Attach a PDF to an invoice
Hi, I don't seem to be able to attach simple PDFs to an invoice any longer. That worked until recently. When I attempt to attach the file from my desktop now all PDFs are greyed out in the file selection box. I am on a Mac, using Firefox as the browser. Would appreciate your assistance.
Reporting Tags in Zoho Books
How many maximum no. of Reporting Tags can we have in Zoho books?
How to send a file along with a statement email with cURL and Zoho Books API ?
I'm trying to add a PDF file to a POST request to the API via PHP and cURL. But I cannot find the right way to add it. Every time, I get this error message : Invalid value passed for multipart_or_formdata Here is an example PHP code : $file_path = '/location/to/file.pdf'; $file = new CurlFile($file_path, 'application/pdf', 'file'); $data = new stdClass; $data->multipart_or_formdata = $file; $post_data = array( 'JSONString' => json_encode($data), ); // POST /contacts/{:contact_id}/statements/email
Bulk invoice changes from Overdue to Paid
Hi there, My book keeper has added many invoices from previous sales before we started with Zoho. All of these are been dated and are overdue, although they have been paid. How to I bulk change them all, as there are many?! Warmly Todd
is frontier airlines safe to fly how many top destination for which people make booking online
Looking for cheap and accurate flight-witch to Frontier Airlines. There are many top cities which are covered by Frontier airlines which includes great Lakes, chicago, Las vegas, Los Angles, Portland and many more which is mesmerise the user and left them Spell bound. Frontier Airlines is the most user friendly airlines as it not only offers cheap flight to the user but also some outstanding amenities which includes on-Flight entertainment, snacks and drinks, Double Happy Hour”, “Beer Flight”, along
Ceska Sporitelna Bank
Hi, We have a problem in our company that the bank in Czech Republic is not supported by your books, we cannot activate the feeds to be automatically fetched and that causes us a lot of problems, time, money, management, mistakes and list goes on. We have also asked for this when we first signed to the program as a lot of our company business goes through this bank, so when can we except a solution to this problem? Thank you.
Books small feature add on, big rewards to user
Put in a Paging arrow (forward and back) on items so we may page through our items when doing mass updates. That brings uws to mass updates. We can select all items and then only mark them active of inactive. Would be nice if we could select then work on the items in a table or change accounts. Like 3dCarts product manager which gives us the selected items as a table where we can update prices and names. Greg Aanes 2109 Queen Street Bellingham WA USA
Api
Is it possible to stop automations running when updating custom fields through the api ? I have an invoice delivery date custom field which gets updated quite frequently ( Google Calendar updates Zoho via api ) & I don't want automations to run because of this ! This is a workflow that notifies invoice payment so it's triggered when edited, no suitable field filters available except the statuses ! This will be obsolete when Zoho guys bring out the LONG AWAITED customer payments workflow ! :-)
VENDOR statement of accounts
The template appears to be different to the customer statement & displays unwanted custom field label & values with no way to remove them ? They are not included in - Preferences | Contacts | Customer Billing Address Format either !
Invoice "Items" Not Categorized On P&L Report and Listed as "Sales"
On the "Profit and Loss" report is a generic "Sales" category for "Operating Income" On the invoices linked to the generic "Sales", they seemed to be properly categorized to the specific Items being sold (visually), but not linked for some reason. So I found I had to manually go into the invoices, and manually re-enter the "Items" to be properly registered in the Report. Is it possible to be user error? Could it possibly be a bug to do with Recurring Invoices?
Create Payment Automation Script
Hi there, I am trying to automate some routine tasks. I have integration with Shopify, all paid orders from Shopify automatically create Invoices in Zoho Books. To track the payment inside Zoho usually you need to manually track the Payment by clicking on this action – https://www.dropbox.com/s/cfkrngbsxkqc4sk/2017-12-16_18-14-45.png?dl=0 I want to automate this process for Invoices that created from Shopify. To do so I have created automation script which will be performed via Workflow Rules. Here
Connecting to BNP Paribas
The connection to BNP Paribas does not work, it is presented in the list, problem is "agent" in dialogue box.
Bank sync - Barclaycard COMMERCIAL (UK)
Whoooeeee - I find that this is now available - is this a new feature or have I just never noticed it ? Anyway, I'd like to thank you Zoho guys, I've been struggling to keep on top of staff expenditure until now :-)
Internal Server Error [500]
I am getting internal server error while trying to include 2 numbers of sales order on one invoice. Kindly help me to fix this.
Zoho Books Api . List Transactions is not returning transactions.
I am trying to get the list of transactions through transactions api. The response shows success. But it shows no transactions. We have good number of invoices in our account. https://www.zoho.com/books/api/v3/#Chart-Of-Accounts_List_of_transactions_for_an_account How to get the transactions?
lost zb code how do i get this for my shopify account?
hello i followed the SRS tutorial on how to put the mx codes. still i cant have an email
Square Integration - does customer data sync?
I am currently on a trial for Zoho One. I have integrated Square and sales data is syncing seamlessly. The challenge is that specific customer data is not integrating. Only a generic, "Square Customer" is coming over. Is there a way to integrate Sync specific customer information from Square into Books and there sync into Zoho CRM?
Is there a way to keep track of my bookkeeper's activity/performance?
One of the trickiest things I've encountered as a business owner is keeping track of my bookkeeper's performance. I've actually never really done it but I think its time for me to start doing so. Does Zoho Books by any chance keep activity logs? It would
Invoice statuses
Quite a lot of businesses do not send invoices until the goods have been supplied so we cannot "Send" the invoices until this is completed. We still need to post the invoices to reduce the stock levels, we also then have the need for a status that informs us that the invoice is yet to be sent! Please consider the following .... Both Save & Save and Send buttons in all modules should be replaced with a single auto recall selection for each individual user by a drop down button with …. Save as Draft
What type of tax TDS is
One of my client deducted TDS while making the payment, So I wanted to create a new tax account called "TDS Payble", but which kind of Tax type it should be. After creating this account it's not coming under drop down.
manual journal entry
Can you create a new expense account on the fly, while entering into a general journal or manual journal? Thank you.
Android App [Multiple Accounts]
Love the android app. It appears I could add more than one ZohoBooks accounts, as it looks like I can switch between accounts. My question is, how to I add more other account(s) to the Android app?
Custom functions not working properly since server problems this morning
Is it due to the work load backed up on the servers ? A few have fired up but not all !
cant sign to zoho books
Hi, Cant sign to Zoho books. My log in credential is ranjita@artfab.ae. Kindly fix asap.
Service slowness- Zoho Finance
Hello, We are currently facing temporary slowdown of Zoho Finance apps. Our development team is working on fixing it. We apologise for the inconvenience caused due to the service disruptions. We will keep you posted on further updates. Thank you, Maruthi Zoho Finance
Unallocated money
I have just moved from invoice to books and have £30000 of in unallocated money can I make one transaction to clear that so I can start using books from Jan 1st 2018. I had downloaded books quite sometime ago to try but doesn't get a chance to use it
Automations
How come the custom functions I've created in Books do not fire when docs such as purchase orders, invoices etc are created in Inventory ?
VAT in KSA
Hi, I have got notification from zoho website about VAT in KSA is ready now in zoho books I need explain to how can apply it in my system (Sales invoice and Purchases bills and reports etc...) And also i need to: A) Show my company's tax number in sales invoices and purchases bills B) Show tax number of the customers automatically when i select any customer in sales invoices C) Show tax number of the Vendor automatically when i select any vendor in purchase bills. I sent to support@zohobooks.com
add an account on the fly while doing a journal entry or manual entry
can you add an account while doing a journal entry or manual entry?
getting double entry for transaction in bank feeds
my bank feeds are not updating automatically even after 3 days. but when i refresh feeds manually, the transactions gets doubled. i am using central bank of india currunt account.
Recurring Owners Drawings
Any ideas how I can show an Owner's Drawing in the Recurring Billing? It'd be nice to have that included in the forecast
I can't log into this forum with my zoho account name and password
I am only able to post this by signing in with google. What's happening?
Zoho books slow to respond
We are suffering with extremely slow respond times when using Zoho books. I have tried different machines and clearing history/caches etc, but it continues to be painfully slow. Is anybody having this issue or can advise? Thanks Mark
Wages and Salaries
Hi We are currently migrated from Sage to Zoho. This will make sense to all UK companies paying wages inc NIC and PAYE. Is there any reason why we cannot complete the following manual journal to handle our wages? As we pay our UK taxes, called NIC and PAYE, in the month after we pay our wages to our staff. We want to hold the payment of taxes on the Balance sheet until they are paid. Example, where wages are calculated on the 25th of the month. Dated 25th Month Using manual journals create a
Adding Contacts
I am finding that there is a limited number of additional addresses I can add to my customer's Contact list. My customer has hundreds of locations that we will need to ship to, and I can't seem to add all of them into "Additional Addresses"
Fetching dropdown recods based on selection of another record
Hi, I am using Bills category under Purchase in Zoho Books. I need to fetch the other dropdown records based on the selection of other dropdown record value.
Webhooks
We are trying to set webhooks for payment received but in the module option payment received module not display.
Payroll options - not third party
Hi I would like to know how payrolls can be sorted via an app from Zoho One. I am not interested in using a third party app. The reason we are considering Zoho One is because we would like to minimise our use of other systems.
Round off the GST calculated Amount.
Do we have any option to round off the GST calculated amount as it works for Total Value. Also we dont have option to edit the same. Kindly revert.
Pushing data from Creator to books
I am new to ZOHO. I have had the application about 4 months. I have an online customer apparel business. I would like for my customer to input data in my online form, add all the items detail and submit to Creator. From creator, I would to be able to create an estimate or invoice based a group of items. I know nothing about delug. I have spent the last 2 weeks reading and watching videos. I am more confused now than before. Please help. Where do I start? I have created a form in Creator.
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