Inventory maximum serial numbers for tracking
Hello, I am trying to add a bill of a purchase order of 7000 units. I've enabled serial number tracking, but when I add the serial numbers in the bill (it identifies all and counts well), I get the below message: "Looks like the key serial_numbers has
Update Task 'Due Date' field based on a formula
We have a Workflow rule that creates a Task when a field of the module is edited. The Due Date of this task is set to a date field value of the module. If the value is in the past, we want it to be set in the future. How can we achieve this automatically? As far as I can tell, Task Due Date are only Date fields and we can't add a formula to it. Ex:If Due Date is 12/16/2000, make it 12/16/2018
Zoho Book in Traditional Chinese
Hi Zoho Book Team. I know you guys have been supporting the Simplified Chinese for some time now. May I ask if there is any plan to support the traditional Chinese? I've done some search first but came up empty. Thank you.
ZOHO Books
We have some bank interest monthly for fixed deposits. In baking mode I see Bank Remittance and Bank Transfer under "Payment Mode" under Record Payment. Which one can i Select
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Query - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,
Showing Transactions in Top Level Chart of Accounts
Viewing Accountant:Chart of Accounts Top level accounts with sub-accounts You can "show transactions" in each sub-account but nothing shows in the top level accounts Could the top level accounts show the sub account transactions, all split by hierarchy, much like the reports?
Zoho Books Android App Beta Testing
Hi All, We are happy to announce that the Zoho Books Android app is ready and is available for beta testing now. You are just four steps away from installing the app. Step 1 : Join our Google+ beta testing community. Ensure that you login through the Google account with which you access your Android device. Click on "Join Community" button. Step 2 : Get into the beta-testing of Zoho Books Android app. Click on "BECOME A TESTER" button. Step 3 : Download the app from Google Play store. Click on Download
How to manually enter payment received as donation?
I am using the free trial, for a non-profit organization. Most of the income is through donations. I want to enter a donation received manually in Zoho Books, rather than import data. I could not find any option for this. Can somebody please educate me how to do this? I appreciate your help. Regards. Pradyumn Sharma
Complex Question
I have a Order form and Invoice form. Order form fields: Item, incoming qty Invoice form fields: Item, outgoing qty, price I am trying to find a way to sum all the invoices and then enter them in a new field in the order report so that I can have a new
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
Items per_page variables
If we get an individual item we get variables relating to Committed stocks but not when getting items by page, will these eventually be passed here or am I better off sticking with getting the open sales orders & processing them this way as making 4000+
vendor infos when add additionnal organisations
Hi, My company has several taxes entities. So i want to create a main Zoho books organisation and add additionnal organisations. If i add a vendor, this vendor this be share within all the zoho books organisations? or i have to create a vendor per zoho
Approve transaction from API ?
Is there a way to approve invoices or estimates from API like "/invoices/:invoice_id/status/draft"? "/invoices/:invoice_id/status/sent" approve but flag invoice like sent too, and it's misleading for the sales person. Can you add the end-point if it's missing, it will help better in our workflow. Thx
Zoho Books API
Hello, I'm trying to use the geturl function in Zoho Creator for Zoho Books: X = input.Invoice_ID.toString(); headerMap = Map:String({"Authorization":"Zoho-authtoken <CODE>"}); x = getUrl("https://books.zoho.com/api/v3/invoices/" + X + "?organization_id=452140211",headerMap); As a response I get: {"code":2,"message":"Invalid value passed for organization_id"} What am I doing wrong?
Problem with Zoho CRM Plug-in for Microsoft Outlook
Hi, I am new to Zoho. I used Google until it stopped accepting/ working. I use calendars to input appointments special days ect a week before the event and have them emailed to me on a daily basis until the given date and in the case of birthdays automatically repeated each year. I rely on e-mail alerts I do not open a calendar except to input something unlike many others who consult their diary everyday to see what is for that day? Please help. I didn't find the right solution from the Internet.
Recurring Credit Card Name null null
I have several clients that have signed up for recurring billing on their invoices, however in WePay the payment shows as coming from null null which makes it very difficult to track. Is there something I did wrong in the set up or is this just how it works?
Introducing Workflow Automation in Zoho Books
Hi folks, Zoho Books is glad to announce yet another feather to its cap - Workflow Automation. Yes, to those who wished for this feature, it is now available :) and to the rest, its a surprise treat that's going to make your work easier ;) Have you ever felt bugging to monitor, if there are any Estimates created with enormous discount margin? Have you ever wanted to automate an email whenever such an estimate is created in your organization? Or has it ever been painful to update a custom field of
"Expenses For Cost of Goods Sold" unable to understand
Hello, I am new to Zoho books and trying its demo version, since my requirement is to maintain an inventory, p&l statement and gst filing, for these i found Zbooks compatible. However, i am finding difficulty in understanding some terms, 1. When i sold an item i added an invoice. At the same time an "Expenses For Cost of Goods Sold" is added under expenses on its own, I am finding it very difficult to understand this term. Because when i check the profitloss statement, i can see the total in negative,
Fixed cost projects: how to send partial invoices, how to track time for reports only
We often have fixed-price projects that span several month's time. They are split into 3 or 4 payments. So we need to be able to send invoices for a partial amount of the project cost, and describe it on the invoice accordingly ("down-payment", "2nd of
Need a consultant to migrate from Peachtree/Sage50
We would really like to move from peachtree quantum sage 50 to zoho books. I have tried to export some peachtree files (items, sales orders, purchase orders, gl, etc.) and import them into zoho as a test case. None have succeeded. Further, I am not an
Custom Function not opened - Zoho Books
Hi Viewers, I am woking on Zoho Books. While I am open the Custom Function in Zoho Books it will throw the error as 'Unable to Perform this operation', so the Custom Function is not opened. Please try to clear the error. Thank you
Failed to Load PDF - Cannot Print Checks
Hello, Today I noticed that I cannot print checks. When the print-menu opens, it says "Failed to Load PDF". Here's what I've done: I have restarted Zoho books several times I've cleared cache I've tried on both Mozilla and Chrome, the same issue occurs on both browsers Hoping this gets fixed soon. Thank you!
Duplicating items via api - images not copied
Cannot seem to get the image copied to the new duplicate, any ideas guys ?... var jsonArray = { "item_type": "inventory", "product_type" : "goods", "name": name, "description": desc, "rate": sellfor, "unit": unit, "purchase_rate": buyfor, "inventory_account_name": "Inventory Asset", "purchase_account_name": "Cost of Goods Sold", "tax_id": "####################", "initial_stock" : size, "initial_stock_rate" : initRate, "image_id" : image, "image_name" : imageName, "custom_fields" : [{"index" : indexofCustomFieldBay,"value"
Going nuts trying to get API to work........
For the life of me I cannot get the API to POST any data using the format provided in the document. I have no problem GET'ing records. Here is a sample PHP script I made to be bare-bones simple. Whenever I execute it, I get a "Invalid value passed for JSONString". I know I'm missing something crazy simple. Please let me know. Sample code below. <?php $zohoauthtoken = "XXXXXXXXXXXXXXXXXXXXXXXXXX"; $zohoorgid = "XXXXXXXXX"; $json_string = '{ "contact_name": "test123", }'; $post = array(
Advertising image
Is it possible to enter a publicity type image between the customer data and the item grid?
Incorrect Vendor and Customer Balance Reports
I just printed off a full set of financial reports for the previous quarter (ending March 31st, 2018). Both the Vendor and Customer Balance reports incorrectly show a zero zero balance at the end of quarter - basically, empty reports - suggesting that all customer and vendor accounts were settled by March 31st - they weren't. Payables and Receivables Aging Summaries appear to be correct (i.e. they showed the correct open amounts as a function of time). The generated Vendor Balance Reports explicitly
zohobook get contact details in php code
hi Every buddy I'm new in zohobooks api i need to get all contact details in website through zohobook api in php code I already have: 1) url = https://books.zoho.com/api/v3/contacts? 2) authtoken = XXXXXXX 3) organization_id = XXXXXXX Anybody have any exmple
Zoho Books with Zoho GST
We are using Zoho Books and really impressed with the feature along with flexibility and control it brings to a small firm like ours. However, after trying out Zoho GST, I was really disappointed in the half-baked approach to this new product Zoho Books doesn't have a way to restrict selected user only to "GST Filing", the user should have admin privilege to get access to "GST Filing", this led us to use Zoho GST in spite of duplicate feature. Zoho GST seemed to be promising, however, there is no
Simplify B2B Payments and Transaction Reconciliation with Zoho Books and Standard Chartered Bank Integration
Zoho Books has integrated with Standard Chartered Bank to enhance the corporate banking experience for our customers in India. The integration brings online accounting and banking under the same platform and simplifies B2B payments, cross-border payments and transaction reconciliation for corporate businesses. Here is what the integration does for your business: Direct B2B payments The Zoho Books and Standard Chartered Bank integration lets you pay your vendors directly from your accounting app.
Invoice Templates custom
is there any possibility to hide item description row in invoice?
Invoice Customization Limiting Item List
Hi! Im using HTML editor for creating customized invoice. I would like to ask if it is possible to limit the lineitem to (for example) 8, and then automatically sends to a next page which continues the lineitem lists. Every page has a maximum of 8 items. If the number exceeds it will automatically be listed to the next page If it is possible... how? Thanks in advance
What's New in Zoho Books - April 2018
Hello everyone! March was a great month for Zoho Books and we've added quite a bit of new features. How about we take a quick peek at some of them? Convert an Approved or Submitted Transaction to Draft With this update you can now convert a transaction
Api call for "open" Sales orders"
Can you tell me if there's anything wrong with the following please guys .... var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); It returns sales orders with statuses of "invoiced" as well as "open" ?? Working on "Committed" qtys of items as I know you guys are, but give us no indication of release dates, mine will be done within days :-)
Items
Whooooeeeeee !!! Absolutely fantastic Zoho guys - what a great achievement, getting the "Committed Stocks" & "Available for sale" fields released in such a short time !! Can you please tell me if these field will be available in the custom columns list & in the items api ?? Fingers crossed & thank you all for your great work :-)
Opening Bank Balance when migrating from another accounts package
Hello, We are struggling understanding how to key opening balances. We have stopped our old accounts package supplier at the end of March 2018. We are on UK VAT cash accounting scheme. We have an opening balance of £50,000. Included in this is Proforma's received before the start of the new zoho data (1st April 2018) of £10,000. If we put an Opening Balance of £40,000 & key £10,000 prior to 1st April, this changes the bank balance & opening balance to unearned income. We can't key Proforma payments
Error in Evaluating Numeric Expression
int Display_Views.buy_sell_count_custom_filter(string bu_csu, string buy_sell, string Month_field, string Year_field, date Start_Date, date End_Date) { bs_rec = Investor_Meeting_Log [ID == ID]; month_item = thisapp.Display_Views.get_month(input.Month_field); year_item = input.Year_field.toLong(); start_month = input.Start_Date.getMonth(); end_month = input.End_Date.getMonth(); start_year = input.Start_Date.getYear(); end_year = input.End_Date.getYear(); ctr =
Vat Accounting does not match
My supplier sells his products inclusive of Vat. The total of my purchase is 1,882 tax inclusive. But the Vat (which is of 5%) comes out to be 89.63 rather than 89.62. Tax inclusive works by adding the tax and the amount and the total is what you pay. in this case. the vat multiplied by 21 should give the total. but the vat is calculated wrong. 1882/21 gives 89.6190 . How does your accounting software round this number up to 89.63? Fix this quick.
Why does Zoho need my bank account to setup Paypal payments?
I want to accept payments through Paypal. Why does Zoho need me to connect a bank account as well? Is it to record when the payment has come in? But the payment takes 3-5 business days to come in after withdrawing from paypal.
Record payment enhancements
Credits can be easily overlooked when making vendor payments as there is no mention of any on the record payments page - this is the ideal time to apply them ! A default payment mode & paid through for vendors would also be a bonus as the default ones
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