Querying Stock Levels
I want to be able to populate a variable with the current stock level. I was expecting to be able to use stocklevel=item.get("actual_available_for_sale_stock") If I pull through the entire record, I can see this field has a value of 1, however when I
Properly applying payments to invoices from external website?
Hi Folks, I merrily thought that having my Stripe Payments enabled with Zoho and fetching payments daily (also accounting for the fees automatically) for my external web store hosted on Big Commerce paid out the invoices in Zoho. It does not. It simply
Zoho Books Training Courses
Hello, We have recently started using Zoho Books and wanted to do a comprehensive course on Zoho Books to further my knowledge. Can anyone recommend a good course online classroom course on Zoho Books? Thanks Mary
Matching Expenses
Hello, i have and expense that I categorised and reconciled last month however when categorising this month every time i click on an expense i get a "Possible Matches" for that reconciled expense, even though the reconciled expense is $90.00 and the expense
Zoho Projects - Zoho Books Sync Error "This project is associated with unapproved report(s) hence customer cannot be changed."
What does this error mean and how do I fix it: "This project is associated with unapproved report(s) hence customer cannot be changed." As show on the screenshot below this happens between the integration between Zoho Projects and Zoho Books
when an invoice is paid, update CRM field
Hello, I want to update a field in CRM (deal modul) when an invoice has been paid. How can I do this? For this you would have to have a mapping from Deal to Invoice, right? If it's easier, then updating a field in Contact would also be OK. What is the
Logo Not relocating to specified area.
I have placed my logo in the header section where it set on the invoice template, and resizing has functioned properly. However regardless of the number of times I save, remove, refresh, or contact support. I have not been able to simply get the logo
Charity Account
Hi Community, The issue I have is this, we have a community account and use it to manage our books. Some times we receive charity donations from members which are bank transferred into our main account. I need to separate the donation into it own area/account
Trial to Free Version
Hi Support, When I was on a trial service using Books I had access to the 'Bills' function and created four transactions in Bills. I now have moved to the free version and 'Bills' is no longer a function that's available to me anymore. I now need to delete
E Way bill and E Invoice Query.
While Creating the E-way Bill for Invoice, the goods are being transported by Rail, I do not have any Transporter ID or Details. While Saving the e-way bill an error occurs as "Transporter Details required". Hence i am unable to create E-way bill. While
Zoho Books Matching Expenses
apologies, wrong forum
Function #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from the
TDS on Provsion Entry
Hi All, I want to pass a entry for TDS on provision for expenses, but if I pass it in Journal Entry the same will not appear in TDS Report and also the reversal will have to be through Journal. It is also not possible to adjust against the bills. Please
How to change Account Type from Chart of Accounts?
I currently have the following accounts categorized this way: Non Operating Income Gain of FX Investment Gains Operating Expense Loss of FX Investment Losses I want to change the account types so that Gain / Loss of FX is under Operating Income / Expense
Does anyone else find this extremely irritating? Opening any bank account defaults to the bank's dashboard instead of transaction page
I'm in and out of different bank accounts all day and they used to open on the "All Transactions" tab or last used tab. I could start entering, searching or editing transactions straightaway. Starting this month, it opens on the bank's useless Dashboard
Estimate Decimal points more than 2 decimal points
Estimate price shows in 6 decimal places as against the 2 decimal places chosen under currency (GBP) & (Euro). Can you help fix this? All efforts have been futile so far.
Email notification when customer adds new payment type
Here is the problem: I send the email to the customer using Zoho Books from the customer page. Under "More", I select "Request Payment Information" which sends a templated email to the customer with a link to update their payment method. The customer
How to process a returned order
I have an Invoice in Zoho Books for which the customer has returned all items and agreed to pay a restocking fee. How do I process this return in Zoho Books and how do I generate an invoice for the restocking fee? Thanks, -Tom
How to change the amount filed format to Swiss Standard
We are trying to customize a template for Swiss Standard QR-Invoices in Zoho Books. The current currency format is not compatible with the Swiss standard, which requires the currency to be formatted as '15‘000.00'. There are only 3 currency formats available
Zoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYY
Include customer portal link in invoice emails
Some customers haven't accepted the customer portal invite so I would like to promote/push the customer portal feature more by including the customer portal link in each invoice email. Is this possible?
Create Journal API Issue
Request value : { "journal_date": "2019-12-20", "reference_number": "", "notes": "Loan repayment", "journal_type": "both", "currency_id": "460000000000097", "exchange_rate":"" , "line_items": [ { "account_id": "", "line_id": "", "amount": 5000, "debit_or_credit":
API create new invoice response "Invalid value passed for contact_name"
I am getting the message when I post a new invoice "Invalid value passed for contact_name" Below is the json I am using for zoho books api invoice with post. {"customer_id": 606193000000060000,"reference_number": "Testing","invoice_number": "ATHTESTING","date": "2017-07-08","payment_terms": "15","due_date": "2017-07-20","discount": "210","line_items": [{"item_id": "606193000000058465"},{"item_id": "606193000000058465"},{"item_id": "606193000000058465"}]} This is a few more than minimum. The problem
Regular E-way bills cannot be generated by Zoho books for e-invoicing customers
We are over 10 cr turnover and enrolled under e-invoicing. We are facing challenge that whenever we are creating e-way bill via Zoho Books for customers having same bill-to and ship-to address (which is 99% of cases), e-way bill is generated with "Transaction
Distance in eInvoice
Dear Sir, Can you please do pincode to pincode distance automation for eInvoice requirement...? Thank you.
Ship package via deluge
Help required with the deluge script on marking packages as "shipped" please. I've tried many options with the latest as... params = {"shipment_date":"2023-08-03","carrier":"As sales order"}; response = zoho.inventory.updateRecord("packages", "########","################",
Add required shipping fields to customer shipping address including: [Contact], [Contact Email Address], [Approval To Leave], [isResidential], [DeliveryRequirements]
For many courier companies (FedEx, Toll etc) it's a requirement to include a Contact Name, along with a Contact Email address when shipping goods to a shipping address. There is often a requirement to identify if the consignment is being shipped as "Available
Adding an expense doesn't allow Asset Stock account types
Using the Purchases > Expenses function, I want to record the purchase of inventory. These inventory purchases are materials represented in a Stock account type (asset account) until they are incorporated into a job that is sold, when they will be transferred
Change Taxes on Bill
We often get bills that have tax differences from what Zoho calculates - or has two tax rates? How do we adjust the tax in a bill to match it? We can't make it an expense because we have N30 terms. If we just post direct to Sales Tax Payable account,
Purchase order convert to invoice
Given that there is an option to order goods for a client, it would be good if we could convert that purchase order into an invoice that would be issued to the same client.
Could you implement crypto support of BTC and ETH at least?
I see great potential of Zoho Books and Finance suite for decentralized communities and DAOs. The only issue is stops fast development is unavailability of cryptocurrencies. Could you add this request to the roadmap? Huge amount of startups are finishing development of their products and all of them have Enterprise cloud infrastructure for orchestrating processes solution. Few interesting Blockchain Platforms to explore: gilded.finance request.network/en/ beta.giveth.io gitcoin.co/
You don't have the permission to access Zoho Books Organization. Please contact your Administrator.
As we are trying to purchase Zoho Book again from the Zoho Inventory organization while accessing the zoho books from Zoho inventory-Integration-Accountant it gives the prompt -"You don't have the permission to access Zoho Books Organization. Please contact
One cash deposit split between several customer invoices
Hi, I deposited cash into my communal fees bank account. This was an amount of cash collected from several different customers. How can I allocate the funds to each customer/invoice? The cash deposited was €2200, which must be allocated against three
Units of measurement
Zoho guys - after trying this feature out on 50+ items it's made a complete mess of the quantities in stock, available for sale, commited stock etc. I'm so glad that I only tested it on these few, we have literally many thousands of items. Please simplify
Weekly time sheet, cannot use/save entries
Hi there With the recent timesheet changes I just noticed I have no means to save a weekly timesheet anymore. There used to be an update button. If I try to change views with entries I get this: If you leave, your unsaved changes will be discarded.
Sales orders showing as overdue based on Delivery status not shipped status
Hello. As a new user coming from a different ERP platform I was very confused to see many of my sales orders were showing as 'overdue' (past the expected ship date) even though they had shipped on time. I reached out to support and have been informed
Accounting of Receivables and Receipts from Educational Institution
Hi All, I want to account the receivables and receipts from college in Zoho Books where the student details such as receipts, admission details are maintained in separate software and the details from that software is accounted in Zoho Books. I want to
Creating Receipts and Payments statement
Hi All, I want to prepare the receipts and payments account for bank accounts entered in Zoho. Please let me know if there is any process to do the same. I want to generate the report through Zoho itself.
Opening Balance of Purchase and Sales Accounts.
I have recently Migrated to Zoho Books from Tally ERP on 1st April 2023. How Should I record my previous year Profit/Loss A/c? Under which underhead does it come in Zoho Books?
Add a Tax ID and Company ID field to Customer Record in Zoho Books
We use the Australian version of ZohoOne & Books. Currently their is a field for the company tax ID, which in Australia is the ABN. This field is validated to 11 numeric digits as per the rules in Australia. When exporting to foreign customers, this field
Next Page