Overwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
Transfer Amount from One Vendor to Another Vendor
One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
How to make Branch compulsory in Zoho Books invoice?
How I make Branches compulsory in Zoho Books invoice?
Regarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
Fixed asset management
I want to know if there is any individual module for fixed assets management
How to get batch number of item by api?
Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
PO receive limitations
It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
Document images
We used to be able to rotate the images but this has now been removed ???
Input GST Reversal for damaged goods
In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported
Record GST Paid for Imported Goods
In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie. How do we setup a proper
Unable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
Bulk Editing Multiple Invoices with Overwriting at time of upload
Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only
Change format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!
How can I create a billable expense.?
Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
Introducing Sub-Accounts in Zoho Books!
Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Forex Bank Refund Entry
Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
Auto-Populating Custom Field
This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated
How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance due
Delivery note template
We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
INTERCOMPANIES INVOICING
Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices
How can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.
Sales
1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?
Include Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given
acc
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//
South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
Remove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
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
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
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
migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
Trying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
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
How to Use Branch-Specific Templates for Invoices Created via Zoho Books invoice API?
I am using the Zoho Books Invoice API and I am sending the branch_id when creating an invoice. The invoice is being generated, but it is using the default template rather than the template that corresponds to the branch I specified. In Zoho Books, when
Manual Journal entry problem
Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
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