Rate table item or the Item's default sales pricing is not applied when converting Bills to Invoices.
We have default pricing for line items and we have rate tables with specific pricing. Currently when creating an invoice the Item's default sales pricing or the rate table's sales pricing is automatically entered for the specific customer. That is what is expected and works great. But when creating an invoice from a Bill, the customer's sales pricing is not applied, instead the bill's, or vendor's, pricing on the bill is carried over, This is not an expected behavior!!! When using items and rate
Searching bills & expenses for monetary values
Value amount search, ie 320.00 ?? All that happens is .... Bills.... P.O.# contains 320.00 (or) Bill# contains 320.00 (or) Vendor Name contains 320.00 Expenses.... Reference# contains 320.00 (or) Notes contains 320.00 (or) Customer Name contains 320.00 (or) Vendor Name contains 320.00 (or) Expense Account contains 320.00 How come amounts are not being searched without using an advanced search, surely a numerical entry with decimals would indicate what your search is for
Problem in zoho
Hi I face a big problem in my Profit and loss Report When I checked the operation expenses I found some cost of good sold for some invoices recorded in Sample Exp ( sample expenses account ) I don't know why?!! and when I check the items of these invoices I Checked the Account sales in Purchase information I found it Cost Of Good Sold. Thanks.
Workflow rules
I have a workflow rule which notifies of any invoices that have our own status changed using a custom field of type dropdown which acts as our own invoice status. This should only fire if the invoice status is still "Draft" but does so in any state ? Have I set it up incorrectly or is it an error ?
REST API for Creator is not working in zoho books
Hi I wrote a custom function in books which adds a new record in zoho creator by REST API.It was working fine. But Today I faced an error called Error due to -'1'. I don't know to solve this. The error looks awkward as it is meaningless. I tried API Integration method it works but there is no integration method for delete a record in creator which makes me sad. My code is dataMap = Map(); dataMap.put("authtoken","******************"); dataMap.put("scope","creatorapi"); creator_api = postUrl("https://creator.zoho.com/api/owner_name/json/books-estimation/form/Items/record/add/",dataMap);
Retainer Invoice tracking and reporting
We need more retainer invoice tracking and reporting It would be nice to have a report that has Sent Retainer invoices and Sent Invoices all in 1 report. This shows the actual invoices that are in process - I need to see a total for these 2 together.
How to book the following transactions?
Hi I'm trying to figure the bookkeeping part myself. Firstly I know I should separate business and personal expense/income ideally now. But i wasn't before. so I'm trying to see how i can record this in the book but moving forward of course its much easier. Scenario 1: Credit Card (Personal Credit Card) / Personal Saving Account - imported Personal credit card feeds into zoho (this is used as personal and business expense Q1. How do I record personal expense on the book? if I don't want to show in
Deposits versus A/P
I paid a vendor $500,000 USD in deposits. Then every week we pay the vendor a certain amount for invoices received. Vendor said that they do not want to mix the deposits with the ongoing A/P payments, ... how can I book these entries separately for the
Listener Event When Sales Order State Passes to Open
Hey guys, I would like to, whenever a Sales Order state is passed from draft to open, I would like to execute some code I have on my personal app. Is this possible? Basically, whenever a Sales Order state goes to open, I need to generate a document from another website via their API with some information from the Sales Order. And the API code for the other website is on my app. Is this possible?
Need a separate Balance column in Bank Accounts
Would be great to have a separate Balance column in Bank Accounts which will ease the process of reconciliation when onboarding Zoho books from manual accounts.
New items tabs
Whilst reviewing Low stock items, I've noticed the following inconsistencies.... If editing & removing the reorder point value as it's no longer needing a reorder value, saving it successfully removes it from the Low stock items list but sets the filter back to "Active items" - not the desired result ! Trying to set the Reorder level from the Overview page only allows a zero value which does NOT remove it from the Low stock items list, a blank value cannot be Saved - not the desired result ! Also
Foreign Currency used on trip & After trip how can adjusted in books of account
Hallo Sir, I have purchased Currency of Other Country for foreign trip vide my bank account and on the purchase of currency, posted in my books of account as currency of other country under the head of other asset and adjusted my bank account. So the currency of other country shown under the other asset head in balance sheet on that purchase date to till date. After I return back from foreign trip after few days, how can i adjusted my expenses incurred vide foreign currency with my book with effect
The input file does not conform with CSV/TSV file format.
I am trying to import a bank statement which I have converted from Excel to a .csv file. I'm receiving the statement "The input file does not conform with CSV/TSV file format. Please check the content and try again." and I'm not being allowed complete the import. Please advise.
How do I apply a Square charge to existing customer invoice?
A customer has an estimate. They make an in person chip credit card payment through Square for the retaining invoice (20%) converted off the estimate. How do I now apply the square payment to the retaining invoice? There is a Square invoice already created and it won't let me remove the invoice without deleting the payments. We want to be able to meet with customers and allow them to pay on the spot or via the portal at their convenience. So I assumed we could just associate a square payment with
How to record cheque deposits?
Hi, I operate an import business. I import mainly beers which arrive via a 40 foot container by sea. When a container arrives in my country I have to pay for the service of the shipping agent. This same shipping agent also charges an additional €360 security deposit for the container before the container is released to me. This deposit is refunded back to me within a matter of 4 weeks after the container is returned back to them. How do I record these types of transactions in Zoho books? The answer
error message "fallen below Re-order point"
One of my stock items, which has no purchase or sales history yet, keeps getting recognized as needing to reorder. I get daily messages about this, but the inventory is zero and no reorder amount given. Is there a way to fix this without having to delete that item and reenter it?
sending 15 expenses receipt swith invoice to the customer
Hi, I managed to scan my expenses receipts and attached them to expenses linked to a customer and to to project while on the road. great Zoho Books then at the end of each week, i need to send to the customer one invoice with all the expenses of the week. great again Zoho Books with all the 15 or so expenses linked to one expense invoice. But then my customers ask for a copy (pdf) of each expenses receipt... I do have them in Zoho books but i can only link 5 of them to an invoice. How do i do that
Api request using postman
how to generate filter based(lets say created time) api request to fetch contacts in zoho books?
Manage VAT return in Spain
Hi, how i can manage the VAT return ? I cant see the otions related on this link: https://www.zoho.com/books/help/settings/vat.html Regards
New items tabs
Love the new tabs, massive improvement, it's really exciting where you Zoho guys are taking this software :-) - Overview, Purchases, Adjustments & History - love it :-) One question : Zoho seem to think that we all use sales orders, this is not the case, so why only have a sales order summary, can we please also have an invoice sales summary ? & 1 little niggle - when a filter is active & we click on an item the filter is cleared, not the desired action ??
Clearing custom field values with imports
Still unable to clear all the values in an item custom field by importing the exported data after clearing this columns data! I need to reclaim this custom field for a different use as I've reached maximum, can you let me know when a fix will be available please guys ?
inventory cadastre of fixed assets of the company (Fixed)
Please can someone tell me how can I register my fixed means? and how can I make the repayments? Knowing that a company has to make the control of the inventory of the company's assets and then have the time period that will be amortized, please I want to have this my record in my accounts
çan I set a discount % for individual customers in the contact page?
Hi, We give customers discount on every purchase they make. Some large dealers reveive 30% and some others only 5%. Can we fix this discount on customer level? So we dont have to look up their discount percentag everytime. If we select a customer in a estimate or invoice their discountlevel is already filled in. Thanks Robert
Custom views
Out of interest, do you have a time frame for the release of this fantastic feature, specifically to the items & contacts ? Can it be made possible to retain or lock the selected fields for a particular user in any given module as that users preferred view choice ?
Vendor invoice from sales order
Is it possible to create a vendor invoice from a sales order without having to create a purchase order?
reports
I need to get a report of input and output movements. Payments and more receipts I need to take with all availability accounts Bank and cashier.
Change rate per hour without retroactively changing reports
Hi, our organisation sometimes needs to change the rate of a employee in an ongoing project in books, if for instance they get promoted and their rate changes. Currently, I can't see a way of doing this without all reports being retroactively changed with this new rate. Is there a way of freezing a rate, or selecting a rate by date range?
Difference in Sales by Customer and Sales by Salesperson
Hello. I noticed a difference today in terms of Sales numbers showing up differently in 2 reports. I checked Sales by Salesperson report for a period which showed a higher amount, whereas Sales by Customer and Sales by Item is showing a lesser total amount. Any reason for this ? Please clarify.
Print out/PDF convert- two byte character is not shown
I print out/ convert to PDF, it is not shown two byte character,Japanese, only show English in the documents. I sometimes need to print out and keep the documents, but this was problem now, is it able to investigate and improve it?
Custom Fileds in Invoice
Hi Guys While trying to add custom field to my invoices, I am do not see separate tab for Custom fields. Instead custom fields are available in same tab. When I try to create additional custom field, it by default considers data type as Text and neither ask me to select nor allow me to change the data type. Screenshot is attached. I am currently using more than 1 companies and this issue is being faced by me in respect of only one company and not others. Please advice Regards Ritwij Joshi
Limits in Standard pricing plan
I would be glad if someone could answer the following questions regarding limitations in Zoho Books Standard. I have read on the pricing page that in the Zoho Books Standard plan there is a limit to 500 Contacts. Does anyone know how this is implemented? - Specifically: If you have more than 500 Accounts in CRM (which become Contacts when synchronized with Books), where is the cut-off point? Does it go alphabetically, does it go by the creation date of the record, or how does it go? - Do you still
Scanning Recipts, Invoices etc
I really like the new facility to scan documents, given a pdf file etc. However, many of my receipts and Invoices are sent my mail and are in paper format only. I would like to scan them using a twain compatible scanner. When will Zoho be adding this feature? I appreciate that this may require an application resident on the PC John Legg Owner: The Debug Store
Duplicate transaction
Hi, I have automatic bank feeds, but for some reason there is duplicate transaction that doesn't occur in my bank statement and owner drawings twice in the Zoho bank transactions. How can I delete a transaction? It is unmatched but there doesn't seem to be an option to delete it. Thanks
Record payment without email sent
How to record the payment for my invoice. But not need to send email to our customer ? cos ZOHO insist to do email sent before allow to do payment record. But this customer no need to be received invoice anymore cos he knew to do our payment regularly. Please advise & thanks
Tracking time against a job in the IOS Application.
The timer application for IOS on the iPhone is good but I often have a need to add notes to the time as I am working. Currently I have to stop the timer in order to add and save the note. This does not seem to make sense. Why can't I just add a note as the timer is running?
List all the Contacts without pagination zoho books
Hi I want to list all the Contacts in zoho Books. When I used list record api and getRecords method, it returns only 200 records.I need all the records. How can I overcome the pagination? Is there any parameters for this to specify the start index and last index in zoho books? Need Assistance asap
Tipos de suscripción estándar o profesional
Buenos días Actualmente tenemos suscripción gratuita y queremos valorar pasar a otro tipo de suscripción, no sabemos cual de ellas, no se si alguien nos puede decir las diferencias entre la standar y la profesional, sobre todo necesito saber si se pueden subir archivos ilimitados o hay un tope. Muchas gracias. Un saludo
Line total amount
Is there a way to display the line total at the "amount" Column rate + tax = amount
Tmesheets
As an independant consultant I have to submit a timesheet to my customer weekly. I track the time in Zoho Books but the format of the timesheet report is not something I can provide to my customers so I have to do a lot of work to reformat it for them every week. We either need a way to customise the timesheet or a way to print out a timesheet for an individual customer (contact) with project, dates, times and notes included. Ideally this could be emailed directly to the customer on demand once set
Gmail Contact Number+1-888-306-5155
Gmail Contact Number Utilization of Gmail is the need of hour. Each business associations and in addition at home make utilization of Gmail administrations with a specific end goal to do their work either individual or expert. Much the same as some other email administrations you can expect even Gmail makes issues amid its operation. In the event that such circumstance happens the client ought to instantly approach the Gmail Customer Service, so you get the needful help to determine the issue inside
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