#13 Zoho Books Digest
Hello Readers, We are back with the 13th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Finance Roadshow 2022 (GCC) We're coming to your favourite cities in the Middle East! Join our session
In the response of purchase order webhook there are several statuses?
Hi there, I am stuck in the situation of which status to be consider. As in the response from the webhook on the event of editing the status of the purchase order have several statuses which one to be consider. "order_status": "open", "status": "open",
What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
Value in the field does not match with the data type supported by us.
I'm trying to import statements from my bank, and I am having an issue with the Amount field. Amounts from my bank are formatted as such: 150000,00 where the comma is the decimal delimiter. When mapping fields, I select the 1234567,89 format but I am
Need more details about how item querying works.
I'm implementing a search function with API on my platform. And for some reason it works differently than in Zoho UI. Let's examine querying for Estimates in Zoho system. This is how Zoho search looks like in their UI: https://books.zoho.eu/api/v3/estimates
MRP for each Item and MRP Column to be added in Invoice
How do we add a column to display MRP for each item in Item Master and an MRP Field in Invoice? Any help is appreciated. Best regards, G Nagaraj
Invoice customization
Hi , I need to get the invoice customized as per the attached format i m unable customise from given templates pls help regds rakesh 9953662439
Banking feeds not working properly since January 2022
We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. So for example, there was a 24.99 USD charge on a card, which got exchanged for
ASSIGNE MULTIPLE SALES PERSONS TO ONE CUSTOMER
I've been using "Assigne customers Only" feature and I have a requirement of assigning many sales persons to one customer. As an example we have fans and pumps divisions and saperate sales persons are working on those divisions. We are now quoting to
My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Zoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in your template than it is not perfectly fitting the measurements of standard shipping envelopes (In Germany). A tool like you use in Zoho CRM for customising the Email-Templates would really help. There you can change the spacing very easy.
I want to know the gross profit by sales person. How?
Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.
Expense payment mode
Enter expense entry screen has no "Payment mode" ? All expense payments default to the payment mode used in invoice payments, so all expenses entered have no choice but to accept this mode. I've used a custom field for this selection but it should not
How can I access balance sheet using ZohoBooks rest API?
In the REST API, I am not seeing any reports category. How can I get balance sheet report using the API? Thanks
Chase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of Books
Project Hours for 2022 Not Showing Up in Books
My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project. I can see the billable hours for the project from 2020 and 2021 in Zoho
Purchase order receives via api
Hey guys, The purchase order receives module is hard work for us as we NEVER know the actual quantities we'll receive. If we receive less than the quantity ordered we have to "Cancel" the remainder or adjust the PO quantity & then receive the items.. If we receive more than the quantity ordered we have to amend the PO accordingly & then receive the items. This happens with lots of companies, it's crazy when there is a relatively simple fix, I've mentioned before that we need to have an "auto PO adjust"
Sending notification / alert / email to the team when recording a payment
Hi, When you record a payment from a customer(link to an invoice or retainer invoice), you can send a thank you email. How can I send a notice to one of my team that the payment has been received and recorded ? I can't find a way to send a notification email or something similar. Any idea ?
Zoho books partners: Transferwise, Resolut
Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated? I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
Zoho Books (UK) needs to be able to submit a CT600 CTSA return
As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
Removing sections from templates
Hi, Can someone tell me if it is possible to remove the Notes section and Terms & Conditions section from invoice and credit note templates completely, or supress their display? We don't want them to appear and leaving the fields blank under preferences doesn't stop them from displaying. Thanks Andy
Unable to fetch bank feeds due to Open Banking update
I'm seeing the following in my feeds, and wonder if there's an estimate on when this will be complete? We are unable to fetch bank feeds from this bank as they have asked our third-party banking service provider to migrate from the existing platform to
Sales by Item Report
Hi, We are having issues with reconciling the Sales by Item report to the Profit & Loss report. Both the Revenue and Costs accounts show bigger values than the Sales by Item report for the same period and through investigation we confirmed that entries
Chat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.
Project profitability
It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=Consent as mentioned in this docs, but this is redirecting
Adding number of days to an estimate.
I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J
Token.io doesn't synchronise non-GBP transactions
We've been using Zoho Banking with Token.io synchronisation happily for about eight months. But in early January 2022, we noticed that some transactions didn't show up in some accounts. Later, we established that these are non-GBP (British pounds) transactions
Display attachment(s) in client portal and emails
I've tried the following, updating all of the "can_send_in_mail" ... invoiceID = invoice.get("invoice_id"); fullInv = zoho.books.getRecordsByID("invoices", organization.get("organization_id"), invoiceID); inv = fullInv.get("invoice"); docs =inv.get("documents");
Writing a single vendor check for multiple bills
I need to be able to create a single payment for 15 to 75 bills. We have a few vendors that bill us per transaction. During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringing
What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning Initially
Integrate Multiple ZohoBooks organization with zoho projects
We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to
Adding transferwise.com as an online payment method
Hi, I am not a fan of using Paypal or google pay, can we look at introducing transferwise.com as a payment method as i think it will work better in the corporate world. https://transferwise.com/ Cheers
Dashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!
Next Page