Sales Tax paid at purchase
Hello all, This is probably a very simple solution, that I'm just not seeing. I purchase items for resale to my clients (as part of larger projects). In several cases, I pay sales tax (California US) on the purchase of the items. I then mark-up the items and sell them to my clients. I need to be able to track the sales tax I PAID at the time of purchase and have it debit what I owe the local authority. In the Bill for the purchase, I don't see a way to add the sales tax. I tried to make a new
Date of Service cannot be empty
Hello: I am receiving this error when attempting to log a bill in Zoho Books: "Date of service cannot be empty". There is no date of service field that I see in the bill entry screen.
Status changed as"Fulfilled "in the Zoho Inventory when emailing a SO
Hi, In Zoho Books, when I tried to email a SO using api the status of the SO in zoho inventory changes to "fulfilled".How can I overcome this?
Stock "0" can not make a sale
Eu preciso de ajuda para ver maneiras que quando o estoque é "0" não permite a venda. Sendo que ele permitiu emitir fatura e coloca o estoque negativo que é a lógica mais se houver uma função em faturas que não permite emitr fatura seria ótimo.
Purchase price list
Is there a way to define purchase price lists (pricebook for vendors)?
Pro Bono (that is, no charge) tasks
What if one wants to bill at the rate of $0.00 for a task? I am not able to set one up. (The project is set up as Billing based on task hours. The $0.00 rate is for consulting pro bono, but I need to keep track of it for tracking (and invoicing purposes}. Lawrence
New Template layout
Nice improvement Zoho :-) Be nice if we could have a little notification of what update we're re-loading our browser for ?
HTML template for Checks, or at least some field control
Is it possible to get HTML formatting turned on for printing Checks? And if not full html, at least can I get better control over individual field spacing? The alignment that is currently allowed in the Check template is only the overall margins (up/down and left/right). I cannot align the individual fields. The spacing of the date is too far to the right, for example, if I align the payee field. I cannot get the current template to fit correctly on my checks. -Tom
Zoho Custom function question...
I need to automate the emailing or saving to file a delivery note for each invoice produced. I've notice "list manipulation" in the Custom functions & wondered if it was possible to create a list of invoice line items using this ? Is this possible? or does anyone have a work around for this requirement ? Ideally I'd like an email alert feature that could perform this :-)
Failed to submit a quote: Internal Error
Failed to submit a quote: Internal Error, attach image.
Google calendar integration
A script sharing area in Zoho forums ?... For anyone that may be interested in using google calendar for Zoho invoices / Sales orders delivery dates, I've written some script to utilize a custom field named "Diary Allocation" which you would create as a dropDown & populate with your calendar names, also a custom field called "Delivery Date" (only for invoices) which you would create as a date field. It works like a charm & is very important for my company as we deliver 99% of what we sell and we
Air Ticket Invoice for travel agency
Dear Zoho Team, I am air ticketing booking agent I want invoice format for air ticket as per attachment pdf kindly advice... if possible in zoho books
Purchase order custom templates
Is the "Usage unit" missing, or am I missing it ?
Docs questions
Some bills went there by forwarded email 7 hours ago - still not arrived yet ? Update: Not deleted in case others make the same mistake .... "Scan in progress" was selected instead of "Inbox" Maybe best to have inbox selected as standard selection when returning to Docs ?
Portal Name
Hi, we have two organizations in zoho books and inventory. Accordingly, we have two portal names both in Zoho inventory and Zoho Books. One of them is called Outback Ventures and another one is called Outback. One of our users "accidentally" erased the organization with Outback portal from Zoho Books. Now I am trying to restore the Outback portal in Zoho Books or change the name of the Outback Ventures to Outback but the system says that the portal already exists. It is not allowing me to create
Need Help
Hi In my company we import our goods from out of our country and The goods come by trucks So,there are some expenses like cusoms and forcleft and trucks rent and The cost of goods is Purchasing price + Expenses So I need to distrbute expences on goods For Examble I imort the following items from outside (A) 100$ (B) 100$ (C) 100$ Truck Rene
Advance Salry
Hi, 15 employs in my office, how to add salary and advances salary in ZOHO??
Bank feeds
Is there a setting that I can't find that will auto refresh feeds every specified period or do we have to use the menu to refresh them each time ?
Custom functions help (Again)
Can you tell me what I'm doing wrong with custom functions here please :-( ..... itemID = item.get("item_id").toString(); orgID = organization.get("organization_id").toString(); customfields = item.get("custom_fields").toList(); item = item.get("name"); var data = { "name" : "TelBots Test", "rate" : 5, "custom_fields" : [{ "index" : 3, "value" : "XyXyX" } ]}; response = zoho.books.createRecord("items", data); info response; And if you would be so kind as to show me how to update a customer shipping_address:address
WEEKLY RECONCILIATION
I like to reconcile the checkbook weekly but not finalize it. (I am used to QuickBooks) Going in whenever time allows to see where we are at in the checking account. Is there any way to change the balance without deleting all that I have done or do I have to reconcile it fully each time?
Invoice problem w/ Brazilian taxes
Hi guys! I'm facing a curious problem when creating an invoice in Zoho Books: in Brazil, the taxes are charged considering the gross value of the service. There are 5 different taxes that are contained in the same invoice: ISS, CSLL, PIS, COFINS and IRPJ. Each one collects a different percentage from the gross value of the service sold: ISS 5%, CSLL 1%,PIS 0.65%, COFINS 3% and IRPJ 1.5%. I use Books in sales: tax-exclusive mode. My problem: Zoho Books sums the gross value of the services to all
HTML Docs
Any of you bright HTML experts know if this is feasible ? ..... If any of these fields are zero amounts, can they be hidden along with the associated label.... Payments made Credits applied Balance due
Why does Zoho automatically create an Opening Balance Adjustment to offset Square Fees?
I just imported my first transaction after integrating Square. The transaction has a $1.02 processing fee from Square. When I look at my Expenses, I see "Square Fees" shows zero. When I click to see transactions for the "Square Fees" account, it shows the $1.02 Square fee, but then shows "Opening Balance Adjustment" of $1.02 to cancel it out. Can someone please explain this? How do I account for Square fees?
Custom template sharing
How about we have an area where users can share templates ? I'll start it off with a much more compact invoice template for those that have a lot of items to invoice! All you have to do guys - is copy the HTML code below, in invoice templates, click Customize layout, Click the HTML button, Highlight all of the text & then right click & select paste (Ctrl V) to overwrite the existing code. Click HTML button again & edit to your requirements. I know the code below is VERY messy as the HTML editor
Write Off BAD DEBT
There does not seem to be any updated way to do this as it does not show in the MORE section any longer, please advise. Thanks Darren
New item entry lines on forms
Whoooeeee !Absolutely fantastic again guys, Loving it, Loving it, Loving it.... & Would have loved it even more if the ↓ copy to new line would have been included :-)
Sales Order for Product with Installments (Financing)
Hi, I was wondering if anybody had this challenge, to sell a product that will be paid over time. Example: Sell a widget, for $300, which will be paid over 12 months at $25 per month. Ideal Solution: It would be great to be able to create a Sales Order for the Widget, possibly including 12 qty of an "installment item" and create an invoice each month for each "installment item". I found many "Accounting Best Practices" and I would like to know if there is an "easy-enough" way of implementing this
Invoices for service items
Hi, I send invoices to my investor in order for him to repay our expenses. However, income is always booked on the sales account, while this income is obviously not sales. Each time the invoice is paid, I have to add a journal manually to correct. Am I missing something? A
Void bill with Partial amount paid
Hello, I have a bill with "Partial Paid" status, however the remaining amount to be paid is no more required from the vendor, so how can I void the remaining balance without changing the bill original amount?. For better understanding I list the below example. Bill amount = 100$ Amount paid = 75$ Balance = 25$ The vendor discounted the balance 25$ but I can't change the bill original amount due to accounting audit purposes. I just want to void the remaining balance and I'll leave a note. Thanks root
P.O Reports don't contain any POs?
The Active PO report doesn't contain a link to the POs. Only items are listed but not where they are coming from. I really need a report that shows the POs, items associated with those POs and their status... In a similar vein, the Product Sales Report don't show any Sale Orders. The sale report should have links to the Sales Orders for the items contained therein. -Tom
Export items
Why isn't the item unit exported / imported ? I assume it's the "Usage unit" shown in the exported file but this is not populated nor imported when filled ? I have run out of custom fields for items & would like to re-use my own field created for units. The option to show pre-defined units field on docs is not offered so I had to create my own! Will I have a problem re-assigning or deleting this custom field as it's been used in a lot of transaction ?
Search enhancements
With the amazing indexing algorithms available today I would suggest a general search field which shows results as follows ..... Search is : "xyz" Results are : There are 10 invoices that contain xyz There are 6 estimates that contain xyz There are
Release notes available?
Sometimes I come back to Zoho that is open in a window and it says changes have been made and I should click to reload (which I do). Is this a notification of new features being released? If not, is there a notice that is sent out when new features are released or is there a Release Notes for new features one can look at? Are new features released incrementally or are there regular or periodic updates? -Tom PS: Nevermind, I found this thread that answered my question: https://help.zoho.com/portal/en/community/topic/upcoming-features-in-zoho-books
Loving Zoho Books
Just wanted everyone to know, specially the Zoho guys & girls.... Been using Zoho books for 3 weeks now & I must say... This has been the best move I have ever made, I was a Intuit Quickbooks user for over 15 years & a Quickbooks Online user for the last 3 years plus. The difference is amazing - Zoho is so flexible, has so many features, far less bugs & the help is outrageously helpful ! Thank you all so much for all the hard work you do in providing us with all the best features. BTW - can I now
Stripe as Bank Account
I really like that I can look at my PayPal account as a Bank Account under the Banking tab. I really wish I could look at my Stripe account likewise as a Bank Account. I understand the Stripe developers are really responsive to app developers. It would be great if you can work with them to make this happen quickly. I'm using Stripe a lot and would find this very, very useful. I suspect many others would, too.
What's New in Zoho Books - January 2017
The new year is finally here, and so are a bunch of slick new additions to Zoho Books. So, buckle up and read What's New in your Zoho Books account this January 2017! 1.Import and Export Inventory adjustments Inventory adjustments option lets you adjust the stock of your items for any mismatches that might occur while stock recounting/ reconciliation. Such adjustments can be done based on value as well as quantity. Now, you can also import such adjustments to make changes in bulk or export
Custom field enhancement
When a custom field is created then deleted, I believe the next new one index number is still incremented, this leads to difficulties with the api, unless I'm mistaken, but it's been trial & error on updating these fields for me ? There is then the difficulty of the placement order of these fields on docs when we have no choice of their position. Please advise if there is a way to achieve the above !
Upcoming features in Zoho Books
Do we have a page where we can see the new list of features, which are work in progress and can be expected soon to be added to Zoho Books ?
Work Order in Zoho Books
Is Work order creation available in Zoho Books ? If not, is there any work around available ? I have 3 items configured as products. Let's say products A, B and C. A process is involved where A and B are raw materials used to create product C. I will need to track inventory for all products A, B and C. On creation of Work Order, stock from A and B should be reduced and stock balance of C should be increased. Now, I have created items A, B and C. To enable inventory tracking, I will have to enable
Billable expenses as result of invoices?
Hi, In my (startup) company I have expenses and bills that will be reimbursed by my investor. Every expense I make, I mark 'billable', so that I can invoice my investor easily. However, I can't do this for invoices. So, I need to manually add expenses that where invoiced to me manually to the invoice to my investor. Questions: Would it make sense to also give invoices to option 'billable'; Billable expenses are technically not 'expenses' and they don't show up in the Dashboard under 'expenses'. However,
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