Unable to download sample documents to import
Hi I am having difficulty to Import the documents as a reference point i tried downloading the sample it keeps redirecting to the dashboard
Zoho Books API - no invoice URL for recurring invoices?
For normal invoices, the "Get Invoice" API returns the Invoice URL. But for recurring invoices this seems to be missing. I am trying to set up Stripe integration on my website for recurring invoices so that the customer can pay from the website rather than having to send email, etc. This seems possible for normal invoices but not for recurring invoices because of the missing URL. Is this correct? And is there any workaround?
How can apply tax on basic fare only
Dear Zoho Team, I am a air ticketing travel agent I have one problem in invoice regarding tax Example: I Have sell air ticket & create invoice for my customer Rs. 3000/- Basic fare Rs. 2000/- Airline tax & other tax Air ticket total amount Rs. 5000/- I want to apply service tax 0.75% on basic fare only how can possible it Kindly advice
Checking Opening Deposit
I made a cash deposit to open my business checking account. When manually categorizing, what do I select in "From Account" and "Received From" (which was me, personally - to be reimbursed I assume - not a "Customer")? Thank you!
Split bank payment into 2 accounts?
How can I split a bank payment into 2 accounts - half for an employee expense reimbursement and half to salary for example?
How do I delete old year data in Zoho Books?
We've gone through major restructuring and I need to clean our books for past year and start fresh with current year. I couldn't find any special function and also there are no multiple selection boxes to remove all. Thanks, Farid
How to apply VAT on billable Expense when adding it to an invoice
Hi there, My company operates under VAT flat rate scheme. I have a 'Software Expense' account added via Zoho Expenses marked as Reimbursable and Billable to customer X When I raise an invoice to client X and I select the 'Software Expense' in order to 'link it' to the invoice and adjust VAT column to 20%. I will then receive the following message VAT cannot be applied on this account. Please enable the Include transactions in VAT Return option from Accountant -> Chart of Accounts to apply VAT.
Merchant in Expense vs Vendor in Books
Good afternoon, I am having two problems at once : • I am usually using Zoho Expense to submit my monthly normal expenses. But some receipts are paid from a source outside of the company's finances (the owner's personal credit card). I would like to choose "Owner's Equity" but the option is not available. Could that be possible ? • If I want to treat those expenses separately, I go to Zoho Books and put it under "Owner's equity", but I cannot put it anymore under the usual "Merchant" that provides
Rendering Service to Clients Using a Charter School
Hello Everyone, We have been using Zoho Books for the past 6 years and are pretty happy with it. We are looking to improve how we use Zoho in our business. I am hoping that if I present the scenario, someone can give the direction I am hoping for. In the USA the use of Charter Schools in our schooling system has increased. A great portion of our business is as a vendor for the local charter schools, supplying music instruction to several students in their student base. It's important to note that
Paypal not pulling transaction line items
Paypal Business has stopped pulling in the transaction details. It recognizes the amount in the "bank" and it even knows when a payment clears, but, it is not pulling the transaction line items in so that they can be matched. This started about 2 weeks ago. Any idea on when this will be fixed?
Is it possible to have a Template for Bills?
I want to use Bills to pay vendors but need to be able to format the bill output. Is this possible? I don't see a template for Bills in the Templates area...
API last_modified_time doesn't work?
Hi! I'm using the API with the URL: https://books.zoho.com/api/v3/salesorders?authtoken=XXXXXXXXXXXXXXXX&organization_id=XXXXXXX&last_modified_time=2017-01-30T19:01:01-0123 It's my understanding that this should only return Sales Orders which have been modified on or after January 30th, 2017 at 7:01:01. However, I'm getting lots of results that have a last_modified_time that is before this date (for example, 2017-01-30T18:56:05-0500). Is this a bug, or am I misusing the API? Thanks!
Do you have a desktop chat app for Zoho connect?
Hi Mike, Thank you for your valuable feedback. Sorry, we do not support desktop chat as of now. Having a dedicated chat for desktop is a good thought and we will certainly look into that. Please feel free to contact us for further assistance. Here are some examples of Helpdesk Platform video
Link for purchase orders to bill
Hello, Thank you for writing back Mr. Terry. The request that you have posted is something we will be working on. We will keep you informed once this enhancement is done. We request you patience on this. Here are some examples of IT Security management video
Link for purchase orders to bill
Can we get a link on the Bill when received from a PO please.... Bill raised for the purchase order(s) PO-23566, by ******
navigation between partially filled POs and Bills
Currently, if I have a partially filled PO, the only way I can determine how many items I am waiting on is to view the Bill I created for the partial items. So, I click on the Bills tab and go there. But, once in the Bill for that PO there is no tab for POs and/or no navigation button to take me back to the PO I was just looking at. Could this be added? Yes, I can click the browser back button, but for consistencies sake having either a PO tab on the Bill view, and/or having the PO # as a clickable
Question re: tax invoicing & reporting
Hi there, I'm a bit new to all of this accounting stuff, but I have a question that's baffling me, and I need to sort this out before my next reporting period. I recently invoiced a customer, and included the two taxes here in Canada (QST and GST). As you can see from my invoice, it's broken down properly by line: However, when I go into my Tax Reporting tool (so I can pay those back to their proper Tax Agencies), I see the total of both of these taxes being due to Quebec (QST), and nothing being
Feature request: option to print a batch of uploaded expense receipts
I'm sure this must have been requested before but who would like to have the option to print, say, a year's worth of uploaded expense receipts? Currently I am uploading my expense receipts & printing them as they are uploaded. Imagine being able to just
Send invoice by email through API
I want to send invoice by email through API to customer but This error occur in my code.... {"code":5,"message":"Invalid URL Passed"} My Code is as follows... public function zoho_email($array){
$data = json_decode($array,true);
$url = '/invoices/'.$data['invoice']['invoice_id'].'/email';
//echo "<pre>"; print_r($data);die;
$recivers[] = array($data['invoice']['contact_persons_details'][0]['email']);
$data = array(
'to_mail_ids' => $recivers,
'subject' => 'Invoice from
Sales Tax paid at purchase
Hello all, This is probably a very simple solution, that I'm just not seeing. I purchase items for resale to my clients (as part of larger projects). In several cases, I pay sales tax (California US) on the purchase of the items. I then mark-up the items and sell them to my clients. I need to be able to track the sales tax I PAID at the time of purchase and have it debit what I owe the local authority. In the Bill for the purchase, I don't see a way to add the sales tax. I tried to make a new
Date of Service cannot be empty
Hello: I am receiving this error when attempting to log a bill in Zoho Books: "Date of service cannot be empty". There is no date of service field that I see in the bill entry screen.
Status changed as"Fulfilled "in the Zoho Inventory when emailing a SO
Hi, In Zoho Books, when I tried to email a SO using api the status of the SO in zoho inventory changes to "fulfilled".How can I overcome this?
Stock "0" can not make a sale
Eu preciso de ajuda para ver maneiras que quando o estoque é "0" não permite a venda. Sendo que ele permitiu emitir fatura e coloca o estoque negativo que é a lógica mais se houver uma função em faturas que não permite emitr fatura seria ótimo.
Purchase price list
Is there a way to define purchase price lists (pricebook for vendors)?
Pro Bono (that is, no charge) tasks
What if one wants to bill at the rate of $0.00 for a task? I am not able to set one up. (The project is set up as Billing based on task hours. The $0.00 rate is for consulting pro bono, but I need to keep track of it for tracking (and invoicing purposes}. Lawrence
New Template layout
Nice improvement Zoho :-) Be nice if we could have a little notification of what update we're re-loading our browser for ?
HTML template for Checks, or at least some field control
Is it possible to get HTML formatting turned on for printing Checks? And if not full html, at least can I get better control over individual field spacing? The alignment that is currently allowed in the Check template is only the overall margins (up/down and left/right). I cannot align the individual fields. The spacing of the date is too far to the right, for example, if I align the payee field. I cannot get the current template to fit correctly on my checks. -Tom
Zoho Custom function question...
I need to automate the emailing or saving to file a delivery note for each invoice produced. I've notice "list manipulation" in the Custom functions & wondered if it was possible to create a list of invoice line items using this ? Is this possible? or does anyone have a work around for this requirement ? Ideally I'd like an email alert feature that could perform this :-)
Failed to submit a quote: Internal Error
Failed to submit a quote: Internal Error, attach image.
Google calendar integration
A script sharing area in Zoho forums ?... For anyone that may be interested in using google calendar for Zoho invoices / Sales orders delivery dates, I've written some script to utilize a custom field named "Diary Allocation" which you would create as a dropDown & populate with your calendar names, also a custom field called "Delivery Date" (only for invoices) which you would create as a date field. It works like a charm & is very important for my company as we deliver 99% of what we sell and we
Air Ticket Invoice for travel agency
Dear Zoho Team, I am air ticketing booking agent I want invoice format for air ticket as per attachment pdf kindly advice... if possible in zoho books
Purchase order custom templates
Is the "Usage unit" missing, or am I missing it ?
Docs questions
Some bills went there by forwarded email 7 hours ago - still not arrived yet ? Update: Not deleted in case others make the same mistake .... "Scan in progress" was selected instead of "Inbox" Maybe best to have inbox selected as standard selection when returning to Docs ?
Portal Name
Hi, we have two organizations in zoho books and inventory. Accordingly, we have two portal names both in Zoho inventory and Zoho Books. One of them is called Outback Ventures and another one is called Outback. One of our users "accidentally" erased the organization with Outback portal from Zoho Books. Now I am trying to restore the Outback portal in Zoho Books or change the name of the Outback Ventures to Outback but the system says that the portal already exists. It is not allowing me to create
Need Help
Hi In my company we import our goods from out of our country and The goods come by trucks So,there are some expenses like cusoms and forcleft and trucks rent and The cost of goods is Purchasing price + Expenses So I need to distrbute expences on goods For Examble I imort the following items from outside (A) 100$ (B) 100$ (C) 100$ Truck Rene
Advance Salry
Hi, 15 employs in my office, how to add salary and advances salary in ZOHO??
Bank feeds
Is there a setting that I can't find that will auto refresh feeds every specified period or do we have to use the menu to refresh them each time ?
Custom functions help (Again)
Can you tell me what I'm doing wrong with custom functions here please :-( ..... itemID = item.get("item_id").toString(); orgID = organization.get("organization_id").toString(); customfields = item.get("custom_fields").toList(); item = item.get("name"); var data = { "name" : "TelBots Test", "rate" : 5, "custom_fields" : [{ "index" : 3, "value" : "XyXyX" } ]}; response = zoho.books.createRecord("items", data); info response; And if you would be so kind as to show me how to update a customer shipping_address:address
WEEKLY RECONCILIATION
I like to reconcile the checkbook weekly but not finalize it. (I am used to QuickBooks) Going in whenever time allows to see where we are at in the checking account. Is there any way to change the balance without deleting all that I have done or do I have to reconcile it fully each time?
Invoice problem w/ Brazilian taxes
Hi guys! I'm facing a curious problem when creating an invoice in Zoho Books: in Brazil, the taxes are charged considering the gross value of the service. There are 5 different taxes that are contained in the same invoice: ISS, CSLL, PIS, COFINS and IRPJ. Each one collects a different percentage from the gross value of the service sold: ISS 5%, CSLL 1%,PIS 0.65%, COFINS 3% and IRPJ 1.5%. I use Books in sales: tax-exclusive mode. My problem: Zoho Books sums the gross value of the services to all
Next Page