Sales person payments
Hello, I would like to know if there is a way to record and calculate payments received by each salesperson or contact owner. Thanks
android app vs IOS app interface
I've just moved over to android and the user interface on the android app looks completely different. The IOS app allows you to navigate easily around most functions however the android version most functionality has to be accessed via the drop down
Recording Payment with service charge (not bank charge)
I have frustration on recording payment for invoice. So the process flow is I issue invoices, then customer pay to a payment platform called ExpressPay (Wechat Pay), then I have to manually record the payment. Meanwhile each payment cost 1.2% of the
Updates to Rates Not Pulling Over from Zoho Projects
Hi, discovered a problem with the Zoho Projects to Books integration involving billing rates for a project. If a users rate changes mid-project but the user has already been billed, the rate does not change via the integration to Zoho Books. This causes
Does the Zoho API not support application/json media?
I'm a little shocked that I haven't found any evidence of this, but does the ZOHO api seriously not support the json Content-Type header (application/json)? All api documentation uses application/x-www-form-urlencoded to send this wonky JSONString encoded payload. Why not just accept actual json?
Hide Description in Delivery Note Template
Hi, Is there any way to edit delivery note content? I want to hide the Description label. I use description label in the invoice to write personal notes for each items, which won't be showed to customer when printed. I have no problem with the invoice
Democratizing e-invoicing for all businesses
Hello, We have an exciting announcement for all our users in India. As you are aware, the GST council from 1st of January 2021, has mandated businesses above 100Cr turnover in B2B segment to implement and adopt e-invoicing system. Keeping our customer's
Records per page
So I am using zoho invoice free version and I am welling to convert to zoho books but I have an issue about the number of records in both the invoices & estimates. I want to know how to set the number of records for example 12 items per page.
Estimate Status - Add a closed or completed option
Estimate Status It would be good to add a closed or completed option for estimates. "Invoiced" is not enough as we can invoice for part of an estimate and it is not completed. Or maybe having the opportunity to customize the status. Thanks !
Update or Assign Reporting Tags to Expenses Using API
Hi, Is there a way to assign Reporting tags to expense programmatically using tools like Zapier or Integromat. Seems like the Zoho Books API doesn't allow this but when creating expenses in Zoho Books manually, it is possible to choose a reporting tag
More control over Sales Order sub-status Grouping/Stacking
Hi guys, this is a suggestion I think would really make Zoho Books more streamlined. I'd like to see more control over the Sales Order sub-status. 1. It would be nice to group some under a stacked menu with a custom name. 2. Also, if it's a void-type custom status, it shouldn't only be select-able if the SO is first marked as Void. 3. Allow sorting for the stack and within the stack lol....I'm an ass I know. I don't expect such insignificant requests to be implemented anytime soon, but put it the
#4 CRM/QB to Books Migration: How to ship Back-ordered Item without a Bill?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #4 How can I ship a back ordered item if I've not yet received a bill? My setup... - Using Inventory / Books - Serial Number item tracking enabled (settings>preferences>items) - Setup to track serial numbers on Track in Packages, Purchase Receives and Return Receipts. We don't receive a bill normally until a week later. Expected Workflow 1. Issue PO with back ordered item (from a Sales Order) 2. Receive in back ordered
Can a Sent, then Accepted Estimate's Attachments be unalterably retained with the Estimate?
Can a Sent, then Accepted Estimate's Attachments be unalterably retained with the Estimate and then visible in Books and/or CRM?
How to notify a books admin to send invoice?
Hello, I have this case, were sales person (from CRM / Zoho Finance) creates an estimates then converts it to an invoices. This sales person is not allowed to send the invoices, but the admin in books. However, the draft invoice should not be sent before
Restrictions on reporting tag
Dear Team It is absolutely surprising that Zoho has a restriction of 500 reporting tags which is never spoken about or mentioned any where. And the Customer care team says a simple sorry and no solution for it, is that how a business
Opening balance Clarification
Hi We are now in transition of our Accounting and operation to Zoho books and Inventory. As we are still in migration period, Certian ledgers for opening balance are still to be finalised. But my question is can i enter the finalised figures in opening
preprinted invoice template with zoho books
We are changing our billing system to Zoho books in next 2 months. we are migrating from peachtree. We want to have an invoice template which can be used with preprinted paper invoices as per attached file. is it possible to make this template in
How to record Advance Payments to Vendor?
We have given advance payment to a vendor & we are having issues in recording this payment on Zoho. Note that there is no PO or bills yet given to us by the vendor. If we use the 'Vendor Credit' option then it doesn't give us an option where its taking
Bank Rules Warning: Duplicate transactions
Hi, We have certain charges that automatically debit off our bank account on a month basis. Some of these charges are allocated to the same Expense Account. Example: 1. Bank Service Fee - (Bank Charges Category) $25 Bank Management Fee - Bank Charges
Connecting google apps script and Zoho Books API
Hi all, I'm encountering an issue with no real clarity on what the exact cause is. My goal is to connect google sheets to our Zoho Books API to generate new customer payments based on data imported to a google sheet. So far I've been successful in looking
UK Fixed Rate VAT Scheme - VAT on Expenses
I run a relatively new business and am about to submit our first end of year accounts. We're on the UK Flat Rate VAT Scheme which means we means. My issue is that at the start of the year I had been adding expenses and classifying the appropriate VAT on those expenses. However, I've since discovered that because I am on the flat rate scheme, HMRC say that I should be just leaving expense purchases as zero VAT as I cannot claim that VAT back and any income earned as a result of the flat rate scheme
Barclays Bank Feed not working
Is anyone else seeing this? I can't get my Barclays bank feeds to connect. I've tried for three days now, and when diverted to the barclays bank page during setup, I just get a blank barclays page.
Price Breaks?
It's just dawned on me after thinking I'd discovered just about the most perfect accounting software for me over the last 3 weeks or so, that we don't have price breaks. Price breaks for quantities or bulk purchase. Yes I discovered Price Lists, but it's limited to only one sale price per customer. This seems like a rather large flaw or oversight, unless I'm missing something completely. Say for example I sell Apples. You can buy 1 apple, 40, 400 or 4000. doesn't bother me how many you buy but the
Emp
Hi, i have record an payment as a employee reimbursement paidthrough as an employee reimbursement. however, i cannot find that entry in my banking account in transaction, this is because I will need to match this reimbursement as part of my actual banking
Preferred customer list & price list
I need to start offering a service to a select few customers - it's a semi-annual maintenance contract. How do I make a list of the customers who will be in this group?
Sales order without Quantity for Service Industry
We want to raise sales orders for movie distribution but it is not allowing us partial invoice as per payment terms. Example : Assume a movie is sold to a channel for 5 million . we are required to create invoice of 1 Million (20%) every quarter for next
Books brought in all our Zoho CRM Accounts as customers
Is there a way not to have it do this? All our Accounts in Zoho CRM are not customers.
Zoho Reports and SAP Crystal Reports
Hello All, I Need to know what are the difference between zoho reports & sap crystal reports and also which is the best best of the both i.e. Zoho Reports(https://help.zoho.com/) are Crystal Reports(https://goo.gl/6TL51m) give me some points on this topic. Thanks!
Books - CRM sync transaction module error: no details
Hi all, we sync CMR with Books and see errors in the Sync Transaction Modules (sales orders). When clicking on the error indication we get no details. How to find out which errors there are and how to solve such? thank you for any hint!
Changing mileage rate in Zoho Books
I've added a new mileage rate of 0.56 in preferences->expenses with a start date 01/01/2021 and saved it. When I enter a new mileage expense, the new rate is not reflected.
Should the following expenses be included under Cost of Goods Sold or materials or Expenses?
Hello, Should the following be included under COGS or expenses or materials? 1. Packaging in which the product is packed for retail market for eg pouches and packets? 2. Product Labels which are put on these pouches and packets? 3. Payment gateway processing
We sell recurring services and products, I want a single quote AND invoice
So we sell physical products that have a service with them, which charges monthly we also provide other services on their own I want to be able to send 1 quote and then a single invoice after that, with all the recurring services and products together.
2 Books in different countries, 1 CRM
Hello all, I'm posting in hopes of finding someone in my situation who implemented a solution to this problem. We're a company that has a HQ in Canada and the USA with staff at each location. Currently we're using Zoho CRM with territory management (for
Adding line items to invoices should be easier!
When adding line items to invoices, it should search and recommend based on an items whole name! For instance I have the following items: Trip Fee - Madison County Septic Pumping - Madison County If I start typing "madison county" into an invoice it should
Invoice Estimates - Status Lost
It would be great if we could have a status for Estimates that were Lost - as in, a competitor took the deal or the customer declined to purchase. This is very useful information in retrospect.
CRM/Books Sync History for Products - find failures
Hi all, we are syncing CRM with Books and see sometimes failures: either pushed to CRM or imported from CRM. Clicking on the error line is opening the 'all product' view, where we cannot identify the "failed" product. Strange enough: the "Pull" and "Push"
UK - reverse charge for non-UK (EU VAT) Expenses
Hi I am in the UK and I need to record expenses for services provided from EU VAT registered companies from EU countries. What VAT rate should we choose for the reverse charge? Nothing? Zero? 20%? Expenses can be things like a subcontractor offering
Items should have categories
We should the ability to categorize our line items for easy searching: Water Testing Basic Mid Level Premium
How do you record import of service; rais tax libility, claim tax credit for a product purchased from provider outside india
Hi! I was looking to enter: 1. Import of service done by us (a software purchased from a service provider outside India) 2. Raise Tax liability 3. Claim Tax credit for it However I donot find any ledgers created for purchase if we import a service. Please
NOTHING
PRICE CHECK , PRODUCT LOT , ADDRESS NOT EXPORT IN EXCEL
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