Customer Deductions in payments
Hi its common for my customer to deduct some amount from my invoice raised on them So i would like to know how to record it at customer deductions.Please note this is not tax.Tax is seperate deuctions which is made by few customers Please advise me on 1.How to record deductions - these deductions are not receivable to me and need to write off. 2.How to record tds 3.How to apply single payment received in bank for more than one customer.(This is very common for me as i do business for a MNC with
BANK FINANCED COMMERCIAL VEHICLE
I HAVE PURCHASED A COMMERCIAL VEHICLE ON LOAN FRM ICICI BANK.I HAVE RCVD THE INVOICE FOR THE PURCHASE FRM XYZ VEHICLES LTD.. VEHICLE IS OF RS. 515000. THE BANK HAS DIRECTLY PAID XYZ VEHICLES LTD. EVERY MONTH FROM FEB 2024 AN EMI GETS CUT FROM CURRENT
bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want
The Zoho Finance Workshop 2024 is here!
Hello users! The much-awaited event of the year is back. The Zoho Finance Workshop is an annual event curated by our team where you can learn all about Zoho's finance applications. It's a chance to discover new, more effective ways to use our apps to
PDF file of Arabic language Invoice using Arabic standard template
I want to download arabis language PDF file for my invoice but when I download the file all Arabic text disappear while the numbers still visible. Regards, Wafaa
Transferring between base and foreign currency accounts
I find it impossible to get the exchange rate correct to let inter account transfers balance. There is not enough digits allowed when entering the actual rate at which the conversion was done. Can you please create a feature that will allow you to enter
Remove/Change thank you note from invoice
Hi How can I change or remove this section from the invoice template? Thank you
ENBD Business Bank Integration
Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose
Can't add credit notes without roundoff
Hello, I use the roundoff feature for my invoices extensively in Zoho books. Recently I have hit a snag where I am trying to create a credit note for 744.5 but the 0.5 gets rounded off. To pass this I would have to disable the roundoff feature, create
Tasks
Why can we no longer use Tasks?
Can I merge 2 bank accounts?
The bank downloads were not working, so we had to create new bank account name (for the same account) and new link. How to I get transactions for the "old" account into the "new" account?
How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
Duplicate row found in your CSV/TSV file
It says Duplicate row found in your CSV/TSV file when i am importing my journals. What are the duplicate checks done when importing? I might have some recurring entries but they are not duplicates and the description and date is different.
Corporate Tax Obligation for DMCC Companies
What is the obligation with regard to corporate tax with for DMCC registered companies. do they fall under exempted catagory ?
Chat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.
Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
Before Tax & After Tax subtotal in ZB?
Hello everyone, Good day. Is there a report in ZB that can show sub summary like "Income Before Tax" or "Income After Tax"? Appreciate if you can direct me at the right direction. Thank you.
ZB report totals aligned in left and account in right
Hi, as the title says, my report is aligned reversed, is there a way to change alignment like Accounts in left side and the total is in the right? I look at the general settings and cannot seem to find where it is. Thank you.
VP Operations
Looking for a replacement for Quickbooks. Would like to talk to someone about hoe Zoho works and its advantages over QB. Also Zoho sheets and anything else that would be helpful with our business. Can be contacted on our business cell 801-309-3256 9-4
Reminder emails all fail
My invoice emails all work fine (the email is validated) but reminder emails allways fail and the only message I get back is : "Your message to the following recipient was not delivered. Please find the details below. Bounced Address : XXXXXXXXXXXXXXXX
ERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product
Customer overpayment
Hi, I have read through some of the threads on overpayment but I'm still not sure what I should do in my case. I have a regular client who has accidentally paid his last invoice twice. He is happy for me to retain the additional funds as a credit to him.
Grouping payments to match deposits
Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
Problems.... Always problems with ZOHO!!!!
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within
Is it possible to change the Zoho Books Account Types?
Is it possible to change the Zoho Books Account Types? Account Type Asset Other Asset Other Current Asset Cash Back Fixed Asset Liability Other Curret Liability Credit Card Long Term Liability Other Liability Equity Equity Income Income Other Income Expense Expense Cist Of Goods Sold Other Expenses
Zoho Books Down
Anytime I try to change anything I get the below message: The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.
EMPLOYEE salaries
How do I record employee salaries in the system? thanks.
Using Zoho Books for small law frims
Is is possible to setup and utilize Zoho Books for small law firms especially as it relates to tracking matters and trust funds? Wondering also if there is any integration available or planned for this professional industry vertical through Zoho API
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
In-App Notification When an Item is Removed/Reduced from an Invoice
Hi! I want to create an in-app notification for when any item is removed from an invoice after it has been created. However, when I try to do this through Custom Workflow, I do not see an option for "Item" under the Workflow Trigger Options. Is there
Custom view with does not contain, is not, etc
Zoho CRM allows us to filter using "does not contain" "is not equal to" etc etc, but Zoho Books doesn't allow this in custom views. Will it be possible to add this filter feature in?
Where to find the new zohoapis details for API calls?
We recently got an email about an upcoming change of your Zohobooks API URLs, to be done before April. But why on earth have you not published it anywhere? Will it be a simple matter of URL changes only for our OpenCart Zohobooks Integration software?
How to show REIMBUREMENT Claimed as pure agent as per section 33 of CGST Act?
Dear All, My problem is, when i have to debit client account for reimbursements, we have show it as "OUT OF SCOPE" to make it a part of reimbursement in TAXI INVOICES, which is shown correctly in GSTR 1 and 3B. But the problem is, ZOHO still count it
Multiple Payments Through ACH
I want to explore the option of allowing ACH to be paid for multiple invoices. Credit cards take a percentage of our revenue, and this customer wanted to pay multiple invoices via ACH, and we told them they can only do that with a credit card. I'm saying
Currency calculations
Hi, An area of frustration when trying to balance the bank accounts is the currency rate. It's never right to match the actual amount paid (although I will admit it's close). Ideally, when processing expenses that are in a currency different from the bank being paid through, I'd like to be able to enter the actual amount that left bank account. At the moment I have to sit there with a calculator and work the actual rate out for each expense and update the currency rate to match, otherwise, I can't
Payment system for donations management
I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?
Inventory asset or cost of goods sold ?
We can only choose inventory asset for items but lots of bills for items are posted with cost of goods sold - is this all balanced correctly or should it be entered differently ?
Disable Zoho Inventory Tracking / Delink Zoho Book & Inventory
We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
Inflated Zoho Books Value from an erroneous inventory qty
Facing an issue where we have serious trouble with inflated zoho books value showing up due to an inventory entry and adjustments. 1. On July 1, by mistake the stock availability of an item was updated to 9999999 (this is a mistake done by an automatic
Centros de costo
Buena suerte tardes, en la empresa estamos configurando zoho, alguien sabe por donde puedo configurar los centros de costos. Gracias
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