Zoho Books Reports: Committed Stock Details Report - Pretty Useless unless you can export and / or group by item
In Books / Inventory we have the Committed Stock Details report but it's pretty useless. Problems - Everything is grouped by Sales Order so one item would be spread across multiple orders. No way to see that unless you scroll through the list. - Can't
Error: "Please ensure that the shipping_address has less than 100 characters"
I want to populate the Shipping Address of an invoice with these values: address_map = Map(); address_map.put("attention", trim(address_list_value.get(0))); address_map.put("street", trim(address_list_value.get(1))); address_map.put("street2", trim(address_list_value.get(2)));
Salary recorded in payroll but not paid actually
We have run the payroll and recorded payments for all employees. But we have actually not paid salary to couple of employees as we will pay them later. So how to show those pending salary in payable or outstanding in zoho books.
Zoho Books: Product Updates - July 2022
Hey Customers, The primary focus of Zoho Books has been to release new features and enhancements that'll help improve your accounting experience. This time around, in addition to releasing new features, we've also worked with Yodlee, our banking feeds
Filter invoices by user in invoice view
All users need access to all of our invoices. Is there a way to create a view based on the user so that it filters the invoices that they are the sales person on?
Zoho Books shows the name of the custom field and the value on an invoice. How do we only show the value?
When adding a custom field to the header it shows both the value in the field and the name of the field. How do we set it to only display the value? For example Our invoice includes a custom field: ${invoice.cf_date_sent} On the invoice it shows up as
Please add a feature to turn off the "reference number" field on Sales orders / Estimates
We need to display both Sales Order # and Reference (or PO) # on our invoices. But unfurtunately we can't carry forward both the Sales Order # and Sales Order Reference # to our Invoices. To get around this, I've created a custom field in Sales Orders
Estimate Line Items in Retainer Invoice
Is there a way to have the Line Items from the estimate imported/showing in the retainer when it's created automatically? It's tedious to have to enter each line item manually after the retainer is created.
Send Reminders to email addressed based on custom field
We have a custom field in Customers that has an internal email address of who should be notified when an account is past due beyond 30 days. Is there a way to use the Reminder function in Books (or possibly in Zoho Flow) to have the reminder email be
Deluge and Books with line items
Hi. I am trying to code a solution that looks at invoice line item in a workflow and if they contain certain products updates CRM module. I have been slowly trying to learn deluge but am stuck. I have managed to grab the invoice data and can pullout various
ZCRM from invoice in books
I am trying to create a function that writes to the crm after an invoice is created in Books. It is important to link it to the correct contact id. I am trying to find the CRM contact id from with books. I thought it would be ZCM_contact_id but it returns
Item tax mapped field
Hello, First I uploaded a paid invoice manually Then I exported it in order to see the ZOHO provided values in the rows Then I adjusted my .csv file But when I upload, I am still getting this message under Item Tax: Value in the field does not match
Books API - is there a way to remove an Item from an Item Group?
Hi, we created a few Item Groups (IG) for lists of items which we want to keep together. It turned up to be the wrong solution - the items need to be in different categories - and we ended up using a different approach, creating a custom field and getting
Having a sales tax rate by item
In Zoho books I don't see an option to assign a sales tax rate at the item level automatically. When you invoice a customer with items at different sales tax rates, the only one that shows up is the default rate. Why can't the default rate be set at the
Snail Mail Credits
How can I buy snail mail credits in zoho books? thanks, aj
Adding an additional Discount field in Invoice
Hi, I have the discount field enabled on our invoice, but at times we offer an additional discount on the discounted amount if the customer meets certain criteria. How can I add an additional discount field in my invoice? Please help.
What is the criteria to get a test organisation ?
Hi, What is the process / criteria to get a test organisation in Zoho Books ? There is very little documentation and clarity about when does Zoho enable this feature. We are integrating our application with Zoho Books and wanted to create 2 organisations
how to sign up for partner program
i tried calling the toll free number but for more than 20 mins no response is there any specific timezone for sales enquiries over phone call ?
How to import 12 months of past data/records into Zoho Books?
Hi I am new to Zoho Books and want to import my last 12 months of data into the system, and then reconcile with my bank feeds. What is the best way to do this? I was going to: Import all my customer records Import all my vendors Then import all my products
Unable to perform partial Item Name searches in Sales Orders and Invoices
Hello, One of the things I sometimes find myself aggravated by is that I typically want to find all of the sales orders or invoices for which a particular *type* of item is listed. In its current form, I can select a specific item from a drop down list
Unable to list invoices with self client
I am obtaining authorization token using self client as follows: I get the token which I then use with curl to call the API as follows: curl --request GET 'https://invoice.zoho.com/api/v3/invoices' \ --header 'Authorization: Zoho-oauthtoken 1000.xxxxxxxxxxxxxx'
Webhooks fired twice
Hi everyone, We integrated Zoho with Stripe successfully 3 years ago and we did not have any issues so far. We are pretty happy so far. Only this month, we saw the following webhook /webhook/invoice/paid being triggered twice for two customers. Our code
Converting a sales order to Invoice, but changing the customer on the invoice
Hello! My quotes and sales orders are usually recorded to the end-user account. some times I need to invoice a different entity. I would rather not have to change the "Account" on the sales order because that info gives me actual purchase history. Accounting
Adaptation of the new Spanish billing regulation
¿Zoho tiene previsto adaptarse a los requisitos de la nueva normativa de facturación en España? Imprescindible para poder seguir usando el programa sin problemas. Gracias
Repeat issues with performance/speed and no resolution
Hello, We have a reasonably high usage org with Zoho Books, and are constantly being plagued with massive issues with speed/performance/load times. We have been having this issue for a few months, and over the past 2 weeks this has become increasingly
Workflow Rules Upgrade - Allow Custom Functions To Return A Value
If the Filter Triggers allowed a custom function to return a boolean or int number, many more custom filters could be created making it much more versatile.
How to invoice a service that occurs over a certain period
Hello all I am having trouble figuring out how to do this. My company offers a service that continues for a year. I take the payment upfront for all the amount. From what I have read is that I can use a retainer invoice to receive the payment and register
#15 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 15th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming events Zoholics is coming to cities near you! Meet hundreds of Zoho customers,
Is it possible to show the Vendor address in Bill Template in Zoho Books
On viewing the template for Bills in Zoho Books, the only placeholder fields available with address relate to the Contact but this is irrelevant for vendor bills. When you have multiple vendors of same name (they each have a different office address)
Transfer Amount from One Customer to Another Customer
Need help on below: Patient sees doctor but 90% fee should be collected from Insurance 1) Patient Dr. 100 Fee Cr. 100 2) Cash Dr. 10 (Patient paid this), Insurance Company Dr. 90 (Due from insurance) , Patient Cr. 100 3) Cash Dr. 90 (When insurance pays)
API and CFDI Mexico Facturación Electrónica
Necesito integrar Zoho Invoice con mi proveedor de Facturación Electrónica en México. El CFDI es obligatorio acá y es necesario que yo envié la información generada en Zoho Invoice para que se cargue en el sistema de mi proveedor y se pueda generar una
Filing Indian taxes
Hello, I have a small consulting business and I use Zoho Books for managing it. I do not charge GST because I don't earn enough to meet that threshold. Is there a way to use Zoho Books to figure out my annual taxes in a way that doesn't center around
TCS Setup
TCS ruling is to collect TCS if your turnover has exceeded Rs.10 crore in the last financial year AND the invoice value of sale to a customer exceeds ₹50 lakhs in the current financial year We are a new company and had RS 0 Sales last year. So how do
multiple prefix for invoicing( cash bill and bank receipt bill)
sir, we have started the zoho books billing recently with test in standard plan.but unfortunately we are facing a problem in invoicing i.e two prefix bills . one for cash bills and other from the bank receipt (credit billing ). Is this option is
Where to get Fiscal Year Start in the Books API or other API
I would like to read the fiscal year start month from the Books API endpoint, but I cannot find it. Where can I find read the fiscal year information from the API endpoint.
Export ZoHo audit trail to Excel
I'm a Sage 50cloud user and make a lot of use of the Sage function to export the entire audit trail (all transactions) to Excel which enables me to filter eg by VAT period. How do I export the entire ZoHo Books audit trail to Excel to enable me to filter
Bulk Update of Tags by Bank Account
Would like to be able to bulk update reporting tags based on balance sheet or expense accounts. Many entries are recorded without a tag and going back to correct is impossible. Bulk update of reporting tags for the USA would be great given that branches
how can I reset my Zoho Books account ?
After finish testing in books, I want to start again with real data.
Cannot create Sales Order in Zoho Books Android App
Hello, We are having a big problem with the Zoho Books Android App. When you go to the Client View and we want to create a new sales order we cannot do it, we can only create invoices, estimates, payment links, payments and expenses. I am attaching the
VAT transactions input after VAT return filed
In the UK, if a business discovers a VAT transaction has been accidentally omitted from a VAT return that has already been filed with the tax authorities, the law permits the business to include that omitted transaction in the next VAT return. For example,
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