Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment
For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.
Add Checkbox Selection & Bulk Actions to Delivery Challans Module
Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears
Compensation Cess on Coal ₹400 per tonne. ?????
The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value
7 month over zoho book purchase but still not immpliments Golive
7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some
Workflow for deposit to bank account
Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven
Marking Retainer invoice paid through Deluge
Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried
Create a new record in custom module vi custom button
I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into
Profile date settings
At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring
Delivery Method Field in Sales Order Module
In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use. When you chose to convert a sales order to a purchase order, the related field is now called "Shipment
How to cancel the GSTR1 pushed to GSTN
How to cancel the GSTR1 Pushed to GSTN, some rectifications to be done in HSN & SAC code
Zoho Books API — Invalid Operation Type / Scope does not exist
Hello Team, We are unable to use the Zoho Books API from our registered application. We’ve already: Created a client in Zoho API Console using (Admin in Books) Generated the OAuth code and token successfully Used the correct scopes: ZohoBooks.fullaccess,ZohoOauth.userinfo.READ
Mark shipment as delivered via api
Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options = { 'method' : 'post', 'contentType' : 'application/json', 'muteHttpExceptions' : true }; var myPackNo = encodeURIComponent('###################');
Using multiple languages in template
I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and
ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE
Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.
Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".
Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.
Navigation issue — unable to return to Customer page after opening Receipt from Transactions
Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I
Thermal Printer Option Needed for Delivery Challan Templates
Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very
Separate Default Payment Modes for Receipts vs. Payments
Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default
Update/Change GSTIN in GST Settings of zohobooks
We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual
Link Payment Mode and Paid Through Accounts
For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current
Lets enable business to choose the default payment mode
Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions
South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed
Zoho Books Custom Widgets Deprecation Error
I created a simple sample widget with zet and published it using sigma Both in the Sandbox and Production the Widgets are showing this error
Help: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books
We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholders
Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error
This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_
How to add, delete or rename the "payment method" drop down?
When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.
Reconciliation - Show Transactions After End Date
I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions
Option to accept and pay for estimate from Public Estimate link?
Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would
Document | Files
The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would
books+POS+ tap to pay+ stripe
So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square
"Disbursing product components in phases, monitoring them, and displaying only the final product."
i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive
How to update Customers in Zoho Books through Zoho Flow?
Updating customers in Zoho Flow using a "update customer" action is deleting contact persons in Zoho Books.
How to transfer credit between customers?
Hi All, We have a slightly odd situation. It happens that we have two separate customers that are related to each other personally. One customer has an amount of credit, and would like to use that credit to pay the *other* customers invoice. How would
Zoho Books Reports: Basic report with total items sold and Cost of goods sold
How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing
The amount entered is more than the balance due for the selected bills."
Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and
Unbilled Items Report?
Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben
Consolidation of Multi currency
Would like to discuss on the possibility of consolidating the ZOHO companies
Landed Cost Allocation / Custom Duty manual data entry
My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming
Negative Opening Balance
How can I add Negative Opening balance - meaning a credit balance to a Customer or a debit balance to a vendor? If I go thru Sales-->Customers, and if the opening balance is Rs. 1000 (credit balance), it does not allow me to enter a "minus" sign or mention
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