Wrong result with negative tax
Hello Zoho team. I read forum treads about negative taxes but I don´t find an apropiate fix. This is the right way: Subtotal ................................ 100,00€ IRPF (-15,00%) ..................... -15,00€ IVA (21,00%) ........................ 21,00€ Total ...................... ................106,00€ [100-15+21 or 100 +(-15+21)] But if I create a Tax group including IVA and IRPF, then the count is wrong: Subtotal ................................ 100,00€ IRPF (-15,00%) .....................
Zoho Books and Tally importation
Hi there, I spend time neatly organising my Zoho books. Now the time as come for my auditor to submit my books and, like most auditors throughout India, he is using Tally. Tally does not handle importing a CSV or excel file the way Zoho exports them.
Asian Characters Do Not Print
Hi - fantastic product and perfect for our needs..... but Asian characters (Chinese in our case) do not appear on PDF or print previews! For example, on invoices, sales orders etc. they are just missing Changing the language to Chinese in Settings > Organization profile does not make a difference either. So it seems like an issue with the PDF engine that Zoho Books is using. Please advise any workaround or a fix - it should be an easy fix! Thanks
Zoho Books Webhook for Contacts and Products
Hi, I would like to call third party application when new Contacts / Products are created in Zoho Books from Zoho CRM. I noticed that while creating web hooks, Contacts / Products are not listed in the module list. Can anyone help on this.? Thanks
API limit throttled
Hi We are a small logistics startup that has been using zoho books for the last 3 months and were happy with our choice until today. We are not getting any support and are being told not to use zoho books for the rest of the day since our API limit has been reached. We run a batch job every month to generate bills. The bills number about 100. We use nodejs on the backend and i have used a timeout of 5 seconds between calls. We have had no issued generating these bills the last 2months but last night
How can I delete an approved expense
Hello, i've tried zoho expense, tried one sample record, approved. Now I can't delete it from zoho book: "Only unreported, unsubmitted and rejected expenses can be deleted." is the error I receive. Is there any way?
Instant sync through API?
Can Zoho Books API be used to initiate instant sync with Zoho CRM?
Emails from Zoho Books not being received
We are new to Zoho books and we are sending Estimates and Purchase orders out from the system, but not all of them are being received by the recipients. Any advice? Thanks Mark
Can't select tax when adding expense- iPad and iPhone app
See attached screen grab. The tax box is not available, so can't enter expense.
Zoho reverse charge expenses
Hi Zoho I am in the UK and need to process a large amount of expenses generated in other parts of Europe. When I add an expense from - say - Germany I cannot add it VAT INCLUSIVE. so say I have a fuel expense of total €53.50 with VAT of 19%, €8.54. If I add the total €53.50 and choose my 19% VAT rate, the system works out the VAT as €10.16.... which is wrong. If on the other hand I process the expense as NET, €44.96 it will work out the correct VAT but my cashbook (BANK) will be wrong. Please can
Integrating books with a software licence generator
We are looking at the following scenario. We sell software. We have situations where we need to handle particular sales manually. A licence needs to be generated and we have a restful api that enables us to do that. In the manual situation when the invoice is created in books we would already have received payment. Ideally, as the invoice is generated we would wish to make a call to our licence api and some how get presented with a draft email to our customer containing their licence details. So
Sales person GP report
Good day 1. Is there a way to pull reports for the GP of a sales person, itemized report like how much material they sold and labour? I did look but didnt find anything that detailed. Specifically looking for a report to be able to pay commission on. 2. is there a way to select a specific mark up on items depending on the customer. Like I have 10 customers on tier 1 pricing and then 20 on tier 2 pricing. rather than specifying a specific price on each item. Thanx, Robert
Any Tips and Tricks for Zoho Books?
Wondering if anyone has and care to share a list of tips of tricks they've come up with in Zoho Books? Earl Rudolfo
Create Invoice with ZohoBooks API
Hi Team, I have facing a problem at creation on invoice using of Zohobooks Api, problem is when i create invoice at that time i had added line Items for that invoice. in which all fields are not require In my requirement, I want only Name,amount and description fields from LineItem Model. so what should i do. I Have Use Invoie.cs class to add invoice and LineItem.cs class to add line items thanks
How do I allocate money for income taxes?
Sole proprietorship here (for now, at least). I got paid, which is great! But my governments also need to get paid, at some time in the future. I know how much of my income they'll want, so I want to transfer that percentage of my income into Taxes Payable. That way I'll know how much I can draw for personal use, after expenses and taxes payable. But I can't figure out how to do it. For clarity, here's a (hopefully fun) example: Let's say I get paid $100. Yay! It cost me $10 to make that $100, so
Coaching Packages - looking for best invoicing/payment option
I am a coach and I have several set packages. Is there any way I can set these packages up in Zoho Books and then create an invoice off of them for the client to pay. Maybe using Estimates? Another option I am thinking of, I am currently using a coaching software system that can take the payments. Can I record an invoice in the Zoho system without messing things up? The money will come into the bank account associated in Zoho Books. Any help is appreciated. Gina Davis www.customgrowthgroup.com The
EFT/Direct Posit recording in Portal
A lot of my customers pay by EFT (direct Deposit), while I have configured my EFT details within the Footer of the Invocie the customer can't mark the invoice as paid within the customer Portal. This is then requiring my customers to make contact with me outside of the customer portal (email/Phone) and i then need to manually go in and record the payment within the admin portal. This completely negates the benefit of the customer portal, and in fact actually makes my customer not want to use it.
[Webinar] - What's New in October
Hello Everyone, L.M. Montgomery a well-known author once said, “I'm so glad I live in a world where there are Octobers.” I am sure you would say the same too when you hear about all the New Features in Zoho Books we have come out with, this October. Join us for this webinar to know more about : 1. Zoho Books iOS 10 updates 2. Sub-Accounts 3. Reporting Tags 4. Reminders, Templates & More... Save My Spot (even if you can't make
Adding Both Customer & Vendor Option
Dear Zoho Books TEam We used to have a few contacts that were marked as 'both', but we changed those to either Vendor/Customer now. We want the same adding contact Both Customer & Vendor.KIndly help me to that one. With Regards Digital system estore@digitalsystem.in
How can I get sign for "Adjustment"? in the bill record
Hi please refer the image after tax amount need to be round off. if we round off using "add another line " item... ... the before tax amount getting changed...... kindly insert the adjustment column after tax.
Sync not working - Bank Feeds
Hi Guys, I have spent the best part of a weekend setting up zoho books with all my clients and transactions etc I have set up my bank Natwest UK - and the first few days the software was working fine (1st oct). However, my amount in bank is correct, but none of my latest transactions are pulling through and therefore off in zoho books. The sync now button does not work at all, tried all devices, logged in and out, reconnected my bank etc. Tried all the various fixes support has given me but still
Adjusting VAT
Hello, When I enter an expense under Banking - Add A Transaction, it allows me to adjust the tax amount. However, when I set up an Expense or a Recurring Expense, I can't make an adjustment to the tax calculated by Zoho Books. Could you please change it so that tax adjustments are available in Expenses and Recurring Expenses? Thanks and best regards, Mark
Multicompanies report or analysis
Hello! I own 2 companies; in the past I was using an ERP that allows me to analize the company A and the company B as independent entities; however, from time to time we used to analyze the companies as a group. Is this possible with Zoho books?
[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.
How to categorize downloaded transfer between bank accounts
I have two bank accounts in the same bank. When I download my transactions both show the transfers between the two accounts. If I categorize them in one account as a transfer to the other account, I end up with duplicate transactions. There is no way to match them. How should these be handled? Thanks.
INVENTORY
Hi we have entered inventory items and selected inventory tracking... and account selected inventory asset and saved. pls refer attachment when book the purchase bills goes to account - inventory asset and saved refer attachment. but the purchase bills is not reflecting in purchase account. note - taxes all reflecting in the report. is there any tag to be done during the entries please advice
Integration
What kind of integration does exist between: Project and Expenses. Project x Books Expenses x Books Thanks. FSR
Showing base currency equivalent showing on an invoice
Hi, We have been using ZOHO for 12 months now and we are pretty happy with the system. I was wondering if there is way to show base currency equivalent on a currency invoice? To be more clear, where it says Total invoice USD 1000 (right next to it to have the base currecny equivalent, let's say EUR). I know that the system recalculates that immediately in base currency (we can see it in every report), so I hope it is just a formatting adjustment you have to make. I appologize if that feature is
Create one sales items from two purchases items?
I wish to sell one product to my customer, but that item is purchased in two separate parts in our stock. Can I combine two purchased items to create one sale item?
when zoho books have the possibility of having more than one date of payment or collection of bills?
for example, a customer pays half of an invoice dated 30 bill and the other half to 60 days. Also, purchases, pay the provider in the same way
integrate books with online store
I'm looking for a solution that easily integrates an online store with an online accounting solution. I'm currently using Quickbooks Online and have just opened a woocommerce store with a couple of products. I know there is a way to integrate QBO and woocommerce, but before I get much further into this, I'm wondering if ZOHO offers a cleaner, integrated solution. I could see it browing through the ZOHO site, so I thought I'd post this. Has anyone done this purely within ZOHO, i.e. create an online
CONTACTS - VENDOR / CUSTOMER - REGISTRATION
Hi we are able to add address and other details of customer / vendor in contacts.....however there is no provision to enter the vat no, service tax no, pan no of customer / vendor. Please help on this
choosing columns in all overviews
at the moment you only see default columns at for example the overiew of all sales orders, but you can't add more by yourself. In Zoho CRM it is possible but not in books. If you can create this, please don't forget to include custom fields as well.
multi-branch customer organisations
Hi we are raising the invoice to various branches with our customer. like hinduja is a cutomer having office at bangalore, mumbai, chennai, Hyderabad. when we create new invoice each have to type the complete address manually. is there any option to pick the client branch address.
There is any way to re-launch manually failed webhook
I discovered some issues with my webhook yesterday, i've fixed those issues and i was looking for a button to re-launch request to my service. Finally i've made a request from my computer like zoho does but it will be useful to relaunch a previous request (failed or not) to make test. Also you can save us time by documenting your internal error code, it's not really easy to find reasons for error messages like {code: 6, message: "Internal Error"}
Importing Paypal in Zoho Books
Hey guys, we need to import Paypal transactions in Zoho Books. Has anyone figured a way to: - Import multiple currency transactions reliably to Books? - Grab the "Gross" revenue from Paypal but also capture the "Paypal fees" as a separate categorie? Any help is appreciated, we're really struggling on this one. Thanks! J
Customer name required field in Import Sales?
I am trying to import the individual sale transactions from Stripe. I am using the Import Sales since there is no import when Stripe is added as a bank. (And why is that?) The import keeps failing because there is no valid customer name. I do not save any credit card information when I collect sales, so I do not have a customer name. I tried to create a dummy customer and use it for all the imports but that does not work either. OK I give. I must have the individual transactions from Stripe listed
Batch categorization and batch save categorized transactions?
Iknow that I can set up rules for Zoho to identify and provide prefilled categorization information to each transaction. What I am looking for is the next step: to process/save that information in batch. My business has hundreds of small transactions per week sometimes per day. I do not want to manually click "save" each time. I want to review the whole page full of transactions, populated with categorization information and then hit "save" and have them ALL saved. Quickbooks online does this. If
Sending bill
it is possible that the bill will automatically send the customer to create it?
Boxing items changes the price of these items
Hi, When I am creating a sales order for a customer who defaults to a certain price list, I choose some of our composite items to add to the sales order. The price from the selected price list comes up automatically. I then need to box these items by clicking on the little blue "box items" button. After I box the required number of items, the price changes by itself. The price reverts to the default price list. This means the price is now wrong, and I have to manually correct it. This happens for
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