Contacts
Please add scan business card for adding contacts. There are many apps in google play that use the phones camera to scan cards to add to contacts.
Zoho being the IdP for OAUTH of our customers
Hi Zoho, please guide me in the right direction if I'm misunderstanding things... We are a small company, with about 20 users currently using Zoho CRM and books and other apps. As far as I know, CRM keeps a database of our customers, with name, email,
Please add option to save draft *without* closing purchase order, invoice etc.
Hi Zoho, When I'm working on a long purchase order, invoice etc. I regularly save as draft to make sure not to lose any data and have to start over. However the function is very irritating because it always closes the purchase order, invoice etc. and then I have to reopen it when all I want to do is save my work so it's not lost. Would you please consider having the following: " Save as Draft" (does NOT close window) "Save and Send" X in upper corner if someone wants to close a saved draft. Or the
Internal Error - create customer payment
https://books.zoho.com/api/v3/customerpayments?organization_id=686753061 JSONString: { "customer_id": "1770808000000082284", "payment_mode": "others", "amount": "606.09", "date": "2019-01-02", "reference_number": null, "description": "ACH Deposit", "invoices": [ { "invoice_id": "1770808000000093035", "amount_applied": "527.67" }, { "invoice_id": "1770808000000093035", "amount_applied": "78.42"
profit - loss & ledger : item wise
are there any reports , where i can see 1 single window ledger for a item , which will show me its purchase , sale , credit note , debit note for a particular period. a report showing me particular item , purchase & sale transactions , for a particular period with price , date & all details. 1st : i am asking for ledger , like there is customer ledger , in same way , ledger for items. 2nd : asking for profit & loss with all details for particular period
Classes/Tags in bulk import
Let’s say I have a bunch of transactions I need to bulk import into Zoho Books & they already have a “Class” column. Is it possible to import the classes as tags? Or as a custom column?
Client Timesheet Approvals Notification
Is it possible to send approval reminders to clients after a few days of not approving timesheets?
Automatic Bank Feed "Chase" - Importing refunds as Money Out
Hi, The automatic bank feed currently imports vendor refund transaction from our Chase Bank account as money out transactions. It's been more than two months now and Zoho's support team still didn't find a fix for this issue. When can we see an update on this? Thanks in advance ;)
Consolidated Invoices with detailed items or customer payment details.
Hello, I have installed Zoho books one of my client. It is working fine. But one requirement is necessary otherwise they will switch to some other provider. So, can anyone help me here? I need to generate a customer payment details with invoice details in it. Now it is only showing the invoice number and amount. But he needs the invoice details like item name, quantity, price and amount for each invoice. Thank you.
Email on shipping address
Hi There Is there a way to add email into the shipping address of a contact? We serve large companies where 1 company with 1 billing centre has 10+ shipping addresses and contacts. What we do is create an invoice, select the shipping address, however there is no email associated with that so it makes it really difficult to easily email the shipping contact or keep them in the loop without some kind of manual look up. Any advice or help is appreciated. Dave
Customer payment return
Hello, We have received a bank transfer from customer for an order. But the order has been cancelled before processing and we have refunded. How do i record that in zoho books.
Customized view in Books
Is it possible to make a customized view in the sales order view. We would like to add the information about advanced payment and if a packing slip is printed. In this way you can track each order from one view. Also a field for free text would be good. This is as far as I understand it possible in Zoho CRM.
Edit an Account for a Matched Transaction
Hello, I'd like to edit an account for a transaction that has already been matched. Right now, I cannot change it - I get this message: I realized after I matched and reconciled the transaction that it is tax deductible and would like to change the account from Advertising and Marketing account to Contributions account. In order for me to change the account, I'd have to unmatch the transaction (which un-reconciles an entire month!). I just want to switch the account - if the amount is the same,
Profit Margins
Hi (again!) I would really like the report function for sales by item to report average margin based upon average item cost and average sale revenue - any plans to include this column? Even better would be to extract item margin by customer (perhaps based upon sale price in price books?) Are there any plans to include profit margin reporting? Richard
Settlement discounts
Hey Zoho guys, A lot of your users, I'm pretty sure, get settlement discounts for early payment or whatever reason and there is no feature to automate this! It would be nice if you kind people at Zoho could provide us with a "custom button" to accomplish this using deluge ? I have done it for myself using JavaScript but it would be really great to be able to do this within Zoho ;-) I've set up a custom field in contacts to enter the item_id of the discount used.... Here's the code I wrote, which
Remuneration to partners
Like we had put other checks can we put a formula that can give the permissible value of Remuneration that can be paid to partners. In settings we can mention the ratio of sharing to the capital accounts as per partnership deed. And system may give us
Point of Sale (POS) Integration with Zoho Books
We are in the process of setting up a new floral shop and we are looking for a POS i.e. point of sale system that can easily integrate with ZOHO Books.
ICICI Business Banking - Vendor Payments
Initiating vendor payments from Zoho books reflects transaction in bank statement as: INF/020753954101/ 6PSBM7nI8aS3LVUibZwb9 MMT/IMPS/828518753596/ 3xgaOQYTjfdrrhX/SBIN0009062 INF/020758867321/ 5e0I7Wov9hWGUcQ13QqWR Above are some examples with random
Invoice to Accounts Payable email without contact
Dear Zoho team and users. I am facing a problem related to the way we send invoices. For example, we need a way to remember to whom we should send invoices. I know that Zoho has the "Primary Contact", but sometimes the company i am invoicing only has an "AP@" email without a real person assigned to it. Zoho Books doesn't allow me to assign the primary contact to a email only, it needs a last name and it will add into the CRM side, so in the future, it will be a mess. Is there a way to remember/show
Zoho Books: Automation - Custom Function - Item is not updating
I am trying to update category of the item with custom function. Below is the custom function. Category is a custom field I need to update. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); jsonstring = "{\"Category\":\"Composites\"}"; // To update the current record result = zoho.books.updateRecord("Item",organizationID,itemID,jsonstring.toMap()); It is not updating the category value for the item. No error generated also.
more than SKU for one item
dear please i want to use the par-code scanner in zoho with SKU but the problem my items THE one model have more the one SKU , i mean each peaces in in one model is come with differant SKU , please see the pic , IN ZOHO item only use one SKU WAEL ALMASRY
Internal Error
i get {"code":1000,"message":"Internal Error"} response when execute following code. Please suggest how this can be done properly var client = new RestClient("https://books.zoho.com/api/v3/contacts"); var request = new RestRequest(Method.POST); request.AddParameter("organization_id", orgID); request.AddHeader("Authorization", "Zoho-authtoken " + token); request.AddHeader("Content-Type", "application/x-www-form-urlencoded;
Zoho Books - Show margin on quote
Hello all, We are using Zoho Books as part of Zoho One. Since prices change often and we might not have the actual unit prices, we want to see the total margin on a quote on Zoho Books. Is it possible to add a field in the product overview on the quote that shows the difference between the cost price and the list price for every product and the total quote? Thanks in advance, Best regards, Wesley
How to add reporting tags in purchase order
Hi, I know to create a reporting tags. In the purchase order, add additional information and selecting the required tag. Is it possible to add the tag for the complete purchase order rather than selecting for each line item. Regards, Hemnath.D
User Roles/Privilages
It seems that there are no ways to customize the 3 predefined User Roles given in Zoho Books? This is a real turn off for our company. There are employees who are not suppose to see account balances and expense reports, but need to be able to create estimate and send invoices and check contacts. When will Zoho Books users will be able to do that?
Contacts module
This really could do with a major overhaul! I really think we should have sub-customers! A scenario: We supply Google with all their equipment. They have offices / server centres & subdivisions world wide. They buy on a regional basis but when a payment is > £100,000.00.00, the payment has to be authorised & come from head office, smaller ( piddly :-O ) amounts can come from regional centres. Even the regional offices can have more delivery addresses than is allowed in Zoho. If we had sub-customers
Forte payment notifications
My customer made a payment on an invoice today through the customer portal using forte. We did not get any payment notifications, but the invoice shows "Payment Initiated". Do you know when we are supposed to get a notification of payment? I figured we
Tag reports available in manual journals
Hi, I know that in the international version, it is possible to associate the tag reports in a manual journal, but it is not the case for the Canadian version. I don't understand why it's different... We would really appreciate if it was available ! Thank you for your consideration :)
Adding vehicle purchase correctly
Hi Hopefully someone can help me with this. I am UK based and registered for VAT. I recently purchased a company vehicle as follows: vehicle cost £23495 vat £3770 paid as the deposit to the vehicle supplier charge for credit is £4852.80 Total purchase price £28347.80 Can someone advise the best way to get this into zoho books. Many thanks Adrian
Reporting tag creation using API
Is there any create api for reporting tag. I need to create reporting tag from my application to zoho books.
Api calls
I'd like to use something like "api" to differentiate between api calls in the "Comments & History" logging so I can easily see what's been done through the api or by manual entry myself in Books - is this possible ?
Linking invoices to bills / bills to invoices
Is there any way to do this ? Is it possible through the api ? I've given it some thought but can't seem come up with anything ! I was thinking of using notes to place a HREF in, but no joy ;-( I think that if you guys provided a HREF choice in custom
Vendor bulk payments
Vendor settlement credits created, applied to bills & the bills paid ALL with Just 1 Click, that's how to save loads of time with bulk payments ;-) What used to take me 3 - 4 hours on a Friday / Saturday now takes less than 3 minutes - Whooooaaa ! & When you get the auto bank payments feature launched, paying vendor bills will be truly magical !
Entering / editing customer address at invoice, sales order & estimates, would like to change the order in which they are ENTERED
Entering / editing customer address at invoice, sales order & estimates, would like to change the order in which they are ENTERED I have figured out how to display correctly by moving the place holders in settings. My big problem is the order in which the data needs to be entered, and it is not consistent across all zoho platforms. Please make it consistent. It's fine if I go to Contacts - Edit, the order in which the address is entered is: Attention: Country: Address (street1) Address (street2)
"paid through" field
Hi, I have a trial account. I'm entering expenses in Money Out and need to be able to add something other than "petty cash" or "undeposited funds" to the the paid through field (for example, check or credit card). How do I do this? Thanks!
Tally vs ZOHO Books
You claim to be an online accounting software compared to desktop accounting of Tally. How can we do payroll entries supported by Tally in ZOHO Books? There is simply no option for such a basic accounting requirement other than to pay separately for ZOHO
Docs
Whilst you're updating this module, please bear in mind .... Add to bill in Docs ... The bill preview pane is a real PAIN ! Please, please re-set the dimensions & add a horizontal scroll bar - it's a nightmare having to resize the browser constantly &
Zoho changes terms from N30 to Custom even with N30 selected under the company configuration
Hi Zoho Community, I am having a difficult time with Zoho books as the information I am adding in there is not being reliable. Our company has some sales in different terms (30,60 and advance) and our contacts they are all classified that way in books.
Can I enter manually receipt number when payment received?
Dear Zoho Team, Can I enter manually receipt number when payment received?
Printing on A5 sheet
Hello Team. I am looking for options to reduce the hard printing size of the invoice. I would like to bring down the size to A5 paper ( 5.8 x 8.3 in). I see that the new template for Invoice only provides a default size of A4 & Letter. Do let me know
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