need help ( auto create record on custom module in books ) when createing Sale order
Hello ive created a new custom module named tax return tracker with and added this field ( text ) what i need is to do a custom function when i create a new sale order theres a field ( Claim Tax Refund? ) ( dropdown field ) when i set it to Yes and createInvoicing Project
I use projects for keeping track of expenses and profit for certain projects. however, when i am creating an invoice for a project, it goes to the 2nd line item of the invoice. i want this to appear at the top, so i move it at the top of the list. butZoho Projects > Books integration is not passing the Users Rate
Hi, It looks like there is an issue with the Zoho Projects to Zoho Books Integration. The Users Rate from Projects does not flow through to Books in the Project/Timesheet Section You also cannot edit the rate for users on the projects in Books that haveWhat's New in Zoho Books - October 2023
Hello users! We've rolled out a new set of features and enhancements. These updates bring you new features related to taxes, and other enhancements that will help improve your accounting experience with us. Read on to learn more about what's new in ZohoFunction #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent overDont want to list inactive items.
If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'.Couldn't find Round Off feature - Need Bill-Wise and Invoices-Wise - NOT Global
Hello, I could not find basic Round-Off feature while creating Purchase Bills. Is it somewhere hidden and needs to be activated. If not, kindly make it available Bill-Wise (to be available for each Bill) and NOT as Global setting. There are suppliersBank Feed shows redacted description numbers (xxxx)
Hi All, Is there any way to change this behaviour? Either Zoho or Yodlee is redacting important numbers from the transaction description, preventing us from being able to easily recognise and reconcile transactions. For example, a transaction with a descriptionError occurred while processing transaction at the gateway
I added my Paytm payment gateway to my account. However when a customer goes to make the payment they get an error 'We are unable to process the payment at the moment as "Error occurred while processing transaction at the gateway"' What is the solutionBanking feeds stopped working
Why has banking feeds stopped working? Been working since we signed up, use free plan as low earnings and cant afford to pay but last update was 11th Nove,ber, tried today and it won't work, been using for over a year :(Opening Balance
The busines took money from my partner sometime ago. How to capture this balance in Zoho books. Is it shareholders loan or a vendor Loan credit balance. Kindly adviseZoho Books Automation
Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?CCAvenue Payment Gateway
Why Zoho Books don't have the integration with the CCAvenue Payment gateway? When this feature is going to be added?Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we haveHow to get item_id by SKU in API ?
I want to get itemID for place order from Magento. Magento has different product ID but same SKU. So, how to get item_id by SKU? URL of Service API - https://books.zoho.com/api/v3/items/?organization_id={org_ID}How to automatically notify user (not assignee) when tasks status changes
Hi, One of my team is using extensively Books tasks to follow business workflows. We are missing notiification to the creator of the ask, that a task has been completed. I'm trying to find Books automation and workflow, but Tasks are not available. IBudget v actual report issue in Zoho Books
Hi, I'm trying to use the budget v actuals report but have encountered an issue with the values displayed in the actuals columns. For some reason, the actual totals are being shown without the VAT (sales tax), so they are incorrect by 19%. All my lineAllow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rateHaving Trouble with Signals
Can anyone post a more in-depth instruction document regarding raising signals in Books from CRM. I am confused as when to use API & when to use function. I need data from both Books & CRM.Multi-currencies in Zoho Books
I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.Accounting on the Go Series-12: Effortless Invoicing-Adding Unbilled Expenses and Projects on the Go with Zoho Books Mobile App
Hello users, In today's segment of our "Accounting On-the-Go" series, we're unveiling a time-saving feature in the Zoho Books mobile app - adding unbilled expenses and projects directly to your invoices. Imagine this scenario: You've incurred billableWhere is the sent email from Zoho Books?
Hello, We have the CRM, Zoho Books, Zoho Mail and other Zoho apps. When I send an email from Zoho Books, whether with an invoice, a payment reminder or payment received notice/thanks, it seems to disappear afterward. It's not in the Sent folder of myTransaction Rules & Customer Payments
So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts areCustomer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, theyAdd A PDF From Documents To An Existing Invoice Not A New One
I'd Like To Add A PDF From Documents To An Existing Invoice Not A New One. Is This Possible???Item cost price - How to accomodate changing cost prices
I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us someExport Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesIs it possible Multiple Instances in Zoho books?
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.Multiple Instances in Zoho books
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.How to see which invoice is using a specific Invoice Template in Zoho Book
I'm trying to clean up our rarely used Invoice Templates. To do this I have to remove them as a selection from all invoices (otherwise you will get an error " template is in use" My question: How do I find out which invoice uses the Invoice Template inWhat does it mean? Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes.
Hi all - i like to customize one estimate template but aleays get this message: Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. what i am supposed to do?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?How do I Show Retained Earnings at Year End, Net of Current Year Earnings
I'm a little confused by how this is currently reflected in the end of period balance sheet - I currently see year earnings as a line item in the balance sheet for year end. Retained earnings (RE) = Period start RE + Net Income / Loss (post-tax) - DividendsPurchase Requisition in Zoho Books
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> GRN/SRN ( Goods/Services receipt note) >> BillTDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?Creating Debit Note for return of damaged goods
Hi, I had ordered goods worth 38k rupees on 9th december. The goods came damaged. I have to return them to vendor. I have to create debit note in order for the transporter to take it back and transport it back to vendor. How do i do that in Zohobooks? There's only Vendor Credits - no debit note creation in the zohobooks app. Please help.Director's Salary should be mentioned under which head
Director's Salary should be mentioned under which head as salaries I cant put under either Sales or Purchase in Zoho Books RegardsAccount for Cryptocurrency Holdings in Zoho Books/Custom Currencies?
Hello, I've recently started using Zoho to run my small business and I've really been enjoying all of its features. However, I've been struggling to find a way to account for cryptocurrencies in Zoho Books. My company mines a Cryptocurrency token calledBanking transfer to/from another account (multicurrency)
Hi, Try to transfer fund from USD account to CNY account, there is create exchange rate differences. How to settle the different? Regards FelitaNext Page
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Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.Function #21: Email list of unpaid invoices automatically to customers
Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customersFunction #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balanceFunction #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it isFunction #28: Automatically calculate Customer Loyalty points
Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
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What's New in Zoho Books - November 2023
Hello users! We're fast approaching the end of the year 2023, and we hope this has been a fruitful year so far, for your business. Like every month, we're back with the latest features and enhancements made to Zoho Books which includes a new integration,Function #30: Display list of associated PO on SO details screen
Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.Function #28: Automatically calculate Customer Loyalty points
Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way toZoho Books Automation
Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?How to automatically notify user (not assignee) when tasks status changes
Hi, One of my team is using extensively Books tasks to follow business workflows. We are missing notiification to the creator of the ask, that a task has been completed. I'm trying to find Books automation and workflow, but Tasks are not available. I
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