Bank Feeds - Saying Updated, Actually Not
My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refreshSouth African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurringChase 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 BooksNeed better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account
Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments. Currently reconciling the undeposited funds account is a fairly tedious process for us. Since the deposits and payments are just thrown into a "bucket"Adaptación de zoho books a la nueva regulación de facturación electrónica
La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. WithERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message ProductTax Deducted at Source is to be booked when the invoice is booked.
Hi, Zoho books is missing the basic rule related to booking of Tax deducted at source i.e. TDS receivable. As we all know TDS of a month is to be paid by the 7th of the following month but as per zoho books we can book TDS receivable only at the timeUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createBanking 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 forPlease stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this fromGerman bank feeds - when working?
Hello, I am currently testing Zoho books, which I like in generally. Unfortunately the feed of my bank account is not working although I can add the account and the balance is correctly fetched. When adding the account I received the warning that feedsVENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then updateongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do callCUSTOMER STATEMENTS
It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaidIMPOSSIBLE to restore Backup
As usual, there is no way to restore the thing that you guys say is a backup - it's not. It's a random dump of data that can, with hours of work, get you back to CLOSE to where you were before everything was deleted. Here's what's missing: The ability to restore a backup that you say is a backup (A backup is what you use to get your system back up. That's why it's called a backup) Data is missing from the dump (It's a dump, it's not a backup). At least taxes, I'm sure I'll find more as I go throughBank feed issues becoming unmanageable
I've really liked using Zoho Books and other Zoho apps since starting my own consulting business 2 years ago. But I don't see how I can continue to use it though when the most fundamental and critical functionality of any accounting software - bankingFNB South Africa Bank Feed
I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,Journaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,Getting an error "Not able to connect server. Verify your network connection" during proforma invoice converting to invoice.
Getting an error "Not able to connect server. Verify your network connection" during proforma invoice converting to invoice.You Cannot make online payments for this invoice
Why am I receiving this error message when customers attempt to pay their invoices online? I have selected the option to accept payments online for the invoice and have set up my payment gateway (Stripe). Does a client have to use to the portal in orderImport of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain
Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in properBank Feed Not Working at All
Our bank feed with PNC Bank was working last week, but has NOT worked at all this week. I have sent daily requests to Zoho Support. I have not received any updates on what changed or a target date to resolve. Fixing major issues like bank feeds needsPROFORMA INVOICE FOR ZOHO BOOKS UAE EDITION
Hi, Please add a Proforma invoice module for ZOHO BOOKS UAE EDITION. I have been requesting the Zoho support team since long ago but didn't receive any reply. Proforma invoice Is a mandatory & important feature that is missing in the Zoho UAE edition.German monthly Accounting / monatlicher Export von Eingangs und Ausgangsrechnungen über Zoho Books / Deutschland
PLEASE COMMENT WHEN YOU HAVE THE SAME PROBLEM Dear Users, Dear Team, for german Accounting we need to export every month ALL incomming Invocies and ALL outgoing invoices as PDF File! All Documents are in ZOHO Books, but there is no option to export thePDF file of Arabic language Invoice using Arabic standard template
I want to download arabis language PDF file for my invoice but when I download the file all Arabic text disappear while the numbers still visible. Regards, WafaaBasic Feature Issue - Import of Statement DO NOT works as intended.
Hello Team, Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Date format. I tried to contact CS via phone and email, but still unresolved. Let me try to explain- I haveBank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.Reminder emails all fail
My invoice emails all work fine (the email is validated) but reminder emails allways fail and the only message I get back is : "Your message to the following recipient was not delivered. Please find the details below. Bounced Address : XXXXXXXXXXXXXXXXBanking feeds - are we still set to have them back in 10 days time? (31st Oct)
HI, I just want to check we're due to get our critical bank feeds functionality back in 10 days time as still published here - https://www.zoho.com/uk/books/open-banking-status/ Please can you confirm, it's an unbeliveable inconvienience to be strippedHow can I combine several estimates into one estimate
I am a building contractor. I want to create estimate templates that can be cloned as needed to create rapid estimates/proposals for new projects. I think I have to create one HUGE estimate template that includes ALL the items required for COMPLETE projects.How in the heck do i record a (partial) refund???
I have a client. wrote an invoice for 3 services totalling $520. He paid it online (we use zoho to authorize.net) We went out and couldn't do one of the services I didn't see a way to initiate a refund through zoho books, so i did a $250 refund through authorize.net. Tried to edit the payment on zoho books, but it won't let me b/c "this payment was made on line" When i try to edit the invoice i get a popup about it no longer matching the payment. What do I do??? And why is it so hard to do somethingBank Feeds for ICICI have been broken for over 3 weeks
We've been using Zoho for a few years and hoenstly, this is the first time that we're so disappointed in the way things are being handled by your support. It is unfortunate that after having mailed support for over two weeks now, the bank feeds for ICICIyodlee bank fees
My bank feeds have been pretty much error-free until this recent Yodlee update. I have configured it as per the information however nothing comes through. It says that bank feeds have been refreshed as of 30th June, 2022. It is the end of the financialWhile Updating same contact in ZOHO books, it shows email id already exist.
Hi Team, I'm Using ZOHO books, While Updating same contact using this api: https://www.zoho.com/books/api/v3/#Contacts_Update_a_Contact. it shows: { "code": 102027, "message": "The email address you're about to add/update already exists within the contact (Contact or associated contact persons). Make sure that the email address you provide is unique." }New Custom View -Sorting the Custom fields
While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by " may also be included in Define new criteria module which will be more beneficial toHow to retrieve a deleted inovice in Zoho Books?
I have deleted an invoice a long time back, but I can find it from audit log. But unable to open it. Is there any way that I can retrieve particular invoices, such as from a recycle bin? Thank you in advanceBank feeds are broken
So my bank changed their website a few weeks ago. It requires 2 factor authentication to log in which I DESPISE, because I have to check a text or email to log in. Since then, my bank feed in Zoho has stopped working (since June 4, 2021) and nobodyValue 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 amNext Page
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Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you canFunction #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specificHeads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
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No bank feeds from First National Bank South Africa since 12 September
I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expectClear Tag & Linking Between Quotes and Sales Orders
Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originatingTwo currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would makeCustomer Grouping
Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
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Zoho Books will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMSLatest Updates of the 53rd GST Council Meeting & Its Business Implications
Join industry expert CA Venugopal Gella as he discusses the importance of 53rd GST Council Meeting, the latest notifications and changes introduced by the Finance Act 2024. Register Now: https://zoho.to/GST_WebinarBest practices for financial year-end closing with Zoho Books | Free Webinar
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1Master the art of budgeting with Zoho Books | Free Webinar | 4th & 5th March 2024
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
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