Invoice Template Custom Background and Company Logo Questions
Howdy. What are the pixel requirements for a custom background and for a company logo in a custom invoice template please? Our logo and background image don't seem to fit and we can't find recommended pixel size listed. Thank you. Mary C.
Issue in Books API Docs
So here's what I figured out with the help of support yesterday. There are 2 ways to get a token. Through the web page or using oauth2. Both can work but oauth2 is more robust. Depending on which method you use you have to use a different header for your calls. If you use the first method (auth): request.AddHeader("Authorization", "Zoho-authtoken " + authtoken); If you use the second method that also returns a refresh token: request.AddHeader("Authorization", "Zoho-oauthtoken " + oauthtoken); The
Tracking purchase expense with items purchase info
Hi, I can't find this in the thread so I am asking it here. When I create items in my account and set up recurring invoices that include those items, I think the journal will be something like: Dr Receivables Cr Sales Dr Cost of sales Cr Inventory I'm asking because I set up the items to automatically update Cost of sales with the cost price. Does this mean I do not have to create a recurring purchase expense for those items? Or do I still create the purchases expense to affect inventory eg. //
Discount Estimate in Zoho Books
Hi All When you change the discount from % to € in Zoho Books the Estimate still has the % symbol in the final document. Can you please change this? Kind regards Owen Bagnell
What's New this February 2019 in Zoho Books?
Hello Everyone, We're pleased to let you know that we've set off 2019 with some exciting feature updates and enhancements. So here's a sneak peek to some significant updates we rolled out this January. MTD VAT Pilot (United Kingdom) HMRC now allows all businesses to sign up for the MTD VAT Pilot and to file your returns online. Sign up for the pilot in Zoho Books by clicking Join MTD VAT Pilot on your Dashboard. The HMRC also recognizes Zoho Books as a VAT Compatible software so, all you have to
Different business verticals in one organisation
In my company we have 2 different divisions, every division having its own P/L. what is the best way to track this? In essence different cost centers with its own COA?
Recurring Journals
Hi, Currently you can only post Journals individually. Is there any chance that in the future a recurring journal feature will be added? Thanks
Recurring Journals
Hi, would it be possible for you to have Recurring journals as an option please so that we can set up regular journals such as depreciation to go through each month. this would be a huge time saving option to save having to re enter each monthly journal. Also, for the UK is it likely that you will be adding features for the Construction Industry tax Scheme? And will you add the feature so that we can submit VAT returns directly through the software instead of having to send it through the Gov gateway?
Attachments for journal entries
I don't see a way to attach documents to journal entries. It would be a nice feature to be able to attach files to journal entries as a way to document the reason/supporting documents/etc. (Quickbooks has this feature and I would assume it would be an easy enhancement)
Suggestion
Hi, This Is Paul from KP Powerways India, I am glad to check out the new feature to adjust the logo size which has become an ease for editing our templates. My suggestion to this is, instead of putting a slider you can put Numeric values for size, This will minimize the difference in look between all documents. For example; If I have selected font size 5 for Invoice i can select the same for all my templates. So that the all the documents have the same size of logo. Hope you understand my Suggestion/Query.
merge purchase orders
Hello, I create on every order an invoice to keep track. My supplier like to receive them as one. Is it possible to select multiple PO and merge them into one? This saves a lot of work for all parties. Thank you. Robert
Set Invoice status to sent via Deluge
Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test
List of invoices with Subtotal - tax - total
I am trying to get a simple report that lists by date range Invoice # - customer name - Subtotal - Taxes - Total I find I can export the invoices but it gives me 1 line / task. I just want a summary
Custom payment number in vendor payments
Hi Is it possible to provide our own payment number when creating vendor payments through zoho books API? Thanks Avinash
Vendor for every store and restaurant expense?
As a sole proprietor, I end up with a lot of expenses from coffee shops near my home and online stores like Amazon, for little miscellaneous purchases while I'm working. It seems absurd to create a Vendor record for each of these retailers (especially since my plan has a limit on contacts). However, I feel like certain Zoho Books features really want me to have a Vendor for every expense. (For instance, searching banking records by description seems nearly impossible.) At what point do you consider
Deluge help
Trying my hand at Deluge again & struggling with it, JavaScript syntax would be much easier ;-/ I'm having a problem getting a custom field value, can you point me in the right direction please guys ... lineItems = salesorder.get("line_items").toList(); for each lineItem in lineItems { name = lineItem.get("name"); if(name.contains(string)) {amount = lineItem.get(custom_field_name.value);} } info amount;
Custom Views
Please add criteria to custom views in sales orders, see attached...
Auto Vendor Credits
For anyone familiar with JavaScript, you may find this handy if you get settlement discounts from your suppliers. You have to : set up items with the discount amount, get the id of this item, set up a a contact custom field called "Settlements", Enter
Bank reconciliation
It would be a great help to have the banking module reconciliation sorted as the banks show on the statement. It's generally sorted by date & then lowest to highest value. Zoho shows them by creation time, which is not at all helpfull when there are lots
How i can recorder employee wise salary
How i can recorder employee wise salary
How do I send the receipt to my client for a deposit he has to make before a project starts?
So I am starting a 3 month long project with my client and I need to send him a receipt for the deposit he has to pay me which 30% of the entire amount. So 1. How do I sent the receipt? 2. How do I record it and send him some sort of update that I received it and is part of the entire payment? 3. Can I send him the receipt before he makes the payment to let him know howmuch he has to send and record it? Thanks in advance.
Show original selling price on template (item table)
Hi, I'm trying to figure out how to get Zoho Books to generate a Commercial Invoice for international shipping. We've created a seperate invoice template to generate the Commercial Invoice before switching back to the Invoice template and sending the
ZohoBooks Rest API and Self Client Option
Hi, I'm developing stand-alone java application that needs to use ZohoBooks API. But since this is a single java application that runs every night, there is no user and authorization, authentication should be made automatically between my app and zohobooks. My questions are: for stand alone option in https://accounts.zoho.eu/developerconsole it says the code will expire in 3 7 or 10 minutes. So how can I get this code automatically? Every time when I start my app should i get this key manually? There
Vendor credits cloning
Just want to thank you Zoho guys - this really is a fantastic feature addition - using it already, saves lots of time for me ;-)))))))
Api for sales orders
Missing a variable for the packing status ?
Contact | Email contact
An extra parameter file_name found in your request
Purchase Bill entry with Item Level discount
Hi, how can we enter BILL with item level discount ?
EU Acquisition
I have bought goods from a VAT registered EU supplier at 0% Vat. When I run the Vat Calculation Summary report I expected the Vat to show in the Box 2 figure and then be added (to reclaim) to the Box 4 figure. My old accounting software used to do this. How do I show the amounts? David
Bill from Invoice
Hey Deluge experts, a little challenge if I may ask of you ..... When we invoice a certain item it is also billed at the same time ! On invoice creation, I'd like to iterate through line items, on encountering a certain sku, store a few lines of data
How to record expenses where GST invoice is issued later?
Hi there We have many expenses (flights, hotels, stationery etc) for which the supplier issues a proforma invoice and then supplies a tax invoice a few days later. The proforma invoices generally don't have any GST information on them. Currently, we are manually maintaining a list of pending invoices and manually adding the GST invoices when we receive them. Obviously, this leave a lot of room for mistakes. What is the best way to handle this? Cheers!
Business continuity issue for client - Free plan not upgraded despite making payment
We had mapped a client to our Zoho Store account, and made a payment on their behalf for 1 year Standard plan for Zoho Books. It was showing us that the client is now on a Standard Plan, however, our client has reported that they are still on Free Plan. This has impacted their business, as they are not able to generate new invoices for new clients. This is not done, as payment has been made, and service is not provided. We seek an urgent solution for this issue.
Add new, already existing organization (i.e. merge 2 Zoho accounts)
Hi, We've been using Zoho for a while and love it, now I created a second account for our second business using a separate email address and login, added everything in, and THEN realized that I could have just added a new organization into the existing login. That would be way easier to manage. Is there a way now to link those 2 accounts? I.e. add the second, new one that I have created as a second organization in the main business, rather than a separate login? Thanks for your help! :)
Duplicate documents from one photo on Android
Yesterday, with the Android Books app, I added a receipt photo as a new document. After I took the photo, returning from the camera activity, I was required to reenter my Zoho app PIN (I don't know why). After I entered the PIN, four identical documents appeared, all with the same filename, and all with the same photo that I had just taken. This bug chews through my document scanning allotment.
Salesperson / Delivery method
It would be nice if we had more control over these fields. They should have drop down boxes for selection only so that mis-spelt words aren't added by mistake, this happens quite frequently! We should also have the ability to make them required / not
Point is ?....
This new "Back" button seems pretty pointless , it does the same as the browser "Back" button ! It would be far more useful if you added another button & then named them both "Previous" & "Next" on viewing full page transactions. These would then cycle
Zoho Books Webhook Request Format
I have created a webhook and workflow for Expense, Invoice, and Payment modules on create/edit events. Settings for each are as follows : Include HTTP Headers - Content-Type = application/json Append All Parameters I can view what I assume is the request sent to the registered url in the Workflow Logs, but when the endpoint is hit, I have an invalid model state. When using the json object from workflow logs to test locally, everything works as expected. Does anyone know what might be causing this?
Recurring Bills Integration-Zoho Books
Has anyone had any success with forecasting costs/amortizations of recurring regualr bills and loans in Zoho Books? The "recurring bills" function doesn't seem to integrate in to any reports... It is very challenging to run our company in Zoho w/o the ability to create forward looking reports. Any help would be greatly appreciated.
Intrastat Invoices for EU Countries
EU businesses exporting to other EU businesses need to generate intrastat invoices. Intrastat invoices have an Intrastat code against each items (products only and not services). Although we can add a custom field to hold this against the items Books doesn't allow to create an invoice template where we can choose to display the intrastat code column (custom field). We either have to set it on all templates or non. What we need is to be able to choose on each invoice template whether to show the
How to create group of items???
How to create group of items ??? Eg. Item group - Mouse Under this Mouse - i can create 1) Dell 2) Hp 3) Lenovo 4) Logitech etc Eg. Item group - Keyboard Under this Keyboard - i can create 1) Dell 2) Hp 3) Lenovo 4) Logitech etc
Cannot edit estimates after being invoiced as of today. Needs to be changed back!
As of this morning Zoho Books does not allow us to edit estimates that have been invoiced. We need to be able to do this in our industry. We are a manufacturing business that requires us to constantly make changes to estimates after invoicing for our
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