How to block an Estimate once it's converted to Sales Order
Hi! When I convert an Estimate to Sales Order the Estimate don't change the state and my customer can reject the Estimate although it was invoiced. I need to know how I can block the estimate once it's converted to Sales Order. Thanks,
Recurring Expenses/Bills- notifications
If I setup either a recurring expense or bill zoho silently creates it on the specified date, and I want to know when it is created so I can review- modify if needed. I thought there was some message on the dashboard when an expenses/bill was created
Frensh company
Hello, is there any french company that uses zoho books to manage its accounting? Thank's.
Pre-defined Supplier and Stock Control in Non-Inventory Items (only purchase and sale)
Hello!! Our company buys and sells items but does not stock in our stores. It is important for us to know the supplier that we buy and their stock How can I have this information in non-inventory items? Thanks!
How do I get GST functioning (for New Zealand)?
Version of Zoho Books is just the default one on sign-up from New Zealand. When I go to settings -> tax, only 'tax rates' is available. No way to switch on GST functionality. In 'organisation' settings there is no option to switch-on GST functionality.
Activate Bank Feeds option is missing
Hi, My South African based client has a bank account in Books that has an inactive bank feed link to it. They want to Activate the bank feed again. When i select the activate bank feeds option it is asking me to select and account but it is not allowing me to select anything? How can i go about activating the bank feed again? Thank you.
Customer Receivables
It would be nice if you could update several customers payments in one deposit instead of having to create seperate deposit batches. This would be a time saver.
PO templates
Custom fields format has been changed to the format ${purchaseorder.cf_#####0000000#####} These do not show the data contained when printed ??
Recording Customs and Duty and Other Charges with IGST on Import
Hi Support, Do You have a way to enter Bill of Entry. I think this feature is missing in Zoho Books and without this feature it is not possible for an importer to create correct entries in the system
Stripe payment thru invoice so invoice now marked "paid" - how do I handle the bank transaction?
Hi there, I sent a client an invoice for $11,600. They paid it through the Stripe option inside the invoice, so Zoho has marked it paid and is showing that payment as income. I have a bank transaction that now needs to be categorized, for $11,400 (because Stripe keeps some). How do I categorize this transaction so Zoho knows it's the same payment they've already accepted as income, and not a second payment/additional income? Thanks!
ICICI Bank Feed
Statement isn't being synchronized since 3rd December. It says already initiated even though not. Have to add transactions manually, please check.
Push Notifications For Invoice Creation
Hey all I was hoping for some assistance from the group. What I am trying to accomplish here is to send push notifications to all my employees when an Invoice is created. I was told for weeks that this is possible and in the Zoho CRM manual it even says
Per-client price list but with two prices in each custom price list
I need to track price lists on a per-client basis. I know I can do this with "Books -> Price Lists", but I have an extra bit of complexity. A given item has a default price, but could have two different prices for a given client based on the person doing the work. I do not want to use two items…I want another field on the custom price list. We do not bill for our time in a traditional sense so using "Projects" is inappropriate. We charge a price for a speaking engagement, but that price is
How to Select rupees in discount in keyboard?
How to Select rupees in discount in keyboard? without using mouse.
Can anyone recommend a good free erp/crm software?
Hi, Can anyone recommend a good free erp/crm software? I have a web development business and need to keep a comprehensive client list and accounting ledger. I also want to create invoices from it as well as keep track of work done for each client. Please
ZOHO BOOKS IN FRENCH
Is there a french version of zoho books ? If yes, did any one used it ?
Custom price lists have gone missing
I have four custom price lists which each override one or more of my standard prices. Today, none of the custom price lists contain anything, and I'm unable to edit them. If I first create a NEW price list, then I am able to edit the four existing price
INVALID VALUE PASSED FOR QUANTITY
i get this error when trying to create a Purchase Order in Books. Why won't the system point out to the field that has the error? It is very frustrating to receive the error message but have absolutely no visual guide as to where the error is. Please help
Add to bill from Docs
Please, please provide a resizeable image preview in the add to bill/expense with saved size properties. It's really frustrating (& difficult) having to scroll the image every time to see the entirety of the pdf file :-/
sales & approvals
How to create automated cycle when i create invoice from sales order and approved the journal entry created automatic , also how i can create approval cycle from two persons other than the creator
New Zealand GST
Does Zoho books do NZ GST?
Adding a Bank account (Current account)
Hi, I maintain a current account in axis bank India and it has another login mandatory filed as Corporate iD field in addition to the Login ID and password for the current account holders to access the account. I tried to add it manually but the corporate ID option is not available. How can I link my current account to feed the banking transactions to my Zoho books account. Thanks.
Language
Hello Dear All, We have the problem with Georgian with Georgian letters, when we try to issue invoice translated into Georgia the system did't read correctly and shows only ????????.
Docs - add to bill
Only open purchase orders are shown, partially received or partially billed PO's aren't shown ?
Item Price Auto
Hi When entering purchase bill i have mapped item to abc customer, Then do sale invoice to abc customer, i have select unbilled option then it shows item price as purchase instead of sale price. Regards Senthilnathan, Zoho Books User
Zoho Books Zoho Projects Integration
Hello, while i can integrate Zoho Books with Zoho Projects, it seems that the integration is left somewhat incomplete. For example, the expenses made in Projects can be viewed in Books but not vice versa. When I create a new expense in Books, it doesn't
Where do invoices come from?
I am just ramping up with the Zoho One suite, and mainly focusing on CRM. I've enabled most cross-application integrations but it will be a year before I'm ready to use Books. However, today I noticed that invoices had been automatically created from
Banking
Nice !!!.... I notice that the banking module auto updates daily for my UK banks now - thank you guys :-)
Zoho Books - Timesheet/Projects - add role/title/description for user on a project
It would be good to have an additional field for role or title added to user when they are assigned to a project. And be able to display that in invoice details when invoice by Staff Hours and other timesheet reports.
How do i charge refundable security deposit?
Any ideas? How do I do this and classify it when I perform the refund? Thanks
What's New this October 2018 in Zoho Books?
Hello Everyone, We've brought in some interesting new features and made a few enhancements this October to Zoho Books. Read on to know what's new! Approval for Timesheets A while back we had introduced approval for sales and purchase transactions. Now, we've introduced the approval workflow for timesheets so that you that your clients can verify your tasks and projects and approve them. As your clients approve them in the client portal, you can then bill them in your organization and collect payments
Credit Card Transactions Incorrectly Put Into Zoho Books Please Help Me Correct
I have an 'Undeposited Cash' account set up within my Zoho software. Before I learned how to pay a customers invoice by using the link; I would use the Square Sales app on my phone to manually enter a credit card number. I would then put the entire transaction
Zoho Projects integration
Hi! We have integrated Zoho Projects in Zoho Books. But we don't know how to sync data between Books and Projects. We have been reading docs but there are differences between Zoho Books and docs screenshots and options. This is the doc we have been reading: https://www.zoho.com/books/help/integrations/projects-integration.html#create-transactions I have attached as screenshot of our Zoho Books instance, we can only change the Integration Credentials but there is no sync options/information. How
Multiwarehouse: on P.O. edition warehouse always shows primary warehouse
Hi! We are working with 2 warehouses in Zoho Books. I don't if it is a bug or a lack on our configuration, but if I edit a Purchase Order in Zoho Books, in Warehouse value it always shows our primary warehouse. Even if I have previously stored another value. This is a wished behaviour for Purchase Order creation but not for edition, cause if the user doesn't realize can save data and change the warehouse value for the purchase order. Let me know if you need more information about the issue. Thanks
Feature Request: Onedrive for Business, and NEAT for cloud providers
I use OneDrive for Business (Office 365 Enterprise) and NEAT Cloud for my document storage. I scan all receipts into Neat and shred them, and only certain client info is in OneDrive for Business. Since I'm unable to also scan directly to Zoho Books, it would be beneficial if I could import receipts from NEAT and/or OneDrive for Business as opposed to Live Onedrive. Anything else requires me to export my already scanned items to another directory before I import into Zoho. Thanks Sean Garland
Customer Portal user multi customer
A Customer has multi accounts Customer A with project A Customer B with project B Customer C with project C etc.. After enableing the customer portal for Customer A it isn't possible the enable it for Customer B because i set it with an email adres for
Zoho Books vs Quickbooks Online
Comparing Zoho Books vs Quickbooks Online is there an article or chart that shows a comparison of features? Please send it to me. Thanks.
HOW TO IMPLEMENT ZOHOBOOKS FOR A DROPSHIPPING BUSINESS
Hi Team, I just want to know how to implement zohobooks for a dropshipping company in india. As buyers around the world buys from our website and we pass that orders to suppliers in china. Please let me know the possibilities of the same with current scenario. Thanks
Payment mis-allocation
Trying to re-allocate a payment which is matched & reconciled. I am not changing the amount , just the invoice it should be allocated to but I get .... This transaction has been reconciled. Hence, the fields which affect the transaction amount cannot
Vendor email in Zoho Report workflows
Hi! We have configured a workflow in Zoho Reports to send an Email when a Purchase Order is approved. This email is sent to the Vendor Email and other recipients. The email is sent to everyone but the Vendor, his email address is not included in the from clause of the generated emails. But the Vendor Email field is filled, it make no sense. It seems that the workflow is not taking the Vendor Email rightly. I have attached a screenshot with the recipients configuration of the email. Let me know if
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