Linking bank transaction to project expense
Hello, Is there a way of adding a bank transaction to an expense within a project? It would save a lot of time if this was possible. Thanks
Multi Store - Multi Warehouse
1. Is it possible to use "Zoho Books, Zoho Expense, Zoho Inventory" in tandem to run a multi store, multi warehouse retail company as one organization with 1 GST registration where Zoho is also used as POS? What would be limitations, if any? 2. What would
Pagination Function UI Location - Top sticky versus end of page
The current location (bottom of a paginated page) for transactions, especially those in Banking, requires scrolling to the bottom each time we need to change a page, or to see the location we are at among all lines. It would be incredibly more helpful and efficient, if the change page, number of items per page, and details regarding number of lines shown on any page would be sticky at the top. Perhaps, somehow integrated right-aligned in the menu bar that has the current tabs/buttons "Overview",
Creating Invoice from Sales Order, control where Order Number is coming from
Whenever an invoice is created from a salesorder is created, the order number on the invoice is automatically populated with the salesorder number. It would be great if we had better control over where the order number for the invoice is coming from. In our case we have a reference number on the sales order which would like to use instead. Currently: SalesOrder.Sales Order# => Invoice.Order Number Desired Outcome: SalesOrder.Reference# => Invoice.Order Number Is there any way to customize where
Can I add a custom field to the document title in Invoice/Salesorder Template
There are a handful of fields that we like to add to the top of our invoices and sales orders. Pretty much at the same position as Order Reference, Invoice Date, Payment Terms etc... But I have not found a way to achieve that. The only "Customize your header content" also doesn't seem to work as it puts the content above everything which is barely visible.
Include MercadoPago as a payment method
Hi Zoho team. Good Morning. First of all, I would like to apologize for my English, but I'll try to put a good demand for inclusion of features in Zoho Invoice platform. My name is Vilson and I would suggest the inclusion of "mercadopago.com" as a payment method. Today I work as IT Director for two companies in the health sector in Brazil (Hospital of the Faculty of Medicine of São Paulo and Medical IT Business Solutions) and it would be helpful to have MercadoPago as a payment method. Why? Similar
In expensse report i cant see merchant name
Hi, im using zoho books and zoho expenses when i check expenses report on zoho books i cant see merchant name. i can only see vendor name which is empty. when i check from zoho expenses i can see merchant name. Am i doing anything wrong?
Liability account with include in VAT Return is not supported now for this transaction
I am trying to enter a journal entry into Books but I keep getting the following error: "Liability account with include in VAT Return is not supported now for this transaction zoho books" The entry is for a vehicle so includes VAT and the include in VAT return box is ticked in both. Any ideas, this is very frustraiting!
Identifying Profit/Expenses for Individual Orders
I am in wholesale business. I buy agricultural commodities like salt rice etc directly and export. Typically one order consists of Zero rated GST Agri commodity and GST compliant Packaging, Custom Agent, Bank charges etc. So given the background If I get order for 1 shipment of 25 ton rice(1000 bags of 25 KG each). I buy 25 Ton of rice from rice mill. In order to pack rice I need packaging material which is GST compliant. There is Minimum order quantity for packaging. So I buy 5000 bags packaging
Setting to turn off Paying for all invoices in customer portal
We enable our invoices to be paid via authorize.net. When a customer gets an email of an invoice and clicks on the link to view/pay for it, if he/she has other outstanding invoices that were enabled for online payments, there will be a banner that says
Set default payment method
Hello, How can I set the default method?
Balance Payment Due on the Job Date
Booking me requires a retainer, followed by the balance payment on the day of the job. While the retainer invoice due date is easy (upon receipt), I struggle with manually updating the due date on the final invoice. These invoices can be associated with CRM jobs (deals) which are dated, so the date is in the system already. So, how can I make the the final invoice due date to be the day of the job?
Charging a customer for materials.
Hi. Most of my invoices are for labour only, today I had to get some lawn fertiliser and need to add it to an invoice. I went into Expenses and used Cost of goods sold, put in the amount I paid. In notes put what it was and then selected the customers name, then saved it. Opened this months invoice and clicked to added the fertiliser, the cost price showed up so I changed it to the retail price. I am not sure if this is the right way to do it because it comes up on the invoice as Cost of goods sold.
Feature Request - Supplier / Vendor Credit Notes
It as absolutely vital to be able to follow the same procedures across all types of accounting packages and standard accounting practices. You already have credit note facilities for invoices issued, but you do not provide credit note facilities for vendors which means you have to do manual posts or add negative values to an invoice which makes things complicated, confusing and very frustrating as you are having to work around the system, rather than follow a normal procedure in a typical accounts
Credit Note not product
I have a query, I have a credit note from my supplier, but this credit is not associated with a specific product, it is just a discount for marketing support or some other campaign, how could I handle this or what account should I create for this type of operations Also when I have processed an invoice and after it is issued I want to apply a discount to the client for any reason that is not associated with a product, such as how can I register a credit note without affecting my inventory of products
Zoho books cannot print invoices from Chrome
Zoho books cannot print invoices from Chrome. When trying to print an invoice the window defaults to a PDF blank sheet with a PRINT button and a CANCEL button in the upper right hand corner. The center of the page has a PDF image 1536148000000918001 and an open button that saves the document to the hard drive. PRINT button doesn't work, but the CANCEL button does. Everything works fine on other browsers. Mac OS 10.15.3
Labels for multiple credit cards in customer record
I am using books for selling good, services, and even subscriptions. A customer may have more than one credit card present in their customer record. I would like a way to identify the purpose of one card vs another. Use cases: 1 card is present only for
Recording affiliate income properly
Hi, I've just signed up for Zoho Books and I just want to be sure I'm recording my affiliate income properly. I couldn't find much information on the subject. So here's my situation: I get paid by several affiliates that I work with, mostly directly to
Notes
I dont know if anyone else has had issue with the notes system but i think it should be better formated. I used my notes to store my clients credentials and so now when I type it in it get put all on one line eg., clientid:0002 clientcst:1234 clientcode:741258 clientaccess:9631258 clientlink:wwww.clientlink.com that looks like a mess, i wish i was able to work wrap and create line spaces so it out be easier to read (like so): clientid:0002 clientcst:1234 clientcode:741258 clientaccess:9631258
Custom Invoice Template renders correctly on-screen but incorrectly renders in PDF
Hello. I customized my layout in Zoho Books. The following is an example of how it appears: And this is how the invoice appears when rendered as a PDF: A table is being used for the address, and phone numbers. Also, I originally posted this in the Commerce
Help with CRM - Books integration Use Case
Hi, we have been using Zoho CRM for a few years now and would like to start using Zoho Books, but I have not been able to find a way to make it work for our use cases. Background 1. We need to invoice from at least 3 different companies 2. All potentials
Quote to Estimate
I am using CRM and Books. My sales people create quotes in CRM because the should not be in Books. Is there a way to convert the Quote (CRM) to an Estimate (Books)? This would make it very easy for me to manage my financials
what happened to defining taxes by item?
In Canada, we have taxes that are defined based on the type of product we are selling, and our business does very little business outside of our province. We are required to collect federal taxes on some products, provincial on others, and both on many. Items can be either PST or GST exempt, and are much more rarely exempt from both. I don't see any way to associate a tax category with a product/item rather than with a customer. We only provide services local to us, so defining taxes based on the
Can you invoice expenses using the date of the expense?
Hello, I just recently bought Zoho Books because it has great reviews and is a great price. I am currently trying to create an invoice from my list of expenses. I have found that this feature is very limited, by default, as it will only display a few
zoho books
ZOHO Booksで会計を始めました。学校会計です。 学費の支払いがあると、仕訳帳では、通常未収金から銀行へ処理されるのですが、 未収金から預り金に処理されてしまう場合があります。 支払額が請求書より少なかったり、多かったりする場合に多いようです。 金額が違っても未収金から銀行への処理にしたいのですが、 どう処理したらよいでしょうか？
Can billing address be saved from the payment step?
When my customers pay their invoice and enter their credit card along with the billing address, why wouldn't that address be saved in Books automatically? Below is a screenshot after the latest succesful transaction. How is that address supposed to be entered? If by the customer, then at which point?
What is the maximum number of Organizations I can have in one Zoho Books account?
Hi, What is the maximum number of Organizations I can have in one Zoho Books account? I know I have to pay a separate subscription for each. Thank you!
How to add due date in purchase orders
Hi, I am trying to add payment terms in purchase orders but I am unable to see the option in template edit mode. please help me with this as it is mandatory to add payment terms in PO.
Jayanth P R is a ROCK STAR in Customer Support for Zoho Books!
Jayanth P R is a ROCK STAR in Customer Support for Zoho Books! He was extremely patient with me, and that couldn't have been easy. He answered every question with solutions that a beginner requires. I had so many questions and issues due to my lack of knowledge with Books. He's an amazing Customer Service Representative! Warm regards, Cheryl
Bill Payment
Hi, When will you have the functionality to enter bank details of vendors and pay bills directly from Zoho books. At the moment I have to enter a bill and then log into my bank account and make the payment for both bills and expenses with is time consuming and annoying.
how to apply store rebate cards for purchases
There's probably a simple way to do this and I'm missing it. I purchase items at a store that offers mail-in rebates, essentially it's a "store credit" certificate, almost like "free money". I purchased items totalling $16.99 with a rebate certificate valued at $17.95, leaving a balance of $0.14. What's the best way to record this?
Opening Balance Shows $0 when Reconciling
Hi there - I'm new to Zoho Books and am in the process of doing my first reconciliation. I have set it up to reconcile a month of transactions within a Bank Account and have double checked each individual transaction is correct. Everything adds up, but Zoho Books is telling me that there is a difference in amounts -- and it's exactly the amount of the Opening Balance. Looking closer, I notice the reconciliation page is listing the Opening Balance for this Bank Account as $0 which is not what I have
Zoho Books - remove recipient email address on an Invoice
When creating an invoice in Zoho Books, a recipient email address continues to show up even though that user has been deactivated and removed from my customer's account. The email address/user name is no longer active anywhere in Zoho (Projects, CRM,
Migration from QuickBooks to Zoho books
Has anyone done the migration from QuickBooks to Zoho Books? What is the level of effort/complexity involved? I am using pro version of Quickbooks that provides classes (allows me to see profit & loss by business lines). What are the key things that we should keep in mind when migrating? Also, is there any recommended partners, who can help with this migration?
API ZOHO BOOK
Hi good day. I am having problems with the api when I want to create an item in Zoho Book, please help. I get as an answer I send the code development I need help, I'm in trouble
You have crossed the maximum number of contact persons that can be added.
Uh oh. CRM / Books Sync reports:"You have crossed the maximum number of contact persons that can be added." I need my CRM Accounts and Contacts to be available in Books. I'd like to just set and forget the sync, but apparently I have too many contacts
Item enhancements
Option to allow duplicate item names. Option for auto fill of SKU with auto increment. Unit calculations against prices. Discount rates for quantities.
Zoho Books MUST be able to search transactions by Payee!!!
Thanks to Zoho's LACK of ability to search by Payee, I missed fraudulent charges. This is a VERY VERY basic feature. Why can't a user search transactions by payee? Thanks!
scope for categories in zoho books api
I 've managed to get categories from zoho books (inventory enabled) with this GET Method https://books.zoho.com/api/v3/categories?organization_id={} I use the full access scope and everything works fine. But what is the specific scope for this request? ZohoBooks.categories.READ does not work.
Bulk Update Feature Missing
Hi, There is no Bulk update option in my books under accountant head or anywhere else ? How can i activate this feature ??
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