Invited user cannot join
In Zoho books, I invited another admin user. The link went to their email. When the link is clicked on, it goes to the sign in page. However, the user doesn't have a password to login with. Trying to use the sign up for an account link brings up the response, "that email address already has an account." Using Forgot Password, it brings a response "user is inactive." However, the user is not marked as inactive.
Automatically create an invoice when certain criteria are met
I have a custom check box on the expense module, where if its true, I'd like a workflow to automatically create an invoice that is half the amount. Is it possible to do this with custom functions? If yes, how?
Proof of Delivery
Hi team, Is there any way to capture proof of delivery currently from within Zoho? It would be a great to have a POD option in the Sales domain, for delivery drivers / sales personel on the road. Something where they can assign product / quantities delivered to a customer, and capture a signature on screen (for ipod / ipad zoho). An invoice could then be generated from the POD (perhaps attaching the same POD proof by default) It would be a great feature for me :), and im sure many others. Let me
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Recording asset disposal
Hello Please how do I record company's fixed deposit in my books? Also how will it be recorded upon liquidation? Thanks.
Zoho Books - Get the Invoices created against a sales order
I am able to create a Sales Order via making an API call. In the Zoho Books application, I am creating invoices. Now from the SO id, I would like to get the invoices created for a SO from an API call. Note, I do not have the invoice ids in the calling application as the invoices were created in Zoho Books.
Can I have "Payments Received' data along with sales person?
Hi Zoho, My company is calculating incentive from payment of their customer so that sales persons take responsibility in collecting payment. Therefore, "Sales by sales person" is not enough to calculate incentive for us. Can I set sales person name to be appeared in "Payment received"? Regards, Peter Jo
iI have a small problem baking charges and fees apply gst
My banking account any charges like cc payment transfer some amount will be charges in bank how to entry this expenses and this charges apply to gst sgst and cgst
Invoicing in foreign currency
My companies base currency is CAD. I would like to invoice customers in the currency of the customer (ex. USD) and keep the current without exchange in the invoice I generate. I would also like to track received payments also in the original currency which was invoiced since I have bank accounts for the company in the customers currency. Is this possible?
How do I categorize a contact as a "Vendor or Customer" after I've created the contact?
In ZOHO Books: How do I categorize a contact as a "Vendor or Customer" after I've created the contact? Thanks, Nick
Simpler way to add opening balance?
Hello zoho team. I'd like to suggest adding a simpler system for opening balance. Please just add opening balance tab on the new contact page with sub details of invoice number, date and amount. It'l make it really simpler and faster to add all the pending invoices. Both tally and busy offer this. I hope you implement this feature ASAP.
What's New in Zoho Books- June 2017
Here's the list of new features and updates in Zoho Books for the month of June. Bulk download option for Bills Last month we introduced the bulk download option for Invoices, Credit Notes, Estimates, Purchase Order or Sales Orders. We have now extended
Commission income Credit note for travel agent
Dear ZOHO Team. I am an air ticket agent I have received commissions from our vendor every month of the end Our GST liability 18% of commission income I want to know how can create a credit note with 18% GST liability Plz Give me an example
Air Ticket Bill
Pls explain me How to Record bill in Travel agency because when i try to record bill in Zoho Books Tds Calculate in Total amount this is the problem.... If change How GSTR Match with vendor .... Like purchase Air Ticket Rs. 5000 Less commission 200 Add TDS deduted 10 Netl cost 4810
multi branch gst filling
Dear Sir We have 2more branch's like karnataka, Tamilnadu, Mumbai. we want to file Gst return. whether we need to create each organisation for each gst number. or how
Create an own invoice number
Hello, is it possible to work with my own invoice number? Right now the numer is pre set with " INV ...000..." How can I change it? Thanks in advance J
Changing the invoice number @ zoho books
Bonjour, I´d like to use our specific invoice number but can´t find the button/ field to change it. Can someone guid me? Thanks in advance! Jochen
Latest updates to the GST-ready Zoho Books- August, 2017
As promised, here we are again with a bunch of new enhancements to Zoho Books to minimise your accounting burden and stay GST compliant. Bill of entry Businesses that import goods from other countries or purchase goods from SEZ and sell them within India, need to record a Bill of entry. Bill of entry is the legal document filed by an importer to the Customs department in order to complete the customs clearance procedure. Importers will then be able to take delivery of the imported cargo, and claim
How can use inventory module for Service Provider
Dear Zoho Team, I am Air Ticketing Agent we are purchasing air tickets in advance from airline & after few days sell this ticket I want to use the inventory module in Zoho books...But the inventory module enables only goods item... How can manage it? Kindly advise
Commission Calculation to arrive GST
We are setting up our zoho books, Our service is air ticket, air ticket rate (total fare) is divided into 4 breakups Basic Fare Airline Surcharge Other Taxes K3 Basic Fare + Airline Surcharge + Other Taxes + K3 = Total Fare How to setup this in zoho books, so that it can reflect in estimate, bill, purchase order and invoice. Thanks in advance Bharani Muthuvel 98403 95760
how to record employee expense in new gst format?
I am trying record employee expense and other expenses in zoho books. It is asking me the GST Treatment when I am creating a new vendor in the name of employee.
GST Calculation
Hi, We are a travel agency, We are currently setting up zoho books for us, having issues in gst, When purchasing airticket, we recieve our commission as discount from our supplier, and on the commission gst is charged gst @18% by our supplier and we have to charge our customer 18% for the service charges charged by us. How to setup this zoho books. Thanks Regards Bharani Muthuvel 98403 95760
Exporting data to Google Big query
Hello Actually, we want to export our Zoho book's data to either Google Bigquery or Google MySQL. Anybody can help and suggest some solution ..?? My basic query is "Is it possible to integrate Zoho with Google clouds or any other cloud?"
Differnt invoice template for same organisation
Hi, I offer services to two different ndustries under different brand names. While the company is same the invoice carries different division names. Also the SAC code is different. How do I create two differnt templates with different format. GST number and address will remain same for both divisions , however format and logo would be different. Bharti
Prorata / Proportional billing and invoicing
Hi, We want to create fixed billing cicles and therefore, needs to create proportional billing as below. Billing Cicle 1: From 1st of month to 31st of month, due on 10th of month If we activate a customer on this billing cicle on the 20th of July, for a service that costs USD 80, the first invoice would look like this: 1)- August billing cicle from Aug 1st to Aug 31st - USD 80 2)- July billing cicle from July 20th to July 30th - USD 26.67 3)- Total invoice USD 106.67 From September on, the due date
GST Treatment based on state
While creating a contact, do we need to specify both gst_no(gstin) as well as the state of the contact? Or ZOHO is smart enough to figure out the state of contact based on the gstin and do the correct treatment.
Opening balance in customer acc
I am moving to Zoho and one of my customers had given me advance so how do i put that in opening balance of that particular customers name. Thanks Jurij Jermolov
Zoho Books Categorized transactions details are missing, nightmare to categorize paypal feeds against the ebay invoices
Zoho books are great software to use, however could you guys have a look to the following problems: 1. Can you please keep the same bank transaction details once a transaction is categorized. Now our accountants are struggling to find which transactions is which once it is categorized as there only reference and type is shown, why did you get rid of the details tab? I think none of the people in Europe are getting #reference from their bank feeds, hence this tab is totally useless. Solution to 1:
Sales Chart on Dashboard
Hi, Can we get the sales chart on dashboard like cash flow chart on dashboard. So we can see the performance of the sales of our company on daily basis/weekly/monthly etc. Thank you.
email not being delivered sporadically
I often email SOs, POs, Invoices, etc to myself. This used to work fine, I'd immediately get the message from Zoho Books. For the last several months or so the emails do not get delivered to me in a timely fashion. Once in a while one will go through immediately, but more often than not I will get a large pile of undelivered mail all at once a week or more after having sent them. I have thoroughly checked my email server and it is accepting mail from every other source I test when Zoho says it
Reports: download invoices/expenses
We are dealing with international buyers from EU, USA etc. the ability to download all original expenses, invoices used in a particular report would be very very for tax return purposes. I.e. we charge 23% tax to all EU customers, and 0 TAX for customers outside the EU. Our accountant needs all original invoices sent to the EU where 23% was charges separated from all invoices sent to the countries outside the EU. Thanks Arimi
Set opening balance for debtors
Hi Is it possible to set an opening balance for our customers? We used a different accounting system for the previous financial year and when payments are made for these in the current financial year we are facing the prospect of creating invoices for them to be able to enter the payments in zoho. Thanks Avinash
Closing a PO with receives
I have POs that have Receives (in Inventory module) against them. I want to close them. Zoho won't let me close them if they have receives against them. I also can't edit them to change the number of items delivered (so they show completed) because Zoho says there are receives against them. How can I close out these POs? -Tom
Purchase Bill Sample
I am using Zoho Books since some days to check whether it is suitable for my business or not. I fill so far so good. I have once issue. Can I change Template while entering purchase bill in zoho books. As per current situation, it shows CGST & SGST at the bottom of that page as a sum of all item that I have purchased. Is there possible to change it as per below example? ITEM>Quantity>Unit>Purchase price>GST %>CGST amount>SGST amount/IGST amount>Final amount. Thank You.
Internal Error code 6
Hi, I'm migrating from one Zoho books account to another (set in India). I have to do this because the Indian Zoho version is GST compliant. I've changed the authtoken, organization id and item codes, etc in my code from the old one to the new one. But I keep getting errors. Whatever I fire, I get internal error code 6. See this: $ curl https://books.zoho.com/api/v3/contacts?organization_id=xxx -H 'Authorization: Zoho-authtoken zzz' RESPONSE: {"code":6,"message":"Internal Error"} Please help,
Docs bill entry
Scanning is no longer filling Bill date :-(
Import Items mappings
Hi, I'm trying to figure out how to import the csv for the Brands and Manufacturer for the items. I tried putting a new column for this on the csv but the mapping don't seem to work. Is these even possible? Because if I need to individually put branding and manufacturer for over 4000 items, its not very good way. Please advice. Thank you. Brian
Docs bill entry
What a massive improvement ! The preview pane & auto retrieval of the next document really, really makes such a vast difference ! Thank you sooooooo much Zoho team :-) ..... Now .... If only we had purchase receive so we could see whether the purchase order had a received / part received status before we accepted the bill ;-) AND we could move forward to the next entry should we wish NOT to process the presented document :-)
ZOHO ACCOUNT DATA CONVERT INTO TALLY FORMAT.
Dear sir Is it possible to convert zoho account data into tally format. Please Reply & explain with demo. Thanks, Supriya
Maintain Stack
Hi Sir, I have some queries that how to maintained the stack of product in zoho book we only see invoice amount not see product quantity.So Please explain with image or give any reference no so that I will better organized my company stack. Thanks & Regards,
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