices for August rent are dated 2020-08-01, but are sent 15 days in advance, on 2020/07/15. To be clear, it is not the same thing as sending an invoice 15 days before the due date and giving 15 days to pay it. The invoice has to be recorded on the 1st day of the month.
PAYPAL - ICICI BANK - ZOHO BOOKS
Hi, I am new to ZOHO domain. Status: 1) I have integrated Zoho with my bank account which is ICICI 2) I receive my payment through Paypal/Razor Pay 3) I have not linked Paypal account with Zoho Books. 4) My Paypal account is linked with ICICI Bank 5)
Linking bank transaction to project expense
Hello, Is there a way of adding a bank transaction to an expense within a project? It would save a lot of time if this was possible. Thanks
Zoho Books
I am a one-man-band business owner, but have several streams on income into different businesses. I would like to use Zoho books, how can I set this up for 5 different businesses and their bank accounts? These are small revenues of £5-20k per year, so
Grouping imported .csv rows
I use an industry specific platform to accept orders, process and fullfill the service. Each order includes a varying number of services, which are listed on their own row in .csv export. How do I get Zoho Books to group each list of unique services (including fees) together under a single Order/File Number? Note: The example below is just one order/file, some client invoices have hundreds. How do I turn this: Into this (or something similar):
Need help with Journal Entry for Accounts Receivable
I am new to Zoho Books. I made a mistake entering our Accounts Receivable opening balance, and ideally would like to zero it out. I can edit the opening balance, but I can't zero it out. I'm fine with doing a Journal Entry, and ideally what I'd like to do is credit A/R and debit Opening Balance Adjustments, but I'm getting an error message that "Customer must be chosen for Accounts Receivable account." There is no customer involved here, just correcting an entry I wish I hadn't made! Any suggestions?
Two level sorting in Zoho Books reports
Hi, It seems that the reports in Zoho Books are limited in sorting capabilities. I want to be able to sort by account code and then by date. Is there any way to do this? Additionally, I want my account code to always show up as a column in my reports instead having to add it in every time I run a report - is there any way to fix this / change the default view? Thanks, Bari
Zoho Books Opening Balance
How can I get opening balance of contacts of current financial year? For example: Contact A opening balance on 1st April, 2019 was 100 and an invoice of amount 100 was generated on 1st April, 2019. So total closing balance now will be 200. So here I need opening balance amount 100?
Final approval sends notification to previous approvers instead of the estimate owner
Hi, We set a 3 level approval for our document. When a sale created a nuew document, each of the 3 approver approve the document and the document creator receives a notification his document is approved. But, when the second approver uses FInal approval: - the third approver is skipped - the approved notification is sent to the first approver, not the document creator When the third approver uses the Final approval: - the approved notification is sent to the second approver, not the document creator.
c# full demo app for books available?
Hey there I am new to Zoho APIs but not to integrations. Before I sit down with some raw code I was wonderng if there is any apps available to start from for API coding? Ideally I am going to create a souped up timesheet program with some features I need, like weekly timesheets with daily notes. I do see this on Github https://github.com/zoho/projects-dotnet-wrappers
We need to generate negative amounts - tax reduction in Germany
Due to the sales tax reduction in Germany, which will come into effect tomorrow, we have to make some cancellation calculations in Books and generate negative amounts. Books currently do not allow this (Message: please make sure that the total amount is greater than or equal to zero), neither as a credit note nor as a cancellation invoice. We urgently need support here what to do!!!
Error - Null value occurred while operation division
invoiceID = invoice.get("invoice_id"); invoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); customerID = invoice.get("customer_id"); invDetails = zoho.books.getRecordsByID("invoices",organizationID,invoiceID).get("invoice"); lineitems = invDetails.get("line_items").toList(); iList = List(); info 'hello'; for each find in lineitems { imap = Map(); itemtotal = find.get("rate").toDecimal(); <collection>.get(<expression>); item_custom_fields = find.get("item_custom_fields").toList();
I want convert expenses into bills is it possiable to make.
I want convert expenses into bills is it possiable to make.please help with this
First Day of Work Week selection - Add every day of the week
It would be very helpful to have every day of the week available as a choice for the start of a work week. In fact, it would be even MORE helpful if we could select a different work week per Customer. For instance, for one client, I invoice weekly: Friday through Thursday (so the first day of that work week, as far as Zoho is concerned, is Friday). For another client, I invoice monthly, and would keep the traditional M-F work week.
How to export Banking Details for Vendors in Zoho Books
Hi Team, How can I export Banking details of Vendors from Zoho Books and Import when ever reqired.
Quickbooks Online to Zoho Books Migration
I want to migrate all company accounting records from Quickbooks Online, version Simple Start, to Zoho Books. Quickbooks Online was only used to keep track of bank transactions and to create reports for tax purposes. Records contain: ~1100 bank transactions, dating back to 2016, ~80 Vendor & ~30 Customer records -Chart of Accounts with standard accounting categories such as bank account, assets, income, expense, etc.. No AR, AP, or Inventory records. What is involved with this type of migration?
Links to invoices with multiple organisations is painfull
We have multiple organisations to work with in books. However, the link to an invloice/salesorder/estimate looks like this: https://books.zoho.com/app#/invoices/123456789034563456 There is no information about the organisation in this link. 1. There is no way to directly open a specific invoice You have to open books, select the correct organisation, then you can click on the invoice link. 2. If the organisation is not given (from support or if you just paste the link for someone and forget about
How do you Sync Vendor Bills raised in BOOKS to the CRM
Unless I have missed something but I can not find any way to show my vendor bills from BOOKS within the CRM. All the appropriate sync settings are in place and I get everything but the most important document Thanking you Greg
Why do PayPal fees not show up as a line item. Makes it impossible for us to match transactions with eBay sales.
Hi, When we try and match Ebay/marketplace sales we are unable to do it via the match transaction feature as the amount we receive has already reduced by the Paypal fees and therefore we cannot match it with the invoice that is auto generated via an automation in Zoho Invoice. In our old accounting tool PayPal showed the correct amount and then another line with the fee separate which we could auto classify as "Banking charges". How do we work our way around this to ensure our accounting is correct?
Manual Entry for GST paid, by CA
Greetings, My CA pays GST amount directly from GST portal from his account, and then I send money to his account as per my conviniance. Since I don't want to enter manually on Zoho Books each entry of GST payment done as per GST Challan, What single entry can be made to reconcile the Bank Statement ? Awaiting kind help. Thank you
Invoices are being skipped with errors as "Resource does not exist."
Hi, I am trying to import invoices in Zoho Books via .CSV after mapping fields and clicking the next button, Error is initiated as "Resource does not exist.". The Items exist and their serial numbers also exist in Zoho. Please help me with this challenge.
Looking for help with ongoing book keeping services
I am looking for help with on-going business book keeping. here are some details about the transactions that I have for whole year of 2019 Total Invoices - About 100 Expense entries - 350 Sales Entries - 100 Vendors - 50 Chart os accounts - 140 I use Zoho books. Any recommendations
Submit bills on Zoho
Hi Team, I would want other departments to submit invoice directly on Zoho. For this purpose I will need to create a user who can submit the PO & bills and check the status of the same. They should not be able to see the other information available on Zoho. The user should be restricted to the details of the invoices that they are uploading. It would help us to secure confidential data.
Share the code of the invoice "Minorista - Estándar"
Hello, Can you share the HTML code for the template of the invoice intended to POS, the name in spanish is "Minorista- Estandar" or someone from the community can share me a code. Regards
Bill: Late Payment
Good afternoon, I have some suppliers that have a late payment penalty fee. We are looking for a way to include this feature in a bill template. For example, some suppliers have a range of days for a certain penalty percentage. Example 31 - 50 days - 5%. 51 - 100 days - 8 %. We are desperately looking for this feature.
Zoho books and inventory is too slow.
It's very frustrating using Zoho books and inventory . It is incredibly slow. Work with Zoho has been very frustrating.
App Spotlight: IH Payroll Extension for Zoho Books
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. IH Payroll Extension for Zoho Books IH Payroll integrates Zoho Books with KeyPay and Zoho People for efficient payroll management, currently
Books - Portal notification and custom pages
Hello, currently I am evaluating the Books module, now I have got some questions regarding the portal: if I add a comment to an invoice/estimate which is visible in the portal, my customer should receive an email that there was added a comment. How can I set that up? Is it possible to add custom pages to the portal like an overview of our products? Is it somehow possible that my customer (not vendor!) can upload documents in the portal? Thanks in forward. Regards
Bank feed connected but not syncronising
Hello, I have had my bank connected to ZB for a couple of months now. All has been fine until this week. since the 5th of this month ZB has stopped syncing with my bank. I click sync and get the notification but nothing happens. I have tried to deactivated feed then activate again but no luck. Any help?
Accounting for Paycheck Protection Program Loans [United States Users]
Not sure how many users are based in the US, but this one-time federal program offers a loan which will be forgiven(essentially turned into a grant) if the business meets criteria of maintaining staffing for 8 weeks and will reimburse payroll and certain expenses. I was thinking there are two ways to track these expenses and the loan itself - tags, and projects. Right now I'm thinking that a project makes the most sense. It would have a budget (loan amount) which equals the retainer (funding
Quantittive tracking of an expense item
We are a school where we buy note books / text books / stationery items for free distribution to our students. When we buy the above items we book the expense instead of creating inventory. But we require to maintain a quantitative record of the items
How to authenticate noninteractively to APIs
I have two use cases for APIs that I don't understand how to authenticate. 1) I want to make myself a desktop timer app. I don't want to have to run a server to redirect to. I also don't want to have to open the Self Client page every time. I just want
Accounts Payable
How to pass entry for any payment made against Accounts Payable?
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