HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price
Unable to find records in modules.
Hello Team, Sometimes we run into the problem where items are in the item module but we are unable to locate them using the search bar. In these situations, we may paste the relevant record id into the URL and it will display that specific item or any
Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!
The 2,500 API call limit in Zoho Books is about as useful as AOL dialup. Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
How to show an expense that was purchased with personal money
Hello, Items were purchased with personal money before we created a Zoho Books account. The items are also to be added as an expense as well. How do you create an expense without having to allocate it to your bank account or undeposited funds? Also how
Adding a payment plan with determined number of instalments and Zoho CRM integration with Custom Module
Hello! I would like to know how I can add a payment plan in Zoho Invoices that will automatically send due invoices when the time comes and then track them if not paid. In addittion, I would like to know if I can populate the information for these instalments from Zoho Forms or a Zoho CRM custom module. Description of case study: Once we confirm a sale, we have to send invoices in agreed instalments and known dates; but always in the future. The number of instalments and amounts vary depending the
Multiple GSTIN for single contact
As we are aware that one company may have multiple GSTIN for separated state. Is there a way to add multiple GSTIN and place of supply to a single contact for creating invoices. ?
Migrate Customer data from Sage Accounting into Zoho
Good day, I am moving over from Sage accounting and would like to know if there is a way to import customer transasctions (ie invoices,credit notes, adjustments payment received) so that if I generate a customer statement out of Zoho the last years transactions
Mass Conversion of Sales Order into Invoices.
My Sales orders have a Custom Field that I have called "Reference #1" that field has a unique code, that code represents a purchase order that I have placed. I want to know if there is a function where I can tell Zoho Books to convert all the "Reference
Whatsapp Customer Statement and Outstanding
Customers are asking to whatsapp statement or outstanding report or invoices regularly. Is there a way we can integrate it in Zoho Books. We already have Whatsapp Business API from Interakt and regular Whatsapp API from MessageAutoSender. How can we use
Fetch invoice data from zoho books to zoho creator form
Hi, I have made commission calculator application in zoho creator in which I calculate commission based on amount of zoho invoice for sales persons. I want to fetch invoices from zoho books through deluge task in to zoho creator when user submits date
Zoho books API Authentication
I Have created self client with below Scope ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoBooks.fullaccess.ALL,ZohoCRM.change_owner.CREATE And also i generated Auth token using. https://accounts.zoho.in/oauth/v2/token? I am able to access all ZOHo CRM
Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage
Reimburse an expense paid by someone else and show it on their account
Hi, I manage the accounts for an apartment complex (condo). The owners pay annual common fees for the running of the complex. Sometimes, an owner will pay for something and then either want to be refunded or have the amount credited against their common
Discount
How can I apply a discount(15%) off on a estimate or invoice in Zoho Books?
Ledger wise vendor transactions
Dear Sir/Madam, I want to generate one vendor report where it should give me the name of the vendor and infront of that ledger name and the amount. Is it possible to generate such reports or any workarounds ?
Link Purchase Invoice to Customer
Hi When I enter an expense, I have an option to link the expense to a customer but when I create an invoice I don't have that option. Can you please let me know if there is a way around this. Many Thanks Nick
Bill Discount account and inventory valuation
Item x rate 100 discount 30% bill net =70 but when checking the inventory value i found it 100 not 70 because the 30 ( discount) went to the expense deduction account so it will reflect in the profit, however the goods not sold yet The discount account
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or i
Dear Support, Please provide a detailed procedure to create a report on how to identify and analyze fast-moving, slow-moving, and high-profit items within the Zoho software platform. Group wise or item-wise for the given time period.
Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
Mandatory Sales Person field
Not sure if this is new or if I've just missed it before, I did make a request quite a while back.... Sales person can be made "Mandatory", though it's not in the place I'd expect it - in General preferences, next to "Add field for Sales person" ! It
Payroll in Saudi Arabia
Zoho is a popular software platform that offers a wide range of business solutions, from customer relationship management to finance and accounting tools. However, one major drawback for businesses operating in Saudi Arabia is the lack of a payroll feature
One Company, multi branches, multi warehouses and I need to manage this in one organization
Dears, I'm a new user to zoho solutions, however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to
VAT is not getting deducting by auto
I have updated my ZOHO Books with VAT details but when i process for making quotation, it is not showing there. I mean the system does not show any VAT deduction which is 5%. Can someone guide me how to solve the issue. Thank you.
Chart of accounts & accounts
Is there an option that when I change the language it changes the account names as well so that I can generate accounting statements (Chart of Accounts - Trial balance) in two languages (English and Arabic)
Retainer Invoice with Tax and QR code
Hi I am from Kingdom of Saudi Arabia. Many of our customers require the Retainer Invoice/ Advance invoice along with Tax and QR code. Unfortunately ZOHo books dont have the same at presetnt. Can anyone let me know how can be done.
Linking an accounts from chart of accounts to invoices/bills
Whenever i make a sales invoice, the journal entry shows inventory account as debit instead of cost of goods sold as debit. How can i change that? please help
Global Picklist in Zoho Books
I have recently had a situation where it may be useful to categorise revenue and expense based on where they were generated in the business. Kind of like a "cost code". Ideally this would be a custom picklist field which could be selectable on most books
Flag or prevent overspend on Purchase Orders
When using Purchase Orders the system will prevent you from raising bills which have a quantity greater than the respective line item on the Purchase Order. This is great! However, if the quantity is correct but the amount (cost) is increased, the system
HSN code not showing in invoice copy
Hi, HSN code is not showing in invoice copy even though its enabled in the ITEMS settings. Kindly help
How to send invoices to 2 emails?
Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.
Void Invoice
How do I void a customer's invoice if the period has been locked? I don't want to open up the period because the Accounts Receivable balance has been reported for the closed period and I do not want to change that number. Creating a credit memo against
Count Inventory Items on Invoices
Is there a function for me to add the inventory items in a custom field of the invoices, which only adds inventory items and not services, Example; I have an invoice with 54 items, 50 are inventory and 4 are service charges. I want a function that makes
Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
How to print complete books of account after Fiscal Year closure?
Hello, Our CA required a PDF copy of the complete fiscal year books of accounts (All Ledgers, Annuxures, Income/Expense and Balance Sheet) for submissions. How can we do this in single request or please let us know the steps to complete this? Thanks,
Decimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
Show both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,
Convert approved bill back to Draft or Rejected State
Is it possible to convert an approved bill back to draft or rejected state in Zoho books?
Update Regarding Zoho Finance Applications' Domains For API Users
Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April
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