Add a field for customer signature
Hi; Just wondering about a bit of flexibility in estimate/invoice templates. We have to obtain a customer signature on each estimate for legal reasons, along side one of our authorised signatures. However, there is no way (that I can see) to add a field/box
How to set default value for a custom field in purchase order using inherit value, in Zoho Books.
Hi, We have this requirement where in Vendor's we have a custom field containing details "Type of account" (details will be free text) as guidance when raising new purchase order or bills. In Purchase Order and Bills, we also have custom field named "Type
How to record a check returned for nsf
A customer had given me a check to pay for an invoice due. I deposited the check and matched the transaction on my banking feed. A few days later I see a charge for the returned check (they had issues with their bank account). They reissued me a check
Mutiple products added to cart and price adjusts the more products are added
What's the best way to do this.... We have 10-12 products and want to offer a TOTAL PACKAGE type deal so, we create a product called "TOTAL PACKAGE" and it lists all our services. as I add each service to the invoice, the system adjusts the cost based
Transactions import, Sync with ZCRM and ZInventory, proper order?
Hello, dear Zoho Community! Struggling to understand what will be the best approach for our case. Please, need an advice... Thanks. Migrating from an old desktop system, and want this process as painless as it can be. We will be using: + ZCRM + ZInventory
Online payments in multiple currencies via PayPal
We are planning to start invoicing our customers directly from Zoho books, rather than invoicing in Paypal and creating the sale separate in zoho books and then matching the payment later. However, when setting up the PayPal payment method it asks for
Credit Note Number, copied from Invoice Number
Hi In Zoho Books, as regards to Credit Note. From Invoice, when we create a new associated Credit Note, is it possible to copy the Invoice Number into the Credit Note Number field? For example the Invoice number is 2021-003 (where the suffix "003" is
Can our customers add a credit card from within the portal?
We would like our customers to be able to add their own credit card from inside the customer portal, but I don't see a way for them to do that. Do we have to add the card from within Zoho Books manually? Thanks, Lundie
Categorise Manually - Itemised
I have imported some bank statements and I am now in the process of categorising the entries. I have two issues. 1. When trying to use 'Itemised', when I select seven different 'Expenses Accounts' all with the same VAT treatment (they are all simply sub-categories
Projected Balance
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant. I searched in the forum, but didn't find any posts about this. Is there a way to see a "projected balance" in ZOHO for a checking
After Bank Reconciliation, attaching of file to payment not allowed
Hi, Has anyone experienced not being able to attached a document proof into the payment receipt after matching bank Recon? If after bank recon, attachment is not allowed to be uploaded. Then it defeats the purpose of giving a document proof for a transaction
REPORTING TAGS
Hello I'm from Tanzania, I have go through the conversation window, what i found out that there is this section (reporting tags) that enables user to get access to use the cost centers feature, I have seen the procedures on how to enable reporting tags
Vendor Charged Too Much and then Refunded. How to properly process
As my title states, my vendor charged our credit card $745. Immediately Refunded $345. I've now a few times to process correctly and the process does not seem to work. Things I've tried. What I would normally think to do: Bill was entered for $400, click
Shopify transaction (payout) fee to Zoho books
Hi, I'm pretty sure that many of us suffering when we need to enter manually Shopify's transaction (payout, merchant) fee. I came up with not too elegant (I'm not a coder) but a very efficient flow to automate the creation of a bill after every Shopify
Setting up "Savings Goals".
Greetings, I'm new to Zoho (8 days old) and new to Business Accounting (~ 1 year) and I'm not an accountant. With that said, I have a CHECKING and a SAVINGS account and I want to set aside money in SAVINGS for a variety of future uses (ex. Contingency,
Custom Field
Hello! I'm looking for help creating a script for my business. Long story short, I have a good flow going but now need a custom script. Long story short, I'm trying to do: Contractor Submits Zoho Form Form has email and that email looks up the Vendor
Item field under stock account cannot be empty.
Hello, Please you please let me know why I get the following message when I try to convert a PO into a bill? Thanks Item field under stock account cannot be empty.
Track time against a monthly maintenance/service contract
I have a few clients that I charge monthly for services. The price is fixed. What I'd like to do is be able to track my time against the monthly to see how I'm doing for that month (year). Is this something that can be done? It doesn't appear that I can do it through "projects". Thanks! Sean Garland Garland Tech, Inc.
The default tax rate didn't applied when creating a new invoice!
The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?
Multiple GST Registration
How is multiple GST registrations managed in Zoho books
So the basic plan is being phased out?
So it seems the new pricing is phasing out my basic plan which I use to allow timesheet access. I am ok with the customer count for it and other features. It seems according to the pricing that I will be forced onto the professional plan for $40/mo?
Reporting Tags & Users
The first site I surfed had premium as the highest pricing plan with 10 default users. However, the Zoho Books Pricing Comparison document has 'Ultimate" as the highest pricing plan. Though there is no information as regards number of users for the Ultimate
Enviro, Recycling, EHF Fees
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
Vendor Credit Usage
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant so I'm still learning the correct terms. I searched the forum, but didn't find any posts specifically explaining this in non-accountant
purchase order discount
When we order large volumes from suppliers we get certain % discounts. Is it possible to create a discount line at the end of purchase orders like you do with estimates or sales orders?
Credit Card Limit - Available & Remaining
In the credit card account if there is an option to enter credit card limit would be useful to know the available limit.
TB Closing balance removed for P&L items
Why has Zoho removed closing balances for P&L items on the TB. This is very unhelpful as I need these balances to help with my monthly reporting lookups. There are debit/credit balances which have to be tweaked to be able to allow me to create my own
The default task doesn't apply when creating a new invoice by the system
In my system, I'm creating a new invoice with items, as default I'm using default tax for each item and it's (Standard Rate 5%) but when the invoice is created by the system the tax that applied for the item is Exempt
Invoicing a Project for Hours by Tiered Rates
Need the ability to invoice for a project by hours by tier. Ex: The first 100 hours of the project each month are billed at a rate of "X". The next 20 hours are billed at a rate of "Y" and anything billed over 120 hours are billed at an hourly rate
Zoho books & inventory
Hello I'm new to Zoho . And i want to ask If I have Zoho books Pro plan do I still limited to 50 orders/month ? I can't afford for paid plans of investment system. Can i still set orders or invoices in books not once system ?
Invoice Payments categorization & Payment Gateway service charges
How do I settle/treat the following transaction categorization scenario in Zoho books? 1// I sell my services using a payment gateway to Customer A for Rs.100, Customer B for Rs.200 and Customer C for Rs.500. Each of them is invoiced for the respective
Can we have predefined estimates or estimate templates?
Hello, all of our estimates always include positions like: - planning - montage - electric installation - maintenance An estimate for package A includes following positions: - material A - appliance A - planning - montage - electric installation - maintenance
What's New in Zoho Books - October 2021
Hello, As the last quarter of the year arrives, we are back with yet another set of updates to make your accounting simpler. Let's see what's new this October: Connected banking with HSBC (India) We're excited to announce the HSBC connected banking integration,
Frustrating integration between EBAY_US and Zoho Books through Zapier
Hi, I'm having a hard time binding ebay_us and Zoho Books through Zapier. Create Customer doesn't provide a currency field. It just assumes it's EUR. 100% of ebay_us sales are made in $ Create Invoice: Purchase order isn't listed, I'd like to populate
Online Checkwriter Integration
I recently signed up with Online Checkwriter to print my own checks on my printer. Under the integrations tab in Online Checkwriter, it claims that it integrates with Zoho Books. I even went through their process and "connected" it to my Zoho Books.
free version
We have opened Zoho books for a small company. I see the pricing is free. However it says that the free version is expiring? How do we use the free version?
Checks From customers, How to manage?
Hi, In vendors payment one could use the checks method to stay on top of cash flow, What about a Customer Payment Via Checks and what about Offline Checks Received from customers?
Branch Accounting - Zoho Books
Bank payment posting from one branch to another branch in case of non-customer and non-vendor cases, eg payment of expenses posted to General Ledger, payment of liabilities eg tax etc are posted to GL and Bank with same branch what we selected instead
Usability: "Add another line" Hotkey & Sale Line/Entry Customization
Hello, I'm not sure if hotkeys was on the to-do list, or implemented based on one of my suggestions, however the new hotkey feature is a great addition! However, since the "enter" key submits forms in Zoho, there is no easy key to "Add another line" in
Can you upgrade
If I go on a $0 plan because I am just a start up business and in 12 months start making more than $50,000.00 AUD per year can I upgrade to a paid plan in the future and not lose any data while upgrading plan.
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