Retained Earnings issue?
Hello, I have an LLC for tracking profit, loss, accounts. I don't use invoices. Every income is posted as a 'Sales without Invoices'. At the end of a monthly period I take Owner Drawings. My issue is with the Balance Sheet report. Suppose for 2019 there is a Current Year Earnings of $10,000 and Owner Drawings of $10,000. My Retained Earnings is displayed in the subsequent year's (2020) report as though there was no Owner Drawing. The Retained Earning for 2020 always displays $10,000. Shouldn't it
Employee/Job History
Most HCM system use effective dates/action reasons to store historical, current, and future information. Effective dates enable you to maintain a chronological history of your data. By storing effective date information in tables, the system allows you
Customer note on invoices carrying over from previous invoice
A customer note can be added to an invoice by editing the invoice. When a NEW invoice is created via a subscription (i.e. renewal etc) , the customer note previously added to a different invoice, appears on the NEW invoice. It acts as though it is the
Changing Create Time
How do I change the create-time on a job description so I can publish it? I have old job description with lots of candidates attached, that have reopened. But I can not publish them because Zoho checks and complains about the create time! Can I turn that off somewhere? Thomas.
Can you access mobile Cliq app from mobile Creator app?
I'm currently making an edit to the page where someone clicks a name and it takes them to their chat/profile on Cliq. It currently works on browser, but if they were to use the Creator mobile app it opens up it's own browser instead of the Cliq app. Here's
Why in Zoho Flow was upload file to Workdrive left out of the box?
We are trying to use Zoho Flow to upload 1 file that comes to Google Drive each time 1 customer sends a document... The service we are using can only put the files in Google Drive, so we have a Flow that triggers with this file arriving to GDrive and
Zoho Mail Domain Verification Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (claimscorporation.in) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
Books : Where to find Sales order from a Project
Hi Zoho Developers, From a Books Project, I have to push data to Creator, through a deluge script. From the Project data, I can't find Sales Orders and Purchase Orders links to that project. Where should I look to get SO and PO linked to the project ?
Accounting on the Go Series-30:Seamlessly Customize Your Business Profile with Zoho Books Mobile App.
Hello Zoho Books Users, We've often discussed customization, and today is another opportunity to explore customization of organisation details in our series. With Zoho Books' mobile app, you have the power to keep your business profile up-to-date and
Vertical Continuous Scroll Calendar Report
I'm assuming there's no way to do this, but I thought I'd ask just in case. Is there any want to make a calendar report that has all the months on one page, or like all in line vertically so that I can just scroll through the months instead of having
The deprecation of Facebook Groups in Social for Zoho Marketing Plus
Hey everyone, With the introduction of v19.0, Facebook recently announced the deprecation of the Facebook Groups API. For this reason, Zoho Social in Zoho Marketing Plus will no longer support publishing posts in your Facebook Groups starting on April
Zoho CRM Digest - March 2024
Hello Everyone! Are you ready to catch up on all the latest news and highlights from the Zoho Community from Mar '24? Our March digest is here, packed with updates and engaging discussions that you won't have to miss. Let's dive into the March digest
Wrong SPF record for zoho.com and zcsend.net domains
Hi, I'm an email server administrator. Checking logs on my email server (a script automatically update, parsing spf records of well know senders, a whitelist to avoid "false positive") I noticed that there is a wrong entry in the spf record of zoho.com
recurring expense doesn't show on report
i entry rent and employee salaty in to recuring expense, let them repeat every month. but this expense doesnot show on report like profit & lost.
Zoho Inventory Vendor module API
Hi Zoho, I am not able to see any API that related to create / get vendor info. Any method I can get inventory vendor id from CRM/third part app? Could you please help with this? https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchas
Awaiting session confirmation althou being deactivated in settings
Hi there, sometimes (not always) using the zoho assist app we get to wait more than a minute until the connection gets established. Following the message displayed it seems to await confirmation from the target PC. Also visible in the sceenshot the user
Please offer "deluge" as code snippet type
Unable to change Role for a user to Admin on Zoho Expense
We are trying to change the role of a user in Expense and we keep getting an error. Kindly see attached. We could do this prior to today.
Used Car Inventory Tracker
I need a to create an inventory database that has detailed information about each car we have in our inventory. Specifically, I need to know exactly how much labor and parts we have into each car as well as the cars purchase price, VIN, color, year, source etc. Budget : Negotiable | Duration : 1 week To leave a private message, please click the link for private response in post Action section.
Images not showing correctly
Hi, I'm a musician. I'm trying to use Zoho Notebook in order to create a collection of tunes that I'm regularly asked to play. Now, the notebook works perfectly on my MacBook Air. It also works within a web page. However, I'm trying to get it to work
View all Tags
I swear there was a way to view all tags being used in every project rather than clicking on the dashboard of a certain project to view what tags are being used. The wiki (https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/portal-configuration/articles/tags-projects)
Improve search matching of drop-downs
Hi, I've found that most of the drop-down fields that must be filled in on expense reports require knowing exactly how something is listed in the field to search for it. For example (and as a user, not an admin, I don't know if these are universal or
Can't add category to Expense
Zoho app has worked great until yesterday (March 13, 2024). I can put the information on an expense (vendor, amount, receipt) --- however, when I go to one of the categories I use regularly it is in the "Recently Used." When I click on it, nothing happens.
Item to item transfer both quantity and value
We are using zoho inventory extensively and making the most out of it by just using native functionality although it is missing a few functionalities like Bins and multi-level BOM handling. But one thing is still challenging which is item-to-item transfer.
I have ONE suggestion
Ok when you type your work on Zoho Writer, the color of the text pages is pure white, that's not so comfortable for my eyes if I work a very long time looking at the white background, its little too bright because of the blank page's sheer white, even
Completion age Tier Range - Zoho desk
Hello, we have built a graph about the resolved tickets by time and we would like to modify the range in the lagend, lo make different buckets but we are unable to find how. Thanks!
Mapping Date Columns in Filters
Hi Team, I created a chart where I am tracking USD in proposals per month by their sent date, won date, and projected close date. Those dates are all fields in the proposal record. On the x axis I am using sent date. On the y axis I have a sum_if formula
Creating a staked bar chart in Zoho Analytics where the x axis is the date of two different fields
Hi, i would like to create a staked bar chart in Zoho Analytics where the x axis is the date of two different dependent date ranges. The first date range is the date when a stage one payment is received in the CRM. The second date range is the date when
Zoho Sign is a SCAM!
Zoho Sign is a SCAM! I signed up for the trial version and was using Zoho Sign to figure out how to use the product. Take note that during that time, the documents you create with Zoho Sign cannot be used as it is water marked. After signing up for the
Zoho CRM - Updates to Assign and Remove Territories APIs
Hello everyone! This post is to inform you of the changes to the Assign and Remove territories APIs from V2 to V6. Currently, from versions 2 to 6, the assign and remove territories APIs give a success response and assign or remove territories of the
Row Count Column in CRM Reports
Hi, i can't find a way to NOT display the "Row Count" Column in a report. i'm sure it must be possible though... configuration
Receiving emails into CRM
Hi there, Emails are being sent out of the CRM perfectly, however i want all emails from contacts to be received within the CRM. Regardless if there is a lead or not. I currently have the trial version and am testing your program. I will not upgrade unless
Location Issues within Notebook
Hi, I posted a question before and it was closed out before answering everything I mentioned. I had an issue within the Notebook app with notes originally created in this app. I created two notes minutes apart in the same location, didn't move an inch,
Zoho Learn - Periodic review of knowledge articles
Is there a way to schedule a periodic review of articles to ensure they are still accurate and up to date? Some information we may want to review every 3 months, once a year, or every couple of years. It would be nice to have that scheduled for review
Add Image in zoho books Item API
Hello Team, Please find below the code for uploading images to Zoho Books items using the API. Kindly review it. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); GetItemDetails = invokeurl [ url :"https://www.zohoapis.com/books/v3/items/2755065000008594950?organization_id="
Link to an individual record from related block on detail view of another record
Hi, I'm new to Zoho Creator, so excuse the beginner question. I have two forms -- Clients and Staff. I have lookup fields connecting the two forms, so that each Client can have multiple Staff records associated. From the detail view of each, I would like the ability to link to the other. So, if I'm looking at the detail view of Staff #1 and I see that she words for Client A, I would like to be able to click on Client A and go directly to the detail view/page for Client A. I would like for the
Subform of subform in layouts or record template
I have a form that has a subform with parts that also have a subform. Say I have a work order object, with part objects as a subform or lookup, and the parts just have a normal subform non-linked with two fields(operation, and runtime) Work Order ----Part(link)
How calculate total of rows from a subform in the mainform?
Greetings. I would like to calculate the total of the rows from my subform in my mainform. It is a screen to add transactions, so I have: Mainform with three fields: Transaction Type, Transaction Category, Transaction Amount Subform where each row has: Item Description, Item Price, Item Qty I would like that on each row added in the subform the field Transaction Amount in the mainform be updated with the total. Thanks in advance.
O365 thru GoDaddy, New CRM domain authentication fails
I've tried to authenticate my domain so I can send email campaigns without the Zoho server string after my email address. No one at GoDaddy has been able to solve this matter, this is making me rethink this platform! Being able to manage all user engagement
zoho creator customized report - web print not working gives a blank page
When I try to print from the Custom Report or as pdf it is blank If I use the URL to print same thing
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