merge purchase orders
Hello, I create on every order an invoice to keep track. My supplier like to receive them as one. Is it possible to select multiple PO and merge them into one? This saves a lot of work for all parties. Thank you. Robert
Set Invoice status to sent via Deluge
Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test
List of invoices with Subtotal - tax - total
I am trying to get a simple report that lists by date range Invoice # - customer name - Subtotal - Taxes - Total I find I can export the invoices but it gives me 1 line / task. I just want a summary
Custom payment number in vendor payments
Hi Is it possible to provide our own payment number when creating vendor payments through zoho books API? Thanks Avinash
Vendor for every store and restaurant expense?
As a sole proprietor, I end up with a lot of expenses from coffee shops near my home and online stores like Amazon, for little miscellaneous purchases while I'm working. It seems absurd to create a Vendor record for each of these retailers (especially since my plan has a limit on contacts). However, I feel like certain Zoho Books features really want me to have a Vendor for every expense. (For instance, searching banking records by description seems nearly impossible.) At what point do you consider
Deluge help
Trying my hand at Deluge again & struggling with it, JavaScript syntax would be much easier ;-/ I'm having a problem getting a custom field value, can you point me in the right direction please guys ... lineItems = salesorder.get("line_items").toList(); for each lineItem in lineItems { name = lineItem.get("name"); if(name.contains(string)) {amount = lineItem.get(custom_field_name.value);} } info amount;
Custom Views
Please add criteria to custom views in sales orders, see attached...
Auto Vendor Credits
For anyone familiar with JavaScript, you may find this handy if you get settlement discounts from your suppliers. You have to : set up items with the discount amount, get the id of this item, set up a a contact custom field called "Settlements", Enter
Bank reconciliation
It would be a great help to have the banking module reconciliation sorted as the banks show on the statement. It's generally sorted by date & then lowest to highest value. Zoho shows them by creation time, which is not at all helpfull when there are lots
How i can recorder employee wise salary
How i can recorder employee wise salary
How do I send the receipt to my client for a deposit he has to make before a project starts?
So I am starting a 3 month long project with my client and I need to send him a receipt for the deposit he has to pay me which 30% of the entire amount. So 1. How do I sent the receipt? 2. How do I record it and send him some sort of update that I received it and is part of the entire payment? 3. Can I send him the receipt before he makes the payment to let him know howmuch he has to send and record it? Thanks in advance.
Show original selling price on template (item table)
Hi, I'm trying to figure out how to get Zoho Books to generate a Commercial Invoice for international shipping. We've created a seperate invoice template to generate the Commercial Invoice before switching back to the Invoice template and sending the
ZohoBooks Rest API and Self Client Option
Hi, I'm developing stand-alone java application that needs to use ZohoBooks API. But since this is a single java application that runs every night, there is no user and authorization, authentication should be made automatically between my app and zohobooks. My questions are: for stand alone option in https://accounts.zoho.eu/developerconsole it says the code will expire in 3 7 or 10 minutes. So how can I get this code automatically? Every time when I start my app should i get this key manually? There
Vendor credits cloning
Just want to thank you Zoho guys - this really is a fantastic feature addition - using it already, saves lots of time for me ;-)))))))
Api for sales orders
Missing a variable for the packing status ?
Contact | Email contact
An extra parameter file_name found in your request
Purchase Bill entry with Item Level discount
Hi, how can we enter BILL with item level discount ?
EU Acquisition
I have bought goods from a VAT registered EU supplier at 0% Vat. When I run the Vat Calculation Summary report I expected the Vat to show in the Box 2 figure and then be added (to reclaim) to the Box 4 figure. My old accounting software used to do this. How do I show the amounts? David
Bill from Invoice
Hey Deluge experts, a little challenge if I may ask of you ..... When we invoice a certain item it is also billed at the same time ! On invoice creation, I'd like to iterate through line items, on encountering a certain sku, store a few lines of data
How to record expenses where GST invoice is issued later?
Hi there We have many expenses (flights, hotels, stationery etc) for which the supplier issues a proforma invoice and then supplies a tax invoice a few days later. The proforma invoices generally don't have any GST information on them. Currently, we are manually maintaining a list of pending invoices and manually adding the GST invoices when we receive them. Obviously, this leave a lot of room for mistakes. What is the best way to handle this? Cheers!
Business continuity issue for client - Free plan not upgraded despite making payment
We had mapped a client to our Zoho Store account, and made a payment on their behalf for 1 year Standard plan for Zoho Books. It was showing us that the client is now on a Standard Plan, however, our client has reported that they are still on Free Plan. This has impacted their business, as they are not able to generate new invoices for new clients. This is not done, as payment has been made, and service is not provided. We seek an urgent solution for this issue.
Add new, already existing organization (i.e. merge 2 Zoho accounts)
Hi, We've been using Zoho for a while and love it, now I created a second account for our second business using a separate email address and login, added everything in, and THEN realized that I could have just added a new organization into the existing login. That would be way easier to manage. Is there a way now to link those 2 accounts? I.e. add the second, new one that I have created as a second organization in the main business, rather than a separate login? Thanks for your help! :)
Duplicate documents from one photo on Android
Yesterday, with the Android Books app, I added a receipt photo as a new document. After I took the photo, returning from the camera activity, I was required to reenter my Zoho app PIN (I don't know why). After I entered the PIN, four identical documents appeared, all with the same filename, and all with the same photo that I had just taken. This bug chews through my document scanning allotment.
Salesperson / Delivery method
It would be nice if we had more control over these fields. They should have drop down boxes for selection only so that mis-spelt words aren't added by mistake, this happens quite frequently! We should also have the ability to make them required / not
Point is ?....
This new "Back" button seems pretty pointless , it does the same as the browser "Back" button ! It would be far more useful if you added another button & then named them both "Previous" & "Next" on viewing full page transactions. These would then cycle
Zoho Books Webhook Request Format
I have created a webhook and workflow for Expense, Invoice, and Payment modules on create/edit events. Settings for each are as follows : Include HTTP Headers - Content-Type = application/json Append All Parameters I can view what I assume is the request sent to the registered url in the Workflow Logs, but when the endpoint is hit, I have an invalid model state. When using the json object from workflow logs to test locally, everything works as expected. Does anyone know what might be causing this?
Recurring Bills Integration-Zoho Books
Has anyone had any success with forecasting costs/amortizations of recurring regualr bills and loans in Zoho Books? The "recurring bills" function doesn't seem to integrate in to any reports... It is very challenging to run our company in Zoho w/o the ability to create forward looking reports. Any help would be greatly appreciated.
Intrastat Invoices for EU Countries
EU businesses exporting to other EU businesses need to generate intrastat invoices. Intrastat invoices have an Intrastat code against each items (products only and not services). Although we can add a custom field to hold this against the items Books doesn't allow to create an invoice template where we can choose to display the intrastat code column (custom field). We either have to set it on all templates or non. What we need is to be able to choose on each invoice template whether to show the
How to create group of items???
How to create group of items ??? Eg. Item group - Mouse Under this Mouse - i can create 1) Dell 2) Hp 3) Lenovo 4) Logitech etc Eg. Item group - Keyboard Under this Keyboard - i can create 1) Dell 2) Hp 3) Lenovo 4) Logitech etc
Cannot edit estimates after being invoiced as of today. Needs to be changed back!
As of this morning Zoho Books does not allow us to edit estimates that have been invoiced. We need to be able to do this in our industry. We are a manufacturing business that requires us to constantly make changes to estimates after invoicing for our
Accrued Revenue
Hi, We are a service based digital production company and I wish to calculate the accrued revenue for each project. As per my definition for the business accrued revenue is the following: 1) I have a PO for a project that could take 6 months to deliver
Accounts Payable and Current Liabilities
Hello, I have a bill which appears on Reports -> Business Overview -> Balance Sheet in Accounts Payable. This bill has been paid by me personally, so now I want to book a journal entry to credit Current Liabilities and debit Accounts Payable. But when I go to Accountant -> Manual Journals to make that entry, Accounts Payable is not one of the accounts in the drop down box "Select Account". Can you please suggest how I might make this booking? Thanks in advance.
Zoho books and BNP
Hello, I cannot connect zoho to BNP paribas and I thinks it is because zoho does not offer connection to the good portal of bnp. Indeed, when I click on the URL proposed by zoho, I get: https://mabanque.bnpparibas/fr/connexion but acces to BNP for most of the businesses (and my company business) with BNP is through: https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp Could you please tell me if I am right or wrong and if I am right could please open a project to develop good
Find developer to create API
Hi, I am looking for a reputable developer who can connect our Zoho Books sales to our Joomla based Event Bookings extension. The developer of the extension is unable to spare the time. Could anyone recommend where I would find a reasonably priced but great developer for this task? Thanks so much in advance
Customer not able to do online payment
Getting such error. Payment receiving linked through EasyPay.
How to record excess payment more than the invoice value?
Say for instance, the invoice value is $100.5 and the client has withheld tax of $10 and made a payment by cheque for $91. When I the enter the respective figures, it shows that the amount is more than the invoice amount and does not save the payment. Kindly help. Regards Ganesh
How to delete "Transfer Order"
I created the "Transfer Order" of the stocks from 1st warehouse to 2nd warehouse, but now I cannot edit it? Is there any way to edit it? if not then I suggest Zoho to must add an edit option. Thanks
Fixed Recurring Invoices With Variable Time
One of our services is a monthly Pay-Per-Click service where we charge our Customers the same amount of money at the beginning of each month. We have a project for each Customer in Zoho Projects where we track our tasks/time. While the amount we charge is a constant, the amount of work we do fluctuates from month to month. I'm thinking that we should use Recurring Invoices and associate the Project from Zoho Projects. Questions: If we associate the project from Zoho Projects to the recurring invoice,
Tips: Using Zoho Books for Law Firms - applying Retainer payments (as trust funds) to Invoice to be paid
Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid (paid invoice attached) , create a email trigger with a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operating
SO Delivery Method
I've renamed a CF in Invoices to "Delivery Method", expecting the value from Sales Orders to be carried through on Invoice creation but this does not happen as with other fields ?
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