Tax not getting calculated on exports/foreign currency invoice for GST; urgent!
Hi, please see:
Finding repeat payments on a statement - Lots of rules required or can it be automated through Contacts?
Hihi, I'm currently playing with the free trial for ZB as I'm the treasurer of an archery club. I think I've got the hang of the basics, but with the statement I upload from my bank, it's a lot of repeat payments from the same people. I want ZB to identify these repeat payments so that when I look on my Customer records, I can see at a glance, when they've paid (it's a monthly membership fee). Is there a way to do this that won't require to me create a rule for each individual member? That'd be quite
Edit bank transaction amount
I imported bank transactions from a csv file, and three of the amounts have the decimal in the wrong place. For example, a transaction that should have an amount of 1708.12 is showing as 170812.00. I'm not seeing a way to edit the transaction amount. How do I edit the amount?
Custom Buttons tutorials?
Zoho is quite deep in functions but skimpy on documentation for more casual users. Especially for business owners who do not have a dedicated IP person and just need to get things done and functioning! Custom buttons seem like a gift from heaven. However the operation is rather opaque. If the documentation explains how to make CusButs it is not easily found or understood. What is needed is Zoho for dummies or such. I'll bet zoho could triple their user base with concise, usable documentation for
Can We Please Categorize Transactions On The Mobile App?
Hi there, We can use the banking module in the Zoho Books app. It allows us to Match transactions. However, for Paypal payments, we can not add an adjustment to match the transactions. Or, to categorize expenses, we cannot match them unless there is a bill created for that expense (which is so much extra work for common credit card expenses). When you're dealing with 400+ transactions, it would save so much time every month to just be able to reconcile transactions on the go. All this could be solved
Editing Drop Down values
I am setting up Z Books items and have custom fields for item variables. Many of the names are too long for our report printouts, but I cannot edit them becuase they of the following message: The custom field option is in use with some transaction(s) and hence, cannot be edited or deleted. I understand the principle yet following the trails back to the transactions is impracticable as it represents a huge amount of hours to set things up. There must be a work around!!! Also a method to re-order
Report showing all sales order line items?
I need a report which shows each line item from sales orders for our production planning. I don't want it to show the invoice, just line items so we can order it by date and see what is on order. Not a report of sales orders- we don't need to see or get distracted by the orders themselves, we just need a listing of each item on order independent of the sales order. Greg Aanes 2109 Queen Street Bellingham WA USA
lic premium leder and entry please help
lic premium leder and entry please help
$ discount on Tax-Inclusive bill
Currently, $ discount is not available on tax-inclusive bills. For Tax-exclusive bills, $discount is available. Any plan to enable $ discount on tax-inclusive bills?
Zoho servers
Anything wrong guys ? Seems incredibly slow from a few locations ?
Zoho books down, and status says all is fine
I cannot reach Zoho books yet the status screen shows it is operating normally. What is the point of a status screen that shows all is fine all the time -even when it isn’t? Very frustrating that Zoho is down when I need it, and frustrating that status is bogus. ☹️
Zoho books down ?
:-(
How to fix Google Chrome’s This site can’t be reached problem?
Google Chrome is widely used web browser which is used by the billions of users across the globe for its best in class browsing features. But sometimes users face many technical errors while using the Google Chrome and This site can’t be reached error while browsing any website in Google Chrome. In this article, you will learn about the various ways to fix this problem. Reset Google Chrome settings · First of all, open a new tab in your Google Chrome and type chrome://flags/ into the address
Investment from new investor
Hi, Where should i add if new investor is investing in..
Bank - matching transactions
Update required to avoid screen smashing & brain malfunctions .....
You have transactions which do not have the required information to upload to GSTN.
Why all of a sudden, Zoho books found that I have invalid GST information? All my customers are updated as Unregistered business and it still shows that invoice does not have valid information. Now when I follow the suggestion and go to update fields, I get very contradictory things...My invoice items are listed as services with valid SAC code, but it says this: In the screenshot the product type is shown as Goods and in Red, it says You have changed product type for this item after creating invoice.
I am getting a 403 error updating a feed from TD Bank Canada (business)
I am in USA. This was working for the whole year until today. I am having trouble signing up a feed from TD Bank Canada (personal/business) Type of Error: Agent Description: Represents a general script failure. Possible workaround: There is no workaround for this error as the cause of the issue needs to be analyzed and fixed. This can also happen due to some temporary or unhandled scenarios like the site pages being very slow. In such cases, if you try to update the account after some time, it may
An important update from Yodlee regarding changes to consumer account information of Capital One.
Hi all, As most of you know, Zoho Books is partnered with Yodlee to fetch the bank feeds automatically. We received an information from them recently regarding a change in the flow of bank feeds from Capital One bank. Yodlee is updating their existing technology plan to counter this change and help smoothen the entire transition. However, there might be certain performance issues while fetching the bank feeds. We, at Zoho Books, will take best efforts to help customers facing such issues by contacting
Itemization feature in Books does not work
Tax does not add up correctly - even if it is added to Expense and then synced to Books, the tax is only the first line, not the total tax If you try to amend it, an error message prevents you from doing so, as the totals are wrong When you first try to add an itemized expense, there is no option for tax inclusive or exclusive In fact the whole itemization feature is a bit of a mess and we have given up using it This is a pain as we now have to create several expenses for each receipt if the tax
COSG entries populated by Credit Notes
Hello! I've come across an issue in COGS amounts based on Credit Notes (CNs) for retail business. From the communication from Zoho support I learnt that COGS amounts are generated based on FIFO, while CN amounts are derived from the latest bill. To the best of my understanding CN amounts should also be generated using FIFO. Otherwise, this will lead to misstatements. Let me make an example to what it leads in accounting: Say we purchased 100 items for $5. And we sold them all to our customer. So
Search item on new Purchase Order / Bill / Invoices
When creating a new Purchase Order / Bill / Invoices, I have hundreds of items in the system. Unfortunately, I have to type exactly the item name before it is filtered. For example, I have an item called "cs - Assam". If I simply search the item by typing "Assam", I will not be able to find the item. Please enable smarter search capabilities. I'm sure it will help customers with many items!
October features info?
There's an interesting "What's new" for October 2017, but no post or info/link? Really interested to read about the customization for lines! Thanks, Michael
Backing out taxes not working
it is subtracting the tax rate from the purchase price, not calculating it as a % of purchase price. In invoice . Sub Total (Tax Inclusive) 90.00 Discount (Applied On 89.93) % 0.00 Sales Tax Denver & Colorado Combined [0.0765%]
Expenses Sorting
Hi, The expenses in Zoho books have a way of getting disordered very quick, say they are sorted according to date, when you insert or edit an expense they would disorder like all of them, maybe random or in a way I don't know. This is annoying especially when you have 1000+ expenses and you need to browse through the pages because they have a 200 limit (why not put it 1000?). I hope you fix this. -------------------***------------------- No: I am not tired. I have a curious constitution. I never
Account Statement
Need help. How can i display draft invoice in account statement. i want to display all invoice report in account statement.
Tracking Balances of Loans given
Hi I have successfully recorded an amount that I lent to someone in ZohoBooks. I have also recorded the partial payment received from the same person. Now what's the best way out to check how much BALANCE amount this particular person STILL owes me? Thanks Nasir
Zoho books- PayPal business payments
Hello, Does this still apply?? I remember reading this elsewhere, but i am not sure it works anymore with other platforms/apps in the marketplace. PayPal Business Payments Your customers can pay with their PayPal account only. You will incur a flat fee of $0.5 per transaction I found it at: https://www.zoho.com/books/help/settings/settings.html#online-paymentgateways This is crucial if one want to save money from PayPal fees.
Hour format in timesheet reports
Is there a way to change the format in timesheet to have 3.25 instead of 3.15 (3 hours 15 minutes( or 3.75 instead of 3.45 When you export in excel a timesheet reports, hours cannot be summarized. I use the report for payroll and I have to convert everytime In Zoho project they have both time format on reports Thanks Marie-Andrée
Strange bug in Zoho Books.... Can't refund Vendor Credit of a bill to same account which I paid the bill from?
Two screenshots below says it all I paid a bill with paid 211.4 through "Ebay Receivables" account (Account type: Payment clearing) as shown below image or attached image ZohoBillPayment.gif ....... But after some days when I created Vendor Credit of same bill and tried to refund 76.63 it doesn't show the account "Ebay Receivables" which I used to pay the bill.... See image below or attached image ZohoVendorCreditRefund.gif ... It is a very simple logic.... When we are paying our bills through an
How to attach file to Estimate using PHP and cURL.
Hello i am attempting to attach a pdf file to my sales Estimate through a download link. I was wondering if this was possible through PHP and cURL by passing the file or download link through?
Estimate to Purchase order
Hello, How can I link or convert a won estimate to a purchase order?
Templates unnecessary space
How to remove unnecessary space in Invoice. Suppose there is Only one entry in invoice then total in words and authorized signature columns comes exactly after the entry. I want total in words, terms and condition and authorized signature columns to be at the bottom irrespective of number of items entries. In short I want to use full a4 size paper, print shouldn't be in between.
Zoho Books and CRM two way integration
Can we please know when there will be a two way seamless integration between Zoho Books and Zoho CRM
Customer Balances Summary By Sales Person
Hi There! Would like to know if there is a way to generate this report directly from the portal? Report - Customer Balances Summary By Salesperson as of DD-MM-YY SalesPerson 1 Customer X - Balance Rs/- Customer Y - Balance Rs/- . . Customer N - Balance Rs/- SalesPerson 2 Customer Z - Balance Rs/- Customer Y - Balance Rs/- . . Customer P - Balance Rs/- Please note: Customer Y has balances towards both the salespersons. Thanks, Deepak
Some Zoho bills not exporting through API due to GST error
We are getting below error when trying to export bill for an unregistered GST vendor. We apply a GST expemption for these vendors. I believe this was working without issues few days ago. But now we get below error- code: 71510, message: 'Tax Exemption should not be applied for GST unRegistered vendors Transaction.' } What does this mean? How do we not charge GST for these vendors? We have to pay our vendors in 2 days and most of the bills are incorrect. PLEASE TAKE A LOOK. The data sent through
Payment Date not visible for Pur. Invoices
Prviously the payments made used to reflect under the invoice (footer area). But you changed it to a second tab now. I only see the Date when payment is recorded, not the actual date of payment made. Please fix this and show Date of Payment made in the row too.
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks online solutions, zohobooks support, for all small business, accounting firms, ecommerce, online stores, ERP, Accountants and Bookkeeping enterprise businesses and CRM systems. http://satvasolutions.com/services/api-integration-services/accounting-integrations/zoho-api-integration-services
Upgrade from Invoice to Books
Hi, I'm trying to upgrade from Invoice to Books but have a couple of issues: 1 - the upgrade fails because of an error message that tells me to disable late fee in invoice. But it doesn't tell me where or how to do this. Can someone help and explain how to disable the late fee? 2 - I have already opened a trial of books before I realised I could upgrade. Does the organisation I created in the Books trial need to be deleted before attempting the upgrade from Invoice? Thanks
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