Add our company logo in Signature
can we add our company logo in signature? because our email signature has our company's logo and we want to unify the format of our emails to customers.
Payroll Options
Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books
recurring invoice with auto-pay
I've setup a recurring invoice and attached a credit card to the account. But when I edit the invoice it says "Auto-charge is not available". What am I missing?
Retainer Invoices
Hi, When will retainer invoices be available on the UK version of Zoho books? Thanks
Why not cache!?
Hi there Why is every page of the Zoho Books iOS app have to constantly access the internet? Can you be like FreshBooks and cache the details once during a session? I have dodgy internet when I travel but I would open the app, wait for caching, then goto
ITEM
Hi team ZOHOBOOKS, I need a solution. I have a situation in the items, it happens that in my company I have some products that first and I make the payment to the supplier and only after 5 days and that I receive the merchandise and it enters my warehouse or stock. But I need to post that invoice on the invoice before my goods arrive in my warehouse. And I made this transaction in zohobooks more when I launch the purchase invoice and select the product that I have already registered, automatically
Regarding payment mode
I want to add account in Banking from which the amounts to be spent Can you help me, how can i add New banking type. Note : New account like petty cash
Create Adjustments When Matching Banking Transactions In Mobile App
Hi there, When we receive payments, some bank fees have been removed. In the web version, we match the payment to the invoice and create and adjustment. However, in the app, the amount must be exact. Can you guys add the ability to create adjustments so that we can match payments to our invoices on the app? Without this, the banking feature on the app doesn't help us accomplish anything. Thank You, Chad P.S. The same goes for categorizing expenses (on the app) but I guess I can create another post
Keeping filled out fields when converting sales order to purchase order
I have created custom fields in Zoho Books on both my sales order and purchase order templates. I fill out the fields in the sales order, but when I go to convert it to a purchase order, I lose all the information I've filled out....having to reenter it, which isn't very efficient. Anyone have any ideas on how to get the information that is entered on the sales order to automatically regenerate on the purchase order? Since it's converting the same document, I'm not sure why that info wouldn't repopulate,
dashboard filter
How to filer dashboard with dates.
search in notes
can you do a search in notes ?
Creating a Contact using the API
What is the minimal JSON required to create a contact using the API? I am passing in samples I find on the web and on the API site but I only get { "code": 2, "message": "The request passed is not valid." }which is worthless. Doesn't tell me what is wrong and how I can fix it. Thanks Ralph
Not able to apply discount in percentage while creating invoice
Hi, I am trying to send this payload , but it is giving me error if the send the discount as percentage. { "customer_id": 485748000000061003, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": false, "line_items": [{ "name": "Package-1", "tax_name": "VAT", "tax_type": "tax", "tax_percentage": 10, "description": "Regular Service.", "item_order": 1, "rate": 120, "quantity": 2, "discount": "5.00%" }] } The error is "{"code":4,"message":"Invalid value passed for JSONString"}"
What's New in Zoho Books- March 2017
March is coming in like a lion! And if you are thinking What's New for the month of March in Zoho Books, we have some awesome features rolled out just for you! To see these New features in action, please register for our free webinar. Now, it's time for March updates! 1. Introducing Direct Debit Payments through GoCardless Zoho Books is integrated with GoCardless to make accepting Direct Debit payments easier for Customers in the U.K. Whether it’s a recurring invoice or a one-off invoice, your
Rules and Sales Orders
Hi, I am looking to create a rule for the following situation. When we create a sales order, I would like to check if it has a particular product attached. For example, we create a sales order for Product A, B and C and need to check if it contains Product A. From here, to send an alert or email to the sales person explaining the Product A is within the sales order. The reason for this is we are in manufacturing and create virtual products that have associated products within them (we are using zoho
Documents: View all to include folder location
View All Documents to include Folder location column. After uploading several documents during processing, we have to go back and move those to associated folders created. Unfortunately, in view mode (all/images etc.) it does not show folder location. For processing, we would like to know which ones have not been filed so an empty field under this column would signal a to do. Could we add the folder location to a column in the views? Thanks! -Gina
More api help please
Can you please tell me what's wrong with the following .... var url = 'https://books.zoho.com/api/v3/invoices/?authtoken=' + token; var options = { 'method' : 'get', 'invoice_number_contains' : '30999', }; var response = UrlFetchApp.fetch(url,options); Logger.log(response); All invoices are returned ? The api help really could do with some working examples !
TALLY
When can we expect ZOHO to be integrated with Tally (Accounting Software) ?
Mileage Recording in Books Mobile App
Recording mileage is a primary use of the Books mobile app for android. Is there a way to revise the home screen to include an icon that provides one touch access to the record mileage screen? As it stands, the "record expense" icon, when pressed, assumes what's being recorded is a purchase and does not give an option to record mileage. Therefore, one has to drill down Menu > Purchase > Expenses > Add > Record Mileage each & every time which is far too many steps to access a common function
Query on cash collected from sales
We want to know how cash collected from sales is deposited into the bank through books
I have problem in Invoice Import through Excel- I am not able to proceed further.
Kindly tell what the problem is. I am not able to proceed further.
Sales invoice imporation problem
Hi, Just started working with zoho book. Want to import sales invoice from a csv. The Template provided has different fields from the extration of sales invoice. Not sure what's missing in the Template. When I try upload, it's not working there is a mapping error message. I use the french version, here is the message: La taxe ou la raison de l’exonération fiscale est requise. Cannot key all invoices, it will take me to much time. Any ideas?
View Payees In Bank Ledger View
When viewing transactions for my bank account (in the bank ledger) is there a way that I can view Payee names along with the Type and Status? I'm not talking about adding Vendor or Customer names. Things like purchases from a store using my debit/credit card. Thanks, Troy
[API Doc] Add description and link to UI usage doc for modules
This is just a minor inconvenience that could easily help when using the ZohoBooks API. Can we get a short description coming from https://www.zoho.com/ca/books/help/ that helps understand what each module is for within the Books ecosystem, or at least get a direct link to the help page for that module? I would think it's not much but it would help for developers new to Books to get a better understanding of what each module is designed for which use-case, which would reduce the risks of errors in
Unit price with discount
Could someone help me to crate a custom function for getting the unit price with discount please? I've already created a custom field (in items) where i want to put the unit price with the discount in it. So what i need is a custom function that could make this operation for each item in the estimate: rate * (1- %discount) --- if the discount is in % or rate - discount --- if the discount is in $ Thank you in advance
Accounting for dividends - UK limited company
Hello- I see that there are a couple of topics about dividends, but I've found advice here and in other forums confusing. I would like simply to account for dividends paid to the director (me) of a small UK limited company on the date that they were paid. Here is what I have done: 1. Created a new equity account called "Dividends Paid". 2. Marked the relevant entry on the imported company bank statement as Transfer to another account/Dividends Paid. It that correct? Is there anything more that I
Dashboard payables anomaly
No amounts match this figure & aging reports show nothing overdue. I'll wait until end of the week to see if it clears when all bills are paid and update if it remains !
Zoho Books to CRM and vice Versa
We have 2 organisations in Zoho Books which we trade from. We also have 1 CRM that manages all of our client database. We want to produce quotations, sales orders, invoices etc. The way we want to work is the following Setup lead/potential in CRM Create estimate in CRM Convert accepted estimate to sales order in CRM Convert sales order to invoice in CRM All seems fine but as we are using dual companies, is there an option for me to select which organisation we need to apply the invoice to, as it
What's New in Zoho Books- April 2017
Flowers outside are beginning to bloom, leaves are starting to grow, but that’s not all that’s green in April. We at Zoho Books bring you a bunch of fresh new additions this spring to enhance your experience. So buckle up, and read on. Zoho Books - Zoho Checkout Integration In the month of January, we released Zoho Checkout - an application through which you can accept online payments for your business through personalized payment pages. This month, we have integrated Zoho Checkout and Zoho Books
Is zoho books future (GST) ready? is it good decision to get paid version?
hi, my trial of zoho completed. now i am in confusion that is it good to go with zoho books for a running accountings? i am asking this due to some restrictions / lack of standard features in ZB. some features which is necessary in india which lacks in zoho are - No space for customer TIN number ( This problem is solved,it has workaround in zoho books ). No standard TAX reports. No support of corporate current accounts ( I have central bank of India's corporate current account, and its not supported
Bills to receive
I need help with respect to accounting standard account in the Accounts table "accounts receivable" or "accounts payable" I want to put sub-accounts as accounts receivable or payable are many accounts of several clients or vendor accounts I customers in the accounts in the trial balance I need it is organized for example: buying on credit from a supplier name (rossano) -> on the balance sheet has to come accounts payable sub-account credit rossano 1000 and debit goods (inventory) Is it possible this?
Director's Loan Account
I am trying to set up a Director's Loan Account, which our ex-accountant used to use in our books, but I am having trouble figuring out how to balance it. Could someone please give an example of how one would manage a Director's Loan Account, such as: 1. Create the account in the Chart of Account - under which category? 2. Record an entry whereafter the company owes the director money. In my case this would be something like an unpaid salary. 3. Record an entry for the director withdrawing the money
How to record advance payment made for a bill?
Hello, Kindly help me with this - I have placed an order with a vendor and I have made an advance payment towards that. How to record this? I have recorded this as an expense now. I have the order delivered and I have to make the balance payment. How do I record the complete bill and the advance payment made and register the balance to be paid to that vendor? Similarly let me know how to record advance payments I receive from my customers. Ideally, there should be a feature in the 'Bills' tab to
Issue in user role
Hi I have created a new role with 'view' access to invoices & bills. But, upon logging in through that ID, I find that there is create, edit, delete access also. Please support. Regards Suraj
How do you calculate your aging dates?!
How ARE you guys calculating these dates?! Click on the Aging Details By Invoice Due Date report. I have invoices in the future which you say are over a YEAR old?
Api response for invoices
Invoice custom fields aren't returned but line item custom fields are ?????
Bill Payments via Personal Account
Hi, My USA LLC company accounts in USD, but I am personally based in the UK and use GBP. I have suppliers in the UK who need paying in GBP. In order to pay supplier bills, I used PayPal to transfer USD from the company checking account via the company PayPal account (USD) to my PayPal account in GBP, which attracted a fee and was converted at 2.5% above the base rate. I then withdrew the GBP funds from PayPal to my personal bank account and sent them to the supplier via direct bank transfer. How
Existing PRO Customer, got questions
Hello, in payment received we want to have two drop downs , but in your custom field only one drop down I'm able to create. So can I edit the options in drop down of - PAYMENT MODE ? I want to add those to payments mode drop down - Hand Cash Udio Online Payumoney Online Paytm Online Paytm Wallet Check NEFT/RTGS/IMPS Payumoney POS Axis POS And then I will simply have one custom drop down added for PAYMENT TYPE - Installation Rental Router Accessories So in reports, can we have a column
Why does the Wepay integration not show bank transfer?
When you use square, it automatically enters the bank deposit as a transfer out of the clearing account to your bank account. This is as it should be. When you use wepay, you have to transfer each deposit manually using the "transfer to another account" option. How can this be automated or fixed by zoho.?
How does one account for deducted TDS from a clients invoice amount?
Hi, When a client pays us, they deduct 10% as prepaid tax. How do i make sure this does not stay as the client's liability and is treated as deducted tax at the time of generating tax reports?
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