Custom Reports
Hi, I have seen mention in other posts that customizable reporting is coming soon. When can we expect custom reports and more customisation of the system fields? We desperately need some custom reports - for example a customer statement, I'd like to add the P.O.# field which we are using as a reference. Thank you. Steve
Firefox Does`nt work with zoho books why
i`m having some issue this morning with firefox i`m all log in and in get this Try our products Subscribe Discover a new way of doing business! In firefox all my cookie & cache a clean up too i`ve try in Microsoft edge everything works All apps Launch
URGENT BOOKS NOT WORKING Please help
Our organization cannot login to zoho books, browser now goes to a ERROR Page
Making payments in Nigeria currency for annual subscy
Am from Nigeria and I saw one Zoho Book site quote in my currency "Naira" . And it is possible to make payment Naira or with the Zoho Book website I saw in Nigeria .
Migrar las imagenes de todos mis articulos del sistema anterior a Zoho
Es posible importar en Zoho todas las imagenes de mis articulos para no hacerlas de uno en uno?
Your message to the following recipient was not delivered.
Hi We have been occasionally receiving Undelivered Mail messages when sending invoices through Books: Bounce Details: Bounced Address : xxxxxxxxxxxxxxxxxxx Bounce Reason : uncategorized-bounce Bounced Time : Sep 13, 2023 03:49 PM GMT The bounce time matches
Create Custom Fields and Custom Buttons through API
Hello, I would like to be able to create custom fields and custom buttons through API. Though both of these are not included in the official API documentation, I found endpoints that work with both. (by adding custom fields in my browser and checking
Invoices for shipping
When I mark invoices as Paid, they go to the paid invoices and get mixed up with all the other paid invoices, and I forget to ship the invoice. Is there a way we can mark the invoice as PAID but add a tag that NEEDS SHIPPING. Or can we archive the other
Query regarding item details and Purchase A/c
A] Which account should be selected while creating an item? If the purchase is related to the following transactions, please guide on which account should be selected. 1) Intra-State Purchases (CGST+SGST) 2) Inter-State Purchases (IGST) As Sales Information
Reduce receivable value from Housing Society Member
Hi, I am using Zoho Books to maintain records of transactions for our housing society. I passed all due entries for every owner with respective monthly maintenance fees. I then passed entries for cash payments that I received from the owners. From the
Accounting on the Go Series-2: Seamless Expense Management with Zoho Books GPS Mileage Tracking
Welcome back to the “Accounting On-the-Go" series. In this post, we're delving into a feature that redefines how you manage expenses on the move. Consider a growing business with multiple salespeople, and professionals who are on the road daily, covering
How to add Long-term assets?
How do we add long-term assets? I can only see two account types. 1. Other assets and 2. Other current assets. Need to add an investment in the bank which gives us interest. Which account does it go in?
Font size in ‘customer notes’
Font size in ‘customer notes’ hello, I was wondering if it was possible to have the option of choosing a larger font size in the notes section ? I have the standard template in use for my invoices, and I add my bank payment details for direct deposit
Delivery Note
Good day, currently the delivery note only provides a "Authorized Signature" how could i add the following: Full Name Date Signature Company Stamp as this is required by our customer as Proof of delivery
Expense template
There is no template for expense? What you have now template for expenses is bit unprofessional!
multi language customer statement
Good day, in the template of Books, we can create any new template from an existing one no problem (invoice, quotes,...). When we go in Statement template, we can only edit the customer statement in the default language. I would need different language
Does marking a sales person as inactive make their Zoho Books account inactive?
We have active Zoho Books users that should no longer be Sales people. In Salespersons > Managing Salesperson if I mark them as inactive will their Zoho Books account also become inactive?
Reduce receivable value from Housing Society Member
Hi, I am using Zoho Books to maintain records of transactions for our housing society. I passed all due entries for every owner with respective monthly maintenance fees. I then passed entries for cash payments that I received from the owners. From the
What's New in Zoho Books - July 2023
Hello users! We are delighted to share the latest features and enhancements we've released this past month. This month's updates range from new allocation methods for landed cost to design enhancements in certain modules. Keep reading to learn what's
How to handle Discount Coupons in Zoho Books?
Hi, Need directive on what is the best way to handle discount coupons in Zoho Books. Need to show the same in Sales Order and Invoice.
Can't Retrieve "Contact Person" from Contact to autosend an invoice via Zoho Deluge
Hello, I'm having a major issue getting an invoice to send on create via the following deluge script: projectIdLong = input.projectId.toLong(); projectDetails = zoho.crm.getRecordById("Deals",projectIdLong); // info "project data: " + projectDetails;
Adding Tax to Bank Transactions
For transactions that are made outside of Zoho Books, e.g., through an eCommerce website or in-store via a card machine, the funds are deposited into my Zoho Books linked Bank Account without a corresponding invoice. I categorise these transactions as
Plaid - Something went wrong!
I am trying to link my accounts using Plaid. I keep getting the Something Went Wrong error. I have reported this to Zoho support but it's almost been 3 weeks now and they are far from helpful. I am going to have to switch to another accounting software
Card Payment is adding to the negative running balance
Hello, For some reason when in banking and trying to categorize a credit card payment it shows the deposit in the deposit column but subtracts from the running balance rather than adding a credit. For instance... It shows a running balance of $-4000.00,
ENABLING VENDOR LIST AND CUSTOMER LIST IN ZOHOO MANUAL JOURNEl;
Dear Zohoo Team, When we are posting the manual Journal FOR AR and AP in Zooho the below error shows in the system, Kindly enable AR and AP in the manual journal as we have many adjustment entries related to vendor and customer Accounts Receivables or
API - Customer and Invoice Custom fields and posting payments
Custom Fields-Is there an API method to retrieve the 10 custom fields in the customer and invoice tables? These can be upload via CSV import, but I did not see a way to access them GET or POST via the API. [This is separate from the 3 custom fields for the customer that are part of the API Customer Detail] Payments- Within the UI you can create a credit by entering a payment and not posting the full amount against an invoice, but I could not find an API method to create a credit. POST ing a payment
Recommendations for Zoho Books Consultants in Australia
Can anyone recommend a good Zoho Books (business) consultant in Australia? We've spoken to lots of technical companies who can write software, but we're struggling to find a good business consultant who's actually implemented Zoho Books (with Inventory)
What is Contact Email in Email Alerts?
Hi All, I am trying to create Email alerts and there is a field 'Email Recipients". Now I want to trigger email alerts to the customers. I can see below options, where I believe Contact Email is the client contact email. is that correct? Reason I am asking
API to fetch Tax Invoice document from Zoho Invoice
Hi Team, We have built a successful integration with Zoho books apis where we fetch information on customers, invoices and payments. We have a request from our subscribers to fetch the tax invoice document for the invoice as well. How can we achieve that
Hacer un informe personalizado en zoho Books
Hola, hice un módulo personalizado en zoho Books y necesito crear una función o botón para imprimir el formulario con logotipo de la empresa. Alguien puede hacerlo o asesorarme para lograrlo?
India Currency Symbol ₹ not getting printed/PDF
Hello, Today I noticed that on any document generated from our Zoho Books such as Invoices/Sales Orders/Statements, ₹ symbol is getting identified as [] example: Even the direct printing is affected the same. It shows up correctly on portal but when PDF/Printed,
Allow for full names to be synced between Zoho CRM and Zoho Books
If you sync a custom field that has a user name within the field only the user ID is brought over to Zoho Books from Zoho CRM. It would be helpful if this sync brought over the users full name instead or as an option
Business Expenses borne personally by Directors
Hello, How do i update the business expenses borne personally by directors for which they would be reimbursed at the end of the month? Do i create a Director's loan account under COA? Thanks
How to set a commission for our agents while making an invoice
Hello, One of our clients want to add the commission (15%) from the total invoice as a payment to their agents. e.g.: agents requests services from the company, the company then makes an invoice with a total amount, as the agent is agreed a commission
Bad Link in Payables Detail
While I was on a trial subscription I created a bill which I think created this Payables Detail transaction. But, now that I’m on the free version, I can’t open this link; I get an error saying “Page Not Found.” Payable Details with bad link Result of
Customize columns on list page
Too much white space in the list page, can we please have more options for solving this ....
Documents previous & next
Can we please have a previous & next by the doc number. It's a pain in the arse having to type in the full number when we only want to view the previous or next :-/ .......
Making Fields Mandatory
Hello, We are wanting to make the "Expiry Date" field in Estimates mandatory, is this possible? Thank you in advance for your help!
Zoho Update Notification
Why there is opo up notification on Zoho Books telling us to update because new changes have been made but then I can see no changes and no updates from Zoho?
Getting details in books api
I'm trying to understand how to get bill and vendor details via the api... I don't quite understand the syntax you give: i.e. GET /contacts/:contact_id I can get the contacts, I have a contact_id, but can you give an example of how to pass the above argument? When I get all the contacts, i pass something like this: https://books.zoho.com/api/v3/contacts?authtoken=xxxxxxxxxxxxxxxx&organization_id=xxxxxxxxxx&page=1&filter_by=Status.Active&sort_column=contact_name What is the syntax to request just
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