Deducting phone bill amounts from expenses
Hi, First of all thanks for making a great product! I have just started using zoho for our business and trying to figure out all its features. We have a bunch of drivers that we need to pay at the end of the month through an expense acct called driver expense. But since we provide them cell phones we pay a fixed part of the phone bill and the remaining is deducted from the driver's payments. Then the full phone bill is paid to the service provider through an acct called phone expense. We want
Gardner Bank doesn't work and Zoho Support hasn't helped me
Has anyone had success connecting Gardner Bank? I enter my us and pw and then it asks me a security question. I answer and then it says it is incorrect even though it is correct. I think the issue is that on the gardner website they ask you to choose you "picture" and the zoho site doesn't do that. Would love advice!
Incapaz de ligar a servidor SMTP:smtpout.mail.zoho.com Razão: a autenticação falhou:554 5.1.8 Sender Address Blocked
Incapaz de ligar a servidor SMTP:smtpout.mail.zoho.com Razão: a autenticação falhou:554 5.1.8 Sender Address Blocked email bloqueado. podem nos ajudar? nosso email do dominio @portalamazonia.com
Creating budgets from ZohoBooks using Zoho Reports
Hi ZohoBooks Support, Is there a way to create budgets from ZohoBooks using Zoho Reports? Would like to be able to create a budget by starting with editing historical data from Zoho Books and possibly show a customized report in Zoho Reports - ie. Actual Income Statement vs Budgeted I/S by month. Regards, Earl Rudolfo The Storytelling BeanCounter Numbers > Stories > Informed Business Decisions
Books API sales order created with item lines without rate have by default 0
I found that on your api. I can create an invoice from the api with item line without rate, in that case it will have the default rate i've configured for that item on the dashboard. But for sales order the default rate is always 0. Here a sample request : #!/bin/bash BODY=' { "line_items": [{ "quantity": 1, "item_id": "330148000000114045" }], "customer_id": "330148000000114143" }' ENCODED=$(php -r "echo rawurlencode('$BODY');") curl -XPOST "https://books.zoho.com/api/v3/salesorders?organization_id=XXXX&authtoken=XXXXX&JSONString=$ENCODED"
oooooops
Im having the same problem. Can't receive any email but I can send info@altamimibranding.com samer@altamimibranding.com
Delete an organization
I inadvertently created two of the same organizations while experimenting with "Books". How do I delete the one not needed?
Bank Balance does not Agree with Balance Sheet
I have a issue in that the current balance in one of my bank accounts, does not agree with the balance sheet. My base currency is AUD The bank account is a USD account and shows $35.56 which is correct. The balance sheet however shows the balance for this account as $531.94. I realise that the balance sheet shows balances in AUD, but accounting for exchange the balance should be around $50 or thereabouts. Can someone please assist me with what may be the issue. Thanks Jac
Can a job be associated to an expense?
I need to record some bills and associate different jobs to each bill. Is this possible to do in Zoho Books? Chanel
Does Forte Allow eChecks in Zoho Books
Does Zoho Books work with ACH/eChecks on Forte? In Zoho Subscriptions it shows it does but Zoho books only Authorize.net shows eChecks.
Disable Late Fees
I would like to migrate to Zoho Books. However, I'm not going to disable late fees on Zoho Invoice. I need this feature and I have several invoices pending that have late fees attached. Instead of asking me to disable, please fix your issues and make late fees compatible with Books. Otherwise I'm going to Quickbooks.
Payment at end of month
Hi, It is clear that many Zoho books customers are after an "end of month" payment term option - our organisation included. Xero and all other credible cloud accounting packages already offer this and feel it is an area where Zoho Books is very inflexible and should be addressed as matter of importance. I am also surprised that more users have not requested a credit limit option for when setting up contacts, which is also very integral to users offering payment terms to their clients. We would
SALES ACCOUNTING - BRANCH WISE & Bills - "Adjustment" & deduction details
Hi Question 1 : we have office in Karnataka & tamilnadu... we want to account the sales on branch wise Please note in purchase bill accounting there is an option : account" which can separate the bills branch wise. but in sales there is no option. Question 2: Bills - "Adjustment" is required on bills before Total Rs. Please note this option is available in invoice. Question 3: we received payment from customer against our invoice. invoice amount : 500000 payment receipt : 470000 tds deduction
Contacts are being Duplicated
When we set up a new account, add contacts and create an invoice in books, somewhere along the line the 1 out of every 5 new contacts gets duplicated. We have it set up so that you can not use the same e-mail address more than once, but its duplicating anyway.
Recurring Items in Invoice
Hi, How do we create a recurring items in an invoice? For e.g. we have 3 items in 1 invoice. Item 1 - One time payment Item 2 - Recurring every year Item 3 - Recurring every year How do we combine the items in one invoice?
How to cancel sales order without deleting invoice?
Hi, I have a big problem with Zoho Inventory. For example: Customer A makes an order. They want products X, Y and Z. I create the Sales Order and create the invoice, and send the invoice to the customer. The customer then calls to adjust the Sales Order.
Zoho Books: payment ID and in email
Is there a way to configure the payment ID as 12-digit integer? How to show the payment ID in the auto email sent out? Thanks.
Zoho Books: download all transactions
Is there a way in Zoho Books to download all transactions for a specific customer for say 5 years in history? I been looking and could not find it; I wanted all debits and credits in the subledger listed. Thanks!
Country list specific option/table in the Contact details page needed
(Posted in Zoho invoice fourms 2 years ago, I migrated to zoho books and still missing this VITAL FEATURE. PLEASE, include it soon) It is vital to have a country specific option/table in the Contact details page. We to be sure that the organizations we work with enter always the same value ( ej.UK) and they have not the posibility of enter other posibilities ( ej, United kingdom, GB , Great Britain and so on). It is important for two reasons: 1. We need to follow the sales to other countries.
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically.
Hi, In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically. Customer issues a PO. We enter the PO into a Sales Order or convert a quote into a sales order.. We should be able to set up workflow rules to do the following: 1. email confirmation to customer and attach Sales Order to email 2. email warehouse a choose a different sales order template attachment without pricing 3 email transportation a different sales order templete attachment with the
payment paid to vendor via employee... how can i record the payments
Hi examples transferred Rs.10000 to our employee to make payment to our supplier/vendor The vendor issued bill Rs.9000 and paid the same. The cash in hand Rs.1000 then how to can record the payment details in zoho books against the bill.
How to add rows to a workbook using the ZOHO API's
Hi, What i'm trying to do: - I have a spreadsheet in my account - I want to add rows to that workbook using the Zoho API's. Im not able to find the correct API that lets me do this, and i have not been able to find any example related to this. Please can someone help me achieve this. Thanks.
Zoho Books is now integrated with Zoho Reports
Hello everyone, I'm really excited to tell you that the integration between Zoho Books and Zoho Reports is now available for all the editions. Now, it's easier than ever to create custom reports, and more importantly, turn plain data into actionable insights. With this integration, you can: access 70+ readily-available reports create custom reports blend data from multiple sources to get the complete picture of your business get presentation-ready charts and graphs. You can start using the integration
What is Retainer invoice? please explain clears
Hi, What is Retainer invoice? please explain clears
Recurring expense doesn't show on report.
Hi, I Will entry Rent, Employee salary, It & Internet Telephone expenses, travel & manymone in to recuring expense, let them repeat every month. but this expense doesnot show on report like profit & lost. please do the need ful for it. Thank you, Raj Rajinc
While recording the payment
Hi, While recording the payment in that it shows row amount withheld (what is amount withheld means). Thank you, Raj Rajinc
Enhancements in Account Transactions Report
Hello Everyone, As part of continuous improvement to our reports, today we've made the following enhancements to our Account Transactions Report. 1. Support for Multiple Accounts: Instead of choosing a single account, we now made it possible for you to select multiple accounts to generate the Account Transactions report. This will give you more visibility into the information you're looking for. 2. Group By: You can group the transactions by 'Account Name', 'Account Type', 'Transaction Type'
UK VAT adjustments
I am just transferring my accounts over to Zoho Books from another system and cannot get the VAT reports to match what I have actual reported to HMRC. I need to make adjustments to ensure they match in Books. I've read I need to adjust in Journals but must have my dunces hat on as it isn't allowing me to make any changes. In process of easy points, please advise how I can do this. Thanks Dawn
Online Payments fees ?
Any updates on this feature? I switched from another invoice software to Zoho, which is better in every way except that the other software allowed you to set a fee to be added to PayPal payments. I have PayPal switched off in Zoho because I don't want to lose 2.9% per transaction. Most invoice software has this ability, this is a glaring omission. Thank you, RAJ Rajinc
Newbie Question
I am new to Zoho Books and am hoping to use it to automate my invoicing. Let me see if I can explain what I need zoho books to do. I'm sure it will do what I need, I am also sure that after staring at the screen my brain has shut off so any help would be great! I have customers of mine who send in reservations for a hotel I work with as a booking agent. Each of my customers needs to pay an amount that varies from reservation to reservation. The reservation is tracked by name, check in date, and
Problema con contactos
Buenas tardes. Tengo un problema, los recordatorios no se envian porque me dice que no hay contactos para la factura, pero la empresa tiene cargado su contacto. Todas las empresas tienen cargado eso pero no lo toma.
Error on payment invoice
Getting this error when trying to charge a credit card via PayPal: Looks like there's a problem!We are unable to process the payment at the moment as "The type of transaction is not supported by the merchant country." Ireland is the Merchant and New Zealand is the paying country. Should work. Why is this coming up?
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
Delete an organization or change its name
In Zoho Books, how can I Delete an organization or change its name? Thanks.
Recurring Invoice
I found this out the HARD way by having Zoho Books charge my clients early (even though I asked Zoho and they told me differently) but when you use the Create, Send, & Charge feature with Recurring Invoices the charge is automatic on the day the invoice generates, not the due date. I would like to see the option to pick a charge date, or have Books give the option to charge immediately or on the due date. A lot of times even though the amount doesn't change clients like to see the invoice early
I have small doubts like if I pay bills through bank & how should i record it.
Please help with this & also for the I pay bills through cash & how should i record it.
I want convert expenses into bills is it possiable to make..
While creating expenses,recurring expenses i want the option of convert into bills because our monthly expenses like: 1.Rent expenses 2.IT & Internet 3.Meal & Entertainment 4.Travel 5.Hosting 6.Repairs & Maintainance 7.Office suppiles 8.Printing & Stationary 9.Electricity 10.Advertising & Marketing 11.Technologies 12.Telephone expenses 13.For softwares 14.Salary for employees 15.Employee salary advance etc. I have small doubts like if i pay through the bills by bank & cash how should i record it
Templates for budget syncronised?
Hi, We know there are 2 ways of creating budgets from ZOHO CRM. There is the CRM way and the BOOKS way. We are using the BOOKS way but we steped into a problem. Sometimes we have to change the budget template and there is so timelosing to change it we have to go Zoho Books, look for the budget and then change it. Is there a way to syncronize the CRM budgets template and Books budgets templates? Or at least a way to use CRM templates over Book budgets. Best Regards, Julen Durán
Uploading Signature Image for Invoice Template and Adding Payment Information
Two issues: 1) On the invoice template, I want to append signatures image along with name and other particulars of the authorized signatory. I could not find a signature upload button on the invoice template, and was unable to upload the signature image through the email templates menu. Please help. 2) Since Zoho does not provide a template for issuing receipts, we are using the invoice templates for this purpose. Is there a way I can insert information about payment details such as cheque number,
Adjuntar Factura desde mi equipo
Buenos Días, quisiera saber si alguien me puede ayudar con este tema. Soy de Argentina. En mi empresa hacemos factura electrónica. Estoy comenzando con Zoho Books, y tengo ganas de importar las facturas que emite mi Sistema de gestión en Zoho books, el problema es que cuando le llega el email que envía Zoho a los clientes, llega la factura que emite Zoho y no la que emite mi sistema de Gestión. Puedo yo reemplazar esa Imágen por la factura correspondiente? saludos y muchas gracias
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