Feature Request - Bill Reminder
Much needed function = Bill Reminders I would love to be able to set up custom reminders on Bills. It would dramatically help manage cash flow, ensure on-time payment, and maximize discounts (where applicable). Is this in the feature pipeline? Right now, I have to check Bills all the time and enter a series of calendar reminders (clutters the calendar, creates a lot of duplicate and unnecessary work).
Vendor Source of supply
Dear Zoho Team, How can change vendor Source of supply after transaction creation
User defined Status
We have "Customize" on the top right of most documents when this link is already available at the bottom right. I would love to see a user defined status in it's place, like the paid, overdue etc on the left top of invoices. This would be of enormous value to most users, for my own purpose the following UDS would be.... Awaiting approval Awaiting stocks To be processed Party processed Awaiting shipment Shipped Delivered To be sent ( a lot of users can't send invoices until a job / delivery is completed
Petty Cash balance/unsettled
Hello, I would like to know if Zoho Books has a system for tracking unsettled petty cash advances. For example: I have a petty cash account with $100 inside. An employee gets an advance of $20 for gasoline. The employee only spends $15 for the gasoline so he has a remaining $5 with him. How can I track the settlement of the $15 of gasoline (probably with a receipt) and the remaining $5 balance that the employee has not yet returned and when he returns it? I've tried this with the Expenses tab but
Item details page
Overview, Purchases, Adjustments & History are an amazingly useful new feature. I'm sure I noticed on release a half hearted attempt to show a "Sales" feature, this disappeared almost immediately ? It would be so nice to have an additional tab to show these sales details, listed & graphically. I would certainly appreciate it along with many others I think :-)
GSTN Enabled contact update
Hi, Need to import contacts with GSTN Number, Place of Supply, Tax Treatment status. How to do it, Thanks
Is it possible to make billing address required when adding new contact
I am having an issue where employees do not collect the full billing address since it is not required. We need it for marketing and mailing purposes but a big chunk of my contacts do not have billing addresses. Is there anywhere that I can make the billing address field required when adding a new contact?
client ledger
help required if a client is a customer as well as vendor, how do i get a ledger report with how much payments made n received and pending for the client only,
GST Migration issues
Hello, When I trying to do the GST Migration from Zoho Books, I am getting an error : Please associate appropriate tax rate for Inter-State and Intra-State when I try to set the Intra and Inter state tax rates. Can you please let me know what needs to be done to clear this error away? The items that our company is dealing with fall under 28%. So, I am setting the Higher Rate (28%) for the Intra State and IGST (28%) for the Inter State tax rates. Quick help would be highly appreciated as we will
Anybody moving from Focus to Zoho?
We have many teething troubles in migrating from Focus to Zoho as below 1. Unable to see opening stock/closing stock in profit & loss report. 2. Unable to enter opening balances of Debtors & creditors. 3. Unable to see Over draft account balance and update payments and receipts into the same. 4. When I run profit & loss report for this current year from April 1st till date, the total cost of goods sold/purchase is showing as say Y rupees, but when I go to check the purchase by vendor report, the
API documentation for GST ready features in Zoho Books
Hi All, Zoho Books is now ready for India's new tax regime - the GST. All products of the Zoho Finance suite is now GST ready. And, not just that, our APIs are also ready for GST. Here are some highlights about the information you would require to pass on while creating data in Zoho Books. You canfind these nodes with the subtext India Edition only in the API Documentation. Contacts : Node Description Type Required Example gst_treatment GST Treatment for the customer/vendor. Possible values: business_gst
Create a Purchase Order When an Estimate is Accepted
How do I setup Zoho Books to automatically create a PO once an estimate is accepted? Thank you in advance for your help. Larry
Not Able to edit item at invoice level
Hi, I've noticed that once I create a item and at the time of invoicing I realise that I need to edit the item name then there is no provision to edit immediately. We need to save invoice and go to item master and edit and come back to invoice. Hope to see this feature soon. This facility is available in tally.
Report totals
Purchase orders by Vendors needs attention, see attached....
Zoho books- unable to make new invoices and it is showing message as internal error
hi, We have been facing problem for making new invoices because some message is coming as internal error I have sent email to zoho care but no response so far. Can anyone respond from zoho for solving my problem I also understand that from GST only your zoho books is not working fine Thanks anbu
Custom Function While Making Invoice
Hello, while making invoice "Quantity" Field Should be Updated by Multiplication of 2 "Custom Fields". (One "Custom Fields" is in PreSet Value, and One "Custom Field" Value in Entered Manually. (This is a Workaround i thought as Unit conversion is not possible) is it possible? Please Help Best Regards, Atul Jain
ZOHO BOOKS and Zoho inventory for small shop
I'm new to ZOHO BOOKS and have confusion. Suppose I'm small trader/shop keeper with 5 items which I purchase from vendor and sell it. Zoho books seems but for stock do I need ZOHO Inventory ??? in stock particularly I need what value and quantity stock is with me (no online sales, no shipping tracking) Plz clarify Regards Bk Kalia
Service Industry Invoice process - Hide Profit
Hi, We need to impose the charges on the margin we add but we don't want to show the same in invoice to customer and as we have to charge Service Tax/GST on Margin so we can't show the same to customer, Please let us know how can we invoice. E.g - We buy ticket from airline in Rs. 1000 and add margin 500 so we have to charge Rs. 75 Service Tax which we require to deposit into govt. account, So how can we create invoice without showing margin, I mean we have to charge Rs. 1500 to customer and additional
Importing csv. - Bank Statement into book?
Hi, each time I am importing the bank statements into books from a csv there seems to be a conflict with the "Zoho Books Fields" - > "Imported File Headers" These "Imported File Headers" do not seem to match those that are present in the csv file, please
Time Sheet for Time Keeping Only
Hi, I want to know what is the best way to manage the below activity I make an invoice to the client. Lets say of 10k. After that I add Fixed cost Project under that clients name in time sheet. I set the budget hours as 10k / 500 = 20 hours. Then when my staff works they add hours under that project. All this works fine. But later if I am raising a new invoice to that same client, the initial 10k comes up in unbilled hours. I do not want to bill that client. for 10k as the invoice has already been
Clone as a bill to Invoice & Invoice to Bill feature
Dear Zoho Team, Clone as a bill to Invoice & Invoice to bill option... it is most important feature Please plan to add this feature
Difference between client payment and invoice payment
Hello: During the bank account conciliation I noticed that some payments have the type "Client payment" and another ones have "Invoice payment", what is the difference between this two types? How I can define to use one or another? I recorded all the payments in the same way: UNCATEGORIZED Categorize Manually Category: Customer payment I select the paid invoices Thank you! Ana
Negative Credit Card Accoutants
Hi When ever I make a payment to my credit card, it increases the debt, rather then decreases it. so at the moment Zoho is showing that I have - 17,000 on a credit card, where in reality I have -600 which is reflected in the positive figure of amount in bank which correlates to what I can read off my statement. When ever I add a payment from my bank account the figure just goes more negative. Thanks
Restricting Estimates
I am looking for a way to enable specified user roles to: Have the ability to create estimates But not have the ability to change pricing (or better yet, have a defined range of allowed change) Not be able to create new items When i have tried to change the permissions, it does not work right for me. The role still ends up being able to override the price with any value...
Zoho Books Organization profile: State address not able to change
I have signed up zoho books free-trial for my organization. I have setup my state as TamilNadu but it's automatically changing to chattisgarh and also not able to change it's a restricted tab. May I know the reason why it's not able to change? -- Thanks
Zoho Books- Estimate report for particular customer
I am new to Zoho Books. Just made a switch from Qbooks to Zoho Books. I am looking at the reports module. However there is no flexibility to create custom reports (Which Qbooks is great at). I have created several estimates in Zoho books. Out of total of 15 estimates created so far. I have 5 estimates created for one single customer. I am in a meeting here with the customer and would like to see a report for estimates created only for this particular customer. I go to Reports Module and go to Estimate
Linking invoices with sub accounts/chart of accounts
Hi, How can we link invoices to sub accounts or chart of accounts created? We would like to track our sales under different accounts like ecommerce, online, offline. I have created the chart of accounts but see no way to link when invoices are created.
Contacts menu
New menu with unpaid / overdue vendors ?
Google Adsense revenues
Hi - Any advice how I should register my google adsense revenues in zoho Books ?
Create an invoice template using customize template function
Dear Zoho, I've been trying to use customize template function to create our own template but couldn't The system keeps saying " Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. " Can you help me to create an invoice as attached document? Thanks
Does the Zoho Books API have GST related options to update customer info?
Like gst_no and "gst_treatment" in the Subscriptions API? If not, what is the tentative time line to release this.
Jumps in invoice lists
Hi, We are having troubles with Zoho Books. When we try to get lists with all the month invoices the sistem makes "jumps" at the list making "dissapear" real invoices. Than make us have huge financial troubles every months. In the image attached you can see how jumps from invoice 05108 yo 05110 when there is a real 05109 invoice in the sistem. Regards
Vendor Credit note link to Customer Credit note
Dear Zoho Team, If Possible Vendor Credit note link to Customer Credit note in zoho Books ??
$0 transaction can't be categorized
Sorry if this has been answered before. I have tried the forums and the help articles but I can’t figure out what to search for to find it. Someone made an ACH deposit to my account of $0 to verify my checking account and it has come through in my bank feed. But I can’t categorize it. Zoho Books doesn’t seem to allow me to create an entry that has no value. Depending on the transaction category I choose I either get an error that I need to enter all required fields or I need to enter a valid amount.
Question - Is it possible to.....
Hello Im in search for an accounting program for a small business that I already have up and running. In the long run I need software that automates as much of my process as possible. Ideally... I would like Online Website with a shopping cart app that is compatible with my accounting software that will list and track inventory in real time. The original plan was to go with quickbooks and woocommerce and do it that way but before I pulled the trigger I thought id look around at other options.
Applying received payment to the AR opening balance
To whom this may concern, Within the opening balances, we included an amount for AR. We have received payments afterwards which should be applied to the opening AR balance. How can payments received be applied to the AR's opening balance. Thank you
How do I issue credit against paid retainer?
How do I issue a credit to a customer against a retainer that has been paid?
How to properly account for VAT
I am a bit lost as to how to properly account for the collected VAT and than distribute the payment to the government. I get collect payments where 19% of the deposited funds are VAT. So when I record these payments, I need to specify that 19% of that needs to be paid out to the Financial Authorities. But on the purchases I make that include 19% VAT, that amount should be collected and is deducted from the VAT payments that I owe. So how would I create separate accounts where I can track VAT collected
Delete transactions in Bank account
Hello, Team zoho I have a difficulty I created two types of account "BANK AND MONEY" plus now I plan to delete some transactions in the account type "BANK" plus does not allow me to select the moves and delete at once. Being that causes many disorder and it takes a long time to erase all the movements. In the type of account "MONEY" I can select and delete at once, now I want to know why they did this and what is the difference? Please refer to the images I have uploaded. Thank you.
Periodic invoice change description month automatically
Hi, Is there a way to set a description for my products that takes the month of the current invoice. For example I have costumer X and he buys every month for € 500,00 flowers. I now need to set a periodic invoice where I can invoice the subscription for flowers which will be invoiced every first of the month. InJanuary I have a productrow as follows Description Quantity Unit Price VAT Total Flowers ( January ) 1 monthly
Next Page