salesperson_name in email templates
Can you tell me how to get this please - there's no placeholders for it ?
Concern over time taken to display lists
I have only entered 300+ invoices outstanding so far to begin the new year. I do hope the very slow response time of 6 - 7 seconds to display these will not degenerate with the many, many thousands of invoices that will build up over the coming months ? My internet connection is 80Mb/s, my processor is an i7, and with 16Gb ram & SSD it's not my pc that's not performing !!
ZOHO books - import statement, why there only one line item be accept?
When I import statement, zoho always says "statement line(s) that are ready to be imported (1)", although there are more than one line in my statement!!! There should be more than one! if I click import, than there only one line from my statement will be posted, the others are ignored by ZOHO. Do any one know how to fix it?
Zoho CRM and Zoho Books
Does any Zoho CRM subscription include Zoho Books? or I have to buy them both?
Invoices Custom View - Sorting
Hello... I've created a custom view on the Invoices list, the custom view is to filter Invoices for a specific customer. The filter works great, but the sorting is not working at all, it always show the rows in natural order. On an ascending date it also shows natural order, since the invoices were entered chronologically you can't tell it is not sorted, it is more evident by ordering on invoice amount or some other column. Anyway, sorting is not working for a custom view on Invoices... I haven't
Date sorting
Is date sorting performed on the actual sales doc date or the creation date ? Not working by doc date in my eyes ?
Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached.
Final post before festivities begin - Vendor payments
Zoho team are probably sighing in relief, Mr Bean is giving us a break (sorry!) - LOL Merry Christmas and a Healthy, Happy & Prosperous new year to all. Please see attached Vendor payment request....
Google sheets Webhooks
Is this currently available or on the horizon ?
Reorder items
What a fantastically handy feature the Contacts | Vendor Reorder items view is, I'd like to see .... Links on the names for the items to reorder please. I think that often I'm going to find stuff in here that needs to have the reorder point edited ! The
Practice file
Be great for new users to be able to copy their file to a "practice" file automatically. Took me 3 hours today to set this up to train staff, best way for them to learn is to make mistakes on a practice file :-)
Zoho Christmas gifts
Dear Santa, I would like 4 little things .... In order of preference.... A "To be sent Status" for invoices Create purchase orders from Invoices AutoCalc in number fields Additional User defined statuses A lot of companies do NOT send invoices until the
How to match bank transaction to advance payment I made?
After I create the advance payment (vendor credits), and the payment transaction will show on next day's bank import statement. How can I match the bank payment with the vendor credits in ZOHO? When I do the match, the vendor credits will not show up on the possible match or through search criteria. So, do I have to use categorize manually?
Record a payment higher than the invoice amount?
Hi Team zohobooks I want to know how I can give the change to my customers in the billing area if I make a sale and when registering the payment and I put a value higher than that in the total of the invoice he does not accept. Gives the message to say "THE AMOUNT TO BE PAID IS ABOVE THE INVOICE VALUE" How do I do it? Being that I intend to put in a restaurant to effect billing. Thank you.
Open more chart of accounts
Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better
Templates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Books presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,
organization billing address
My company has tax registrations in 3 different states. When I bill from one particular state, I need to use the address from that state. But Zoho only takes the option of registering a single organization address. I can use multiple warehouses for inventory using Zoho Inventory. But, I cannot invoice to customers from different states. How do you think I will be able to do this?
Can I add dimention and weight of packages on packing list?
Can I add some info. like marks, dimenstions, total cubic feet(or meter), and etc. shown in red boxes below image to a packing list? Or, can I customize a template of packing list to make look like below packing list?
Can I have multiple companies in Zoho Books connect to a single Zoho Inventory ?
Can I have multiple companies in Zoho Books connect to a single Zoho Inventory ?
Portal Linkage in Books
My organization is a municipal authority. Our billing is done with each property address set up as a separate customer. Some of the properties have the same owner. Is there a way to link portals so that a single property owner is able to access all of their properties by logging into one client/customer portal? If not is there a way to link invoices to more than one customer so they can be aggregated to one login portal? Each property would still be set up as a separate customer (in case a property
proplem in system
Hi We have a problem in our system when i do any transaction system doesnt work like No1 in the Picture and also there are lots of transaction whem i nead to see or review system doesnot work like No2 in the picture
how do i put two pieces in a box?
Hi there, when I create a new item on Zoho Books and I need to specify that there are 2 pieces in one carton, how do I do that? You have to specify a number of cartons per unit but the system doesn't allow you to specify a 0,5 of a carton. Your kind reply
Settlement discounts
Would love to see some sort of feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
Company AND contact name for BILL TO?
Hi there Why do we only get an option in the invoice template to BILL TO a company OR contact name? And not both? I want to sometimes sync my Zoho CRM contacts to a company and invoice to the company. And sometimes I work with a single person with NO company, and want to invoice the person. It seems that if I sync Zoho CRM to Contacts, then I can't use a company name on the invoice. or if I sync Accounts and Their Contacts to Zoho CRM, then I can't add a single company-less person to an invoice.
Invoice to be send in email
Hi, I am using Zoho Books and we create an Invoice through an API, whenever we create an invoice, we often get an error: This transaction failed to sync with Avalara So first of all i do not knowwhat is wrong with it, i clicked Sync Now and it asked me about address incomplete. 1.If this sync fails, why i cannot see this in my response code so the basis of that i can build my update code which can sync this from api call itself. because I also want to use the Functionality of emailing the Invoice,
Entering Item details into sales forms - editing amount value
We can edit the rate for the items but not the calculated amount value, it is extremely difficult to calculate a rate that would match the amount you want it to be if we are dealing with fractional amounts in quantity. As we are able to amend the rate
Zoho notifications
We quite often see.... We've made some changes to Zoho Books while you were working on it. Complete your tasks and reload. I would be really interested to know what these changes are, in case I'm missing out on some sort of new feature, even if it is something really minor! Could Zoho please make it a clickable link so that a pop-up appears to give us a brief summary of what this change is :-)
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks.
With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net
Contacts | Contact list | Vendors with open bills missing
Vendors, Vendors - Reorder items are there & so is ... Overdue CustomersUnpaid Customers BUT no Vendors with open bills or Vendors with overdue bills ?
Dashboard Sales
Sales summary on Dashboard ? Cashflow is great but doesn't reflect the actual sales ? (I'm not an accountant) :-) Income & Expense graph is great, but a more recent, more detailed one would be great... Today Yesterday This Week Last Week Custom
Fixed price agreement time tracking
I have a few clients that I have fixed price monthly contracts with. What I'd like to do is be able to track the number of hours I spend on each contract customer, to get a view of how I'm doing. I could use the project function within the program, but
What's New in Zoho Books - September 2016
With Zoho Books we're always working on building new features and enhancing existing ones. We had released quite a lot of interesting features in August and we've maintained the momentum in September as well. Take a look at all the new features in Zoho Books for September 2016. 1. BANKING - MATCH TRANSACTIONS FOR FLAWLESS ACCOUNTING If you reconcile transactions every day (which we hope you do), you would have noticed the fab new changes we've brought into our Banking module. Advanced filter enhancement.
List headers
Can we have these fixed in place, a small thing, but with the new custom views being deployed, it makes sense ? They scroll with page down / scroll at present - see attached.
Recording Credit Card Payment from Personal Funds
I inadvertently used my personal account to make a payment on a business credit card that is tracked in Zoho Books. I currently have the transaction recorded as follows: I used the "balance transferred from" transaction type account under the "money in" section; then selected "owner's equity" as the account type. It seems as though I should be using the "card payment" transaction type but there is no option for "owner's equity". Any advice? What is the best method to record this payment?
Two taxes in expense recording
Hi there I'm importing bank transactions. I need the ability to record one, two, or both taxes. I have to record GST and PST for expenses, but some items are not PST. So basically I need to be able to choose which taxes should apply to my expenses for each transaction. Right now I'm only able to choose one or the other, and not both. thanks.
Print - pdf - email options
Would like to see this implemented, nice easy job for the coders .......
Item Importing Issues
Hello Very Frustrating Issue... When importing items from the csv, all "-" turn into "?". ie - Part # FM-1000-1 turns into FM?1000?1 Have done lots of csv importing before and have never run into this. Deal breaker if this cannot be fixed and will find another service to use. Thanks
Change Books client currency when using CRM connection?
Hi there When I create a new invoice in Books, I use the Zoho CRM connection to find my client details. BUT...they ALWAYS show up with Canadian currency selected and I'm unable to change this. I can't find anywhere to change the Zoho CRM contact to US dollars, not in books, not in crm. How can I easily change the currency of the contact when creating a new invoice? Thanks.
Entering invoices with lots of custom fields
A better layout would be nice for those of us that use lots of custom fields on invoice data entry, a lot of screen space is wasted. I have a 8 custom fields & on a standard 1920 x 1080 resolution this causes unnecessary scrolling. See attached.
Zoho People billing into Zoho Books - ERROR: Please enter a suitable VAT treatment
Hi everyone, When I create a bill in Zoho People and try and send it as an invoice to Zoho Books I get the message from Zoho books "Please enter a suitabel VAT treatment". I am pretty sure I know what this means in terms of where either my business or my client's is regsieterd for VAT but i cannot find where i need to make that change. Can anyone help? M
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