Show current inventory in the item list table for a composite item
Hello. We have many products that are composite items. Quickly determining inventory levels of individual items that make up a composite item would be beneficial. IDEA: Add columns"current inventory" and "available inventory" to the item table of theIssue embedding image Zoho Books email signature
I am trying to embed my company logo to my email signature using the image url tool on the settings but I keep getting the following error: Enter a valid public image URL I am using a public link from either WorkDrive or OneDrive and I still get the sameZoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report forExport current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.Item image on document
I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quoteCash Recipt
You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support thisCustomer/Vendor Portal session duration - can it be extended?
Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for ourNon-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording landReconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screenSettling Credit Card Payments
Hello All, Been using Zoho books recently. The banks have been configured to add credit cards as a liability account in the chart of accounts. we have incurred payments and have recorded these expenses as paid thru credit card However when it comes toDifferent languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,Zoho Books - Feature Request - Improve Online Payment Badges
Hi Finanace Suite Team, I use Stripe to facilitate online payments and I often have customers who don't notice the online payment option on the invoice. The below example shows how a stripe payment link appears on the invoice. In this example you canCan't Figure out Books and level 2 payment data
Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that emailInvoice template with sales tax totals
Hi everyone, I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the oneUpdating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");Reporting Tags in Profit and Loss Reports Analysis
Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change theFunction #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be appliedZoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assemblyWorst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactionsHas anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap thatStripe gateway stuck in corrupted state — manual backend reset required
Hello, I need help with a Stripe integration issue in Zoho Books that requires a manual backend reset. Organization: TRAVEL WITH EVA LLC Data Center: IN (as shown in the Help Center banner) PROBLEM: The Stripe gateway record is in a permanently brokenE-Invoicing Automation
Do you have an API endpoint for pushing the invoice through the e-tims for KenyaAssociate project with timer on iPhone
When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.Anyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes andAdd line item numbers to sales order/invoice creation page
It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am buildingWhy is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?
Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.Ability to turn off "Would you like this amount to be reflected in the Payment field?" message
Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.Recurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10Invoice template, how to change the text under "Notes" and "Terms and Conditions"
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.Support Recording Payments in a Different Currency Than the Invoice Currency
We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, ZohoFacturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Error al enviar factura VeriFactu a AEAT con retención del 19% en factura de alquiler
Hola, Estoy intentando enviar una factura a la AEAT desde Zoho Books mediante VeriFactu y recibo el siguiente error: El envío de la transacción a la AEAT ha fallado debido a las razones siguientes: El campo ImporteTotal tiene un valor incorrecto paraZoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout RulesFeature Request: Stripe Terminal Integration
I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal wouldReporting Tags and COGS
Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenueAutomate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.How to add receipts
How to add receiptsSale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we haveNext Page
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Zoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report forFunction #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be appliedZoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assemblyZoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout RulesShare Transactions with Secure Public Links
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
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Associate project with timer on iPhone
When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.Issue embedding image Zoho Books email signature
I am trying to embed my company logo to my email signature using the image url tool on the settings but I keep getting the following error: Enter a valid public image URL I am using a public link from either WorkDrive or OneDrive and I still get the sameCheck printing alignments always changes
Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time weExport current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.Item Attribute Separate Pricing
I would like item pricing to be based on attributes/variants rather than only the item name. Example: Item Name: SS Ball Valve Attributes: 1/2" → Price ₹100 3/4" → Price ₹120 1" → Price ₹150 When creating a sales or purchase transaction, selecting the
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