Duplicate Bank Transactions & Match Buttons
Hello, we are ending up with duplicate transactions in our bank accounts, after searching for answers I found several users who encountered the same problem. Our setup has several bank accounts including 1 main/primary account which the other, secondary,
Invoice for samples write-off
Hi I offer samples of my product on a sale-or-return basis with NET 30 days. In some instances my customer refuses to pay for samples and I may choose to write off the Invoice. Using the write-off function I see does not affect my average sales price
Year end accounting
I issued some invoices in the last few weeks before fiscal year end. Clients have 30 days for payment, which means they only pay in new financial year. How do I close off the previous fiscal year with these outstanding invoices and record the payments
Cash withdrawal and Cash Payment
I have paid office rent by cash to owner ….cash is withdrawn from bank. How to record this in zoho ?
Account suggestions for Leads, record sharing via extensions and more
Hello all, At Zoho, we're constantly working to make our CRM better and improve its mobile functionalities. Over the past few months, we have introduced some exciting new features and enhancements to the Zoho CRM Mobile app. We've included a summary of
Recording a depsit im paying
I need to put a security deposit on a storage unit im renting for my business. How do i record it in zoho books? as an expense?
How to modify translations in Zoho Books?
Hello, I noticed that there are a lot of missleading translations in Zoho Books (German). Is it possible to download the language file in Zoho Books like it is possible with Zoho CRM? Thanks, M.
How to change the colour of the Milestone rows in Projects?
We have a project with a lot of lists tasks and subtasks and we want to be able to change the colours ever so slightly to differentiate between the milestone sections. Is there a way to do this? Or is there a Chrome extension someone has written to do
Invited user not reciecing invite email
For weeks now, i cannot get users invited to my Zoho books organizations. The user invitation emails are not reaching the users. Customer care say there is an issue being looked at. Is there a work around in the meantime? For Example, since the invited
Timeline view longer than 6 months
Hi. I was trying to see the holistic view of an account in the Timeline view. I noticed that only recent activity is show to me which is beneficial but not entirely useful ask we have a very long sales cycle and we need to see the list of activity since
Accounts connection
Hi, sir/madam, I am not able to connect the instagram account in ZOHO Social. Can you guide me for account addition. Thanks
Completion percentage of task should be customized by the user
In zoho projects, the software lets the user to assign percentage of tasks in multiple of 10. (10,20,30,...,100). In my opinion, the user should be able to customize that percentage; because in many cases; only the user can decide how much task is done,
Clarification on booking expenses
I have received a rent invoice of 30K in Jan, but am paying the actual rent quarterly 7.5K. How can i book the expenses in zoho books and reconcile my bank account?
Integration With Creator
Is integration with Zoho Creator possible? If not presently, is it on the roadmap?
What's New in Zoho Billing - May 2024
Hello everyone, We are excited to share some exciting Zoho Billing updates in this month’s What's New forum post, ranging from enabling your customers to update their information from the Hosted Payment Pages to the option to split offline payments. Let’s
Allow to see Subject for invoices/bills when customizing visible columns
Allow the option to add in the Subject as a column to view for invoices and bills in full table view.
How to change module for "Mail Merge" template Zoho CRM
Hi, I have some mail merge templates that were not associated with the right module upon creation. I just want to change the module they are associated with but I cannot find the procedure to do so. Even cloning the Mail Merge Template does not allow
Unable to add Contractor on the Zoho Payroll
I have a new team member who has joined as a Contractor, I can see the option to add employee's only. How can I add him?
Bank Reconcile: transactions open / not reconciled
We have quite a few (more than a handful) of transactions from 2016 that were not reconciled with the bank statements. In order to research, we are trying to locate a way to report those transactions not marked as reconciled. I've tried every which way to find those transactions in list form to no avail. How do we pull this information from ZB? Thanks! -Gina
Using Zoho Books for small law frims
Is is possible to setup and utilize Zoho Books for small law firms especially as it relates to tracking matters and trust funds? Wondering also if there is any integration available or planned for this professional industry vertical through Zoho API
Attach ducument by ZDK or other
Hi, Is anyone know how to attach my attachment in record by using ZDK or other method? I would like to click button then open "OpenMailer" and automatic attach my document into the email draft. It would be great if OpenMailer can auto attach Inventory
Export blueprint as a high-resolution PDF or image file
This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or
Request an Invoice
May I please request an invoice for my subscription. Thank you.
Error "Zoho Books says "Invalid Element is_user_approval_needed" when creating Project from Zoho Flow
Even though the user approval is a drop down in flow, regardless of what I select (True or False) I get this error .. "Zoho Books says "Invalid Element is_user_approval_needed"
ZOHO BOOKS - REPORTS NOT REFRESHING
My reports are not been refreshed. So even when i complete a bill it does not show on my vendor statement
Invalid value passed for Invoice Date
Hello to everybody ! I need to record manually the historical transactions (7years old) of the company. Help me: how can I record manually in case of invoice for which I am receiving the message: "quote Invalid value passed for Invoice Date "unqoute ?
How to set one dropdown field values based on selection of another dropdown value.
I need help setting up forms in Zoho Creators to automatically fill the "Delivery Person Number" dropdown with options relevant to the chosen "Transport" dropdown selection. In another form, each transport option is linked to multiple delivery person
Default Tax
When you generate an invoice from the timesheet you have to review all the row to add Taxation. It's an used convention to add Default taxes and custome taxes with a priority, like in following list from lower to higher priority: General Default Product Default Customer Default Custom Document taxation Custom item row taxation
Zoho Bookings events have no notification in Calendar
Hello, I am currently using Zoho Bookings to allow access to an appointment scheduler. The issue is that the events that it creates on my Zoho Calendar are not giving me notifications. Is there a setting in Bookings to have it create the event with notifications
How do you get related INCOMING email records with a DELUGE custom function in Zoho CRM?
Hi Everyone! As part of a function I am creating, I need to get the latest incoming email from a contact. When using a getRelatedRecords function for the Emails related to a Contact, the function only returns Outgoing emails. No incoming emails are gathered.
Urgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill the
Filter a lookup field by another lookup field on a subform
Hello all, I am trying to filter a lookup field based on the selected value of another lookup field--both on the same subform. I tried storing the ID (of the first lookup value) on the form and on the subform but cannot access it. If I store the ID on the form and set the filter to "ID == input.myID.tolong()", I get a runtime error. If I store the ID on the subform and set the filter to "ID == row.myID", it says "row is not defined". Right now, I have both fields unfiltered but, as I get more data,
What counts as a "Deluge-based workflow requests" and other deluge workflow limits?
I realized this workflow seemed to stop functioning so I looked up limits and discovered there are some limits such as "workflow requests" and just some arbitrary line limits. Luckily I have a lot of wiggle room on the lines currently since I had been
Sending a PDF of a Zoho Creator Page via Email.
Hi, first time poster. I have made a type of Calculator using Zoho Creator that uses a bunch of input > Some background magic > and then spits out a Quote in the form of those Page fields in Creator. I used Pages based on the amount of things I can change
Looking for someone to help us
We need to create a connection between Zoho CRM and an accounting system. The description of the accounting system that I have at the moment is that it Freedom. Running a JET database engine. Operating in an SQL environment. I suspect someone might need more information. The needs are very basic. The periodic updating on basic sales data into the associated records in ZoHo CRM. We are looking for someone who is experienced and fully competent at creating this linkage. We are assuming this would
OR Function
Hi, I'm trying to write a function that maps ZipCodes to region numbers. However, I seem to keep getting Syntax errors. Please let me know what's going wrong with this code. IF( OR( ${Prospective Students.Zip Code} == "12345"; ${Prospective Students.Zip
Cannot add several apps
I previously tested a few zoho apps and recently made the decision to go with zoho one for my small business. I can add most apps, except the ones I tested. I get the choice to create a new account, or choose an existing account. My preference is to create
Interactive dashboard
Hi, we would like to develop an interactive dashboard in Zoho analytics. Our main goal is to let the dashboard's users "Snooze" a row (company), through a button or something similar. If a row is snoozed for example 1 week, it should disappear in the
Convert to Org
Hi, We have serval account in other zoho org, and join us as external user. And now we would like to convert them to our org by this button. However everytime I click , it state that this user is in other org eventhough the user is inactve in other zoho.
Change Account Owner does not change owner of the Contacts of the Account
In the "Change owner" dialog window, it states: All contacts, open opportunities and open activities of the companies will also be transferred to the new owner. However, after changing the account owner, the Contacts ownerships are not changed to the
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