Zoho Project and Books Integration Invoice Error
Hello, Please any help on this would be appreciated. I am trying to create an invoice on a project on Zoho Books but I keep getting an error that "You cannot create an invoice as there is no timesheet associated with this project". Please what might be
How to trigger an automation when an invoice is created?
Hello, My Zoho Projects is integrated with Zoho Books, and I want to trigger a custom function/automation whenever an invoice is created that's associated with a project. I would think you'd be able to start this whenever an invoice is created in Projects,
How to post Insurance money received in Zoho Books
An insurance has paid us money for damages caused on our property. Rather than have the insurance pay for the exact damage we opted for a lump sum payout. The amount has been paid into our bank account and is shown on the bank feeds. How do we record
Record transfer to DATEV
Hi, DATEV is a very common application used by companies to do their book keeping and tax calculation. I wonder if there is an elegant way to transfer Zoho books accounting records from Zoho books to DATEV? Any idea or approach is highly appreciated.
Items - can I disable the entire module?
Hello, We don't track our stock in Zoho Books as every order is bespoke so I want to find out if I can remove this module from view entirely for one or all users? Books is creating it's own list of products from every item we add to our invoices and this
Record Payment - Auto Populate Amount as payments are selected
When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top
Unearned Revenue account
Why the system uses this account?? Balance is zero. all the transactions are related with Acc. receivables, why using this account? I haven't entered any payment using this account, now I'm doing the reconciliation and instead of Acc. receivables I see
Custom field in Packages Preferences
Hi, I'm customizing the Packages document, for our colleague in the warehouse. I added a custom field to added specific note. However I see that, contrary to all data type, a Text box (multi line) is never displayed. There is no "show in all PDF" checkbox
♥, ★, ► in estimates PDFs - Customers LOVE it!
To enrich the estimates, we used symbols (♥ ★ ► ☆ ... ) in the articels, like shown below. Our customers love it ♥ The estimates are more appealing for the decisionmaker: ___________________ ☆ Branding: the company logo is visible on the display and therefore
Exempting Someone From Payment Reminders
Is it possible to exempt someone from receiving payment reminders? If I have the payment reminders setup and I do not want a particular invoice to be setup, is it possible for me to select an invoice to not be sent reminders? For example, if I have an invoice where the client is on a payment plan, I do not want them receiving emails about reminders. Is this possible?
Reports: Amount Detail in Purchases by Vendor Report Doesn't Show Account Information
In Reports | Purchases by Vendor, when one clicks on a vendor's total to get specific information, the resulting report wrongly and unhelpfully shows "split" for every account. This is problematic two ways: First, those aren't split transactions. Every
Trouble with custom function in zoho books
I am trying to use the below custom function, when retrieving "sub_total" it keeps returning "emtpy" however it works with "total" but I want to retrieve the sub total of the estimate. crmpotid = estimate.get("zcrm_potential_id"); total = 0.0; relest
Verkaufsbeschreibung mit HTML-Editor
Wenn es in der Zoho Books "Verkaufsbeschreibung" einen HTML-Editor gäbe, dann würde man die Beschreibungen z.B. in Angeboten "schick" machen können eine Synchronisation mit der Verkaufsbeschreibung in Zoho Commerce dauerhaft herstellen
#16 Zoho Books Digest
Hello readers, I hope you're having an awesome day! We're back with the 16th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics Dubai We believe everyone deserves to thrive at work. So, why
How to display on the invoice that a specific pricelist has been applied
My company gives bulk order discounts and it appears that this can be done using the pricelist function. However, on the invoice, there is no indication that a "price list" has been applied. I want my customer to see that they have been given the bulk
Digitally Signed Invoices
Due to Digitilisation, Increasingly Customers want Invoices to be Digitally Signed using Digital Signature Certificate. ( Different from Digital Image of Signature - Already available in Zoho ) Please introduce the feature of Digitally signing the Invoice
Attachment in Line or Details instead of TILE Window
Hello, is their any way to add attachment in Line or Details instead of TILE Window Thanks NSR
Theme
Hello, How do i change THEME to fully DARK. all in black background colour also how should i add more colours in theme. as of now only 4colours are available.
Bank Feeds not working?
I am trying to set up Zoho books for the first time for a very small business. I'm working with the free subscription which promises to be way more than what I need. I can no longer find the “automated connections wizard”, you know the one that display
Integration
Can Zoho noted about to get an integration with Dext? I believe will be helpful at least in UK. thanks
How can you report timesheet entries for projects showing the Invoice number they were billed through
I am having great difficulty in finding how, from within BOOKS or ANALYTICS, I can get a report of all the timesheet entries against a client/project etc in BOOKS that not only tells me that the time entry has been approved and invoiced but shows me the
Customers Updating Details Allows for Document Uploads
This is crazy. If you check off to allow customers to edit their info, it ALSO allows them to upload documents. The tooltip says: Allow customer to edit their information in the portal Your customers will be able to edit their basic details, such as their
Billable expenses
I have a number of operating expenses which are billable to my client. When inputting these I marked them as billable and subsequently raised and invoice which has now been paid. When initially inputting the expenses they were paid through the petty cash
Finding contact via email not working
Do you still offer support for the Zohobooks API? Or is it now an old un-supported software? Just asking, because there seems to be some conflicts in your API docs. According to https://www.zoho.com/books/api/v3/contacts/#list-contacts you should be able
Darstellungsproblem in der One-Oberfläche beim Branding
Immer wieder gibt es Unterscheide in der Oberfläche von Books in der Zoho One und Zoho Books. Der Zoho One Anwender denkt, man müsse das Icon ersetzen, aber wohl vorhanden, wie man in der Books-Oberfläche sieht.
SPF Record Verification Failure - Zoho Books
Hi, we are trying to verify our domains on Zoho Books. I have the SPF records in there just as they are presented in the instructions, but it says it's not found. It has been about 36 hours since updating the DNS, and it still is not finding the record.
In profit & loss statement under purchase tab i cant see my purchase bills it shows invoices.
In profit & loss statement under purchase tab (purchase acc transaction) i cant see my purchase bills it shows invoices made. Amount showing is also wrong... But under sales tab i can see all of my invoices. please answer...
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
how to send all outstanding customer invoices in one shot?
I want to send all outstanding invoices to a delinquent customer in one shot. How do I do that? If ZB can't do that, get your devs on it. This is a dunning question and should be addressed ASAP.
Minor fixes and changes on announcement posts
When I take a look at forum announcements I can only see the major changes that have been made in an update. Later on while using the software I can see that also other smaller things have been added. New shortcuts, new buttons... etc. It would be great
Zohobooks duplicate contacts with same email address
This appears to be a bug in Zohobooks. It wrongly allows for the existence of multiple contacts with the same email address, and it wrongly uses case-sensitive comparisons for email-addresses when looking up contacts, email addresses should always be
Import invoices. Status "Draft", but I want it to be "Sent"
I have imported customers, no problem I am now importing open, unpaid invoices. In the import file I have set the status to "Sent", but they are still imported as "Draft". How can I import invoices and have the status set to Sent? There have been no payment to these invoices. - What should I set in the Status filed of the import file?
Customer and Vendor - Deduct the payment of vendor fro received ammount
Hello Everyone, I'm around this question for more then a day, and no clue how to get it done. I have googled for everything, and the only solution that would supposelly work, it is not. I have customer A, which pays me 10.000 USD for an invoice of 11.000
Getting Reminder Fail Notification No contacts for the customer
Hello Team If you facing the Issue with Reminder Email Like "No contacts for the customer" , so there is the solution above of this By the API or Custom or Dynamic Here. Answer:- we are getting this email because there is No Email has been sent for the
Bug in Create an Estimate API
Just in case the ZohoBooks API is still supported: Using the API for 'Create an Estimate', as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate , often results in the undocumented error code 1002: Statement of Accounts does
Divide invoice total into monthly or quarterly payments
Hi all, I run a property management company, and I invoice property owners for their annual communal fees, that pay for items such as a shared pool and the gardening etc. Usually, I have invoiced quarterly. I calculate the annual fee and divide it by
Scroll Bar
Scroll bar on the right side of the window is way too small in ZOHO BOOKs. I cant even see it. Please help to increase the size or color of the scroll bar.
Value in the field does not match with the data type supported by us.
I'm trying to import statements from my bank, and I am having an issue with the Amount field. Amounts from my bank are formatted as such: 150000,00 where the comma is the decimal delimiter. When mapping fields, I select the 1234567,89 format but I am
Zohobooks wrongly insists on unique contact name
At the moment Zohobooks won't allow for multiple contacts using the same name, even when they have different billoing-addresses or email-addresses. It is not impossible for larger businesses to have multiple different customers who happen to have the
Woocommerce/Amazon/etc to Zoho Books automatic invoicing system
Hi Guys, Because we had specific needs, we build a specific software. Our company is growing a lot and we were facing a huge problem about WooCommerce synchronisation for order and invoicing. We build an online software able to sync all your order from
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