Add E-Mail Signature in Zoho Books
Hello, in Zoho CRM one can setup a signature which can be added to every E-Mail template using the ${userSignature} placeholder. However in Zoho Books I could not find such option. I have to add the signature manually to each template. Is this correct?Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send creditPay Retainer Invoice with ACH
is there any way for my clients to pay retainer invoices via ACH? This is becoming a problem for us. Currently, we can only figure out how to use it with Paypal and credit cards. We really need ACH payments on retainers. We use stripe and forte.How to split vendor refund to multiple entries?
Hi, My bank account in auto fetched and I have received entry of 15537 which is refund from vendor. I had paid same vendor this amount in two splits as shown in picture. Now I am not able to settle/categorized this entry against two refund entries. Pleasesales Revenue integration
How to integrate sales invoice means Ac receviable Dr vat sale Cr revenue serivces--------- Cr or Revenue wastge i want to select this sales invoiceUser-based Footer
Is it possible to have different footers for list members based on a field? I am a multi-unit organization & would love to include local social media handles & addresses depending on which location the member belongs to.How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issueJournaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,ASSIGNE MULTIPLE SALES PERSONS TO ONE CUSTOMER
I've been using "Assigne customers Only" feature and I have a requirement of assigning many sales persons to one customer. As an example we have fans and pumps divisions and saperate sales persons are working on those divisions. We are now quoting toError al enviar correo
Me es imposible enviar correos ; no me abre la opcion Como puedo solucionar?連絡先の役割をインポートするには
設定(歯車)＞インポート＞その他CRMからデータをインポートし、すべてのタブから連絡先の役割を選択し、ZohoCRMの必須項目である商談ID/連絡先ID/連絡先の役割を、上げたいCSVに連絡先の役割＝該当するメアド・商談ID＝Zohoに既に登録されている商談・連絡先ID＝すでにZohoに登録されている連絡先のIDをくっつけて、アップロードいたしました。 が、上手くいきませんでした。 イメージとしては、インポートすることによって商談の連絡先の役割を見たら、複数人が既に名前とメアドが登録されている状態にしたいと思っております。task Billable defaults get overwritten
Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that beProject Fulfillment Report for Multiple Sales Orders
We are in the construction industry and projects can span years. A project starts with a single sales order, and that likewise will be fulfilled in phases over months or year. During the project many changes orders will occur and those will be createdEditing of fields in Bigin to map to imported data
I would like to upload our product range ( Training course) It has specific data fields. Can one edit the available fields in Bigin to map the data to. The data fields available under products in Bigin do not map to our required data fieldsAllowing people to access my schedule
Hi, I am new to Zoho. I signed up so that when someone wants to get on my schedule I can provide them a link to access and view my availability. Just not sure how to do this. thanks Tod HenbyIs it possible to use api oauth with grant type password?
Is it possible to use api oauth with grant type password? send POST https://accounts.zoho.eu/oauth/v2/token { "error": "invalid_client" } I can't get a token.Templates
Is there any way to format the variable %SO_ShipmentDate% ?? I've been trying to get "E, dd MMM yyyy" : ie - Friday, 06 May 2022What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning InitiallyPlease unblock my account
My account has been blocked. The unblock link does not work.Prepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, whichZoho Books
We have recurring invoice in the zoho books, is it possible to send a reminder for renewals to customersZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. Traffic Rider Mod APK I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).Dark mode
Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.Mollie Connect in Zoho Books
Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers? More info: https://docs.mollie.com/oauth/ovZoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the CustomHow to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, thereHow to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API requestReporting Change?
I see there were some changes made to Books reporting. Specifically, there's a little expand / collapse button (plus / minus) near each parent account on the P&L. That's a good addition. However, it seems that I've lost the ability to have accounts shownInsane Estimate Non-Edit features need to be REMOVED!
This is insane! Which product team of Zoho books added the feature for estimates to non-editable after a transaction conversion? In certain industries as the user below my thread correctly points out, we need constant edits to BOTH the invoices and estimatesPlease stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this fromWhat's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by ZohoZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aThird Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?%SO_Reference% suddenly appears on packing slip
All, out of a sudden, the %SO_Reference% field from the sales order is printed in the header of a packing slip. Where there recent changes or where is it coming from? How can we disable this field from being printed on the packing slip?How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258EU VAT One Stop Shop Expanding 1st of July. How to prepare?
Hi, EU's VAT One Stop Shop system is expanding significantly on 1st of July. It will not cover only services but also e.g. physical goods sold to consumers within the EU area. More info here: https://ec.europa.eu/taxation_customs/business/vat/modernising-vat-cross-border-ecommerce_enzoho books branch
Hi team The branch feature in books premium is not having an option to add users who are restricted to particular branch only. So when we can expect those updates ?Other Current Asset Account Included in VAT return
We regularly make purchases (via purchase orders for non-inventory items) that are part of work in progress. Once the sale is complete then these amounts will be moved to cost of sales. So, I need to create an asset account that is included in the VATSuitable for Hospitality Industry
Hi This book is not so easy to maintain for Hospitality accounts, I have a suggestion for the same if your technical team can work for Hospitality account option.Next Page
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What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send creditWhat's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning InitiallyWhat's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by ZohoWhat's New in Zoho Books – March 2022
Hello customers, Our primary focus during the last month has been to enhance Zoho Books' automation capabilities and to improve tax functionalities. Read on to catch up with all the updates we've released over the last month. Create Incoming Webhook We'veWhat's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected with
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What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send creditHow to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, thereReporting Change?
I see there were some changes made to Books reporting. Specifically, there's a little expand / collapse button (plus / minus) near each parent account on the P&L. That's a good addition. However, it seems that I've lost the ability to have accounts shownHow to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issuetask Billable defaults get overwritten
Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that be
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