Tax on Advance Receipt
In India, advance receipt is subject to Indirect Tax (e.g. Service Tax is chargeable on advance for services). Also, the amount is subject to witholding by the Client. Both of these treatments are currently missing in Zoho Books. Request please include this as options asap. Thanks.
OCR scan delays
You guys having backlogs today ? 1.5 hours - still scanning ?
What's New in Zoho Books - November 2016
November celebrates its individuality through music, federal holidays, thanksgiving, camel races, lantern festivals and much more. We at Zoho Books celebrate November with a bunch of slick new additions to enhance your experience. So buckle up, and read on. 1) Manage your Custom Fields Custom fields were already a part of Zoho Books but now you get to mark them Active, Inactive or Mandatory. The field-related information might differ from time to time depending upon the needs of your business and
Client Portal Reset Password Prompt - Password Policy
The reset password screen for client portals indicates when a weak password doesn't conform to the password policy but never states or shows what that policy is. That is extermy confusing for the user. At very least the portal should show the policy and at best should do an inline check as the person types to shows that the password has conformed to the policy.
1099-MISC Generation from CSV Exported from Books
Anyone have a recommended service that they use that will generate and mail 1099's from the csv file that is exported from zoho? Thanks!
Contact navigation suggestion
I have a fairly large number of contacts in Zoho. I would like to suggest that at the top of the contacts screen a clickable alphabet be added so that I can quickly get to a given area of the contact database. As it is, I have to go the bottom of the screen, set show 200 per page and scroll down. Or click multiple time on the paging arrow... Thanks, -Tom
Description entry on weekly time entry view
It would be really helpful to be able to enter my daily notes on the time entry weekly page. I have seen this done in other systems through a small icon next to the time entry box, on clicking that icon it shows a popup that allows for the description to be entered.
Assign a Sales Order to existing Purchase Order, rather than create a new one
I understand that the "normal" chain of events is to create a sales order and then use that sales order to create a new P.O. But, it would be nice if, in addition to that, one could assign a sales order to an already existing PO. It would be convenient as I sometimes create POs first.... -Tom
[PHP] Any way to attach a file to an invoice?
I read https://www.zoho.com/books/api/v3/invoices/attachment/#add-attachment-to-an-invoice. It seems should be "multipart/form-data". However, I can not predict the exact form of the data I have to send a file to the server. Maybe someone can help me with working example or give any fresh idea? In my PHP code, I use some params in curl as part of $zoho->makeApiRequest. curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type: multipart/form-data') ); curl_setopt($ch, CURLOPT_POST, TRUE); //
Match transactions in Banking
Please leave the view with 2 columns "Uncategorised Transactions" & "Match Transactions" when selecting a match. It's annoying to see it set back to 1 column of "Uncategorised Transactions" :-(
Item costs in foreign & base currency
I have a question regarding bills and costing of received items, we usually purchase products from external suppliers in foreign currency, then we pay for customs and taxes in base currency which then contributes in the purchased items costs. My question, after we record a purchase order for the external supplier then pay the bill in the foreign currency, how do we then record other costs for customs, taxes and other admin cost in base currency and reflect it to each item cost. Thanks in advance
Square workflow
New user here. I noticed that two square payments from yesterday were combined into a single deposit into Square Clearing, with the customer name "Square Customer". Is it possible to split that out into two different customers? How do people usually record sales made through Square? Not sure if this is relevant, but I prefer not to generate invoices, instead I just record sales (which I assume is only necessary for cash and check sales). Thank you.
Remove Inactive Accounts
Dear All, How can I either delete inactive accounts from my chart (zero balance) or at least remove them from showing on reports like Balance sheet. There are many 0 accounts showing on the report. Thanks Karan
OCR Scan / workflow suggestion
There are no purchase orders shown in matching transactions ? Along with the existing features.... I would suggest that a perfectly useful work flow would be ..... Raise purchase order, receive items... Receive ..... Scanned delivery note - Receive items make PO status "Received / Part Received" & attach scanned delivery note (If we convert to bill now we may not have had the bill yet & can't fill the relevant details forcing duplication of workflow ?) Scanned Bill - Select received/part received
What's New in Zoho Books - December 2016
Winter has come and so has a bunch of slick new additions to Zoho Books. So, buckle up and read What's New in Zoho Books this December! The highlights of this month are : 1. Online Payments in India 2. Zoho Integrations 3. Android app Updates & more 1. Zoho - Razorpay Integration Customers in India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options (debit cards, credit cards, wallets, or net banking) with our Zoho - Razorpay integration. Read
Docs suggestion
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Intergrate Zoho Books with Zoho People
Dears, I am new user for Zoho and I need to integrate my COA in Books with HR. please if any one know the steps send ASAP. Regards
tax classification customer wise or sales wise
We need Tax classification by customer wise or sales wise same as in Tally. As per Indian Government rule, we have to submit details of customer with tax amount. Find attached Sheet having sample data. Kindly assist for query. If you can do this, we are interested to use Zoho Books Service. Please reply as soon as possible.
API for Zoho Books
Hello, I am very new to API for Zoho Books and I have been able to write PHP scripts to list invoices, expenses journals etc... For example, to get list of journals I use this URL in my PHP script: https://books.zoho.com/api/v3/journals?authtoken=[MyToken] But I do not understand how to get details of a journal. The documentation says "GET /journals/:journal_id" How can I use it with PHP script. I tried all possibilities and I always get this error: {"code":5,"message":"Invalid URL Passed"}
States Name wont show up on invoices
I can not get the state abbreviation to show up on my invoices. Any one have the same issue?
Expert Deluge script writer challenge :-)
Please excuse me Zoho team, is this sort of thing allowed in here ?.....Is this actually viable, creating a new item with Deluge ? I'll happily pay for it or accept it with much appreciation if anyone would like a little project in their spare time :-)
Composite Item in Zoho books
Hello there, I need to create a composite item in Zoho books and track its inventory. How do I enable this feature. I notice that the "composite item" feature is available in "Zoho Inventory" only. I hope the inventory of individual items reflect automatically when there is a sale or purchase of the composite item. Pls confirm.
How to record transfer deposits to checking account from Amazon sales
I sell on Amazon. From the gross sales, amazon takes out all kinds of fees and adjustments, and I am left with an amount to deposit into my checking account. How do I categorize these deposits, and from what account? I do not want this to be show up in my sales or income... since it is not my gross sales. I will be manually entering my gross sales totals each month from Amazon. Chat customer service didn't seem to understand this. They said I can't categorize it as a transfer since I don't
New Docs feature
WoW !!! Zoho books gets better every day - I'm loving it :-)
Handling Market place Orders in Zoho books
We sell through eCommerce Market places like Amazon, Flipkart etc. End customers order our products through the Market place. We Invoice the end customer directly and ship the products to the end customers. The value in the Invoice is the gross amount including Taxes, FEES and shipping charges. The amount for the Invoice is settled by the Marketplace (Amazon / Flipkart) directly after deducting the fees and shipping charges. There is NO way to handle this in Zoho books. In Quickbooks there is a work
How to add transaction in iOS app?
Hi Guys Could someone please tell me where the "Add Transation" button is in the iOS version of Zoho Books ?
2016 - Zoho Books Journey.
Hello, Everyone! Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2016. Keep an eye out for more exciting features this year! Well, that reminds me, did you see the What's New for January 2017 yet? If not, do check it out Also here is a very cool looking picture of all of us from Zoho Books wishing you a very Happy New Year!
What's New in Zoho Books - October 2016
Well, October is here and the festive season is officially upon us. With Oktoberfest in Germany, Halloween in U.S. and Diwali in India, if you're wondering what treats we have for you this month, you're in luck! Prepare yourself to know about all the spooktacular and cool new features Zoho Books has rolled out this month. 1) LET'S ROLL THE i - WAY Zoho Books recently released a ton of new features in the iOS app. a) Power packed Zoho Books version 4.0 With the all new Zoho Books Version 4.0
Recurring Bills: Duplicate / Copy
Please add the 'duplicate' or 'copy' function in Recurring Bills. Thank you! -Gina
Accounting tips for a better year
Accounting is tedious, time-consuming, yet a critical part of your growing business. Here are a few accounting tips that might help your business. Increase your cash reserve Use the Customer Balances report in Zoho Books to see if there are any outstanding balances and send reminders to those customers who are yet to pay for your invoices. Write off bad debts Unfortunately, not all of your clients are going to pay you. If this happens, you can write the invoices off as bad debt, if you think
Sending an email alert from Custom functions
I've noticed that workflow rules will not allow the preferred sequence of actions to follow (Custom function then email alert I needed!) so I need to send an email alert from a custom function, can you tell me the correct syntax please ? Update : I wrote the email code into the custom function so an answer is only required for anyone else's future queries relating to this !
Closing Account Company End of Year
How to Closing Account Company End of Year 2016? TQ
Invoice entry - Questions & Suggestions
Please see attached image
Items below ReOrder level
If the item is on order - a column showing the "On Order" Qty should be displayed also, this can lead to confusion & the reordering of the same item !!
Import data from Tally ERP
Hello, Is there an option to import Company information from Tally EPR ? Thanks!
Custom function for payments received
Is there a way to get this info in a custom function when a payment is received ??..... InvoiceID Invoice number Payment value Payment Mode ????
System wide managers messages
Be great to have a notice area for us to post relevant messages for staff in the different modules :-)
Sales form entry enhancement
Some of us have a lot of items to add to sales orders/invoices & it would make it a lot faster to enter this data if we could have this enhanced, instead of "add another line", "add another # line(s)" would be more efficient, also copy the line above to another new line will be a real blessing for some ! see attached image
Close 2016
Hi Totady 01/01/2017 when I wanted to creat a sales invoice the number of invoice not 0001 it is for example 887 So,How Can i close 2016 accounts on zoho and start with 2017 Thanks
Custom views in sales|invoices
Wow - is the "New custom view" in sales/invoices something new or have I just missed it before ? All that's missing from this feature is "Duplicate", sort by & additional criteria to just "AND" Amazing feature, I am truly impressed - nice one Zoho team :-)
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