Reorder Customer Transaction Section
Hi, One of my customer suggests to improve the Customer section in the Sales menu. They would be able to reorder sections in the Transaction pane to better match ther need.
Bill Import - How to populate the Reference Number field
Hello, I am importing a large number of bills from a CSV file. All the fields are mapping nicely but I cannot find how to add something to the Reference Number field. Can anyone help? It simply doesn't show in the list of fields on the import screen.
What's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and Bahrain
zanually categorise multiple bank statement lines
Like Xero cash-coding, how can multiple lines be selected and assigned to a single account individually? If using Multi-Select and match, the transactions get tallied and combined. Why does it seem impossible to select multiple (unrelated) lines and
Zoho Books and bank integration
Hi support team, I'm contacting you today because i have questions for bank integration. 1) I integrated Zoho with my bank account (CBC Belgium). Once setting up the integration i told Zoho (token.io) to go back to the latest date possible (it was around
SPF Email Validation fails repeatedly Zoho Books
When trying to validate your email host to use with ZOHO books, the advice given by zoho (for us) was rather misleading.. It asks you to add a line of code into the DNS settings of your Email hosting service (SPF). What transpires in our case after several
Zugriff auf das Bankwesen verhindern
Die Rolle "Mitarbeiter" kann nach wie vor auf das Bankwesen zugreifen. Wenn ein Anwender alle Verkäufe und Einkäufe bearbeiten soll, aber das Bankwesen nicht, welche Einstellungen sind notwendig?
Converting Estimates to Sales Orders -> Need option to copy over the Estimate Reference Number
When converting a Sales Order to an Invoice, in Settings -> Preferences -> Invoice, we have the option to automatically copy the Sales Order Reference Number over to the Invoice Order Number field as shown in the image below. This is an excellent option,
Add shipping cost to purchase order
Hi, I was wondering if it was possible to add a line for shipping cost in the Purchase Order section ? When i thick this option in parameter, this field shows up only in invoice (not Purchase Order). Could you please tell me how to handle this ? Thanks,
Analytics + Reporting for Zoho Books Custom Modules
I don't see an option for creating reports with Zoho Books custom module data, either in the Books 'Reports' tab itself or in the sync with Zoho Analytics. I know that Books custom modules is still in 'Beta'. Is this something that will be available in
Single Entry for Credit note Refund
Dear Team, there are 4 lines of credit notes in a customer account. When i tried to refund the whole amount I'm not able to do so. if at all i need to that i have to pass 4 separate entries for the same. Why can't it be a simple one entry for multiple
Unable to Sync Bank automatically
hi, I have raised a compliant that past one month I am not able to sync automatically my bank " Union Bank of India " account. every time I am downloading the data manually and uploading in Zoho books, it highly time consuming and few errors are happening.
Leasing sale invoices record
Hi everybody, in our company we usually only send direct invoices with 100% product price invoiced, but we're starting to lease our products and we can find a way to close the SO and then create all the invoices for the lease period, does any one have
Matching transactions in the bank when 500+ transactions
Hi, We are facing difficulties when matching bank transactions for transactions deposited with Forte or Authorize.net with 500+ transactions in a single deposit. Currently, we are matching each transaction individually, and so it is very long for daily
Unable to add billing address in zoho crm which is integrated with zoho books -sales order
Zoho Books Automatic Exchange Rate Calculation based on Currency Amounts
Hello, I have a request about Zoho Books bank transfer function. My base currency is GBP on the system and when I exchange currency on my bank I record it to Books. For example, according to my attached record; I have exchanged 47.08 GBP to 1.000 TRY
Please can someone signpost any Zoho content related to UK MTD ITSA?
This is specific to the United Kingdom - I'm struggling to find any MTD related detail that goes beyond MTD VAT. https://www.gov.uk/government/collections/making-tax-digital-for-income-tax It's a huge topic in the Financial Management Software space and
Updating Account Codes in Zoho Books
Hi I need to update all the account codes in my chart of accounts in Zoho Books. I could edit each account separately and add the new account code - but is there a quicker way ? eg Could import via a spreadsheet? Thanks in advance Susan
Loading freeze after clicked "Add another line"
For some reason, whenever I clicked the "Add another line" button, it will keep loading but not showing up a new line... Sometimes the issue could be resolved after multiple refresh, but it's just so annoying. What is happening??? I've tried to switch
How to categorise Square Sales?
I'm currently evaluating Zoho Books for a University student club. All our sales run through Square and payments are either credit card taps on a Square card reader or online payments via a Square payment link. I notice that when Square payments get imported
API codes for "request payment information"
Hello! I am trying to find api codes for the function of "request payment information" when in the customer windows in zoho books. I would like to generate a link or embed code to use this while collecting credit card data in a form.
Invoice sequential number placeholder
Hello, My question is this. Is there a placeholder for ONLY the autogenerated sequential number of an invoice number without the prefix? In my invoice I need display the invoice number and the bank reference number (which has the sequential number in
Reporting tags for chart of accounts: P&L reports
Please add to the chart of accounts (Add & Edit account) reporting tags so that we can use the P&L/Income Statement report filters appropriately.
Reporting Tag: assign to an expense account
We have expenses that are always assigned to one of our departments --would it be possible to add reporting tags to the chart of account items? This would save us mucho time when categorizing transactions. TIA! -Gina
Tags in journal entry
Hi, I use tags to split revenues and expenses by branchs. But when I do manual journal entry, we cannot add tags. For those who use tags, do you have the same problem? How are you able to get a P&L by branch? I use manuel journal entry to post payroll
Bank Feeds: Multi-Factor Authentication, Auto vs. Manual, Wrong Update Dates
From what I can divine from support here in the forums, it looks like post-update, bank feeds that require MFA (multi-factor authentication) cannot be updated automatically, and need to be refreshed manually. Is this correct? If so, that doesn't feel
Option to Disable GST Online Filing
While exploring the settings we accidently enabled GST Online Filing and now we are unable to disable it. The support team says there's no way to disable it. Earlier we were able to view the GSTR 1 but now it's asking us to file the previous month GSTR
Invoice as PDF
Hi All, I am trying to share invoice as PDF via sms using custom function. i dont know how to GET invoice as pdf using api. Can anyone help me here?
Data import
Stupid import never works when needed, now I have to enter 191 transactions by hand because it's quicker than trying, again and again, to get the import to work. "Rate" doesn't accept decimals?
Shipping address gets reset when converting sales order to invoice
We're having a problem with converting Sales Orders to Invoices. When we convert the Sales Order to an Invoice it resets the shipping address. We choose the correct shipping address during the Sales Order process and having to do it a second time is easy
Selected time entries cannot be deleted because they were imported from Zoho People
Hello, I am trying to delete over 1000 time entry records which were pushed from zoho people to zoho books. I am using an API call, but I am unable to do so because they are imported. The exact error message is this: "message": "The timesheet entries
E-Mailvorlagen: Variable "Betreff" hinzufügen
Wenn ein Angebot erstellt wurde, versenden wir dieses per E-Mail. In der Standard-E-Mailvorlage wird in die Betreffzeile geschrieben "Angebot xyz wartet auf Genehmigung". Wir finden diese Betreffzeile wenig Aussagekräftig, deshalb schreiben wir immer
GSTR-2B in Zoho Books
Hello users, The government has introduced GSTR-2B which is an auto-drafted statement that contains information from GSTR-1, GSTR-5, GSTR-6 and ICEGATE system (Indian Customs Electronic Gateway). This statement is similar to that of GSTR-2A but is static
Transaktionen zuordnen - Kunde in Zahlungsrückerstattung anzeigen
Auf dem Bankkonto werden Transaktionen zugeordnet. Bei Kundenzahlung wird in der Übereinstimmung der Kunde angegeben. Bei einer Zahlungsrückerstattung fehlt diese Angabe. Verbesserungsvorschlag: Bei dem Zuordnen von Transaktionen bei einer Zahlungsrückerstattung
paypal showing error of Token expired on
When I try to pay through the paypal gateway i face the error of expired token. Screenshot is attached.
Project Profit
We are considering Zoho Books but have yet to find an easy way to track true Project Profit. We are a consulting firm and need to easily report where we are income to expenses (net profit) on each project. Ideally, the P&L reports would have the ability to customize and filter by project. What is the status of these additions to your product? 1) Sales Orders "linked" to a project. 2) Invoices created from the Sales Order linked to the project so the revenue is going to the specific project. The ability
month end closing
1) May i know how to define an accounting period in zoho? I did not see the configuration in zoho books. Generally we close accounts on a date earlier than month end. So our accounting period is, for instance, June 26-July 24. How can i define each accounting
Overseas bank account
Hello I have a Singapore bank account in S$ which I have connected to my Zoho book. How do I reflect the equivalent balance of that account in my base USD currency? Thank you
Add the new Instant Bank Pay feature to GoCardless integration
Hello, GoCardless has just launched a new feature to collect one-time payments called Instant Bank Pay. This new feature will revolutionize the collection of payments as it is based on Open Banking. Customers who used to pay by credit card, wire transfer
On creation invoice and selectiong Customer, update custom field "Transporter"
we have made a custom field in customer "Transporter" ,When new invoice is created and a customer is selected, i wish to fetch transporter and put it in notes, please reply with the script as soon as possible
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