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          • What's New in Zoho Books - May 2023

            Hello users, We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books: Customize Payment Number Zoho Books now allows you to customize payment numbers manually in
          • 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
          • Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

            For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
          • Function #3: Assign a mandatory reporting tag to invoices

            At Zoho Books, we receive numerous inquiries about the option to mark reporting tags as mandatory in transactions. We do acknowledge the usefulness of this functionality and we plan to include it as a default option in the future. In the meantime, we
          • What’s New in Zoho Books - December 2022

            Hello customers, We are approaching the end of the year; we hope it's been productive and fruitful for you. To ease your accounting needs this holiday season, we are back with yet another set of updates and enhancements. Let's take a quick look at what's

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                                                                                          • Most Discussed Topics

                                                                                          • What's New in Zoho Books - May 2023

                                                                                            Hello users, We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books: Customize Payment Number Zoho Books now allows you to customize payment numbers manually in
                                                                                          • Data locking mechanism not foolproof

                                                                                            I discovered a critical systemic problem with Zoho Books, confirmed by Zoho developers, which has not been made public and needs to be addressed immediately. At the very least, a warning should be issued. The locking mechanism for data does not work in
                                                                                          • Due date of invoice not updating after API Call

                                                                                            I am trying to update the due date on an invoice via an API Call but it seems to be not working. I am using the yyyy-MM-dd format json.put("due_date",newDueDate); json.put("due_date_formatted",newDueDate); json.put("reason","Updated Amount Calculation");
                                                                                          • Zoho needs to change this: AP / AR accounts not accepted in manual journals

                                                                                            Can't import journals for AR and AP accounts sent via API. How can I post a transaction to AR or AP accounts via a workflow or webhook? Is there a workaround for this? A client of mine needs to send sales data to Zbooks, if this doesn't work then switching
                                                                                          • Refund Customer

                                                                                            I first recorded revenue as unearned revenue from payment received option because performance obligation not complete under IFRS 15 now I refund the amount to customer what step i do in zoho books