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
Accrued Revenue
Hi, We are a service based digital production company and I wish to calculate the accrued revenue for each project. As per my definition for the business accrued revenue is the following: 1) I have a PO for a project that could take 6 months to deliver
Accounts Payable and Current Liabilities
Hello, I have a bill which appears on Reports -> Business Overview -> Balance Sheet in Accounts Payable. This bill has been paid by me personally, so now I want to book a journal entry to credit Current Liabilities and debit Accounts Payable. But when I go to Accountant -> Manual Journals to make that entry, Accounts Payable is not one of the accounts in the drop down box "Select Account". Can you please suggest how I might make this booking? Thanks in advance.
Zoho books and BNP
Hello, I cannot connect zoho to BNP paribas and I thinks it is because zoho does not offer connection to the good portal of bnp. Indeed, when I click on the URL proposed by zoho, I get: https://mabanque.bnpparibas/fr/connexion but acces to BNP for most of the businesses (and my company business) with BNP is through: https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp Could you please tell me if I am right or wrong and if I am right could please open a project to develop good
Find developer to create API
Hi, I am looking for a reputable developer who can connect our Zoho Books sales to our Joomla based Event Bookings extension. The developer of the extension is unable to spare the time. Could anyone recommend where I would find a reasonably priced but great developer for this task? Thanks so much in advance
Customer not able to do online payment
Getting such error. Payment receiving linked through EasyPay.
How to record excess payment more than the invoice value?
Say for instance, the invoice value is $100.5 and the client has withheld tax of $10 and made a payment by cheque for $91. When I the enter the respective figures, it shows that the amount is more than the invoice amount and does not save the payment. Kindly help. Regards Ganesh
How to delete "Transfer Order"
I created the "Transfer Order" of the stocks from 1st warehouse to 2nd warehouse, but now I cannot edit it? Is there any way to edit it? if not then I suggest Zoho to must add an edit option. Thanks
Fixed Recurring Invoices With Variable Time
One of our services is a monthly Pay-Per-Click service where we charge our Customers the same amount of money at the beginning of each month. We have a project for each Customer in Zoho Projects where we track our tasks/time. While the amount we charge is a constant, the amount of work we do fluctuates from month to month. I'm thinking that we should use Recurring Invoices and associate the Project from Zoho Projects. Questions: If we associate the project from Zoho Projects to the recurring invoice,
Tips: Using Zoho Books for Law Firms - applying Retainer payments (as trust funds) to Invoice to be paid
Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid (paid invoice attached) , create a email trigger with a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operating
SO Delivery Method
I've renamed a CF in Invoices to "Delivery Method", expecting the value from Sales Orders to be carried through on Invoice creation but this does not happen as with other fields ?
GSTR-3B Filing Return Error
Hello Team , I am trying to File GSTR-3B returns , When i am trying to push data it throws me error " There was an error while connecting to GSTN" But working when trying to push GSTR-1 for same month previously it is not happening . I already answered question in GST portal . Please help last two days trying to solve this
Error on email template removal
Dear Zoho Support, there is an error in browser console when we try to remove an Email Template: vendor-bf39d39c35e553df04a911945d4c5749.js:1261 DELETE https://books.zoho.eu/api/v3/settings/emailtemplates/40885000000511344?organization_id=XXX 400 (Bad Request) (I have replaced org id with XXX). What we do is just click on remove/trash icon for an Email Template (Books > Settings > Automation > Email templates). Then we confirm the popup about setting the default template for the contact related with
How to make a field unique?
There's a feature in Zoho CRM that helps a lot in preventing creation of duplicate entries. You can mark a field as unique, which is very useful. Mainly to avoid conflicts whenyou need to create some user with the API at the same time the same user creates
Feedback and Question on Billable Expenses
When employees enter expenses for a project or customer, they often don't know every detail of a project and what is and isn't billable, so we just want them to enter them as billable and then the project manager can sort it out. Is there any simple way
Matching Multiple Bank Transactions to Multiple Expenses
Hi, I have a situation where I have made 3 bank transfers for 2 expenses which I have created in Zoho book. Is there way to categorize these 3 bank transfers to these 2 expense? Thanks Niran
Void Invoice Item doesnt show in transaction filter
Hi, I dont see items that are adjusted in composite items , items in void invoice, items that are adjusted because of damage or other reasons showing in transaction filter. When i am tallying my stock with phyiscal inventory, i need to jump back & forth
Recurring Expense / Bills
Please can we have the option of attaching files to these. If we have a loan arrangements, taxes as in rates, telephone expenses etc then we need to have these docs readily available !
Contacts duplicated from CRM and Projects
Dear team, I have Zoho CRM integrated with Zoho Books. I also have Zoho CRM integrated with Zoho Projects. I added the Zoho Books integration with Zoho Projects. When I create an invoice for a customer A within Zoho Projects, in result I have a duplication of contacts in Zoho Books: 1 contact coming from Zoho CRM 1 contact coming from Zoho Projects In fact, this customer is exactly the same! You should be able to have in the background a reference number for this contact which is going to be used
Custom view filters
Thank you Zoho guys, it's great to see we now have relative dates available in custom views, in PO's only at present, I'm sure they will be introduced to other modules ? It would also be a bonus to have "Isn't" introduced to make these custom views invaluable ;-)
Text
Need text character option like bold, italic etc. in making estimate . invoice etc.
Refund Check?
How do I print a Refund Check? Right now, I'm hand-writing them, but I want to be able to print the check, in the way that I print checks to Vendors, etc. I've issued Credit Memos, and noted them paid, and chosen Check, but I see no ability to take the next step and actually print it. Thanks!
Create Invoice php
Hello, I'm trying to create an invoice on Zoho Books using API, using the sample you provide on the documentation. But I'm getting the following error: Return: {"code":4,"message":"Invalid value passed for JSONString"} The code I'm using is: <?php $invoice = array( 'customer_id' => '198938000001208463', 'contact_persons' => array("198938000001222003"), 'invoice_number' => 'TEST-00001', 'reference_number' => '123456', 'template_id' => '198938000000124001', 'date' => '2015-11-23',
{"code":14,"message":"Invalid value passed for authtoken."}
Hi there, I am working to integrate Zoho Books into myapp (free trial). Please find below the different steps: Step 1 (ok) : Registering New Client (to get Client ID and Client Secret) Step 2 (ok) : Generating Grant Token Step 3 (ok): Generate Access and Refresh Token Step 4 (ok): Generate Access Token From Refresh Token Step 6 (KO Erreur): Calling An API {"code":14,"message":"Invalid value passed for authtoken."} $res = $this->curlPost( 'https://books.zoho.eu/api/v3/organizations', NULL, ['Authorization'=>'Zoho-authtoken
Tracking Cost of Goods Sold at Multiple Locations
Hello, Is it possible to track cost of goods sold for different locations? I run a service business and have 2 locations. The same service products are offered at each location, however the cost of providing services is different due to different contracts, and I want a way to track my margins and costs by location. Is there a way to do this? I am a Zoho One subscriber. I am considering switching to Zoho books from Quickbooks Online.
Budgets Zoho Books
Hi, How can i set up budgets and monitor monthly budgets versus actuals to report on. Kindly assist. Or is there a specific app for budgets? Kindly help . Thanks
MTD for UK
Sign up for it UK guys - the Zoho team has done a great job & the new VAT filing module is fantastic ! You can now sign up even if you trade with the EU, so go ahead & enjoy this new feature ;-)
Item links in documents
It would be great to have links to the items listed in all documents, SO'S, PO's, Invoices etc !
Expense report labels expenses added from recurring profile?
Is there a way to view only automatically entered expenses from a single report or view? Or at least have automatically created expenses labeled as such? This would allow us to review the automatic expenses for a day or week from a single report (sometimes the amount needs adjusting).
Zoho Payroll Setup
Just purchased Zoho Bookkeeping and Zoho Payroll. Been getting errors while setting up. I would love to actually speak to a person, but there does not seem to be a customer service number for payroll, and on their regular customer service number there is not a menu option for payroll support. Problems Now: 1. Been waiting for days for the link to the bank to be accepted. It still says pending. Called my bank and they said it is not at their end. 2. My employee gets this message: I have created an
How to introduce sales of a restaurant in ZOHO Books
Hi, We have been using ZOHO books since two years in our restaurant business. My question is what is the best way to introduce the daily (or weekly) sales, as we don t give invoices to the customers but a ticket. Some of the sales come through credit
Zoho One users can't switch back to zoho invoice if they use upgraded to books
As the title says it's a shame that ZohoOne users are not able to revert back to zoho invoices. Been trying to get this resolved with supportr for days now with poor solutions. There should also be a way in CRM to sxend invoices to clients and I don't mean a PDF. The invoices/books module sends an email with a Pay now option for clients to pay by credit card online. Why can't this be the way invoices are sent in CRM?
Is it possible to add the batch and the expiration of the article in the description of the article in the invoice?
I am doing a project in which by a country's regulations the description of the article in the invoice must contain the expiration date and the batch of the article, it is possible to associate it in zoho book?
Recording GST when the whole Invoice is for GST
Hi All How do I go about recording a bill where the whole bill is for sales taxes paid on import, for example Fedex clears a shipment for us and the whole bill is for taxes paid. We need to do this so it shows as an input Tax Credit (ITC) when we do our quarterly tax return to the Government. There is no place to to adjust taxes manually when creating a bill, taxes are always calculated based on the tax rate that is created in the tax table. I even tried to create a 100% tax item and have taxes inclusive,
MS Access Integration
My company has a MS Access database, ideally we would enter information to the database and it would send the information into Zoho Books. Is that possible? Or maybe in reverse, where you create a record in Zoho and can be pulled to Access? I heard about the APIs maybe doing something like that? https://www.zoho.com/books/api/v3/#apicollection Thanks for any help,
Sales returns
Great feature, tried for the first time today but it was a painful process as there were discounts applied & these discounts do not work on the refund, I had to edit the refund after saving it. The sales order returns only show in Inventory, not in Books ?
On approval workflow
Hi! I have made a workflow for Bills. I wanted it to get triggered on Bills approval, so I check if status is Open. But today we've notice that 2 approvals didn't triggered the workflow because status was overdue in this case. How can I handle that without triggering the workflow when bill status changes to "overdue"? Thanks in advance. Regards
zoho books Document workflow
Hi, We are looking into documents to optimize our workflow. When we receive an invoice, auto-scan / upload it to zoho books documents, we would like to have a feature where you can assign some sort of workflow for that invoice: with the workflow it must be possible to assign tasks to the invoice e.g. approve the invoice; create a bill match it to a project etc etc Sure, some task are possible but I can't seem to find a general approve function. Is that not yet available / perhaps on a roadmap?
Create POs w/o Creating Items
We track our product catalog in another database, so we want to be able to create POs programmatically without having to sync the items as well. It doesn't appear that I can do that though, it appears that each item has to be created before the PO will accept it. Is that right?
How to zero Out a departing LLC member in Capital Equity Accounts
My LLC partner departed Dec 11, 2018. How can I distribute her remaining equity (negative balance) to my equity capital account and carry forward to 2019?
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