Accounting for use of personal funds during business startup
Hi there, I am after some advice please. When setting up my business I used a personal credit card to pay for some business expenses. I do not want to take the money out of the business yet but I do want to record it somewhere so that I can repay myself
Books Automation - Change a field when a the Sales Order is changed to a status
Hi everyone, In Zoho Books, I need to change a field when the order status is changed. Now, when the user clicks on More --> "Mark as X" (X is a custom status), the Status of the order is changed automatically to X. Then we have a custom field called
sales Revenue integration
How to integrate sales invoice means Ac receviable Dr vat sale Cr revenue serivces--------- Cr or Revenue wastge i want to select this sales invoice
Direct Cost Entry in Purchase Invoice
Hi, I have entered a Purchase Invoice. I need to add direct cost related to this purchase. Freight, THC & Customs Duty. On adding these costs, I will be able to derive the landed cost of each item. How do I enter these direct costs into the purchase
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
Need more details about how item querying works.
I'm implementing a search function with API on my platform. And for some reason it works differently than in Zoho UI. Let's examine querying for Estimates in Zoho system. This is how Zoho search looks like in their UI: https://books.zoho.eu/api/v3/estimates
Invoice customization
Hi , I need to get the invoice customized as per the attached format i m unable customise from given templates pls help regds rakesh 9953662439
ASSIGNE MULTIPLE SALES PERSONS TO ONE CUSTOMER
I've been using "Assigne customers Only" feature and I have a requirement of assigning many sales persons to one customer. As an example we have fans and pumps divisions and saperate sales persons are working on those divisions. We are now quoting to
Purchase order receives via api
Hey guys, The purchase order receives module is hard work for us as we NEVER know the actual quantities we'll receive. If we receive less than the quantity ordered we have to "Cancel" the remainder or adjust the PO quantity & then receive the items.. If we receive more than the quantity ordered we have to amend the PO accordingly & then receive the items. This happens with lots of companies, it's crazy when there is a relatively simple fix, I've mentioned before that we need to have an "auto PO adjust"
Removing sections from templates
Hi, Can someone tell me if it is possible to remove the Notes section and Terms & Conditions section from invoice and credit note templates completely, or supress their display? We don't want them to appear and leaving the fields blank under preferences doesn't stop them from displaying. Thanks Andy
Sales by Item Report
Hi, We are having issues with reconciling the Sales by Item report to the Profit & Loss report. Both the Revenue and Costs accounts show bigger values than the Sales by Item report for the same period and through investigation we confirmed that entries
Books app notification
Hi Zoho books ios app showing notification for no reason, i check the Notification Center inside the app nothing new I just want to know why zoho books will push a notification? I mean is the notification only pushed by the Notification Center inside the app or there is a moudle could do a push notification? (I.e. Invocie if it overdue) Thanks
task Billable defaults get overwritten
Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that be
Invoice Date and Due Date has been changed after update invoice via api
Trying to update invoices via API. I send this json: { "invoice_id": "11111", "invoice_number": "#11111", "reason": "Updated via API", "line_items": [...] } Zoho updates invoice successfully, but Date and Due Date changed. For example i have Date = "2022-05-02"
Is it possible to create invoices for unbilled hours once a month automatically?
Hello, I want to sent out the invoice for unbilled project hours every 1st day of a month, automatically. Any tipps, how to to achieve this in Zoho Books? Thanks in advance
Templates
Is there any way to format the variable %SO_ShipmentDate% ?? I've been trying to get "E, dd MMM yyyy" : ie - Friday, 06 May 2022
Create Time Based Workflow or Supervise to Send an Alert Email Every "X" Hours or Days
I need to create a time based supervise or workflow that will send an email to a customer for an approval: Criteria: Status = IS = Waiting for custom to approve shipping cost Hours or Days I would like to have this Alert sent every 24 hours until it is
Banking feeds - are we still set to have them back in 10 days time? (31st Oct)
HI, I just want to check we're due to get our critical bank feeds functionality back in 10 days time as still published here - https://www.zoho.com/uk/books/open-banking-status/ Please can you confirm, it's an unbeliveable inconvienience to be stripped
Zero Bank Balance in Zoho Book
Hi, My name is Daniel. I'm Just trying to use Zoho Book but notice that Zoho Book doesn't show me amount in the bank only amount in Zoho Books that is shown. How do I solve zero amount in bank balance issue in Zoho Book cause it seems Zoho Book can
Help with gift cards
I recently purchased some airline gift cards for use in business travel. They were 10% off, so I paid $450 and received a gift card for $500. When I purchase the actual airline ticket, I would like to allocate the amount I paid from the gift card to
User-based Footer
Is it possible to have different footers for list members based on a field? I am a multi-unit organization & would love to include local social media handles & addresses depending on which location the member belongs to.
How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issue
Expense Detail on Invoices
When adding Billable Expenses from a project to an invoice, why do we not get the option to select the format and details to display as we do when adding billable time? For example, through trial and error I have found that the Expense "Description"
Add project name in ZOHO Books invoice
I really like the custom template feature you offer in ZOHO Books. One question: How do I add the name of the project just under the word "Invoice" at the top of invoices. I have tried adding %ItemName% to the table that has Invoice Date and Invoice #, but it comes out blank. Yet it works for the email subject line. Please tell me what placeholder to use in this situation. Thank you very much.
Error al enviar correo
Me es imposible enviar correos ; no me abre la opcion Como puedo solucionar?
TDS ON RENT ENTRY
I want to know how can i do Rent TDS Entry
Project Fulfillment Report for Multiple Sales Orders
We are in the construction industry and projects can span years. A project starts with a single sales order, and that likewise will be fulfilled in phases over months or year. During the project many changes orders will occur and those will be created
50% Upfront Payment Terms
In books does the invoicing allow for a standard 50% upfront, balance on delivery option? If so where do I set this up? Also does the system allow for variations of this option?
debit note
Hi There, How do i create Debit Note for Purchase return bills? Have purchased materials from vendors and the materials are not good or faulty so have to send it back to him. How am i able to do it without raising Debit Note for purchased materials.
How to add "cost", "processing fees", and "shipping charges" to a report
I would like a report similar to the Payments Received report, except listing the total cost for each invoice and the processing fees for each invoice. I honestly can't find one single prebuilt report that lists any costs. In my case, products are being
Is there a way to populate multiple Delievery challah in Single invoice?
Hi, We are basically into IT services and give complete solution. Many times it happens that we send material on multiple delivery challans and raise a single invoice from all challans. We are using delivery challan and invoice only for our customer billing.
Sales without Invoice
I run an online business where 100% of my sales are without invoices. Why can't I see these transactions under either Sales or Payments Received? What is the simplest way to view my Sales without Invoices (which is all of my sales)?
Editing of fields in Bigin to map to imported data
I would like to upload our product range ( Training course) It has specific data fields. Can one edit the available fields in Bigin to map the data to. The data fields available under products in Bigin do not map to our required data fields
Allowing people to access my schedule
Hi, I am new to Zoho. I signed up so that when someone wants to get on my schedule I can provide them a link to access and view my availability. Just not sure how to do this. thanks Tod Henby
Is it possible to use api oauth with grant type password?
Is it possible to use api oauth with grant type password? send POST https://accounts.zoho.eu/oauth/v2/token { "error": "invalid_client" } I can't get a token.
Rounding on invoice line items affects the total
Hello, I've encountered an issue where the total amount of some invoices do not match a predetermined amount due to rounding for each line item. For example, in my screenshot below, suppose I want to bill for 1 hour at $72.25 per hour. But if it's split
bank feed and confidential data exposure control via user/roles
Hi, We have two bank accounts, with two different purposes. Account A to conduct daily operations Account B to transfer salaries and tax deducted at source to do with salaries only. There are no other operations on this account. Monies are transferred from Account A to Account B on a regular basis with Account B functioning as a holding account too. Constraint: Confidential data such as salaries are not exposed to people working in the accounts department. We are a small organization and from
Zoho Books
We have recurring invoice in the zoho books, is it possible to send a reminder for renewals to customers
how to know the total of goods sold
When I create an article, it is proposed to inform the purchase cost, for example, I have a ream of paper that I buy 7€ and that I resell 11€, this is what I indicate in the article's file. So I suppose that if I enter this in the item's file, it means
Next Page