Use Tax
I can't seem to figure out how to get use tax to work. I have one new item in my credit card bank feed of $870. How do I show I owe tax payable of $59.81 (which would be due next year) so the total is $929.81? Setting up a bill and make two payments gives me a negative in the tax payable which messes up the sales tax collected which is positive. Trying to just do an expense on it with tax exclusive doesn't work as the amount doesn't match up with the bank feed and it refuses to accept it. What am
Zoho Books ranked as a category leader by GetApp
Hello, We are glad to announce that Zoho Books has been rated as a Category Leader in accounting by GetApp, a business software review website. GetApp used five data points to rank apps based on a combination of its own unique data, as well as data collected from third-party sources. The five data points used are: User reviews– based on the number and rating of reviews on GetApp. Integrations– based on the number of integrations with other apps listed on GetApp. Mobile Platforms– based on
Bank reconciliation
I had not used BOOKS for a while but when I went in to categories my accounts the bank feeds had dropped out. When I re activated the bank account feeds, some bank feed transactions are now going into the wrong bank accounts in BOOKS but not all. Its like the is a bug in the BOOKS system causing them to cross over into the wrong statement. Please advise.
How do I record NSF cheques?
Hello, I'm using Zoho Books for a membership group. Quarterly dues are $390. Frustratingly our members occasionally write an NSF cheque. So I've previously recorded the income (Sales Without Invoice) as $390 and now want record –$390 to show the returned cheque. But the system doesn't accept negative entries like Quicken does. So, I created an expense account called NSF Membership Dues and recorded it there. I don't like this solution. Is there a better one? Thanks, Richard
Bug? - Invoice indicates paid but not paypemt via Paypal not completed
I have found that a customer can initiate a payment through Paypal which doesn't complete successfully due to lack of funds. Zoho shows as payment successful in Invoices but nothing comes across to the bank account.
3 payment dates for 1 invoice
hello, in Spain it is very common for customers to pay an invoice in several installments . For example, a € 900 bill could be paid by a customer as follows : 300 € to 30 days, 300€ to 60 days and 300 at 90 days . How this case is solved in ZOHO BOOKS ? a greeting
Create one invoice for multiple projects for the same client in Zoho Books.
Hello Zoho Books users, Many of you would want to create one invoice for multiple projects recorded in Zoho Books for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Books.
Attachments for Payments
It would be really great if you can enable attachments on bills payments. We would like to attach copies of checks and vendor signed payment receipts to the Payments we make in Books. Just like we do for expenses which is great. Thank you
I would like to post in CRM forum, I am a China user.
see if this will work. thanks,
Documents in Portal Customers
Would need in the portal customers could upload documents, contracts etc .. it can be done somehow ? Another option would be that from the customers web space my client could get into your space BOOKS without a password , it is that possible? ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- Necesitaria que en el portal clientes pudiera subir documentos, contratos etc.. es posible
Link Bill to Project
Dear Sir/Madam I have been using Zoho for a while and its been great. I have open credit accounts with some of my suppliers and I have run into some issues using Zoho. Before when I bought something I used to recorded as and expenses and had the option to link that to a project. However now that I have credit accounts with the suppliers I can't recorded as an expense and need to record it as a Bill but don't have any options to link it to the project. Without this option it makes Zoho for me impossible
Dudas de integración de documentos entre Aplicaciones Zoho
Tenemos Zoho CRM, Zoho Book,Zoho Mail , Zoho Proyect y Zoho Dock. ¿ Como puedo tener toda la información y documentación de un cliente y que todo el mundo pueda verla desde cualquiera de estas aplicaciones de forma ordenada ?. No todo el mundo tiene el CRM, unos book otros Proyect, etc. El único que comparte todo el mundo es Proyect y Zoho Dock, pero necesito tener muchos documentos en un cliente y que todo el mundo pueda acceder a ellos con un solo click desde sus aplicaciones entrando en un
Timesheet Reactivate User
Hi Can you please let me know how I can reactivate an employee to use the time sheets again. Many Thanks Nick
Purchase Order Email From field through API
I have 2 questions: 1) How do I specify the "from" email in Email Purchase Order API? 2) What does this error message "The email address for this customer was not found in the customer's details. Hence the mail could not be sent." mean? I get this error when I leave the json input blank in the Email PO API. My contact is a vendor contact type and the record also has contact persons with email information. Thanks, Thanh
Customer name not appearing on invoice
Hi, I can't get the customer name to appear on the invoice. (I issued two invoices today, and the PDF that was generated/emailed did not include the customer name.) I'm pretty sure I've done everything correctly with my template; but I can't identify an option in the template that would remove the customer name; is there something of that nature that I may have ticked by mistake? Alex
BANK ACCOUNT AS CASH CREDIT ACCOUNT
Hi I am using a CC account for banking pupurpose.It is basically a liability . I am trying to enter the opening balance in Debit side, yet the actual balance at the month end is not been recorded Pls help with a solution
Purchase Order API delivery date field is not setting
Hi, I am currently using your Purchase Order API to automate creating PO in Zoho Books and I am not able to send the delivery date value successfully. Scenario: Populate PO request due_date field per PO API (due_date | string | [yyyy-mm-dd] |Delivery date of purchase order.) as "2016-05-06". I see this value is the request string to send over; however, when I open the PO, it does not have delivery date populated. What am I missing here ? Thanks, T
Purchase Order Delivery Address lookup API
I'm creating PO through the PO API. There is a delivery_org_address_id field that I can provide the address Id; however, how do I do a look up for delivery org address id?
Attachment to Bill Payments
Can you please enable attachments to Bill Payments
Hide Clients
I want to use Zoho enviroment in our company. Using CRM from office and do bussines online budgets from the tablet from zoho books Creating a budget and a customer, the budget only can see your creator, but the customer see for all zoho bokks users. It is possible the the client sees only from creator?
bad-mailbox Daignostic-Code smtp;550 5.1.1
We are having this happen to emails that we are sending out now. Just started. We haven't changed anything. Please help
Volume calculations (CBM)
I want to be able to list the CBM (cubic meters) and other items on the invoice generated by zoho books. How do i customize it? I see an old unanswered question, maybe someone else was working on the same issue https://help.zoho.com/portal/en/community/topic/sum-product-volume-and-packages-inside-invoice As a possible solution, if i use zoho inventory will it then bring the volume information into the invoice? Thank you!
Unearned Revenue Showing in Balance Sheet
Hi Zoho Team & Experts! I am working on a zoho books. I have added Payment directly into banks because my employer didn't provided me detail of invoices. But When i have done. I have checked the reports. I can see un-earned revenue. I check the zoho forum and found that we can't do that in that way. so i have deleted those transactions and added new invoices with same amounts. But Those invoices payment not showing in reconciliation. How I can manage every thing properly. I need assistance of expert
Purchase supplies with credit card
Hello All - New Here, and had a question: For my company, office supplies are purchased with a company credit card. The purchase is made, and I get a receipt for the transaction as paid. How to I properly do a manual entry? For a test, I logged an "Expense" to account "Office Supplies". What confuses me, is the "Paid Through" field. What would be the correct option to select within the "Paid Through" field? Thank you in advance for your kind replies. GT
Error message: Invalid Account Number
Hi When I create my bank account, I have an error message "Invalid Account Number". Is the bank account no has a specific format? My Cheque account no is 043-xxx-0-006436-3 My main account no is 043-xxxxxxx-8
Contact
When viewing contact info, there is a timeline of clients history and that is amazing but it would be even better if comments entered by users would show there as well, we would have entire clients history at our fingertips, right now you need to know which invoice you added a note to look it up I think this would be very useful to everyone
How to record a Long-term assets
I'm setting up a new account and I want to record a Long-term assets like a Brand Value. That was part of an owner's equity. Where can I record this type of transaction?
Transactions: ALL
Under a Contact record, Transaction link, there is a filter drop down for invoices, credits, etc. Please add an option "All" to the filter so we can see a list of all transactions on the same page. Thank you, Rob
Deleting all banking transactions
Hi I would like to know how to delete multiple banking transactions in the Zoho Books at once which are un catagorized.I couldnt find a way for that. Thanks in advance
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically
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 information
Batch-categorize expenses
Sometimes my credit card has hundreds even thousands of expense items per month. In that scenario, I need to batch-process the transactions, categorize the expenses, assign tax codes etc. I don't see that now; I can only do individual processing. Can you add this functionality?
Proper formatting of JSONString in API POST
We are using an external issue tracker and send our logged time into Zoho. Currently some of our POSTs work and some fail. It seems to be around how the JSONString parameter is formatted in the POST URL. Any time we try to send in an "&" or line break we get the error "JSON is not well formed". We are processing all of this through a node server where we are trying to properly encode the URL but it always gets rejected by Zoho. What is the proper method for encoding these characters so that the
P&L Statment
Hello there, I have a deal won in 20 Dec 2015 with $100,000 (so the invoice generated on the same date) however this deal will cost me around $75,000 this cost shall be paid to a vendor. The vendor generate the invoice of $75,000 on March 2016, so I created a bill with the same amount and date which is Mar 2016. Now the P&L statement is screwed and shows that I am in loss position since the cost of a won deal in 2015 has been recorded in 2016. Do you recommend any other solutions? Shall I change
Custom fields for Zoho Books articles
Hi, Is there any way to add custom fields in Articles? Thanks Regards
Vat Calculation on Invoice incorrect
Hi, I created an invoice whereby the totals all add up correctly but when the VAT is calculated at the bottom of the invoice it is being calculated at an incorrect rate. This is only happening when I invoice a particular range of products. I have checked and when the items were set up they were set up with a VAT rate of 14% but on the invoice the VAT is being charged at just over 12%. Any ideas what might be happening here??
Zoho books can be used for enterprise production?
We want to track an inventory of items that do not enter the purchase information is not? Since we are enterprises production. If you do not fill out the purchase information, we can not keep track of inventory. Zoho is no way resolve this case?
How does the recurring bills function work?
Are the bills created by Zoho automatically on the "next bill date"? If so, can I assume that recurring bills would not be appropriate for monthly bills with varying amounts, such as an electric bill. Are recurring bills and recurring expenses only appropriate for items that have a repeatable amount due each period?
Error while sending mail using php
Hi There, I am using zoho mail it not creating any issue when i am sending mail using gmail/yahoo/rediff/hotmail. It is creating issue when i am try to use php code to send the mail. Here is code:- ini_set("sendmail_from", "mymail.domain.com"); ini_set("auth_username", "mymail.domain.com"); ini_set("auth_password", "password"); ini_set("SMTP", "smtp.zoho.com"); ini_set("smtp_port", "465"); mail('abc@abc.cm','test', 'Test', 'No Repy!'); Please help me if i am missing something.
Can a contact be a Vendor and Customer?
Can a contact be a Vendor and Customer? Thanks, Nick
Creditors
Is there a way I record creditors on zoho books?
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