HTML Docs
Any of you bright HTML experts know if this is feasible ? ..... If any of these fields are zero amounts, can they be hidden along with the associated label.... Payments made Credits applied Balance due
Why does Zoho automatically create an Opening Balance Adjustment to offset Square Fees?
I just imported my first transaction after integrating Square. The transaction has a $1.02 processing fee from Square. When I look at my Expenses, I see "Square Fees" shows zero. When I click to see transactions for the "Square Fees" account, it shows the $1.02 Square fee, but then shows "Opening Balance Adjustment" of $1.02 to cancel it out. Can someone please explain this? How do I account for Square fees?
Custom template sharing
How about we have an area where users can share templates ? I'll start it off with a much more compact invoice template for those that have a lot of items to invoice! All you have to do guys - is copy the HTML code below, in invoice templates, click Customize layout, Click the HTML button, Highlight all of the text & then right click & select paste (Ctrl V) to overwrite the existing code. Click HTML button again & edit to your requirements. I know the code below is VERY messy as the HTML editor
Write Off BAD DEBT
There does not seem to be any updated way to do this as it does not show in the MORE section any longer, please advise. Thanks Darren
New item entry lines on forms
Whoooeeee !Absolutely fantastic again guys, Loving it, Loving it, Loving it.... & Would have loved it even more if the ↓ copy to new line would have been included :-)
Sales Order for Product with Installments (Financing)
Hi, I was wondering if anybody had this challenge, to sell a product that will be paid over time. Example: Sell a widget, for $300, which will be paid over 12 months at $25 per month. Ideal Solution: It would be great to be able to create a Sales Order for the Widget, possibly including 12 qty of an "installment item" and create an invoice each month for each "installment item". I found many "Accounting Best Practices" and I would like to know if there is an "easy-enough" way of implementing this
Invoices for service items
Hi, I send invoices to my investor in order for him to repay our expenses. However, income is always booked on the sales account, while this income is obviously not sales. Each time the invoice is paid, I have to add a journal manually to correct. Am I missing something? A
Void bill with Partial amount paid
Hello, I have a bill with "Partial Paid" status, however the remaining amount to be paid is no more required from the vendor, so how can I void the remaining balance without changing the bill original amount?. For better understanding I list the below example. Bill amount = 100$ Amount paid = 75$ Balance = 25$ The vendor discounted the balance 25$ but I can't change the bill original amount due to accounting audit purposes. I just want to void the remaining balance and I'll leave a note. Thanks root
P.O Reports don't contain any POs?
The Active PO report doesn't contain a link to the POs. Only items are listed but not where they are coming from. I really need a report that shows the POs, items associated with those POs and their status... In a similar vein, the Product Sales Report don't show any Sale Orders. The sale report should have links to the Sales Orders for the items contained therein. -Tom
Export items
Why isn't the item unit exported / imported ? I assume it's the "Usage unit" shown in the exported file but this is not populated nor imported when filled ? I have run out of custom fields for items & would like to re-use my own field created for units. The option to show pre-defined units field on docs is not offered so I had to create my own! Will I have a problem re-assigning or deleting this custom field as it's been used in a lot of transaction ?
Search enhancements
With the amazing indexing algorithms available today I would suggest a general search field which shows results as follows ..... Search is : "xyz" Results are : There are 10 invoices that contain xyz There are 6 estimates that contain xyz There are
Release notes available?
Sometimes I come back to Zoho that is open in a window and it says changes have been made and I should click to reload (which I do). Is this a notification of new features being released? If not, is there a notice that is sent out when new features are released or is there a Release Notes for new features one can look at? Are new features released incrementally or are there regular or periodic updates? -Tom PS: Nevermind, I found this thread that answered my question: https://help.zoho.com/portal/en/community/topic/upcoming-features-in-zoho-books
Loving Zoho Books
Just wanted everyone to know, specially the Zoho guys & girls.... Been using Zoho books for 3 weeks now & I must say... This has been the best move I have ever made, I was a Intuit Quickbooks user for over 15 years & a Quickbooks Online user for the last 3 years plus. The difference is amazing - Zoho is so flexible, has so many features, far less bugs & the help is outrageously helpful ! Thank you all so much for all the hard work you do in providing us with all the best features. BTW - can I now
Stripe as Bank Account
I really like that I can look at my PayPal account as a Bank Account under the Banking tab. I really wish I could look at my Stripe account likewise as a Bank Account. I understand the Stripe developers are really responsive to app developers. It would be great if you can work with them to make this happen quickly. I'm using Stripe a lot and would find this very, very useful. I suspect many others would, too.
Custom field enhancement
When a custom field is created then deleted, I believe the next new one index number is still incremented, this leads to difficulties with the api, unless I'm mistaken, but it's been trial & error on updating these fields for me ? There is then the difficulty of the placement order of these fields on docs when we have no choice of their position. Please advise if there is a way to achieve the above !
Upcoming features in Zoho Books
Do we have a page where we can see the new list of features, which are work in progress and can be expected soon to be added to Zoho Books ?
Work Order in Zoho Books
Is Work order creation available in Zoho Books ? If not, is there any work around available ? I have 3 items configured as products. Let's say products A, B and C. A process is involved where A and B are raw materials used to create product C. I will need to track inventory for all products A, B and C. On creation of Work Order, stock from A and B should be reduced and stock balance of C should be increased. Now, I have created items A, B and C. To enable inventory tracking, I will have to enable
Billable expenses as result of invoices?
Hi, In my (startup) company I have expenses and bills that will be reimbursed by my investor. Every expense I make, I mark 'billable', so that I can invoice my investor easily. However, I can't do this for invoices. So, I need to manually add expenses that where invoiced to me manually to the invoice to my investor. Questions: Would it make sense to also give invoices to option 'billable'; Billable expenses are technically not 'expenses' and they don't show up in the Dashboard under 'expenses'. However,
Tax on Advance Receipt
In India, advance receipt is subject to Indirect Tax (e.g. Service Tax is chargeable on advance for services). Also, the amount is subject to witholding by the Client. Both of these treatments are currently missing in Zoho Books. Request please include this as options asap. Thanks.
OCR scan delays
You guys having backlogs today ? 1.5 hours - still scanning ?
Client Portal Reset Password Prompt - Password Policy
The reset password screen for client portals indicates when a weak password doesn't conform to the password policy but never states or shows what that policy is. That is extermy confusing for the user. At very least the portal should show the policy and at best should do an inline check as the person types to shows that the password has conformed to the policy.
1099-MISC Generation from CSV Exported from Books
Anyone have a recommended service that they use that will generate and mail 1099's from the csv file that is exported from zoho? Thanks!
Contact navigation suggestion
I have a fairly large number of contacts in Zoho. I would like to suggest that at the top of the contacts screen a clickable alphabet be added so that I can quickly get to a given area of the contact database. As it is, I have to go the bottom of the screen, set show 200 per page and scroll down. Or click multiple time on the paging arrow... Thanks, -Tom
Description entry on weekly time entry view
It would be really helpful to be able to enter my daily notes on the time entry weekly page. I have seen this done in other systems through a small icon next to the time entry box, on clicking that icon it shows a popup that allows for the description to be entered.
Assign a Sales Order to existing Purchase Order, rather than create a new one
I understand that the "normal" chain of events is to create a sales order and then use that sales order to create a new P.O. But, it would be nice if, in addition to that, one could assign a sales order to an already existing PO. It would be convenient as I sometimes create POs first.... -Tom
[PHP] Any way to attach a file to an invoice?
I read https://www.zoho.com/books/api/v3/invoices/attachment/#add-attachment-to-an-invoice. It seems should be "multipart/form-data". However, I can not predict the exact form of the data I have to send a file to the server. Maybe someone can help me with working example or give any fresh idea? In my PHP code, I use some params in curl as part of $zoho->makeApiRequest. curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type: multipart/form-data') ); curl_setopt($ch, CURLOPT_POST, TRUE); //
Match transactions in Banking
Please leave the view with 2 columns "Uncategorised Transactions" & "Match Transactions" when selecting a match. It's annoying to see it set back to 1 column of "Uncategorised Transactions" :-(
Item costs in foreign & base currency
I have a question regarding bills and costing of received items, we usually purchase products from external suppliers in foreign currency, then we pay for customs and taxes in base currency which then contributes in the purchased items costs. My question, after we record a purchase order for the external supplier then pay the bill in the foreign currency, how do we then record other costs for customs, taxes and other admin cost in base currency and reflect it to each item cost. Thanks in advance
Square workflow
New user here. I noticed that two square payments from yesterday were combined into a single deposit into Square Clearing, with the customer name "Square Customer". Is it possible to split that out into two different customers? How do people usually record sales made through Square? Not sure if this is relevant, but I prefer not to generate invoices, instead I just record sales (which I assume is only necessary for cash and check sales). Thank you.
Remove Inactive Accounts
Dear All, How can I either delete inactive accounts from my chart (zero balance) or at least remove them from showing on reports like Balance sheet. There are many 0 accounts showing on the report. Thanks Karan
OCR Scan / workflow suggestion
There are no purchase orders shown in matching transactions ? Along with the existing features.... I would suggest that a perfectly useful work flow would be ..... Raise purchase order, receive items... Receive ..... Scanned delivery note - Receive items make PO status "Received / Part Received" & attach scanned delivery note (If we convert to bill now we may not have had the bill yet & can't fill the relevant details forcing duplication of workflow ?) Scanned Bill - Select received/part received
Docs suggestion
See image
Intergrate Zoho Books with Zoho People
Dears, I am new user for Zoho and I need to integrate my COA in Books with HR. please if any one know the steps send ASAP. Regards
tax classification customer wise or sales wise
We need Tax classification by customer wise or sales wise same as in Tally. As per Indian Government rule, we have to submit details of customer with tax amount. Find attached Sheet having sample data. Kindly assist for query. If you can do this, we are interested to use Zoho Books Service. Please reply as soon as possible.
API for Zoho Books
Hello, I am very new to API for Zoho Books and I have been able to write PHP scripts to list invoices, expenses journals etc... For example, to get list of journals I use this URL in my PHP script: https://books.zoho.com/api/v3/journals?authtoken=[MyToken] But I do not understand how to get details of a journal. The documentation says "GET /journals/:journal_id" How can I use it with PHP script. I tried all possibilities and I always get this error: {"code":5,"message":"Invalid URL Passed"}
States Name wont show up on invoices
I can not get the state abbreviation to show up on my invoices. Any one have the same issue?
Expert Deluge script writer challenge :-)
Please excuse me Zoho team, is this sort of thing allowed in here ?.....Is this actually viable, creating a new item with Deluge ? I'll happily pay for it or accept it with much appreciation if anyone would like a little project in their spare time :-)
Composite Item in Zoho books
Hello there, I need to create a composite item in Zoho books and track its inventory. How do I enable this feature. I notice that the "composite item" feature is available in "Zoho Inventory" only. I hope the inventory of individual items reflect automatically when there is a sale or purchase of the composite item. Pls confirm.
How to record transfer deposits to checking account from Amazon sales
I sell on Amazon. From the gross sales, amazon takes out all kinds of fees and adjustments, and I am left with an amount to deposit into my checking account. How do I categorize these deposits, and from what account? I do not want this to be show up in my sales or income... since it is not my gross sales. I will be manually entering my gross sales totals each month from Amazon. Chat customer service didn't seem to understand this. They said I can't categorize it as a transfer since I don't
New Docs feature
WoW !!! Zoho books gets better every day - I'm loving it :-)
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