DUMMY COMPANY TO EXPLORE REPORTS/ FEATURES
Dear Zoho, Do you have a Default / Dummy company with lots data so that a new user like me could explore all the features and reports in ZOHO BOOKS. Also it will be helpful to learn new things for existing customers. Onlymak
Customers with same name
Hello, 1)I run a business in which a lot of company names are similar to one another OR a lot of the companies have similar names, but vary with location or the contact owner. The issue here is when i create a sales order or invoice i get to see only the display names Hence it shows repeated names and i am not able to find out the exact customer from the list. 2) Is there a way to stop the Display name from showing up in the billing address in the sales orders? Thankyou
Always Tax Inclusive
Why cant you consider ALWAYS TAX INCLUSIVE addition to the existing options.. Since we are doing GST invoices, It is compulsory to keep TAX Inclusive in each invoice. Now we have to update the same to tax inclusive or check and confirm the same. In the retail Invoice there is no option to select the same. so we are suppose to alter the invoice after saving/posting. Kindly help us to solve the issue.
Issue "Purchase Orders" through Zoho Books.
Hi All, Zoho Books now support the "Purchase Orders" feature :-) Yes, you can issue purchase orders to your vendors and can convert them into bills in Zoho Books. All you have to do is to enable the "Purchase Orders" from the 'Preferences' section (under the 'Settings'). Then start creating the purchase orders for all your purchases. For detailed information about the feature, please read through the following link: https://www.zoho.com/books/help/purchase-order.html Feel free to share your feedback
Item Groups Alphabetical
We use to be able to view "Item Groups" alphabetically in books. Now we are not able to by hitting the "Name" column. Has something changed that we are not aware of ?
My Bank account shows Negative Balance as opening Balance,How is it happen?
Dear , Kindly help me out with this.We can't find our actual bank balance because of this issue.we can't find any error with the entries.
How do I recover my Google account for my phone?
Gmail is a service which is a basic need of every individual as it has a ability to complete a work in fraction of seconds. It offers you a variety of services which includes great storage of emails, video chat with friends, family and with business partners, hangouts through which you can built a strong connection and many more in order to make your life from GOOD to BEST. If you are looking to recover google account on Android than without wasting a single minute get into the steps mentioned below:-
The in why to syn coontact woth fedena school manager
I want to get the student and parent information in zoho books
Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) Customers
Custom Invoice/Estimate Numbers
Hello there, I have a specific invoice / estimate number system which was so far based on a number of parameters: For estimates, my numbering takes on the following format: EST-YYAA-MMDD/NN.RR Where, YY is the year in which the estimate was created (e.g. 17 for 2017) AA is a alphanumeric project code (taken from a custom dropdown field called "Project Type" I created under Estimate Preferences, it's 2 or 3 characters long) MM is the month in which the estimate was created (e.g. 12 for December)
Bank Accounts directly linked rather than importing bank statements
Is it possible to link my bank account with zoho books so that the transactions get imported in directly for reconcilliation rather than importing bank statements? Is this safe?
Sales order api responses
Helppppp...I have several custom fields in sales orders but the api is only returning the first one ?? Could it be because I created some of these custom fields in Inventory - I'm not sure if I did ?
Zoho Books - Stripe & WePay Helo
I've configured WePay and Stripe for use withing ZoHo Books. However, when trying to take payments online we have received this error: We are unable to process the payment at the moment as "Please ensure that the field values are valid and non empty." Any ideas on what may be causing this error? Hoping to be able to take payments ASAP
"Invalid URL Passed" exception while creating customer contact in Zoho books using rest API.
Hi Experts, We are using .Net c# code to create a customer contact in Zoho books using Zoho books Rest API.But we are getting "Invalid URL Passed" exception. Please find the attached sample code screenshot "Customer_Contact.png" for your reference., It seems that JSONString is not passed correctly. Could you please let us know how to pass the JSONString. It would be a great help if someone provide a sample code for creating the customer. Thanks in Advance. Regards Amit
Sales order custom view criteria
Unfinished works guys ? We only have "Is" for status & subStatus ? We'd also like ... Is Not Contains Does not contain In Books & Inventory please! You may as well give us the ability to remove whichever columns we choose - Date & Amount is not a priority to be listed for me & would tidy up the list nicely if removed :-) I also notice the Invoiced, packed & shipped statuses aren't available in custom views ? - Oooops - that's just in Books, it's there in Inventory !
Zoho Books - Internal error message when creating new user
Dears, I get internal error message when trying to create / invite user/s (Picture attached). Knowing that I subscribed in Zoho Books in professional package (10 users) Regards,
What are fields like %CustomerName% called and where is a cheat sheet?
Looking for all the dynamic %Item% fields I can use in email templates. What are they called and is there a cheat sheet somewhere online?
Payment gateway integration in zoho books
Hello i need to integrate authorize.net on customer payments on sales of items
Item Group Description field does not propagate
The 'Description' field for a single item shows up on estimates, sales orders and invoices like it should, but the description field for Item Groups does not. I can't come up with a good reason for why this, so I assume it's a bug. Please fix, or explain the rationale that I'm missing. Thanks, // Anders
Maintaining sequential invoice numbers with flipkart and amazon
Amazon and flipkart now generate invoice numbers for orders that we get through them. GST requires we keep sequential invoice numbers. How then do we keep the invoice numbers in zoho books sequential if they are generating their own invoice numbers for us?
ICICI Bank Make Payment Integration Issue
Dear ZOHO Team, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved with ICICI bank But Not show any register account Kindly advise
Auto create invoices, based upon an imported txt file
Hi, We receive monthly an invoice file from one of our partners. This file contains individual rows of data which we need to invoice to our customers. So it's not a list of invoices, but it contains the rows upon we must create an invoice. This file can contain easily several 1000 thousand records..... Each record can easily be identified for which account the invoice must be created. So: i looked at the standard import function, but that does not do the trick I am looking for. Does anybody
Changing visibility of CEOs task
Hi team, I have a CEO and a manager. Some of the tasks (but not all) that have been created by me needs to be visible to the manager as well. Could you please suggest how this could be done? Thanks, Sameer
VAT KSA Implementing Regulations-Offline System
According to VAT Implementaion regulation of Saudi arabia, it is necessary to have the servers physically available in the country. to follow this rule one in KSA cannot go with zoho books as long as it is Online. Zoho should provide offline access as well. I was in the last stages of its implementation and now cannot proceed with Zoho Online Books/Inventory
Washington and Oregon Payroll Beta options for consumer feedback and iron out bugs
I am a small business located on the Oregon/ Washington border and would be willing to test out a beta version of the payroll feature when it is ready to roll-out onto the testing forum. We have 2 hourly and 4 salary employees working in both states.
Uploading old VAT Bills and Invoices in Zoho Books
Dear Team, I have recently migrated to Zoho books from tally. I wanted to maintain my entire data for this FY in zoho books. However, I am facing problems in creating customers and vendors prior to June '17 i.e. when VAT was applicable. How do I go about it? Please advise.
Sort Sales Order by Salesman Custom View
I've got a custom sales order view created that shows my open sales orders and salesperson. I need to be able to sort these by the Salesman field. Date, SO #, Customer and Amount are all sortable fields, but not the salesman.
Lending to real estate customers.
Hello, my company sells houses for middle class people. We also give credit to our customers so that they are able to buy our houses. These credits work exactly as a mortgage and the longest term we authorize is for 10 years. It has become a little complicated for us to manage these mortgages. I have looked at different softwares, one of them is turnkey lender however I like working with zoho corporation. I would like to know if there is a way in zoho books or in zoho creator to manage these mortgages
Editing Invoice and Sales order database- deleting custom fields
In order to delete unused custom field for Items they need to be removed from Invoice and SO transactions. If I export SOs and Invs I see all instances of their use have a FALSE in them (the default). Deleting all the values and re importing does not work because Z Books will not overwrite existing invoices, will only add new invoices which makes sense for safety. How can I get rid of the data in the unused custom fields so they may be deleted? I have reached my maximum permitted custom fields because
Associating reporting tags to manually categorized transactions
Hi, I need to manually categorize some bank feeds (payments) as no invoices will be created for these payments. I would like to associate a reporting tag while I am categorizing the bank transactions. I notice that while I am manually categorizing the transaction, I do not get any option to associate the reporting tag. However, once I save after categorizing the transaction and click on Edit again, the option to associate the reporting tag appears at the bottom. This is very cumbersome as I have
Vendor Payments
Can a Vendor Payment be made directly to his bank account? Can an employee reimbursement be made directly to his bank account? We have HDFC as our banker. We need to upload the Payment file into the HDF portal for making Payments. Can we get the encrypted file directly from Zoho?
Splitting Expenses?
If I have an expense that falls under more than one expense category, is it possible to split it out? What's the timeline for this feature? Is there any way around it at the moment? Thanks!
3 ESSENTIAL features missing from ZOHO BOOKS!!!
Hello, I just moved to ZOHO and I like it but now I am facing problems that may make us leave ZOHO, I already emailed the support team and they replied but no dates were given so I wanted to list those missing features in order to get votes by users and hopefully get ZOHO team to give us an approximate date of when these features will be added: 1- USER PERMISSION: the roles in ZOHO books are primitive; I want my sales staff to only access the sales module, not the purchasing, or banking or any
Newbie question- Look at checking account- how?
We are refugees moving to Books from QB which has a nice looking bank ledger, like a checkbook. Quite intuitive. How do we take a look at the checking account in Books to see all transactions? Greg Aanes 2109 Queen Street Bellingha WA USA
PayPal- categories, accounts which one?
When matching transactions on my payPal account I am confused how to categorise them. Payment made by customer is under what category? Depending on the category different accounts are available. Which account? -Then when making the general withdrawal from paypal into my bank Account- which category and which account? Greg Aanes 2109 Queen Street Bellingham WA USA
GSTR 1 Quarterly Filing
After choosing Quarterly option in settings and pushed the transactions of GSTR 1, the B2B transactions of August is not getting pushed in GST portal, only transactions of Sep is being pushed and visible. Is the quarterly filing facility still incomplete? Or how to push the August transactions?
Invoices Custom View Filters
Hello, Any plans to roll out additional filters in custom view(Attached)? Possible filters in criteria, "OR" in addition to "AND" ( For. e.g. we cannot view overdue and sent invoices together becoz of AND condition) "IS NOT", "CONTAINS" , "IS NOT BLANK" "SELECTED CUSTOMER NAMES" Also, if we can take PDF/Excel snapshot of this view it will help.At present we need to take screenshots and then circulate it amongst the staff/customers/management. Thanks, Deepak
ZOHO BOOKS AND ECOMMERCE WEBSITE INTEGRATION
Hi Zoho, Pls can I integrate Zoho books with my ecommerce website so that my books are update as transactions take place on my website. Thanks
Option for GST Quarterly Returns
When will the option to file quarterly returns be enabled in Zoho BooksI have opted for Quarterly Returns as I have t/o less than 1.5Cr ... but I cant find any option to file return for August and September combined (as July returns were already filed) ....
Books & Inventory is extremely slow again 27/12/17 !!!
Grrrrr ! This needs to be fixed properly - this ridiculous server problem seems to happen far too frequently, so annoying & unnecessary !
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