Login Restriction
Hi Is there any way we can restrict user login during non-working hours? Sometimes users login during non-working hours and leave the computer screen open (i.e.at public places) intentionally and expose confidential info. Thnaks
Items below reorder point
If this feature is not selected then there is no option to select a preferred vendor for the items. I like this feature but do not want to be emailed each time - it is shown in the notifications icon on the top right. Could a check box be put in under these preferences to indicate whether to send an email in this regard or to just show in notifications ? Sorry to be asking so much but I'm still in evaluation whilst using QBO but I must say Zoho is far superior & with a few more enhancements implemented
Time sheet, weekly view must show projects
Hello In the weekly view of the time sheet, how can I view the project? Shows tasks but there are tasks with the same name for some projects. For example, a common task in my projects is "Drawings". I work 3 hours in Project A, 2 hours in Project B and 1 hour in Project C. I see in weekly view 3:00 Drawings, 2:00 Drawings and 1:00 Drawings. That does not interest me, it's useless. I need to see the project, not the task. Thank you
Serial number
Can I use timestamp as serial number for billing?
tax
Hi, support zohobooks, I would like to know what to serve this report that is attached? Report of taxes, because when I pay the taxes here in the report the value of the tax does not decrease. I want to know how I can see all the taxes I've paid?
Taxes to pay
How can I create sub-accounts in taxes payable? Being that in the chart of accounts has a standard account "taxes payable" I need to create sub-accounts because I have several different tax accounts that must be associated with this account because I see that this account is more for a state account To whom I must pay the taxes.
how to add opening stock value and closing stock value in zoho books
how to add opening stock value and closing stock value in zoho books for final profit and loss
Zoho People billing into Zoho Books - Please enter a suitable VAT treatment
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
Cloning items, invoices etc
Cloning is one of the best features but...Easy to get distracted & forget that we are cloning rather than creating new, hitting save without checking through it... Can we have a slightly modified/enhanced heading as screenshots.
Date formats
Be great to create our own in Organisation profile....
Invoices to be sent
Can we have an invoice status that is "To be sent" that will make the invoice "Open" & NOT "Draft" but not actually sent as yet. (The timer feature would work very well here) A lot of companies need to have the stocks deducted when the invoice is raised (and this is not done until the invoice is marked "sent") but we cannot actually send the invoice until the job is completed, we'll also be aware of what jobs have been done by the delivery date and the list of invoices with status of "To be sent"
Taxes with Eventbrite deposits
Hi, we received payments though our Eventbrite account. These were all taxable transactions, however in Zoho it's considered as a deposit but it doesn't reflect the taxes in the amount. How should I correct this? Do I need to create an invoice (with taxes) in Zoho to match de deposit? Thanks!
Request Feature // Add Account Codes to Account Transactions Report
I would like to request a feature that would be very helpful to my organization. I would like the ability to display the account codes in the Account Transactions Report.
Adding a truck loan?
Hi how can i add a truck loan ?
Payments from Bank Accounts
Hi, I am making regular payments to my vendors through Bank accounts (Online) which is reflected in my Banking Statements. Is there any way to mark a particular "Withdrawal" type of transaction as "Vendor Payment", so that the same is reflected under "Bill Payment" ? Right now, i am able to mark as "Expenses" Only. But the same facility is available in "Manual" transaction under "Money out / Vendor Payment"....... Could you please help me on this feature...?
How Can Link Bill to invoice when multiple vendor and one customer
Dear Zoho Team, Currently i can create bill to invoice....... But when multiple vendor and one customer .....how can create Bill to invoice Kindly Advise
Announcement: Zero transaction fee on Indian debit cards.
Hello everyone, Good news for Indian customers! In a move to encourage businesses to go cashless, the Indian Government has ordered banks to completely waive the merchant transaction fee on debit card payments until December 31. This is a welcome move in line with the recent demonetization of currency notes, and would make it easy for merchants to urge their customers to transact online. Refer this article to learn more about the announcement. The transaction fee on online debit card payments
Zoho books Purchase orders not pulling in items
I am trying to create a purchase order and I have already uploaded several items in the items area. Why are they not populating in the purchase order? We have the processional edition. When I click on item details nothing shows up and it wants me to manually enter. Thank you!
Purchase Orders
I am trying to create a purchase order and I have already uploaded several items in the items area. Why are they not populating in the purchase order? We have the processional edition. When I click on item details nothing shows up and it wants me to manually enter.
Zoho Books - Tracking Stock on Hand changes
We have two Zoho books accounts. One account (Account A) has master items where we maintain the inventory. The other account (Account B) has the same items as Account A. The users in Account B need to see the Stock on Hand quantity of the items in Account A. We have added a custom field in items in Account B to update the quantity from Account A and setup a workflow to update the same. But we observed that the workflow is not all triggered. We would like to know is this possible. Also, do the work
Secure Payment via Authorize.Net - not taking Credit card - Says Last Name is Required
Hello, I am trying to set up Zoho Books so that we can start using it and I am running into the following issue. I have linked the Books to Authorize.net and when I send a test email to a customer and they click the link to pay it - the "Secure Payment via Authorize.Net" screen does not show Customer Information. It only asks for Credit Card info and Billing Address. Therefore Authorize.net is not accepting the payment with an error message that Last Name is missing. Please advise!! Thank you!
Account transaction report export with tag fields
Hello, thank you for the great Zoho Books. We love tags and filtering with them but we also want the tags appear in the exported files too. Best regards.
Error Date of Payment Provider in some Reports and Control Panel
Zoho books does not differentiate between the date of a supplier's invoice and the expiration date (ie the payment date). For example, in Details By Invoice Due Date.
Bills that are billed back to clients
As in the expense area can I make a bill payment and then bill back to client? Where and how would I do this?
Client Portal - mark as paid via bank tansfer
Is there any way that clients can mark their invoices as paid by 'Bank Transfer' within the clients portal? At the moment when clients log into their client portal and select "Pay Now" the only option is for them to pay by card. What we would like is the options for our clients to tell us that they have paid this invoice by 'bank transfer' or 'cheque' Thanks
Is there an effective way for me to report on the following?
1. Is there a way for me to associate a cost to a project resource? 2. Get the hourly rate to appear on the timesheet report? Being able to report on hourly cost and rate would be great. It is one of the things that keeps me from embracing both the out of the box Zoho Books reports as well as build my own using Zoho Reports. It looks like the billing rule that figures the rate only gets applied when the invoice is generated.
Show only unbilled items
Hello. How can I see only both unbilled hours and expenses for one or all clients or projects? (Edit) And grouped by client or by project. Thank you
Delete more than one account at a time
Hi I suggest that the module "accountant" could be possible to delete more than one account at a time...
Canada version for Books
Is the Canada version for Books available now?
Ability to enter notes on weekly time entry
I have seen in other systems the ability to enter notes on the weekly time entry screen. They implemented this by a small button on the right side of the text box that would show a popover of a note. Or even popup screen.
Add PO number in recurring invoices
Hi, I need to be able to add PO numbers into recurring invoices. I can do this with the PO field in invoices but cannot see a way to do this for recurring invoices? Any ideas
Books integration with CRM - allow conversion of CRM objects into Zoho Books objects
Here is some confusion for us. We have both CRM and Books. Here is what we see with Books integrated to CRM: CRM / Potential: -sales order -invoices -estimates/quotes -purchase orders Zoho Books (as shown as a tab in CRM) -sales order -invoice -purchase order But those two above do not sync up! An "invoice" created in the CRM (and attached to a Potential for easy reference) does not show up in Zoho Books. You have to create it IN Zoho Books if you want to e-mail to customers with a billing method
Payroll Application by 3rd party available?
Do you have 3rd party integration app for payroll service? Is there a way to work around in recording and paying employee taxes?
change name in subtotals of the report
Hello, how I can change the name of the subtotal or totals in the reports, in the profit and loss it says total of operating expense, its ok but when I work my organization in Spanish the translation its not good so I need to change it. Is it possible?? Thank you
GST/HST
Hi, I'm using Zoho Books for the first time and I have a GST/HST refund from the previous tax year. I'm not sure how to record this? Any advice welcome Thanks Steve
How to edit sales to correctly categorize them by sub-category
When I run my P&L, it doesn't correctly break down the sales per sales category. One of our biggest customers is Anthropologie, but on the P&L, their sales figures are simply listed as "sales", even though we've created sub-catergories of sales, such as "small wholesale" and "Etsy sales". One of those sub-categories is Anthropolgie sales, but again, on the P&L, it still lists those as "sales" rather than "Anthropologie Sales". How can I correct this?
How do I reconcile historical Stripe payments
I have just added Stripe integration and checking account bank feed but I my Stripe Clearing account is not show any transactions. Does it not load all historical transactions that have already happened?
Zoho books review links to review sites
In zoho books I can ask for reviews. I would like to add links to reviews sites. Ideally only if they leave a positive review and send them to a feedback form or polling script.. maybe something in crm if the give a negative review. Is this possible
Help with Petty Cash in ZOHO
Hi I recently started as a new administrator for a company and the petty cash is added onto the system and currently I am attempting to balance to petty cash, but what is on the system and what is in the tin are two different things. Is there an end of month or end of quarter function on Zoho that allows me to close and start over ?
Can´t Update an Invoice
I trie too update an invoice but i can´t. My sintaxis is this $strjson = '{ "customer_id":"xxxxxx", "invoice_number":"xxxxxx", "custom_fields": { "index": "1", "show_on_pdf": "true", "value": "autorizado", "label": "G-FACE" } }'; $url = "https://books.zoho.com/api/v3/invoices/xxxxxx?authtoken=xxxxxx&organization_id=xxxxxx&JSONString=" . $strjson ; Then i call de URL with httpful (work fine when i get an invoice), this is the URL https://books.zoho.com/api/v3/invoices/xxxxxx?authtoken=xxxxxx&organization_id=xxxxxx&JSONString="{
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