Item Group Description field does not propagate
The 'Description' field for a single item shows up on estimates, sales orders and invoices like it should, but the description field for Item Groups does not. I can't come up with a good reason for why this, so I assume it's a bug. Please fix, or explain the rationale that I'm missing. Thanks, // Anders
Maintaining sequential invoice numbers with flipkart and amazon
Amazon and flipkart now generate invoice numbers for orders that we get through them. GST requires we keep sequential invoice numbers. How then do we keep the invoice numbers in zoho books sequential if they are generating their own invoice numbers for us?
ICICI Bank Make Payment Integration Issue
Dear ZOHO Team, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved with ICICI bank But Not show any register account Kindly advise
Auto create invoices, based upon an imported txt file
Hi, We receive monthly an invoice file from one of our partners. This file contains individual rows of data which we need to invoice to our customers. So it's not a list of invoices, but it contains the rows upon we must create an invoice. This file can contain easily several 1000 thousand records..... Each record can easily be identified for which account the invoice must be created. So: i looked at the standard import function, but that does not do the trick I am looking for. Does anybody
Changing visibility of CEOs task
Hi team, I have a CEO and a manager. Some of the tasks (but not all) that have been created by me needs to be visible to the manager as well. Could you please suggest how this could be done? Thanks, Sameer
Washington and Oregon Payroll Beta options for consumer feedback and iron out bugs
I am a small business located on the Oregon/ Washington border and would be willing to test out a beta version of the payroll feature when it is ready to roll-out onto the testing forum. We have 2 hourly and 4 salary employees working in both states.
Uploading old VAT Bills and Invoices in Zoho Books
Dear Team, I have recently migrated to Zoho books from tally. I wanted to maintain my entire data for this FY in zoho books. However, I am facing problems in creating customers and vendors prior to June '17 i.e. when VAT was applicable. How do I go about it? Please advise.
Sort Sales Order by Salesman Custom View
I've got a custom sales order view created that shows my open sales orders and salesperson. I need to be able to sort these by the Salesman field. Date, SO #, Customer and Amount are all sortable fields, but not the salesman.
Lending to real estate customers.
Hello, my company sells houses for middle class people. We also give credit to our customers so that they are able to buy our houses. These credits work exactly as a mortgage and the longest term we authorize is for 10 years. It has become a little complicated for us to manage these mortgages. I have looked at different softwares, one of them is turnkey lender however I like working with zoho corporation. I would like to know if there is a way in zoho books or in zoho creator to manage these mortgages
Editing Invoice and Sales order database- deleting custom fields
In order to delete unused custom field for Items they need to be removed from Invoice and SO transactions. If I export SOs and Invs I see all instances of their use have a FALSE in them (the default). Deleting all the values and re importing does not work because Z Books will not overwrite existing invoices, will only add new invoices which makes sense for safety. How can I get rid of the data in the unused custom fields so they may be deleted? I have reached my maximum permitted custom fields because
Associating reporting tags to manually categorized transactions
Hi, I need to manually categorize some bank feeds (payments) as no invoices will be created for these payments. I would like to associate a reporting tag while I am categorizing the bank transactions. I notice that while I am manually categorizing the transaction, I do not get any option to associate the reporting tag. However, once I save after categorizing the transaction and click on Edit again, the option to associate the reporting tag appears at the bottom. This is very cumbersome as I have
Vendor Payments
Can a Vendor Payment be made directly to his bank account? Can an employee reimbursement be made directly to his bank account? We have HDFC as our banker. We need to upload the Payment file into the HDF portal for making Payments. Can we get the encrypted file directly from Zoho?
Splitting Expenses?
If I have an expense that falls under more than one expense category, is it possible to split it out? What's the timeline for this feature? Is there any way around it at the moment? Thanks!
3 ESSENTIAL features missing from ZOHO BOOKS!!!
Hello, I just moved to ZOHO and I like it but now I am facing problems that may make us leave ZOHO, I already emailed the support team and they replied but no dates were given so I wanted to list those missing features in order to get votes by users and hopefully get ZOHO team to give us an approximate date of when these features will be added: 1- USER PERMISSION: the roles in ZOHO books are primitive; I want my sales staff to only access the sales module, not the purchasing, or banking or any
Newbie question- Look at checking account- how?
We are refugees moving to Books from QB which has a nice looking bank ledger, like a checkbook. Quite intuitive. How do we take a look at the checking account in Books to see all transactions? Greg Aanes 2109 Queen Street Bellingha WA USA
PayPal- categories, accounts which one?
When matching transactions on my payPal account I am confused how to categorise them. Payment made by customer is under what category? Depending on the category different accounts are available. Which account? -Then when making the general withdrawal from paypal into my bank Account- which category and which account? Greg Aanes 2109 Queen Street Bellingham WA USA
GSTR 1 Quarterly Filing
After choosing Quarterly option in settings and pushed the transactions of GSTR 1, the B2B transactions of August is not getting pushed in GST portal, only transactions of Sep is being pushed and visible. Is the quarterly filing facility still incomplete? Or how to push the August transactions?
Invoices Custom View Filters
Hello, Any plans to roll out additional filters in custom view(Attached)? Possible filters in criteria, "OR" in addition to "AND" ( For. e.g. we cannot view overdue and sent invoices together becoz of AND condition) "IS NOT", "CONTAINS" , "IS NOT BLANK" "SELECTED CUSTOMER NAMES" Also, if we can take PDF/Excel snapshot of this view it will help.At present we need to take screenshots and then circulate it amongst the staff/customers/management. Thanks, Deepak
ZOHO BOOKS AND ECOMMERCE WEBSITE INTEGRATION
Hi Zoho, Pls can I integrate Zoho books with my ecommerce website so that my books are update as transactions take place on my website. Thanks
Option for GST Quarterly Returns
When will the option to file quarterly returns be enabled in Zoho BooksI have opted for Quarterly Returns as I have t/o less than 1.5Cr ... but I cant find any option to file return for August and September combined (as July returns were already filed) ....
Books & Inventory is extremely slow again 27/12/17 !!!
Grrrrr ! This needs to be fixed properly - this ridiculous server problem seems to happen far too frequently, so annoying & unnecessary !
Attach a PDF to an invoice
Hi, I don't seem to be able to attach simple PDFs to an invoice any longer. That worked until recently. When I attempt to attach the file from my desktop now all PDFs are greyed out in the file selection box. I am on a Mac, using Firefox as the browser. Would appreciate your assistance.
Reporting Tags in Zoho Books
How many maximum no. of Reporting Tags can we have in Zoho books?
Bulk invoice changes from Overdue to Paid
Hi there, My book keeper has added many invoices from previous sales before we started with Zoho. All of these are been dated and are overdue, although they have been paid. How to I bulk change them all, as there are many?! Warmly Todd
is frontier airlines safe to fly how many top destination for which people make booking online
Looking for cheap and accurate flight-witch to Frontier Airlines. There are many top cities which are covered by Frontier airlines which includes great Lakes, chicago, Las vegas, Los Angles, Portland and many more which is mesmerise the user and left them Spell bound. Frontier Airlines is the most user friendly airlines as it not only offers cheap flight to the user but also some outstanding amenities which includes on-Flight entertainment, snacks and drinks, Double Happy Hour”, “Beer Flight”, along
Ceska Sporitelna Bank
Hi, We have a problem in our company that the bank in Czech Republic is not supported by your books, we cannot activate the feeds to be automatically fetched and that causes us a lot of problems, time, money, management, mistakes and list goes on. We have also asked for this when we first signed to the program as a lot of our company business goes through this bank, so when can we except a solution to this problem? Thank you.
Books small feature add on, big rewards to user
Put in a Paging arrow (forward and back) on items so we may page through our items when doing mass updates. That brings uws to mass updates. We can select all items and then only mark them active of inactive. Would be nice if we could select then work on the items in a table or change accounts. Like 3dCarts product manager which gives us the selected items as a table where we can update prices and names. Greg Aanes 2109 Queen Street Bellingham WA USA
VENDOR statement of accounts
The template appears to be different to the customer statement & displays unwanted custom field label & values with no way to remove them ? They are not included in - Preferences | Contacts | Customer Billing Address Format either !
Invoice "Items" Not Categorized On P&L Report and Listed as "Sales"
On the "Profit and Loss" report is a generic "Sales" category for "Operating Income" On the invoices linked to the generic "Sales", they seemed to be properly categorized to the specific Items being sold (visually), but not linked for some reason. So I found I had to manually go into the invoices, and manually re-enter the "Items" to be properly registered in the Report. Is it possible to be user error? Could it possibly be a bug to do with Recurring Invoices?
Connecting to BNP Paribas
The connection to BNP Paribas does not work, it is presented in the list, problem is "agent" in dialogue box.
Bank sync - Barclaycard COMMERCIAL (UK)
Whoooeeee - I find that this is now available - is this a new feature or have I just never noticed it ? Anyway, I'd like to thank you Zoho guys, I've been struggling to keep on top of staff expenditure until now :-)
Internal Server Error [500]
I am getting internal server error while trying to include 2 numbers of sales order on one invoice. Kindly help me to fix this.
Zoho Books Api . List Transactions is not returning transactions.
I am trying to get the list of transactions through transactions api. The response shows success. But it shows no transactions. We have good number of invoices in our account. https://www.zoho.com/books/api/v3/#Chart-Of-Accounts_List_of_transactions_for_an_account How to get the transactions?
lost zb code how do i get this for my shopify account?
hello i followed the SRS tutorial on how to put the mx codes. still i cant have an email
Is there a way to keep track of my bookkeeper's activity/performance?
One of the trickiest things I've encountered as a business owner is keeping track of my bookkeeper's performance. I've actually never really done it but I think its time for me to start doing so. Does Zoho Books by any chance keep activity logs? It would
Invoice statuses
Quite a lot of businesses do not send invoices until the goods have been supplied so we cannot "Send" the invoices until this is completed. We still need to post the invoices to reduce the stock levels, we also then have the need for a status that informs us that the invoice is yet to be sent! Please consider the following .... Both Save & Save and Send buttons in all modules should be replaced with a single auto recall selection for each individual user by a drop down button with …. Save as Draft
What type of tax TDS is
One of my client deducted TDS while making the payment, So I wanted to create a new tax account called "TDS Payble", but which kind of Tax type it should be. After creating this account it's not coming under drop down.
manual journal entry
Can you create a new expense account on the fly, while entering into a general journal or manual journal? Thank you.
Android App [Multiple Accounts]
Love the android app. It appears I could add more than one ZohoBooks accounts, as it looks like I can switch between accounts. My question is, how to I add more other account(s) to the Android app?
cant sign to zoho books
Hi, Cant sign to Zoho books. My log in credential is ranjita@artfab.ae. Kindly fix asap.
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