Predictive analytics
Predictive analytics is becoming an increasingly important feature of accounting software. With predictive analytics, companies can forecast future financial performance based on historical data and current trends. This can help companies to make more
Need to have default Expense Account / Rate in Vendor Profiles
Hello Zoho, We would also like to have a default " Expense Account " for all the Accounts Payable Accounts along with a default " RATE " option to set for the accounts payables accounts. Ticket No 88612889 Please do the needful here. Thanks
Scheduled reports not working
Hello Zoho Please help us fix the issues where one of our Scheduled report is not working. Ticket No 89737296 Thanks
Need an option to show GST Active /Inactive Status as well as Type of GST Registrations in AR/AP Profiles
Hello Zoho Need an option to show GST Active /Inactive Status as well as Type of GST Registrations in AR/AP Profiles Please do the needful here Thanks
Vendors Parent Account or Sub-Vendors Account
Can we have a parent and child set up done for all AP Vendor Accounts?
Company Statutory Registrations
Can we have a separate module to upload and keep track of all the company registration certificates please?
Request for Master Admin / Super Admin for Zohobook Account
Hello Zoho Request for brining concept of having Master Admin / Super Admin for Zohobook Account Ticket No 91319907 Thanks
Company Awards and accolade
Can we have a separate module to upload and keep track of all the Company Awards and accolade please?
Can we have a module for Company Licenses, Software and Subscriptions ?
Can we have a module for Company Licenses, Software and Subscriptions ?
Vendor Payments Refund
Hello Zoho Please come back to us with an option of Bulk upload of VENDOR PAYMENT REFUND which are payments made to the vendors, but these have returned back to us due to various reasons. Ticket No 88378215 Please do the needful here. Thanks
Need a feature which can help us bulk update locations (Reporting tags for AR/AP Invoices/CN/DN)
Hello Zoho Need a feature which can help us bulk update locations (Reporting tags for AR/AP Invoices/CNs/DNs) Please do the needful here. Thanks
Unable to create customer invoice with RATE with 3 or more decimal places
Hello Zoho, Unable to create customer invoice with RATE with 3 or more decimal places. Seems like it is restricted with two decimal places only. Please help us
Depreciation Accounting
Can we have an additional module for Depreciation Accounting?
About timeout for running function into after section on Transition
Hi Zoho Team I would like to know how much time have a function for to do a work when is called in after section on transition? , Although my question may seem strange, it sometimes happens that a user's request to do a great job of sending information
File uploaded - how to attach and send using sendmail
Hi, My form has these fields Document: [upload file] Contact Email: XXX@domain.com When a new record is added, i want the document/file uploaded to be sent to the contact email. i tried to add it into the message using "input.Document". But when i received the email, input.Document just prints the name of the document into the message body. There is no email attachment. Anyone with any idea! This is pretty important to the application i want to build... anyone with any ideas?
How change shipping address in package in Z
Hi everyone, I hava a problem with the shipping address in package module in Zoho Inventory regarding clients that have more a shipping addresses for their business. Example: My client is ABC Company and has a shipping address in Milan and another one
Need to add a RUNNING Balance Column in ZB for Accounts (Chart of Accounts)
Dear Zohobooks, Please incorporate to show a running balance column in all ledger accounts which is very much needed. Please do the needful here immediately please Ticket No 88298901 Thanks
Need to have a report which shows all "Out Of Scope" transactions
Hello Zoho Need to have a report which shows all "Out of Scope" transactions across ZB. Please do the needful here Thanks
Tip of the week #16: Associate Zoho Calendar events with Zoho Apps.
Events created in Zoho Calendar can be associated to other Zoho Apps such as Zoho CRM, Zoho Tasks, and Zoho Notes simultaneously. When you associate events to these apps, the details of the event will be added to the respective app and can be managed
The #original_sender tag is not detected when email encoding is base64
Hello, I believe the #original_sender tag is not detected when emails "content-transfer-encoding" is base64. I've been sending mails through SQL and when it's received by Ticketing platform, the original message is detected to be encoded in base64 and
Cloning Dashbord Reports
It will be helpful if we can easily copy/clone existing widget/report in Dashboard to quickly tweak it to show a different result.
Need to add a RUNNING Balance Column in ZB for Accounts (Chart of Accounts)
Dear Zohobooks, Please incorporate to show a running balance column in all ledger accounts under chart of accounts which is very much needed. Please do the needful here immediately please Ticket No 88298901 Thanks
Automatize BackUps
Is there an option where BackUps are made automatically and there is no need to go to the Backup tab every 15 days?
Credit Allocation Approve Request For Subordinate Staff
Hello, the way the system allows credit allocation does not make sense for all business'. My sales staff have "view" permission selected but cannot allocate credit, your support says they have to have the "create" permission active but in our business,
Yeastar Cloud PBX integration with ZOHO CRM
Would it be possible for someone to do an online session with me? We are missing something iwth the cloud integration and two different Yeastar Engineers have told me the problem is with ZOHO and not with the setup from Yeastar? Kind Regards
Inventory Adjustments Effect
hello I have a question Please I have many inventory adjustments that have been done on Zoho inventory to account cost of goods sold and I noticed that an entry is run automatically with each sales invoice that made a decrease in cost of goods sold. I
Zoho FSM Introductory Series #1: Streamline Work Order Management
In this series we make fly-on-the-wall observations as the folks at Hot&Cold* (a company in Santa Rosa, CA that offers HVAC services) leverage the many features of Zoho FSM to steer their field services business to success. This will aid you in assessing
SQL filter last 7 days
I am trying to filter SQL database based on dates. I only want to include data from last 7 Days (including today) = 1 Week. I tried to use: WHERE 'TransactionDate' >= DATEADD(day, -7, GETDATE()); and similar restrictions, but it doesn't work Can someone
Tooltip not available for multiselect lookup
It is not possible to add tooltip or multiselect lookup fields in CRM layout, the option is simply not there when editing the field properties. Could this be added? Similarly some system fields such as Name (i. e. Campaign.Name, etc.) do not have the
Email Storage for Zoho CRM | Public Early Access 2023
Hello All, Looking back at our journey, we've consistently focused on enhancing email features, and email storage has always been a crucial aspect. However, its consumption is not uniform, leading to challenges for admins and managers in effectively managing
Need a report to show ATTACHEMENTS UPLOAD status for all AR/AP/Others Transactions
Hello Zoho Need a report to show ATTACHEMENTS UPLOAD status for all AR/AP/Others Transactions Please do the needful here Thanks
Need an option to select a "CUSTOMER PERIOD" in MANUAL JOURNAL under Accountant
Hello Zoho Need an option to select a "CUSTOMER PERIOD" in MANUAL JOURNAL under Accountant Please do the needful Thanks
Need a feature where we can send automated reminders to all AP Vendors for submission of monthly invoices
Hello Zoho Need a feature where we can send automated reminders to all AP Vendors for submission of monthly invoices. Please do the needful Thanks
Connecting Zoho to My Shopify Account
Hello, I am having issues connecting my Zoho mail to my shopify account. What a I doing wrong? Look forward to a response. Thanks in advance
【Zoho CRM】見積管理機能（Zoho CPQ）に関するアップデート：商品設定と価格ルールの「フィルターと検索」UIの強化など
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、Zoho CPQ機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】Zoho CPQ機能に関するアップデートのお知らせ
Sort HTML snippet embed Report through params
I would like to sort HTML snippet embed Reports through params. Is there any possible way? Thanks advance😊😊😊.
Offline mails features
Can we also have offline mails feature for Zohomail as the same way we have for Gmail ?
Need a feature with which we can post collection entry to one or more customers from the BANKING FEED
Hello Zoho We need a feature by which we can allocate a collection to more then one AR Accounts of the same customers for different locations / product type / etc. Please do the needful Thanks
Using the same password from old platform in Zoho Mail
Is it okay to use the same password from the old platform in your Zoho Mail account when migrating?
Free Webinar! Get the best out of CRM using our seamless Zoho Workplace integration
Hello Community, If you're using Zoho CRM and Zoho Workplace and trying to find a way to work with both the platforms seamlessly, then you shouldn't miss this opportunity. Grab your spot! for the free webinar on getting to know about the Seamless integration
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