Bulk payments
Gets really tiresome making payments to many suppliers when the same can be done far more efficiently. Most often payments are made to many vendors using the same payment method & bank on the same day. A bulk payment module would be a great feature along
How to add the status Inactive to items in Books
I have a long list of items, some of them are not usefull anymore, how to set as inactive? Thanks
TLS v1.2 upgrade for Zoho Books.
In order to maintain your communication with Zoho Books more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on March 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 in order to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this update necessary?
Invoice Emails Do Not Reflect Correct Amounts
Hello, I noticed that when sending an invoice-email from Zoho Books, the amount due showing is not always correct. It does not take into account any credits or partial payments that were applied to the invoice. I know the amount can be edited, but it's a hassle to close out of the email, open the invoice to view the correct amount, re-type your email and enter the correct amount due. Hopefully we can get this bug fixed! Thank you. Alex
Duplicate Invoices
I have several invoices that have been manually added and causing a balance difference... I have one customer that I'm looking at now and it's a duplicate invoice I've unmatched the payment and want to delete the invoice so it's not showing as overdue.
Transfers between accounts...
How do I unmatched a transfer between my two accounts? I've accidentally created three transactions for the transfers...
Expense for client and income for us
We have a Property Managing company Each client have its own account under his name When we help the client with some paperwork, i e paying a bill, we charge an Administration Fee of 25 euro I have done that as an expense and everything works fine when
Upload files in all modules
It would be great if we could have an addition to the "Upload file" button along with the regular .... Attach from Desktop Attach from Cloud Attach from Documents Recent - FileName.pdf Very often we attach the same documents, normally from docs | All files. This is extremely likely in the case of receiving a payment which covers many invoices & would save many mouse clicks !
Document Scanner has Failed.
Hi Folks, For tehlast couple of days, the mobile Apps document scanner has failed, so I can no longer take an image of documents and upload them. Is this a known issue? Any timeline for a fix?
Recording Dividend payments
Hi Can anyone help? Can't see where you record dividend payments made? Please help!! Thanks!
Balance Sheet - Report Date Range
As we can select the date range in profit & loss statement the same can't be done in balance sheet. Please add functionality.
Commission how to book
We have a Property Managing company Each client have its own account under his name where a rental income is booked in the statement as owner payment We get a 10% commission on that rental income I have done that as an expense and everything works fine when we do the Invoice to the client The commission is an income for us But the Commission becomes an expense also in our company= s operational expenses. That is not right! How should I register the Rental commission so that it is an costs in
HOW TO CREATE PERFECT CSV FILE FOR IMPORTING ITEMS?
I created a item list in excel and saved in CSV format.But whenever I import the file,all items are skipped . it showing the error Rows are already exist! please, help me fix this.
Tax withholding for bills not showing in in zoho books?
Dear Zoho Team, We are facing problem regarding Tax withholding for bills. when ever we are try to record payment of vendor, it should should show TDS payable option. But here is no TDS payable option for bills. But this option showing to record payment of customer (Invoice). Please find the problem and solve the problem accordingly. Thank you.
Paypal Payments in Zoho Invoice, using Paypal business accounts in Australia
I can only get Paypal Standard (personal) account to work with Zoho Invoice in Australia. If I use Paypal business then I need to use Zoho Invoice business gateway which asks for a bank account in the US which I obviously don't have being an Australian business. When using Paypal personal account it works with Zoho Invoice Personal gateway but shows my personal name on the invoice receipt. Paypal won't let me change the personal account name to the business name. Could you arrange for your business
Out of scope Transaction with tax transaction in one invoice
Dear Zoho Team, Kindly enable to create out of scope transaction with tax, transaction in one invoice Most useful for commission agent For example Air Ticket Rs. 5000/- Out of scope Service charge 500/- + 18% GST = 590 Total 5590 Currently I have created 2 transactions each invoice Please check Quickbook invoice sample
I need to know how to make a purchase order for this agreement:
The terms of a purchase order are: I buy 100 units from a supplier, pay 30% as advance and 70% on arrival. How do I account for this on zoho books?
Webinar on 1st August - Impact of VAT on Exports & Imports in the UAE
Join us for free webinar with Mayank Sawhney, a VAT expert from the UAE, who will walk you through the various aspects of VAT and its impact on Exports and Imports. This webinar will deal with: What qualifies as export/import of goods & services from the UAE. Impact of VAT and VAT treatment for export/import of goods & services from the UAE. Conditions to be fulfilled and documents to be maintained for VAT filing. Register here to save your spot!
Assigning taxes to different accounts
How does one assign different account code to taxes, other than the default code?
Allow multiple currencies for invoices on the same Contact
We have customers all around the world. Some times they want to pay in USD and other in EUR or GBP. We can only use 1 currency in Books which is a problem. We will be opening markets in other countries and we need to be able to accept payments in the same customers for different currencies. Please FIX THIS PROBLEM ASAP. This has been requested long time ago in your "uservoice" here: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client
Zohobooks website software error "ACCESS DENIED" even though
browser is upgraded to version 67
Hi, It doesnt matter which upgraded browser I am using, Zohobooks website says "ACCESS DENIED" upgrade browser. I have version 67+ of Chrome and still this message is coming. Screenshot is attached. I am also unable to access the helpline even at 9:08am in the morning. It says all operators are buy with customer calls. I have left multiple messages but no call back. I need to file my tax returns as 31st July deadline is approaching, and Zoho website has just stopped working. Please help ASAP.
Portal URL for Use in a Link?
Maybe I'm missing something, but I'm trying to find a link that I can use on a webpage to take clients to their portal. I get that they'll need to log in--that's fine. But is there an open URL that I can use, or it would be different for each client?
Sales/Purchase documents width increasing unnecessarily
When we create a sales/purchase transaction and add the usage unit while adding quantity for any particular line item, the usage unit always comes below the quantity. What this effectively does is that the number of rows consumed is always double (As the usage unit would always consume one row per item added). This becomes very problematic when the number of items in a transaction are huge, lets say around 40-50 items. In such cases, the rows for items are 80-100 instead of 40-50 and this leads to
Moving transaction to another account
I've finally linked my bank account to zoho, but I can't seem to find how to move the transactions from the original unlinked account to the new linked one. Is this even possible? I don't fancy manually categorising all transactions and adding the receipt
Additional Integration with Projects
It would be nice to be able to create a purchase order and link the line items to individual tasks on projects. Allowing better tracking of activities completed in the purchase order
PHP Wrapper
Do you have PHP wrapper for API Access ? I have found other wrappers, but not for PHP in github https://github.com/zoho
Using Zohobooks api
Hello I was trying to integrate woocomerence with zohobook so search online for various options after research i found only 2 option 1 cloud connectors and 2 zaiper so i tried with zapier there are 3 issues when we adding contact there is no option to select the gst field by defaul it selects business_gst secondly while adding invoice it adds by defualt service no option to select good also not able to add hsn code So i decided to do it via webhooks of zapier but facing manny issues for using api
Addition of Estimates for Purchasing
Similar to on the Sales side, a feature that allows tracking of purchasing estimates would be useful
Error message while saving bulk expenses
While saving bulk expenses in my zoho account I get a error message " invalid value passed for description.
document scan addons in books
Hi trying books from zoho one. Very happy but how can you buy extra scanning addons? Must say so far the change over to zoho one has been confusing with differing advice from zoho staff.
Zoho Books/Creator Integration
I am SO glad to see that you have implemented an accounting system. Any plans to be able to integrate Zoho Books with Zoho Creator? Thanks,
Showing custom field or not depending on a product item category
Hi, Thank you for your great products. I Love ZOHO. Here is my User Case. My customer either sells or rent Video Equipment. If he sells it : each product line has the traditionnal Qty, Price fields. If he rents it ; it needs to add, NbOfDays and Coef.
Invalid value specified for the parameter
Hi, I cannot access purchase order item, so I cannot access the most important option for us. People that works with me attached all bills on purchase orders, so I cannot make any payment for my suppliers instead I call for all of them and ask to resend me a bill. When I try to access it appears that message: Invalid value specified for the parameter cf_pagamento_1. I suppose that is a simple thing to fix but I've being trying for hours without success. Would some one help me with this in an urgent
How to create purchase order from API
I've asked the following question on SO with no response yet - just wondering if this is the right place to ask? https://stackoverflow.com/questions/51079139/create-purchase-order-in-zoho-books-via-api-in-ruby-on-rails
How to Get Preferred Seats on Delta Airlines?
Have you ever flown cabin classes on particular flights? Then you see that certain setas are better and flexible than other. It all happened on the special demand of passengers request to airlines. Delta airlines is also come to this category and provide Preferred Seating facility to the passengers. It means passengers get extra comfortable and larger space seats than other seats. For this, they need to pay some extra charges regarding this to the airlines. · Join the Delta SkyMiles program
our own website form to zohobooks contacts
Hi we want to create new zohobooks contacts from our own webform or update the zohobooks contact if it already exists. Our form collects: first name , email address (which we use as the zohobooks contact_name as well) ,phone number , and a text message
Get Invoice Notes
Hi! Can I get Notes for Invoices using this Api? : https://www.zoho.com/books/api/v3/#Invoices_List_invoices Now I'm using the method above, and then for each invoice I call the method below to get the "Notes" field: https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice. I have very strong performance problems because the user waits very long. Can this somehow be optimized in a different way? Thanks
Apply an unapplied payment to customer invoice
I sent an invoice with the "Pay Now" Button and the customer ignored it and sent a PayPal payment to my personal email. I retrieved the payment into my bank account but need to apply i to the customers invoice. Using the "Record Payment" button only presents
Generate automatically a sales receipt
Hi As a nonprofit, people donates through our website (that process the credit card donations using Stripe). How can I record those transactions that appear in Stripe directly as donations in Zoho? Quickbooks or Xero generate automatically a sales receipt,
Open Order Report
Are we able to show an open sales order report by Salesman yet? The only option are things that are invoiced and nothing for orders that are currently open. Seems like an easy report to create, not sure why it's not a feature yet.. Thanks!
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