Zoho Books - Tracking Stock on Hand changes
We have two Zoho books accounts. One account (Account A) has master items where we maintain the inventory. The other account (Account B) has the same items as Account A. The users in Account B need to see the Stock on Hand quantity of the items in Account A. We have added a custom field in items in Account B to update the quantity from Account A and setup a workflow to update the same. But we observed that the workflow is not all triggered. We would like to know is this possible. Also, do the work
Secure Payment via Authorize.Net - not taking Credit card - Says Last Name is Required
Hello, I am trying to set up Zoho Books so that we can start using it and I am running into the following issue. I have linked the Books to Authorize.net and when I send a test email to a customer and they click the link to pay it - the "Secure Payment via Authorize.Net" screen does not show Customer Information. It only asks for Credit Card info and Billing Address. Therefore Authorize.net is not accepting the payment with an error message that Last Name is missing. Please advise!! Thank you!
Account transaction report export with tag fields
Hello, thank you for the great Zoho Books. We love tags and filtering with them but we also want the tags appear in the exported files too. Best regards.
Error Date of Payment Provider in some Reports and Control Panel
Zoho books does not differentiate between the date of a supplier's invoice and the expiration date (ie the payment date). For example, in Details By Invoice Due Date.
Bills that are billed back to clients
As in the expense area can I make a bill payment and then bill back to client? Where and how would I do this?
Client Portal - mark as paid via bank tansfer
Is there any way that clients can mark their invoices as paid by 'Bank Transfer' within the clients portal? At the moment when clients log into their client portal and select "Pay Now" the only option is for them to pay by card. What we would like is the options for our clients to tell us that they have paid this invoice by 'bank transfer' or 'cheque' Thanks
Is there an effective way for me to report on the following?
1. Is there a way for me to associate a cost to a project resource? 2. Get the hourly rate to appear on the timesheet report? Being able to report on hourly cost and rate would be great. It is one of the things that keeps me from embracing both the out of the box Zoho Books reports as well as build my own using Zoho Reports. It looks like the billing rule that figures the rate only gets applied when the invoice is generated.
Show only unbilled items
Hello. How can I see only both unbilled hours and expenses for one or all clients or projects? (Edit) And grouped by client or by project. Thank you
Delete more than one account at a time
Hi I suggest that the module "accountant" could be possible to delete more than one account at a time...
Canada version for Books
Is the Canada version for Books available now?
Ability to enter notes on weekly time entry
I have seen in other systems the ability to enter notes on the weekly time entry screen. They implemented this by a small button on the right side of the text box that would show a popover of a note. Or even popup screen.
Add PO number in recurring invoices
Hi, I need to be able to add PO numbers into recurring invoices. I can do this with the PO field in invoices but cannot see a way to do this for recurring invoices? Any ideas
Books integration with CRM - allow conversion of CRM objects into Zoho Books objects
Here is some confusion for us. We have both CRM and Books. Here is what we see with Books integrated to CRM: CRM / Potential: -sales order -invoices -estimates/quotes -purchase orders Zoho Books (as shown as a tab in CRM) -sales order -invoice -purchase order But those two above do not sync up! An "invoice" created in the CRM (and attached to a Potential for easy reference) does not show up in Zoho Books. You have to create it IN Zoho Books if you want to e-mail to customers with a billing method
Payroll Application by 3rd party available?
Do you have 3rd party integration app for payroll service? Is there a way to work around in recording and paying employee taxes?
change name in subtotals of the report
Hello, how I can change the name of the subtotal or totals in the reports, in the profit and loss it says total of operating expense, its ok but when I work my organization in Spanish the translation its not good so I need to change it. Is it possible?? Thank you
GST/HST
Hi, I'm using Zoho Books for the first time and I have a GST/HST refund from the previous tax year. I'm not sure how to record this? Any advice welcome Thanks Steve
How to edit sales to correctly categorize them by sub-category
When I run my P&L, it doesn't correctly break down the sales per sales category. One of our biggest customers is Anthropologie, but on the P&L, their sales figures are simply listed as "sales", even though we've created sub-catergories of sales, such as "small wholesale" and "Etsy sales". One of those sub-categories is Anthropolgie sales, but again, on the P&L, it still lists those as "sales" rather than "Anthropologie Sales". How can I correct this?
How do I reconcile historical Stripe payments
I have just added Stripe integration and checking account bank feed but I my Stripe Clearing account is not show any transactions. Does it not load all historical transactions that have already happened?
Zoho books review links to review sites
In zoho books I can ask for reviews. I would like to add links to reviews sites. Ideally only if they leave a positive review and send them to a feedback form or polling script.. maybe something in crm if the give a negative review. Is this possible
Help with Petty Cash in ZOHO
Hi I recently started as a new administrator for a company and the petty cash is added onto the system and currently I am attempting to balance to petty cash, but what is on the system and what is in the tin are two different things. Is there an end of month or end of quarter function on Zoho that allows me to close and start over ?
Can´t Update an Invoice
I trie too update an invoice but i can´t. My sintaxis is this $strjson = '{ "customer_id":"xxxxxx", "invoice_number":"xxxxxx", "custom_fields": { "index": "1", "show_on_pdf": "true", "value": "autorizado", "label": "G-FACE" } }'; $url = "https://books.zoho.com/api/v3/invoices/xxxxxx?authtoken=xxxxxx&organization_id=xxxxxx&JSONString=" . $strjson ; Then i call de URL with httpful (work fine when i get an invoice), this is the URL https://books.zoho.com/api/v3/invoices/xxxxxx?authtoken=xxxxxx&organization_id=xxxxxx&JSONString="{
Wrong result with negative tax
Hello Zoho team. I read forum treads about negative taxes but I don´t find an apropiate fix. This is the right way: Subtotal ................................ 100,00€ IRPF (-15,00%) ..................... -15,00€ IVA (21,00%) ........................ 21,00€ Total ...................... ................106,00€ [100-15+21 or 100 +(-15+21)] But if I create a Tax group including IVA and IRPF, then the count is wrong: Subtotal ................................ 100,00€ IRPF (-15,00%) .....................
Zoho Books and Tally importation
Hi there, I spend time neatly organising my Zoho books. Now the time as come for my auditor to submit my books and, like most auditors throughout India, he is using Tally. Tally does not handle importing a CSV or excel file the way Zoho exports them.
Asian Characters Do Not Print
Hi - fantastic product and perfect for our needs..... but Asian characters (Chinese in our case) do not appear on PDF or print previews! For example, on invoices, sales orders etc. they are just missing Changing the language to Chinese in Settings > Organization profile does not make a difference either. So it seems like an issue with the PDF engine that Zoho Books is using. Please advise any workaround or a fix - it should be an easy fix! Thanks
Zoho Books Webhook for Contacts and Products
Hi, I would like to call third party application when new Contacts / Products are created in Zoho Books from Zoho CRM. I noticed that while creating web hooks, Contacts / Products are not listed in the module list. Can anyone help on this.? Thanks
API limit throttled
Hi We are a small logistics startup that has been using zoho books for the last 3 months and were happy with our choice until today. We are not getting any support and are being told not to use zoho books for the rest of the day since our API limit has been reached. We run a batch job every month to generate bills. The bills number about 100. We use nodejs on the backend and i have used a timeout of 5 seconds between calls. We have had no issued generating these bills the last 2months but last night
How can I delete an approved expense
Hello, i've tried zoho expense, tried one sample record, approved. Now I can't delete it from zoho book: "Only unreported, unsubmitted and rejected expenses can be deleted." is the error I receive. Is there any way?
Instant sync through API?
Can Zoho Books API be used to initiate instant sync with Zoho CRM?
Emails from Zoho Books not being received
We are new to Zoho books and we are sending Estimates and Purchase orders out from the system, but not all of them are being received by the recipients. Any advice? Thanks Mark
Can't select tax when adding expense- iPad and iPhone app
See attached screen grab. The tax box is not available, so can't enter expense.
Zoho reverse charge expenses
Hi Zoho I am in the UK and need to process a large amount of expenses generated in other parts of Europe. When I add an expense from - say - Germany I cannot add it VAT INCLUSIVE. so say I have a fuel expense of total €53.50 with VAT of 19%, €8.54. If I add the total €53.50 and choose my 19% VAT rate, the system works out the VAT as €10.16.... which is wrong. If on the other hand I process the expense as NET, €44.96 it will work out the correct VAT but my cashbook (BANK) will be wrong. Please can
Integrating books with a software licence generator
We are looking at the following scenario. We sell software. We have situations where we need to handle particular sales manually. A licence needs to be generated and we have a restful api that enables us to do that. In the manual situation when the invoice is created in books we would already have received payment. Ideally, as the invoice is generated we would wish to make a call to our licence api and some how get presented with a draft email to our customer containing their licence details. So
Sales person GP report
Good day 1. Is there a way to pull reports for the GP of a sales person, itemized report like how much material they sold and labour? I did look but didnt find anything that detailed. Specifically looking for a report to be able to pay commission on. 2. is there a way to select a specific mark up on items depending on the customer. Like I have 10 customers on tier 1 pricing and then 20 on tier 2 pricing. rather than specifying a specific price on each item. Thanx, Robert
Create Invoice with ZohoBooks API
Hi Team, I have facing a problem at creation on invoice using of Zohobooks Api, problem is when i create invoice at that time i had added line Items for that invoice. in which all fields are not require In my requirement, I want only Name,amount and description fields from LineItem Model. so what should i do. I Have Use Invoie.cs class to add invoice and LineItem.cs class to add line items thanks
How do I allocate money for income taxes?
Sole proprietorship here (for now, at least). I got paid, which is great! But my governments also need to get paid, at some time in the future. I know how much of my income they'll want, so I want to transfer that percentage of my income into Taxes Payable. That way I'll know how much I can draw for personal use, after expenses and taxes payable. But I can't figure out how to do it. For clarity, here's a (hopefully fun) example: Let's say I get paid $100. Yay! It cost me $10 to make that $100, so
Coaching Packages - looking for best invoicing/payment option
I am a coach and I have several set packages. Is there any way I can set these packages up in Zoho Books and then create an invoice off of them for the client to pay. Maybe using Estimates? Another option I am thinking of, I am currently using a coaching software system that can take the payments. Can I record an invoice in the Zoho system without messing things up? The money will come into the bank account associated in Zoho Books. Any help is appreciated. Gina Davis www.customgrowthgroup.com The
EFT/Direct Posit recording in Portal
A lot of my customers pay by EFT (direct Deposit), while I have configured my EFT details within the Footer of the Invocie the customer can't mark the invoice as paid within the customer Portal. This is then requiring my customers to make contact with me outside of the customer portal (email/Phone) and i then need to manually go in and record the payment within the admin portal. This completely negates the benefit of the customer portal, and in fact actually makes my customer not want to use it.
[Webinar] - What's New in October
Hello Everyone, L.M. Montgomery a well-known author once said, “I'm so glad I live in a world where there are Octobers.” I am sure you would say the same too when you hear about all the New Features in Zoho Books we have come out with, this October. Join us for this webinar to know more about : 1. Zoho Books iOS 10 updates 2. Sub-Accounts 3. Reporting Tags 4. Reminders, Templates & More... Save My Spot (even if you can't make
Adding Both Customer & Vendor Option
Dear Zoho Books TEam We used to have a few contacts that were marked as 'both', but we changed those to either Vendor/Customer now. We want the same adding contact Both Customer & Vendor.KIndly help me to that one. With Regards Digital system estore@digitalsystem.in
How can I get sign for "Adjustment"? in the bill record
Hi please refer the image after tax amount need to be round off. if we round off using "add another line " item... ... the before tax amount getting changed...... kindly insert the adjustment column after tax.
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