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Sub accounts in Balance Sheet - specifically Assets
I've added in a new account, IP Developed, under Intangible Assets. When I run the balance sheet report, it shows on its own without a header, just tacked on the bottom of all the other assets. I'd like it to show under Long Term Assets or Other Assets.
Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
Assign default Location + warehouse to Customer / Vendor
Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
Check Sales Order for Duplicate Line Items by SKU
It would be really nice if Zoho Books offered at least some of the features that the 30 year old software we migrated from did. When entering a Sales Order having some kind of warning pop-up if you try to enter the same item again would be very helpful.
Fifth Insight - Maximize the role of Departments
The Wheels of Ticketing - Desk Stories Maximize the role of Departments What are Departments? Departments represent the various business divisions within your organization, each serving distinct functions that align with your products, geographical locations,
hey
help me in zoho payroll
How to get custom estimate field to display on existing or new services?
I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Kanban Deals not showing everything
I have a deals (I call it Opportunities) module in CRM that shows various components of the opp. I'm trying to have a checkbox show up for the end user to be able to toggle it if they want an email to be sent when the change stages (in this example, it's
Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.
How to normalize CRM module when integrating with Survey?
This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey
Assign Vendors and customers specific branches ( location )
Hi Team, Is it possible to assign specific customers/vendors to specific branches.
Currency Data Type Issue
Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because
VAT in Retainer Invoice -UAE
It's currently not possible to add VAT to Retainer Invoices. UAE TAX LAW however makes VAT mandatory on each retainer invoice in UAE So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices
Linking Multi-UOM Barcodes to Products in Zoho Books
Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
Add SalesPerson PlaceHolder in Notification
We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal Placeholders
Using Equity Contributions To Fund Investments/Expenses?
Hello! My partner and I just transferred over to Zoho Books and are trying to figure out how to adapt it to our business model. We currently fund the company as individuals and utilize those funds to: 1) Cover OPEX 2) Invest in companies. - I recorded
Showing ALL missing data
Hi, When I create a chart, I noticed that even when enabling the "show missing values" option, if, let's say, the current time period will not show as "0" on the chart if there's no data (rows) in the table. For example, I have this data: Week 1: 0 rows
New Action Requests
Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? Thanks
Using tickets to train Zia
Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into a
Validation Rules Trigger on Untouched Fields
In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually
Same users on different accounts
I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.au
How to automatically go to the bottom of a Zoho spreadsheet when opening the file
Is there a way to open a Zoho spreadsheet and have it automatically go to the either the bottom row that contains any sort of text or formula? It would work fine if it simply went to the "lowest" row for Column A that contains information. I do see you can use the URL to go to a specific cell (and probably a named cell as well) but I haven't found a way to do what I'm asking. The spreadsheets are fairly dynamic and information is added to them frequently. Another thing that would work would
How to overcome Zoho Deluge's time limit?
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
What are the knowledge database limit for AnswerBot and which app its integrate?
1) Can AnswerBot be integrated in Trainer Central? 2) Can AnswerBot learn from external websites and excel spreadsheets? 3) Is there a limit size or number of documents for the knowledge based content to train AnswerBot? Thanks
Comment gérer vos colis et expéditions dans Zoho Inventory
La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison. Un système de gestion des colis présente plusieurs avantages. Livraison dans les délais prévus
Latência
Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping
Have you checked your Email headers for DKIM Failure?
Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing
Add more than 7 sender addresses in campaigns
I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you
How to avoid outgoing emails from Zoho CRM from being treated as SPAM/Junk when arriving in an Outlook Inbox?
I just upgraded to Zoho CRM paid version so I could use the Mass EMail feature using a simple email template I prepared. When testing this feature out, I sent emails to my Yahoo, GMail and to an Outlook EMail Inboxes. Yahoo & GMail received the messages fine. I have attached a print screen from my Outlook "Junk Folder" that shows the error message and note that at the bottom of the screen, it is obvioius that ZohoCRM's mail server is noted in the email's header/footer. BELOW is the last few
Managing two books in Zoho Books
is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.
Popup or Highlight on the Form based on a comparison
I have a field for Engine Odometer, and a field for next oil change in KM. Is it possible to generate a popup, or highlight the form, if the Engine Odometer number is larger than the next oil change in KM number?
Remove the dot menu and + sign on sub form
If I don't want the user to be able to add more entries on a subform, am I able to remove the dot menu and the + sign?
Allow Zoho form to send to one of our ogranizations groups
All emails from the form submission are being held for moderation. I have permissions set to organization members, and I think I have the forms setup in our DMARC
Disable fields in multiple subform rows
Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/delete
to close auto payment system for renew my subscription. and get refund my deduct money.
please consider and refund my money.
Lookup field display in Zoho Analytics
Hello, I think I am missing something very obvious, but I can't figure it out: I have 2 lookup fields in my "Deals module" -> One for the account that we have the project with and one for the beneficiary account. Both fields refer to the "account name"
Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
Writing Checks to Employees for Reimbursable Expenses
I couldn't find a way to write a check through books or expense to an employee for reimbursable expenses. The expense created an entry in the system with a debit (expense) credit (liability). I entered a bill and used the liability account so it would
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