What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchOther 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 VATPrepayment 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, whichBUG : Reccuring invoices not send to customers automatically !
Hello, We are using Zoho One. Concerning the Recurring Invoices, we configurated Zoho Books in the way that the Invoices will be " create, Charge and Send" However, this is not the case. For example : - A recurring was created the 20 05 2021 and chargedEU 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_enWhat's New this May 2021 in Zoho Books
Hello Users, As India is going through the dreadful second wave of the coronavirus pandemic, we hope you and your loved ones are safe. Please take all necessary precautions and stay vigilant during these times. Here are a few enhancements we have madeIs collaboration planned for Zoho Books?
It would be extremely useful to be able to @mention an accountant or colleague on any transaction. The accountant would then log in and see they have notifications on the bell on the upper right and see notifications that would take them to the transactionIs there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?Purchase Price Currency Change
Hello Team, We are unable to change the currency of purchase price in items. We import material in Euros and USD and sell in INR. It is impossible to create a PO with the purchase price in INR as it causes a mismatch. Request your help on this matteDefault Memo from Custom Field (from Bill) when Paying with Check
Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the Bill. I don't want to type it up again.Adding Items - too many fields
We add new items constantly & are presented with a huge array of fields which we find intimidating & confusing. I understand the need for the really necessary fields, as well as our own custom fields but we never use the following, is there any way toMulti-location stock control
Hi, could someone talk me through the way Zoho handles multi-location stocks using the same list of SKUPlease remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a PaymentSupport POS payments
You need to support POS system to be integrated with zoho books and zoho inventory, I’m that close to leave zoho because of that it’s been a long time we asking for this and the competitors are way ahead from you thanksCustom fields
Some of my custom fields in items do not have an api field name. How can I force this field name or either get the cf_id into the template ? The template ${SALES ORDER.Item.CF.<myFieldName>.Value} does not work !Updating items by importing
I have a lot of items which need to have the status changed to "inactive" ! Nice & easy to do with a spreadsheet but there is no option to map this field on importing ??? It would take a very long time to do each manually ! Update : before posting I checked....CIS in customized templates
Please tell me how I can add the total CIS deduction amount in the customized template ? %WithholdingTaxTotal% shows nothing, is this the wrong placeholder ?Item bulk update
Why is there no "pruchase rate" to select in the field selection ? We have far more purchase increases than we have selling price amendments !Zoho Finance Limitations 2.0 #16: Can’t get the associated CRM Record Id of a Sales Order from Books when using Zoho Finance (CRM / Books integration)
If a Sales Order is created in CRM you can leave a note on the record or add tasks within the CRM. But if we use Zoho Finance (CRM / Books integration) how can we get that CRM record id from within Books? Standard CRM Scenario (without Zoho Finance Integration)Manually Excluded transactions
How can Manually Excluded Transactions in Bank statements be deleted without deleting bank account itself. Because all the time it shows that in order to eliminate manually excluded transactions, bank account should be totally deleted. Please give yourWhat's New in Zoho Books - December 2020
Hello! We're back again this month with a fresh set of enhancements and features to make your accounting experience better. We can't wait for you to use them and let us know your thoughts. Let's take a look at what's new for December 2020. ConfigureWhat's New in Zoho Books - April 2021
We've been making continuous efforts to enrich your Zoho Books experience by paying attention to the details. This April, we've made several new enhancements and included suggested features to make your accounting process more efficient. Advance SearchError 412
I have been unable to link bank since i subscribed. Every time I try to link to PNC I get "error 412." When is this going to be resolved. Linking worked in the trial period and when I paid for my subscription, the link to the bank and the bank feedsWhat's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing DeveloperWork Orders and POs
In the normal workflow we have here (small manufacturing shop), after a quote is sent, it might or might not be accepted by the client. If it is accepted, he sends us a Purchase Order. At this point, we get the job going by issuing a Work Order (internal paperwork) which describes the work, has the client PO number, and delivery date, among other things. When the job is completed, we then make an invoice and send it to the client. I was wondering if it would benefit other users to have the abilityBank aba File to upload to Australian Online Banking
Can Zoho Books create an aba file to be uploaded to our Australian bank's online platform so we can transfer payments online to suppliers?What's New in Zoho Books - October 2020
Hello, everyone, It has been a pretty productive month for all of us here at Zoho Books. From working on iOS14 ready updates to agent filing, we've rolled out multiple features. Here's a rundown of all that's new: Agent Filing (UK) Now provide access to your accountant to file returns on your behalf at HMRC. All you'll have to do is first authorise your Agent with their ARN at HMRC (from Zoho Books) and then approve the agent's request. You will then be redirected to HMRC where you can grant authorityMollie 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/ovWhat's New in Zoho Books - February
Hi, users! We've come with a bunch of new updates and enhancements for a fresh start to 2021. Here’s what’s new this February: Zoho Books - SurePayroll Integration (US) Automate your payroll accounting with the Zoho Books - SurePayroll integration.Zoho Books Advanced Auto Scan - Any good?
Anyone use the Advanced Auto Scan feature? Is it any good? I see that it's £6.5/month for 50 scans. I use the free version at the moment and it's a bit hit and miss - I wonder what the difference is? Thanks in advance for your opinion.Item field customization - configure access
You cannot disable read permission for the user Warehouse as read access is provided in Package. These details are not shown in packages - very confusing - I want to hide these fields (& all monetary figures in fact) in all modules for a certain role,Lodging Account
Why is the Lodging account in the chart of accounts a system account that is locked, uneditable, undeletable, and unhideable? That seems excessive.Related lists
I have noticed the related lists tab in items & customers only, is this to be brought to the other modules too ? Have been fiddling with it & could find a multiple of uses for the other modules ;-)I need Zoho Books to integrate with our Shopify store!
In addition to our local business we have a store online through Shopify. We have to manually setup a new customer and record the sale in Zoho. Is there an integration in the works that will capture the Shopify data so we are not falling behind with a stack of invoices to be entered into our system?Instant Invoice
Nice little touch there Zoho guys, is it new or did I just miss it before ?A few Issues when using "Pay Bill via Check"
We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstandingSales Report: Sales by customer by item
Hi, i have a few big clients and I really would need to run a report to see what I have sold to any of my single customers. I would need the Sales by items report, but I would need to see the sellings for each selected customer. How can I see the single items I've sold to a single customer? Ist this somehow possible? I really would appreciate this basic report feature! Just to say: I work with both, Inventory and Books: is it possible in any way?How to record Staff payment and receipts
I'm a bit new with zoho so I have few questions its great if anyone here can help I work for a logistic company, every 1-2 months we transfer a lump sum $A to drivers so that they can pay for fuels or they can buy some tools. So my questions are - WhatCreate invoice from 2 salesorders with custom function
Hello, We want to make a custom function that, when a customer has 2 or more sales orders, create only one invoice instead of 2 (we have a workflow to create invoices automatically from sales orders that have been sent). I have been investigating theMultiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers. So is this possible to do in Zoho Books? Thank you,Next Page
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What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchWhat's New this May 2021 in Zoho Books
Hello Users, As India is going through the dreadful second wave of the coronavirus pandemic, we hope you and your loved ones are safe. Please take all necessary precautions and stay vigilant during these times. Here are a few enhancements we have madeWhat's New in Zoho Books - December 2020
Hello! We're back again this month with a fresh set of enhancements and features to make your accounting experience better. We can't wait for you to use them and let us know your thoughts. Let's take a look at what's new for December 2020. ConfigureWhat's New in Zoho Books - April 2021
We've been making continuous efforts to enrich your Zoho Books experience by paying attention to the details. This April, we've made several new enhancements and included suggested features to make your accounting process more efficient. Advance SearchWhat's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing Developer
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What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong searchCustom fields
Some of my custom fields in items do not have an api field name. How can I force this field name or either get the cf_id into the template ? The template ${SALES ORDER.Item.CF.<myFieldName>.Value} does not work !Adding Items - too many fields
We add new items constantly & are presented with a huge array of fields which we find intimidating & confusing. I understand the need for the really necessary fields, as well as our own custom fields but we never use the following, is there any way toBUG : Reccuring invoices not send to customers automatically !
Hello, We are using Zoho One. Concerning the Recurring Invoices, we configurated Zoho Books in the way that the Invoices will be " create, Charge and Send" However, this is not the case. For example : - A recurring was created the 20 05 2021 and chargedEU 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_en