Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)
If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manual
Zoho Books Reports: Basic report with total items sold and Cost of goods sold
How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing
Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,
Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)
Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leaves
Zoho Finance Limitations 2.0 #12: Can't sync Books System Fields (Item Category or Preferred Vendor) to CRM Products. Double entry required
We add products to Books and sync them to CRM whenever updates are done. However I still have to do double entry because the Books "Item Category" and "Preferred Vendor" fields are not available as options to sync. Scenario Workflow I add a new product
Zoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)
Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales Orders
Zoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API
I'm trying to create a flow where I add a note to the CRM Finance (Sales Order) module after a flow is triggered. Scenario When a package is shipped via Zoho Inventory I want to add a note to the related CRM Finance record to Sales Reps can see details.
Zoho Finance Limitations 2.0: #21 Tracking Serial Numbers for products with transactions
Scenario: User sells widgets and decides at a later date to track serial numbers. The user is unable to do so because the following error pops up: Almost there, but... Serial Number cannot be enabled for items which already have transactions What is the
Zoho Finance Limitations 2.0 #20: Inventory Management System with no proper "Stock Count" Report.
Zoho inventory does have some nice features, however like Zoho Books, the reporting side of things comes up short. Being labelled as an Inventory Management System you would hope it contains a decent Stock Count report but unfortunately it does not (or
Zoho Finance Limitations 2.0 #2: Users can't email from their own email account. Workaround option available but not scalable
It's standard practice for CRM users to email quotes (native CRM) from their email account (we use IMAP integration with gApps). Within the Zoho Finance module this is not possible. You must add each approved email from books setup each template for that
Zoho Finance Limitations 2.0 #1: User Field Level Permissions from Books do not exist in CRM. Zoho Finance has no Field level permissions
It's standard in CRM to have user roles field level permissions. Same standard exists in any accounting software. it's not possible to implement any field level permissions for Zoho Finance. What does that mean? Basically any custom fields show for everybody
Zoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns (see images below). These are just using system defined fields but the ability
Zoho Finance Limitations 2.0: How to HIDE item COST to set of users / role
Is it possible to hide item COSTS to a set of uers? I do not want users viewing cost of items. I currently use zCRM and this is possible. I don't see where it's possible with the "more advanced" zoho books! I've been doing lots of testing on a migration
Zoho Inventory Packages: UI/UX Nightmare when you have multiple packages for an order
Our big problem with packages is when we have to edit an item on a package (for example: unpack) When you have many packages this is a nightmare You have to click into every package and scroll to find the item (you can't open in a new window either!)
Zoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records
While adding or editing a Zoho Finance record (estimate, sales order or invoice) you can CHANGE the billTo / ShipTo address and ADD another one but if you make a mistake you can't edit the address. You have to add another address... make a mistake on
Zoho Finance Limitations 2.0 #14: If you have multi-warehouse enabled, you can't select them for different line items.
We have multiple warehouse feature enabled and transfer goods between them. An order can frequently get filled from multiple warehouses. For example: our main warehouse and the sales rep inventory. It's not possible within CRM for a sales rep to select
Zoho Finance Bug: Invoices Filter for "Unpaid" does not work when using Zoho Finance > Invoices Module
Another bug found. To replicate scenario - Open CRM "Zoho Finance" Module & go to Invoices - Select the "All Invoices" filter list - Filter by "Status" IS "unpaid" Expected Outcome You will be presented with a list of Invoices which are "UNPAID" Actual
Zoho Finance Bug: CRM Product Details > Zoho Finance Information is confusing / missing information
With CRM / Zoho Finance integration you can view the current stock details of a product which is great. The problem with the information shown is some of it is confusing or it's linked with the wrong books information AND some vital information is just
Zoho Finance Limitations 2.0 #23: Zoho Books Report: Inventory > Warehouse Report needs filters
The "Warehouse Report" within books / inventory has the potential to be very useful however we really need to be able to: - Filter by Category - Use Advanced Filters A quick solution: Add the "Category" column to the CSV / XLS export. Scenario: If I want
Zoho Finance Limitations 2.0 #22: Sales Return RMA does not show the related Sales Order on the RMA screen (non list view)
This is a very small issue but might be an easy one for Zoho to fix so I'll present it just in case! Sales Returns RMA's are great. However when you click into an an RMA there's no way to see what Sales Order it is related to. Although, the related Sales
Zoho Finance Bug: In CRM Dashboards, no Sales Order (finance module) status options show for the Anomaly Detector component
Summary I'm trying to create a Anomaly Detector chart and use the criteria filter for sales orders but no options show for the status criteria. I'm presuming it's a bug but who knows! You can enter in text but what should we enter? Other reporting areas
Zoho Books Reports: Committed Stock Details Report - Pretty Useless unless you can export and / or group by item
In Books / Inventory we have the Committed Stock Details report but it's pretty useless. Problems - Everything is grouped by Sales Order so one item would be spread across multiple orders. No way to see that unless you scroll through the list. - Can't
Zoho Finance Bug: Duplicate Sales Orders (finance module) showing in CRM but only one Zoho Books
Summary We use the Zoho Finance integration within the CRM. I have a situation where there is one Zoho Books sales order BUT in the CRM I have 2 duplicate Sales Orders. The exact same sales order is just duplicated. Each Sales Order (finance module)
Zoho Finance Bug: CRM Product Details Business Card: Zoho Finance Information does not show even though it's an available option
With CRM / Zoho Finance integration you can see the product quantity in stock, ordered and in demand on the product details page if you scroll down to that section. However if you try to add these fields to the "Business Card" layout which shows at the
Zoho Finance Bug: Sales Order "Status" Filters does not work when using Zoho Finance > Sales Orders Module
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
Zoho Inventory Bug: On Custom Sales Order Templates, the item "Serial" displays the item line # instead of Serial #
I have custom templates enabled in my system. The Item Serial is an available option however it shows the line item number instead of the actual item serial number. I want to be able to view allocated Serial Numbers for each item on the sales order when
Zoho Finance Limitations 2.0 #17: Can't sync Books Customer Tax Fields (Entity/Use Code or Exemption Number) Double entry required
Similar to the limitations listed at: https://help.zoho.com/portal/en/community/topic/zoho-finance-limitations-2-0-12-cant-sync-books-system-fields-item-category-or-preferred-vendor-to-crm-products-double-entry-required Summary: Our reps add customer
Zoho Finance Bug: Account Popup Selection Window... #2 The Search input box barely shows on screen and it about 70% cropped
This is very easy to miss for people just starting to use the system. When adding a Zoho Finance record, you click the magnify icon to the left of account name to find your account. A popup screen appears but the search box is barely shown onscreen.
Zoho Finance Bug: Account Popup Selection Window... #1 Can't select an Account unless you click about 10 times
This is a really annoying one and makes the workflow unusable. You basically can't select or REALLY struggle to select an account from the popup window. To replicate scenario - In CRM Open the Zoho Finance module and Create an Record - Click the "Magnify
Zoho Finance Limitations 2.0 #8: Custom CRM Currency Fields will not map to Zoho Books. Only Decimal field types will work
When setting up your Zoho Finance integration you map your fields. If you have custom currency fields such as "Cost Price" setup in CRM these fields will not sync to Zoho books and you'll get errors because the "Field Type" does not match that of Zoho
Zoho Finance Limitations 2.0 #13: You can't search the list of Customer Addresses... you have to scroll through the whole list (all 200 of them)
We have accounts with multiple addresses. Many of them have 40 - 60 addresses while some have close to 200 addresses. In books - Just click change address and search... easy - In CRM Finance you have to scroll through the huge list and to find the address.
Zoho Finance Limitations 2.0 #19: Books Statement layout can't be customized to fit standard US windowed envelope
Another small limitation. We do monthly statement runs and mail (in addition to email) out several hundred statements each month. For the previous 15 years we've used windowed envelopes and quickbooks. However Zoho books places the sender address on the
Zoho Finance Limitations 2.0 #16: Can’t get the associated CRM Record Id of a Sales Order from Books when using Zoho Finance (CRM / Books integration)
If a Sales Order is created in CRM you can leave a note on the record or add tasks within the CRM. But if we use Zoho Finance (CRM / Books integration) how can we get that CRM record id from within Books? Standard CRM Scenario (without Zoho Finance Integration)
Zoho Finance Bug: Custom Buttons no longer work within Zoho Finance Module. Only response is "An Error Occurred"
This is a major bug that started happening on Monday for us. I was onto support for 2 hours and they confirmed the bug. This has crippled our operation as we run a ton of automation based on these custom buttons. To replicate scenario - Open the CRM Finance
Zoho Finance Limitations 2.0 #9: Zoho Finance Module NOT accessible via Mobile CRM App.
The zoho mobile CRM app is fantastic, easy to navigate and well thought out. Our sales reps in the field depend on it daily. When you migrate to Zoho Finance you'll be disappointed if you use the mobile app as the Zoho Finance Module is not available
Zoho Finance Bug: Subject line in Safari expands to the full height of the page
In Safari when creating / editing an Estimate, the Subject line height expands to the full height of the page. If you type something into the subject line then it reverts back to the correct size. It's fine in Chrome. See below...
Zoho Finance Bug: Books Inventory Summary Report does not show DATE when Printing or Exporting to PDF.
I'm running an INVENTORY SUMMARY report. When viewing within the app the date shows but when I print or export to PDF no date is included. Makes it difficult when you print out reports... you have to hand write the dates!
Zoho Books Reports: Inventory Summary Reports - Add Item Category as a Column & Make Item Name a link to its product page
I run inventory summary reports frequently. All our items are assigned a category however the category does not show as a column. It would be hugely beneficial to have the Item Category as a column rather than lumped in with the Item Name. If you "group
Zoho Finance Bug: Users name does not show correctly when you click "Zoho CRM" link for contextual side panel within Books
Never too sure where to put these posts. I've settled on CRM forum as it's in that context where this bug apprears. To replicate scenario - In the CRM leave a note and tag another user on a Zoho Finance record - In Books open the corresponding Finance
Zoho Finance Limitations 2.0 #10: No Access to Notes on Finance Records via Mobile App
We have always used the notes module to have contextual conversations around records especially Sales Orders which is really helpful. Our sales people are in the field so generally they are responding on their mobile app once they click the link within
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