Proof Adjustments
Hi, We have two similar problems we don't know how to solve. First, we made a deposit of 10 checks. The bank recorded the total and we were able to reconcile. But then, we got a note saying of the checks was missing and we have an entry from the bank that takes the 12.36 out of our bank account. We have no idea where to charge it to. Second, we make a deposit and mistakenly recorded the total payment of $1500 when the check was partial payment of $250. Again, we were able to reconcile the bank deposit,
Associate sales person to Customer Contact
Its good to associate a sales person to a contact, so the tracking of sales commission will always be easy.
Client portal - Social Log - in - Inclusion??
As a zoho user, I may remember the password for log in. Where as the client - is not a regular user. But its very important for our customer to log in, _ The customer is requesing us to send all the invoices by PDF as email.? Really no point in getting the custom domain with https:... etc. Its not mere logo inclusion in the log in page for the my clients. We have to ease the log-in procedure, who is going to pay. If the request makes sense, please enable social log-in option for custom domain -
Contacts - Address book - tricky maintenance?
We had a customer with 12 shipping addresses [well, thats the max allowed and I'd reported this for allowing more].We found a problem with shipping addresses when any invoice for the party was opened for editing: it was picking up one of the shipping addresses (probably the last used one) by default and updating the invoice. This is wrong and unexpected as the shipping address in the invoice should not be automatically overwritten during editing I opened the contact in EDIT mode and found that the
How to add discount and Freight charges in PO ?
Please, Guide me how to discount and Freight charges in Total Section-Purchase Order?
P & L report does not get refreshed if contacts are tagged after a transaction
Contacts are often added without complete reporting tags assignment. They may get tagged afterwards or tags may change for any reason. I find that such tagging/re-tagging does not get reflected in the P & L. for example, I have a custom reporting tag 'Sale Type'. This was not assigned for some of the customers. I have assigned these tags now - and they have sales transactions already in the system - but, the P & L segment for this tag does not get refreshed . My sense is that though invoices were
Docs uploaded file name
Can we have the option to rename the uploaded file please ? Every time I download & then re-upload the newly renamed file it gets scanned again & this uses up my paid for allowance !
update março
Oi As atualizações são perfeitas. Mas eu acho que a equipe zoho deve trabalhar mais nas atualizações da parte contábil este mês e deixar a outra parte ainda. Porque o software é feito com a ajuda de todos os usuários, que é com os nossos pedidos. E o que os usuários estão pedindo mais no momento é mais a parte de contabilidade. 1- Insira um anexo nos diários manuais. 2- Mais relatórios padrão e formas de adicionar filtros. A: exemplo seu relatório de vendas por item, não posso na personalização de
Automation | Edit Custom function
Can we please have the editor resize to fit the browser please - the set standard size is really hard to work with :-(
Expense issue in PNL report
I will do my best to explain this, bear with me: I bought $5000 worth of stock (10 products, 25 units of each product, 250 units total) which I submitted as an expense in Zoho Books under 'Supplies: Stock'. I also set up Zoho Inventory and included the 'opening stock value' ($20) for each product and used 'Supplies: Stock' in the 'Purchase Information' area. My issue though is when I run a PNL, the $5000 initial expense is included in the expenses area (Supplies: Stock), but so is the 'opening stock
No contact regarding organisation
Hi Team, I had placed a request last week to migrate my paid subscription between the 2 organisation in Books. My trial on one organisation is about to end. I want to move my paid plan to the other organisation on my account. Please have someone do it ASAP as only 2 days are left. Please transfer the plan from below org id to the other 630836160 -> 641439047
View PayPal feeds directly in Zoho Books
At Zoho Books, we've made a new enhancement to the reconciliation process with automatic PayPal feeds that we think you'll love. Currently, Zoho Books supports PayPal transaction feeds via a third party service provider. With this new integration with PayPal, we fetch your PayPal transactions directly to your Zoho Books organization. The integration retrieves all of your transactions, eliminating the risk of missing out on any financial activity. Benefits of this integration: You can directly
updating contacts by file import
I ran an import of contacts for updating ONE specific field [Payment Terms], with Display name and Payment terms mapped. The import ran without errors, but no update took place. Surprised, why.
Invoice module with item module in webhook
Dear Zoho Team, If possible Invoice module with item module in webhook ? Kindly advise
my idea
Hello team zohobooks, I want to share my idea since I introduce myself. I am Rossio Martin's job for a company in Africa- Angola is CBSAngola- Central Business Solutions, it is a partner company of zoho and we are selling well the software here we have already many customers. And we use all the tools of zoho to be honest are incredible tools. But my appeal goes to the zohobooks tool which is an accounting tool I suggest: 1- that at least you should integrate this tool with zohodocs and write, this
item variables
Can't get the following field values in Custom functions ? ..... VAT (Tax) Reorder point Preferred Vendor Can you help me please Zoho experts ? And if you could also kindly tell me how to use the correct syntax for the following please, I know you have experts that we can employ but I really enjoy learning & doing it myself :-) ... myFileID = "123456"; itemName = "myTestItem"; Unit = "box of 10"; mySKU = "54321"; myItemRate = #.##; pr = #.##; myCustomField = "abcd" Item_Details = map(); Item_Details.put("item_type",
Automatic totaling of item quantities
Hello, I would like the following to appear on our invoices in Zoho Books after the item description: Qty/ Pack No Packs Total Qty So far, I´ve been able to get them to appear on the invoice: 1. I have added "Qty/Pack" and "No. Packs" in Item preferences. 2. I have changed the label "Qty" to "Total Qty¨in Invoice preferences. My question is if it is possible for the "Total Qty" to be automatically calculated by multiplying the "Qty/Pack" x "No. Packs"? I know nothing about code or otherwise! Thanks
Internal Exception for Creator function Answered
I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes? Here are some examples of Online promo video
Template formatting question
I place my invoices (and other forms) into 2-window envelopes. Editing the standard template allows me to place my logo nicely in the upper window. However, the "Ship To" address for the customer is a bit too low. Is there some way to raise the "Ship to" section up a bit closer to the bottom of the Logo? I don't see a way to do this in the template editor. I only need to raise it 2 or 3 lines up. I was thinking that if I could remove the "Balance Due" over to the right it might move up, but
Sales report by item
Hi Team zoho, in the report by item because you have to choose the account and not the item? Because I need to take a sales report for a specific item I think this is a very important functionality. The same you have in the inventory report as you can see in the two attachments.
Unable to print directly from Zoho Books
The option exists to print directly from Zoho Books, and our office regularly uses that function in both estimates and invoices. However, we suddenly find that feature is not working. We must now download the pdf and then print it. Are you aware of this glitch? Is this an easy fix? Is it possible it's a browser compatibility issues? Thanks in advance for your feedback. Steve
Unable to download sample documents to import
Hi I am having difficulty to Import the documents as a reference point i tried downloading the sample it keeps redirecting to the dashboard
Zoho Books API - no invoice URL for recurring invoices?
For normal invoices, the "Get Invoice" API returns the Invoice URL. But for recurring invoices this seems to be missing. I am trying to set up Stripe integration on my website for recurring invoices so that the customer can pay from the website rather than having to send email, etc. This seems possible for normal invoices but not for recurring invoices because of the missing URL. Is this correct? And is there any workaround?
How can apply tax on basic fare only
Dear Zoho Team, I am a air ticketing travel agent I have one problem in invoice regarding tax Example: I Have sell air ticket & create invoice for my customer Rs. 3000/- Basic fare Rs. 2000/- Airline tax & other tax Air ticket total amount Rs. 5000/- I want to apply service tax 0.75% on basic fare only how can possible it Kindly advice
Checking Opening Deposit
I made a cash deposit to open my business checking account. When manually categorizing, what do I select in "From Account" and "Received From" (which was me, personally - to be reimbursed I assume - not a "Customer")? Thank you!
Split bank payment into 2 accounts?
How can I split a bank payment into 2 accounts - half for an employee expense reimbursement and half to salary for example?
How do I delete old year data in Zoho Books?
We've gone through major restructuring and I need to clean our books for past year and start fresh with current year. I couldn't find any special function and also there are no multiple selection boxes to remove all. Thanks, Farid
How to apply VAT on billable Expense when adding it to an invoice
Hi there, My company operates under VAT flat rate scheme. I have a 'Software Expense' account added via Zoho Expenses marked as Reimbursable and Billable to customer X When I raise an invoice to client X and I select the 'Software Expense' in order to 'link it' to the invoice and adjust VAT column to 20%. I will then receive the following message VAT cannot be applied on this account. Please enable the Include transactions in VAT Return option from Accountant -> Chart of Accounts to apply VAT.
Merchant in Expense vs Vendor in Books
Good afternoon, I am having two problems at once : • I am usually using Zoho Expense to submit my monthly normal expenses. But some receipts are paid from a source outside of the company's finances (the owner's personal credit card). I would like to choose "Owner's Equity" but the option is not available. Could that be possible ? • If I want to treat those expenses separately, I go to Zoho Books and put it under "Owner's equity", but I cannot put it anymore under the usual "Merchant" that provides
Rendering Service to Clients Using a Charter School
Hello Everyone, We have been using Zoho Books for the past 6 years and are pretty happy with it. We are looking to improve how we use Zoho in our business. I am hoping that if I present the scenario, someone can give the direction I am hoping for. In the USA the use of Charter Schools in our schooling system has increased. A great portion of our business is as a vendor for the local charter schools, supplying music instruction to several students in their student base. It's important to note that
Paypal not pulling transaction line items
Paypal Business has stopped pulling in the transaction details. It recognizes the amount in the "bank" and it even knows when a payment clears, but, it is not pulling the transaction line items in so that they can be matched. This started about 2 weeks ago. Any idea on when this will be fixed?
Is it possible to have a Template for Bills?
I want to use Bills to pay vendors but need to be able to format the bill output. Is this possible? I don't see a template for Bills in the Templates area...
API last_modified_time doesn't work?
Hi! I'm using the API with the URL: https://books.zoho.com/api/v3/salesorders?authtoken=XXXXXXXXXXXXXXXX&organization_id=XXXXXXX&last_modified_time=2017-01-30T19:01:01-0123 It's my understanding that this should only return Sales Orders which have been modified on or after January 30th, 2017 at 7:01:01. However, I'm getting lots of results that have a last_modified_time that is before this date (for example, 2017-01-30T18:56:05-0500). Is this a bug, or am I misusing the API? Thanks!
Do you have a desktop chat app for Zoho connect?
Hi Mike, Thank you for your valuable feedback. Sorry, we do not support desktop chat as of now. Having a dedicated chat for desktop is a good thought and we will certainly look into that. Please feel free to contact us for further assistance. Here are some examples of Helpdesk Platform video
Link for purchase orders to bill
Hello, Thank you for writing back Mr. Terry. The request that you have posted is something we will be working on. We will keep you informed once this enhancement is done. We request you patience on this. Here are some examples of IT Security management video
Link for purchase orders to bill
Can we get a link on the Bill when received from a PO please.... Bill raised for the purchase order(s) PO-23566, by ******
navigation between partially filled POs and Bills
Currently, if I have a partially filled PO, the only way I can determine how many items I am waiting on is to view the Bill I created for the partial items. So, I click on the Bills tab and go there. But, once in the Bill for that PO there is no tab for POs and/or no navigation button to take me back to the PO I was just looking at. Could this be added? Yes, I can click the browser back button, but for consistencies sake having either a PO tab on the Bill view, and/or having the PO # as a clickable
Question re: tax invoicing & reporting
Hi there, I'm a bit new to all of this accounting stuff, but I have a question that's baffling me, and I need to sort this out before my next reporting period. I recently invoiced a customer, and included the two taxes here in Canada (QST and GST). As you can see from my invoice, it's broken down properly by line: However, when I go into my Tax Reporting tool (so I can pay those back to their proper Tax Agencies), I see the total of both of these taxes being due to Quebec (QST), and nothing being
Feature request: option to print a batch of uploaded expense receipts
I'm sure this must have been requested before but who would like to have the option to print, say, a year's worth of uploaded expense receipts? Currently I am uploading my expense receipts & printing them as they are uploaded. Imagine being able to just
Send invoice by email through API
I want to send invoice by email through API to customer but This error occur in my code.... {"code":5,"message":"Invalid URL Passed"} My Code is as follows... public function zoho_email($array){
$data = json_decode($array,true);
$url = '/invoices/'.$data['invoice']['invoice_id'].'/email';
//echo "<pre>"; print_r($data);die;
$recivers[] = array($data['invoice']['contact_persons_details'][0]['email']);
$data = array(
'to_mail_ids' => $recivers,
'subject' => 'Invoice from
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