customize existing fields
Hello , someone will be able to help me know how I can customize existing fields in Zoho Books .
ZB: Sales Order list view by filters
Currently the filters are not applicable to our daily process: We would like to view all open (partially paid, draft, open, overdue) Sales Orders and filtered also by dates and customer. We have several with each customer and reducing our workflow time culling thru EVERY sales order then sorting by customer would help us also reduce errors. Using the report "Sales by Customer" also does not work because it ONLY provides invoice count (useless to us). We work solely from Sales Orders. Thank you
customize the fields
Hello , someone will be able to help me know how I can customize the fields in Zoho Books .
Auto Charge Retainer Invoices
Why in the world does Zoho Books not allow you to automatically (or at the very least manually) charge a Retainer Invoice to a customers credit card on file? This is a REAL pain because everytime we generate a retainer invoice we have to manally go to our merchant and charge the credit card and then apply that payment to the Retainer Invoice in Zoho. What is the purpose of not allowing you to charge the retainer invoice like you do with a regular invoice like in Zoho Subscriptions? I don't need the
Bar code scanning integration with Zoho Books
Hi guys I have been using Zoho Books and the new inventory feature for my business for the least couple of months and we have been really happy with both product and service. So first of all, thank you Zoho for all the hard work. There are a few features missing though and i would like to know if there is a way to scan the bar code of all the items coming in and out with an app and directly populate zoho books? I have heard that it might be possible with zoho creator but it's not very clear. Any
All transactions download
I would like to download one fiscal year's worth of accounting data into a single spreadsheet... is there a way to do this? All columns like CUSTOMER ID/VENDOR ID, VENDOR NAME, / CUSTOMER NAME, DEBIT/CREDIT, $ AMOUNT ETC... should be included.... th
Sub-accounts in zoho books
I agree the issue of not being able to post to sub-accounts do hinder the application. Accounting is driven by the "General Ledger" The General Ledger is driven by sub-accounts. An example of this would be the General Ledger account of "Utilities." The amounts that drives the total for the General Ledger account of "Utilities" would be postings to the sub-accounts of; electricity expenses, water expenses, etc., and those totals would combine to create the total for the General Ledger account of
Sub Classification of Accounts
Hi, Is there any possibility to create Child Account (Sub Account) for Parent Account Classification? Example. If we have a Payroll Expenses as Parent and Sub Account as "Wages", "Taxes"," Payroll fees" and So on.
Any serious plans with sub accounts?
We really need this feature, it has been under review for years now and it remains unclear whether you are seriously planning to implement it. For us this is a deal breaker: we simply cannot move to Zoho Books unless we have this functionality. Any progress on this?
Zoho Books HIPAA compliance
I understand that Zoho has legal documentation of their HIPAA compliance (as seen in CRM thread from 6 years ago). For a medical services company looking at Zoho Books: where is this documentation located? specific to Zoho Books (only), is the customer data and their invoice details covered under that compliance? Any other users have insight on this much appreciated!
Busines Id on Costumer Fields or RFC called in Mexico
Hello I need as must that all my costumers have their RFC (Buisness ID) capture in the costumer information, to use in the elaboration of and Invoice or quote. Can you please explain how to default costumer Buisness ID in the costumer registration format please. BR
Billing customer with vendor invoice adding profit margin
I have an invoice from a vendor for $300,000. I wanted to add 10% margin say $30,000 and bill a customer $300,000 plus $30,000 = total $330,000. But I don't want the customer to see the margin % nor the original vendor invoice. how can this scenario be
Create books invoice from creator form
I am having trouble creating a zoho books invoice from a creator form. This is the code I have at the moment. Can anyone see what I am doing wrong? Note: i put MY ID to hide the actual number. response = zoho.books.createRecord("invoices", "MY ID", { "contact_name" : input.Name, "company_name" : input.Company, "date" : input.Date_field, "phone" : input.Phone, "contact_persons" : {{ "email" : input.Email, "is_primary_contact" : "true" }} }); Any help would be appreciated! Thank you!
Timesheet rename or add "Project"?
The "Timesheet" area is our #1 go-to for project details. If it read: Timesheet/Project would make ease of use for partners & financial team. Thanks!
REPORT TAGS
HI has any way I run reports by tags, on expense reports. within my company I created cost centers in tags for several departments and want to know the costs of various departments I created.
Various ways to show the balance sheet, trial balance for countries of CPLP
Hi, I think that if you have several ways of presenting the banlanço and balance sheet will be very good, because in other regions such as the countries of the CPLP how to present the balance sheet and balance sheet is different we start with the account: -IMOBILIZADOS; As is attached and can confer, I believe that will be a big upgrade to zohobooks. THANKS.
Canadian Edition: How to reclaim tax on written-off invoices?
Hi there, For the Canadian Edition of Zoho Books, how do I reclaim HST from written-off invoices? Basically, we wrote-off some invoices, but Zoho Books records the total amount of the invoice as Bad Debt (including the HST portion). We tried to make a manual journal entry (Credit to Bad Debt and Debit to HST Payable), but Zoho Books doesn't allow any manual journal entries for "HST Payable". The inability to post a manual journal entry to HST Payable creates a series of problem when making adjustments
Clearing old "Undeposited" funds after switching from Invoice to Books
I recently upgraded from Invoice to Books. With books, I can now link my bank account with my Zoho account. The problem I have is: I have years worth of old undeposited funds. My bank account can only sync up as far back as May. How do I tell Books I don't have all of this cash undeposited? Thanks! Alan
user access
Hi currently trailing Zoho Books need to restrict a users acces to ONLY enable them to create / modify / delete sales orders Is this possable ??? if not is there a work around using forms where thre is a two way read right from books. eg picking up next sales order number etc
email generated in Books to be viewable in CRM
We are currently considering to start using the CRM module in addition to the Books (+Creator and Subscriptions) module. One of the issues which will be of great importance to us, is if we will be able to see and handle all the emails to/from a customer in the same place. So, in CRM (or any of the other modules) I want to see ALL the email contact with the customer. INCLUDING the system generate emails in Zoho Book. Is this possible? Can something be done by som BCC mailing of the system emails
Upload an automated format
Hi! I'm new with the Zoho Book, i wish to know if I can upload a bunch of services providers to register my expenses on the projects, if I can, How willl be the fields in the format?. Thanks! Pedro.-
Matching Items
I had some items that I had to manually put in because they went through Paypal. They show up in the To Be Matched still. How do I clear them from that?
Downloading & Uploading
Hi We have been using Zoho Books 'Test" for quite some times. After around a month we decided to go for 'live' account. To my surprise, I found that they cannot activate the test account, which we have been using for the past one month. So they Zoho open
Unable to load csv file
Could you help me please. I try to upload csv file (timesheet) but it can't be done the mistake in data format. I tried to change it but the result is the same.
Bank Charge
Hi, I have an invoice with balance of 100USD. My customer paid the invoice via Bank T/T Wire. Unfortunately, there is 34USD bank charge which resulting me only receiving 66USD in my bank. When I enter the customer's invoice payment, I entered 66 USD with 34 USD in the bank charge option. However; I could not clear my invoice because it still says there is 34 USD balance unpaid. How do I record this transaction properly so that the invoice would show paid? Thank you.
Overwrite Tax Amounts on a Bill
I need to overwrite and change the tax amounts being calculated on a Bill from time to time. I could not find where or how to do so.
Continue auto-generating sales order numbers
Hi we have deleted 1 sales order mistakenly " example 020 " ......when we create the new sales order the number would be 021..... where we want to create 020 again. please help on this
Sync all emails generated in Books with gmail.
1. Is there a way to sync allt the emails from Zoho Books to gmail? Both in and outgoing. 2. Or do we have to use Zoho CRM to somehow have all the emails generated in Books, CRM (and gmail) "consolidated in CRM. Thanks
Nead help Two Warehouse
Hellow Everyone in our company we have Two Warehouse in two cites so i nead to separate the stock in two warehouses not one Thanks
Cheque value date is in the future
Hi, In our market, it is usual practice that we get paid by deferred cheques (Cheques to be collectable some point in the future), in this case we need to enter the journal with two dates, the journal date and the Cheques value date. In Zoho books, we only found one date that can be entered in all the forms. No option for such scenario. In this case, if we enter the date as the cheque value date, the client's balances when issuing a balance sheet and P&L at end of periods will not be correct. What
Need Help - Sample invice
Hellow Every one How can i creat Sample invice i mean i nead to give a customer one of our items to try it for free So i nead to do invoice that reduce from the stock on system and don't effect of sales accounts or Sales Reporting Thanks
multiple branch accounting
Hi we have 2more branches and want to add address on the invoice. how to add please guide.
Considering switching to Books // Subscriptions. Have some questions first.
1.) Is it possible to generate a cheque deposit slip? 2.) Can we print employee paycheques? 3.) Many of our clients currently pay us through Stripe on a subscription basis. Is there a way to have their subscription in ZoHo Subscription updated when those clients' cards are charged? (this is specifically because we don't want to hassle 200+ clients for their credit card numbers again when we import them into ZoHo) thank you
Printing voucher checks in Books -problems with template not aligning
We are trying after more than a year to transition off printing checks from QB, not looking good still... 1) We have 3 part voucher standard checks we have been using from same supplier for many many years no problems, we are not in the market to switch at more than double the cost. 2) The template does not allow us to align: -the check is printing 2 lines too far down -middle voucher is perfect -bottom voucher is 2 lines too far up Has anyone had success getting the print check
How to convert Client Purchase Order to billing
Hi I have received a Purchase Order from a Client. However I need to raise partial invoices for the same Purchase Order. How to set up this in Zoho Books
End of Day Processing
Hello, Our office has used Zoho for years, but up until recently it has been a small family owned firm. Now that we are larger I and I need employees to reconcile an end of day balance sheet. Does anyone know how to print a report that gives me 1) a grand total for c/c, checks, online payments, and cash for the day. 2) an itemized report of all of these to reconcile each day? Another problem is that we don't use Zoho to keep record of our bank accounting. We have an accountant that does it.
What's New in Zoho Books - August 2016
Zoho Books is always known to evolve over-time. In July, we've added a stack of new features and improvements to streamline your Zoho Books experience. Read on to know more about them. Financial Analytics Made Easy Recently we announced the integration between Zoho Books and Zoho Reports. With this integration, you can import all the data from Zoho Books and slice and dice the data, the way you want in Zoho Reports. Zoho Books add-on in Zoho Reports provides 75+ pre packaged reports and dashboards.
how to record CPF?
I am new here. How to record monthly salary(Expense) with CPF Contribution (Expense), CPF payable (liability) in zoho?
Windows phone app not working Zoho Books after update today
The app was updated today and now I get the login screen put in my info it will text me my code and then a white screen and does not load HELP!!!! Lumia 950 latest Windows Phone release as of today also 14393.67
Error occurred while processing transaction at the gateway
I keep getting this error when attempting to process a payment in forte.com. I'm processing an ACH payment, my user ID is cscanlan@integrityaccountinggroup.com. I contacted support yesterday but I haven't heard anything back. Thank You!! Error occurred while processing transaction at the gateway"
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