Tropicalize Books

Tropicalize Books

Books is an incredibly powerful tool that works well in many countries.

But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality).

We have many strong competitors who do more than Books, such as the Conta Azul - https://ca.contaazul.com/funcionalidades/gestao-financeira/.

Basically, there is not several important information for our customers here in Brazil and we do not have any perpective today of having this in the product. 

Question: Exit a strong roadpmap for 2025 so that we have Books as a tool that can actually serve customers here in Brazil?

    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

                                                                                                  • 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
                                                                                                  • Card payment surcharge?

                                                                                                    Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients
                                                                                                  • Cant add contact mail. cant find it

                                                                                                    Hi, I am writing a new message and when I enter the contact address that is in my address book, zoho cannot find it. Previously there was no problem. I wrote the first two characters and it shows me all the contact.
                                                                                                  • Customer Parent Account or Sub-Customer Account

                                                                                                    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                  • Creating a text box background with round corners in Campaigns

                                                                                                    Hello fellow Campaigns users, Is it possible to create a non-square text box? So with rounded off corners. Like the image that I added below. The shadow effect would be cool too, but I guess that would be more difficult (if possible). I suppose this can
                                                                                                  • Image field in custom module

                                                                                                    Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
                                                                                                  • Team can't view their created ticket through Followed Tickets

                                                                                                    Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message
                                                                                                  • Function #61: Automatically add free item to the invoice based on item quantity

                                                                                                    Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
                                                                                                  • Use color coding for picklist field values to enhance visual representation

                                                                                                    It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users
                                                                                                  • Creating a support request / ticket via email to xxx@zohosupport.com

                                                                                                    Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an
                                                                                                  • Setting up CRM for RFP workflow management

                                                                                                    This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if
                                                                                                  • Introducing Appointment Title Customization

                                                                                                    Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
                                                                                                  • Custom Module

                                                                                                    I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the
                                                                                                  • How to merge duplicate products?

                                                                                                    merge duplicate products
                                                                                                  • Rollup summary for custom module

                                                                                                    Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
                                                                                                  • Foreign Currency Bank Account

                                                                                                    I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
                                                                                                  • "Trigger flow for each entry" not working

                                                                                                    I've read this article on how to trigger a flow for each entry in my array. https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/webhook-trigger#Trigger_flow_for_each_entry I cannot get the flow to run for each variant in this JSON
                                                                                                  • Edit specific job page on carreer site

                                                                                                    Hey, I was wondering how I could change the layout of a specific job page? (when you go to the carreer website and then click on a job listed there). When I go to customization I can edit the carreer website but I seem to be only able to edit the first
                                                                                                  • CRM - Clearing a Subform

                                                                                                    I seem incapable of working out subform functions without assistance.  I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it).  There are 4 fields on the subform: Field Name Original Value New Value Update Update is automatically
                                                                                                  • Planning Sales visit to local lead, contacts

                                                                                                    Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
                                                                                                  • Force Sync Contact/Account from CRM to Books

                                                                                                    Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially
                                                                                                  • IP Address List > Sigma

                                                                                                    We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform
                                                                                                  • Zoho CRM Canvas Copy Original Layout

                                                                                                    Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original
                                                                                                  • ZOHO Nightmare

                                                                                                    I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
                                                                                                  • Approval system in Books/expenses

                                                                                                    Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?
                                                                                                  • attaching pdf to a bill using REST api

                                                                                                    I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
                                                                                                  • Next Page