#16 Zoho Books Digest

#16 Zoho Books Digest

Hello readers,
 
I hope you're having an awesome day!
 
We're back with the 16th edition of Zoho Books Digest. Here's what we have in store for the community this month.
 
Upcoming Events
 
Zoholics Dubai
We believe everyone deserves to thrive at work. So, why not join us at Zoholics to learn how digital transformation can add to greater productivity, efficient resource management, and a smooth customer experience.
 
When?
February 15-16, 2023
 
Where?
Asateer - Atlantis Palm Jumeriah, Crescent Rd, Dubai
 
 
Zoho Books @ ZATCA 2023 Conference
ZATCA 2023 conference is coming! This conference is based on the theme "An integrated digital system for the sustainability of the economy and enhance security" and is organized by the Zakat, Tax, and Customs Authority under the patronage of H.E. Minister of Finance, Mohammed bin Abdullah Al-Jadaan.
 
Join us at booth D41 at the Ritz Carlton in Riyadh, Feb. 8-9, 2023, to interact with our experts on domain & product related topics including e-invoicing, accounting, VAT, and other leading Finance Industry trends.
 
Upcoming Webinars
 
Switch to TIMS (Tax Invoice Management System) with Zoho Books Kenya
Given the recent announcement of TIMS compliance in Kenya from September 30, 2022, it is imperative for all taxpayers in the country to have adopted e-invoicing.
 
Join our product expert for the free webinar on, Switch to TIMS with Zoho Books Kenya, to learn how you can smoothly transition your business to TIMS.
 
When?
Feb. 7, 2023 | 3 PM EAT
 
 
Feature Spotlight
 
Advanced Multi-currency
Most businesses engage with clients across the globe and it can be difficult to collect payments in their preferred currencies. But not with Zoho Books!
Our Advanced Multi-currency Handling can:
  • Manage payments in various currencies
  • Record multi-currency transactions for a contact
  • Apply exchange rates automatically
  • Produce a statement summary
  • Generate reports for more visibility 
Note: This feature is available under the Elite and Ultimate plans of Zoho Books only.
 
 
Whats New
 
New and refreshed themes
Have you noticed the new classic, yet vibrant, color themes and redesigned icons in your Zoho Books organization? We are thrilled to bring a refreshed design along with enhancements to the user interface. You can change the theme color to suit your needs and reflect your brand better, too. Follow our Whats New portal to stay up to date on our latest releases.
 
In case you missed it
 
Union Budget 2023: What it means for Indian businesses and tax payers (India)
The final comprehensive budget before the approaching national elections in 2024 was presented by India's honourable finance minister on February 1, 2023. The financial policies were highly anticipated, with a primary focus on tax payer income levels, job possibilities, rural economy growth, and international and domestic investments.
 
In order to educate our Indian audience about the impacts of new budget, we hosted a webinar on Feb. 6, 2023 where CA Siddanna Biradar and CA Guruprasad, from the Bengaluru-based chartered accounting company Guru & Jana, demystified the Union Budget 2023. In case you had missed attending the session, please find the recording here.
 
Customer Corner
 
In this edition of the Zoho Books community digest, we are thrilled to share the success story of inBe, a Canadian Front End of Innovation solution. Read the case study to see what Sebastine Leduc, Partner and Head of Strategic Development, had to say about Zoho Books.
 
Here's a sneak peek:

 
Feel free to follow us on LinkedIn, Twitter, and Instagram, subscribe to our YouTube Channel, and turn on your notifications to stay up to date on what we're doing.
Have a wonderful month!
 
Until next time!
 
Cheers,
Saranya GaneshMurthy

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Formula in Sub Form

                                                                                                    Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there
                                                                                                  • Email alias already exist

                                                                                                    Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket
                                                                                                  • Migrate emails from a shared mail box to a private mail box

                                                                                                    How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?
                                                                                                  • Support poor service

                                                                                                    I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is
                                                                                                  • Zoho say my domain seems to be already associated with another account

                                                                                                    I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."
                                                                                                  • Incorrect Device Time

                                                                                                    Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?
                                                                                                  • Get user images by API

                                                                                                    Hi For our internal management software, I want to retrieve user photos via REST API: curl --location --request GET 'https://profile.zoho.com/file?fs=thumb&ID=<zoid>' \ --header 'Authorization: Zoho-oauthtoken <token>' The token has `profile.userphoto.ALL`,
                                                                                                  • Depois de 1 ano não consigo receber e-mail

                                                                                                    Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor
                                                                                                  • Submitted form URL

                                                                                                    I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries
                                                                                                  • API to post drafts for social media

                                                                                                    I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
                                                                                                  • Function for Emails tranfer from Lead to Deal

                                                                                                    Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring
                                                                                                  • Create a new immigration service- Similar to immigration law software

                                                                                                    It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system
                                                                                                  • Accessibility in Zoho CRM: Not just a feature—a way to empower

                                                                                                    For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that
                                                                                                  • Zoho Meeting very bad video quality

                                                                                                    Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like
                                                                                                  • Contacts with Deals not appearing.

                                                                                                    What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts
                                                                                                  • Auto-sync field of lookup value

                                                                                                    This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                  • CRM limit reached: only 2 subforms can be created

                                                                                                    we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
                                                                                                  • Version of Cliq included with Zoho One and Limitations

                                                                                                    I'm confused by the information presented in the application detail page of Zoho One. I'm a solopreneur with a single-seat Zoho One Enterprise license and I need to communicate externally .. extensively. The plan details page suggests channels are limited to 100 members. Whereas the pricing plan comparison page on the Cliq marketing site says 2500 for enterprise level.  If it's 100... that's going to kill my use case as it is my understanding that external customers can only be communicated with
                                                                                                  • Resubmit for Approval for Zoho Books Module in CRM

                                                                                                    The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and
                                                                                                  • Upload edited meeting recording for attendees to download

                                                                                                    Hi Would it be possible to let meeting organisers upload an edited version of the meeting recording? Usage case: most of us probably start a meeting 15 minutes before the official start time. It would be nice to trim that dead time off the recording.
                                                                                                  • Why does the embed feature within the article editor seem to be not functional?

                                                                                                    I would like to embed media into an article, but that feature seems to be non-functioning. Am I doing something wrong? to clarify, I do not want to create an article by embedding. I want to embed media into an article I have created in a manual.
                                                                                                  • Get all fields using COQL

                                                                                                    Hi Is it possible to get all the fields of a record using COQL?. Something similar to select * from Accounts in SQL.
                                                                                                  • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                    Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                  • Can it change the language ?

                                                                                                    Hello ! The question is in the title ;) 
                                                                                                  • Notes and Notebook integration

                                                                                                    Maybe I missed it, but is there a way to synch notes in the desktop with the notes in the Notebook app? I've been combing through the help topics and other forum entries and not finding anything. When I downloaded the android app I assumed there was integration with the desktop notes. Is that not the case? thanks.
                                                                                                  • Text formatting does not work (Notebook Mac)

                                                                                                    The text formatting does not work at all. It seems, that the program loses the selection and therefore hitting bold, italic, etc. does not do anything.
                                                                                                  • For Each Loop only returns 1st result of List, not the whole list?

                                                                                                    I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each
                                                                                                  • Delete Zoho Mail Account accidently from Admin panel

                                                                                                    Is it possible to restore deleted email accounts with all data.
                                                                                                  • How do I delete a test email address to which I am supposed to send a test email?

                                                                                                    How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?
                                                                                                  • Kaizen #121 : Customize List Views using Client Script

                                                                                                    Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
                                                                                                  • Batch Number on Packing Slip

                                                                                                    When we send orders to our warehouse, we want to tell them the batch number to pull from the shelf.  It seems we should be able to pick the batch when assembling the package. In the current Inventory, we have to create an invoice, pick batches for the invoice.  This is too late.   As a workaround, we are sending the invoice to the warehouse (via a template that removes most of the price information).  This is cumbersome and causes our warehouse to see the total invoice price (which can't be removed
                                                                                                  • Editing a bundle

                                                                                                    How can I edit a bundle?
                                                                                                  • Saving URL for Submitted Forms

                                                                                                    The unique URL for submitted forms should be saved automatically within 'System Fields'. (without sending a duplicate email to myself, there is no other way to retrieve the unique URL for a submitted form if the user wishes to update) Additionally, it
                                                                                                  • Implement Meeting Polls in Zoho Bookings

                                                                                                    Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
                                                                                                  • Response from a customer via web channel

                                                                                                    Is it possible to ensure that a customer using the web channel can respond to an agent's question without creating a new thread but instead linking their response to the existing thread?
                                                                                                  • Venezuelan Bolivares missing from available currencies

                                                                                                    My mother is ill and lives in Venezuela. I do her finances and insurance expences related to medical billing. Most receipts are in Venezuelan Bolivares. However I cannot find this currency. I am migrating from Expensify which conveniently has Bolivares
                                                                                                  • Using WhatsApp with your existing number

                                                                                                    Hi. We want to use the WhatsApp functionality in Zoho Desk. We already have a WhatsApp business account. Is it possible to use your existing number instead of creating a new number?
                                                                                                  • Customize Section

                                                                                                    I know it has to be in the themes somewere but where is it that you can change the divider color of a section?
                                                                                                  • Customer Feature Requests

                                                                                                    Like Zoho, we're a software company that markets an SaaS product. We frequently get feature requests that come from the support system. My technicians have a responsibility to listen to our customer requests and add them. Right now the only way to do
                                                                                                  • the expected input type is jsonarray

                                                                                                    I keep getting an error when creating a record in CRM via a Zoho Form. CRM has a pick list field "Type". All Form entries from this form will ALWAYS be "Volunteer", therefore we do not ask them what their Type is. I am trying to use Set Value to create
                                                                                                  • Next Page