default email address per user....estimates, invoices, etc.
When emailing an estimate or invoice, it only allows for one email to be the default in the from field Why wouldn't it default to the user that is logged in? Is there a way to resolve this issue?
SPF Invalid Syntax Found
Hi Zoho help, I set the SPF records in my DNS correctly as explained in your documentation(with spaces like this: v=spf1 include:zoho.com ~all However, when I check it here and here, it shows without spaces and says invalid syntax. Could you please help in this. Also,I see a notification to verify SPF in my Zoho account. Thank you
TD Canada Trust bank feeds broken for weeks
Is anyone else seeing broken bank feeds for TD Canada Trust (both chequing and credit card accounts)? Mine have been broken for almost two weeks now. I have a ticket open with Support but I get the standard "the issue is with our third-party provider".
GST/HST Return
So when I pull up my 2017 GST/HST Return, it only looks at instalments that were made in 2017. However, as with most fiscal year GST/HST quarterly filers, the deadline for the last quarterly payment was actually Jan 31, 2018. So, when I log a tax instalment
Searching transactions
Hi, hope someone can help. I've just finished categorizing a few transactions. But now I realise I've made a mistake, and need to fix them. I don't know the date, nor the amount, only the description. When I look at the the "ALL TRANSACTIONS" I see the date, type, status and amounts, but can't seem to find the "description" - the only thing I know. How to I search the transactions? Thanks
Transaction matching
Is there any problem with not performing transaction matching and instead only reconciling my books at the end of the month? I don't see any real advantage in our operation. I'm not sure what matching is supposed to do besides "get ahead" so everything
Docs & field updates
I am trying docs again & can see that we can now enter a bill for purchase receives which is great news ! The docs feature is very expensive if you consider it can cost more than the hosting app, please review the pricing, I'm sure you would attract more
How can I adjust the amount in Zoho vs bank
I am a new user and I have imported a bunch of invoices and expenses from Freshbooks. As a result a lot of my numbers are off. My amount in Bank shows correct but my amount in Zoho does not match that. Since i am cash based these should match up. What is the best way to get these matched up?
tax filing
I accidentally marked a tax return as "filed". How do I undo that?
iOS App Update
Hi fellow Maadirs, when is the iOS app of Zoho Books receiving an udpate. I'm anxious to have the inventory included in item details, which was supposed to be included in the next update: https://help.zoho.com/portal/community/topic/zoho-books-ios-app-lacking
Print Checks
Hi I am trying Zoho Books, and I think in some areas is better than QB, however it will be great if it allows us to cut checks from the software, add number to the accounts, make sub-accounts, and group expense Big fan of Zoho Books here....
What's New in Zoho Books - March 2018
Hello everyone! February has been one amazing month with a lot of new features and enhancements being added to Zoho Books. Let's take a quick view at all of them. Enhancements in the Banking Module We’ve introduced the option to view all the matched transactions,
Record Payment Defaults
I am paid by check 99.9% of the time, and this check is deposited to the same account 100% of the time. Is there a way to set the default values for the "Payment Mode" and "Deposit To" drop downs so I don't have to set them every time for every payment? -Tom
Ask about Zoho Books fitur
Dear All, I want ask. 1. What different between menu Inventory in Zoho Books and Zoho Inventory? 2. If the boss have 3 organization, how they can see summary report omzet, total receivables, total payables in one dashboards? Thanks, Iwan
Download Customer Id in invoice
Hi Zoho Books Representative, we have a problem with the platform and don't know how to solve it. >Our clients have a specific ID in our DSP and we would like to have it shown when we download all the invoices month to month. The problem is when we add
Multiple SearchCondition
Hi, How can we perform multiple search condition? -Steven
For a retail shop, what POS options available to integrate w/ zoho?
We are in process of opening a retail shop in India primarily be selling mobile phones, but also does graphic design services or sell other products. So what retail POS w/ offline/cloud support would be better suited with zoho as accounting software? Thanks
Profitability / Benefit for Sale
Hi, I'm going over the best way to know the profitability of each sale made (sales order) and can not find the form. The idea is to know, for each of the sales, what has been its benefit and, therefore, the margin, what do you suggest? Thank you
Balance Sheet bug?
My business is cash based. If I generate a Balance Sheet for last year (1/1/2017 to 12/31/2017), I have an entry that is under "Other Current Assets" called "Sales to Customers (Cash)". When I open that link I get an Account Transaction report which is a debit/credit accounting of invoices and payments. In that report there are some strange entries. For example, I have one customer whose transactions (ALL Invoices and payments) are shown as $11. These are all incorrect. If I click on each individual
Invoice Custom Fields
Can someone please help me with how to write a bit of code to update 2 custom invoice fields? The fields are "Issued By' & "Contact Email" What I am looking for is when an invoice is created that these two fields are automatically populated with the user name an user email address respectively. Any help with this would be appreciated.
API: Get Line items from Invoice.
Hello Zoho Folks, I"ve started using ZOHO Books for my firm. For our needs, it seems like a time saver if we create invoices directly and not Sales Order -> Invoice. Given this, I am now writing a script in python to collect the list of items that are associated with the invoice. But, I don't see how this is possible. I do see that if a sales order is created, the API to get SalesOrder: https://www.zoho.com/books/api/v3/salesorders/#get-a-sales-order lists the "line items". Any pointers of how this
Expenses or Bills?
I've used Quickbooks for 13 years and migrating to Zoho manually. I decided that it is better to just start off with Zoho as of January 1, 2018 and keep all the old data in QB for now. I'm a fine artist and I just always entered my expenses, both operating expenses and COGS, into QB and itemized them into fields that I will need for TurboTax. In Zoho, I started to enter these new ones as "expenses" but then I see that there is also "bills". Either way, 99% of my costs/expenses go on a credit card
Docs file selection to attach to new transactions
When attaching files to new docs that already exist in docs - we get them from "All files" & we have to scroll down a lonnnngg way to get to the "Attach files" button ! Either a scroll bar on a fixed size window with a bottom fixed ribbon containing the
Edit Multiple invoices?
We have a few hundred invoices with one field to update to a common value. It appears if I export the invoices, replace the values in excel, then attempt to re-import them it will not overwrite the existing invoices. Editing invoices one by one is painstakingly slow. Trick to accomplish this?
Applying Discounts on Bills
Hello Is there a way I can apply a discount on a bill? Percentages are fine. Thanks Kristian
"Problems faced by logistics management software company".
I want to know what are the real problem faced by logistics freight management companies.
Linking Manual Square Payments with Invoices
I have customers that don't know how to pay their invoices online. Many of them will call in a payment using their debit card and I will manually run the debit card using Square. When I do this Zoho will generate its own Square Invoice Number (ex. Square-00125). How do I lin this payment to my already established invoice?
Notifications for payments of invoices that are Overdue by a certain amount of days
Basically, we're trying to come up with a way to automatically receive customized email notifications if a customer pays for an invoice that is at least 20 days Overdue. These emails would be different than the normal payment confirmation emails. We've
Automation
I want to create a workflow rule for creating bills. When a vendor is selected a specific item should be entered into the bill. Is this possible? QB remembers previous transactions, fill the vendor ion a bill and the previous accounts are filled. It seems unnecessary to repeatedly typing in the same item/accounts each month for the same vendors.
?
I can't see the chat anymore. Did you knock me off? Why?
2017 - Zoho Books Journey.
Hello, Everyone! As this year comes to a close, it’s time to reflect on past accomplishments, current opportunities, and future goals. Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2017. Keep an eye out for more exciting features this year. And if you want to know more about these features you can check them on our What's New Page. Keep loving Zoho Books and don't forget to tell us your favorite features.
Exporting vendor payments
Getting a lot of duplications in the export file ?
Customize email bouton issue
Hi, i am fairly sure i have deleted the HTML code linked to viewing the invoice in the sent email template. i would like to fix it ASAP as i have to forward other invoices. <div style="background: #fbfbfb;"> <div> <div style="padding: 2% 3%;max-width: 150px;max-height:50px;">%OrgLogo%</div></div><div style="padding:3%;text-align:center;background: #4190f2;"> <div style="color:#fff;font-size:20px;font-weight:500;">Facture #%InvoiceNumber%</div></div><div style="max-width:560px;margin:auto;padding:
Billing for multiple months/Subscription
How do I bill for more than 1 month or one invoice? We are billing quarterly. It is a rolling quarter from the initial purchase date.
Contacts Limit
Trying Zoho Books Basic seriously for a month. It was looking good however ... does the contacts limit really apply to the names of vendor companies attached to transactions? If so this could be a show stopper for using Zoho books. If I have to spend a lot more money per month to upgrade then Xero would be a better option, particularly for an NZ based business. So please tell me I'm wrong about the apparent limit? Cheers Ron.
TDS deduction from Vendor Advance
We raised a PO for vendor-X of amount 1,00,000/- and agreed to pay the vendor in 5 equal installments at specific milestones starting with a 20000 as an advance. Since it is an advance we dont have a bill and so we just recorded a payment by manually deducting 10% TDS of 2000 and so recorded 20000 - 2000 = 18000 through bank transfer. We couldnt convert the PO to bill since then we need to pay the 18% GST on the entire amount of 100000 immediately instead of waiting for the bill from the vendor and
Small logo left of login portal user name
Hello, When logged in to the app, what is the logo at the left of the portal user id? Thanks
Aggregate sum of report column based on a condition
I have a "Orders" report with both pending & completed orders and a column indicating whether a particular order is still pending. It'd be useful to somehow display the sum total of the "Order Value" for all orders with status "Pending" How can I do this
Charge Client a Custom Amount?
My business is a service, not a product, and is designed so that a customer can purchase a subscription package (ex 5 hours of support, 10 hours, 20 hours, etc.) or they can purchase the pay-as-you-go option. I love the fact that I can automatically charge customers monthly for their package subscription, but I often run into the issue of pay-as-you-go customers taking forever to pay their invoice, which is why I was hoping I could auto charge them for the amount of hours they used that month. For
Item bills
When entering a bill & the bill item rate differs from the stored item rate could we please have the option to update the item rate automatically from the bill !..... A calculator in number fields would also be a great addition ! Ps attached images should
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