Block on Customer Invoice
Hi, Is it possible to put a block on creating a customer invoice if that particular item is not listed in stock on Zoho?
subcustomers
i need to have subcustomers (subcontacts or whatever zoho calls customers). example: i have a customer who has 10 different locations, each with unique name/address/contacts/salesperson on my team/contract/transactions/phone/email/custom field values/accts rcv history/etc. so ea subcustomer must be an entire record of its own but tracked as a sub of the parent customer record b/c we need to know that these 10 locations are all related to the parent. how do i achieve this in ZB?
Posting Periods on Transactions
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results? i need to track every transaction & contact by an assigned territory. then i need to be able to filter & organize my reports by territory. if i cant, then at the least i need to export my transactions/contacts w/ this territory data. additionally i want to control user permissions by territory too (but that can come later).
Posting Periods on Transactions
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results? i need a posting period on transactions so that i can track transactions by period regardless of the date of a transaction. for example, i have an invoice dated 1/1/2015 & another invoice dated 3/4/2015, and i want them both to post in FEB 2015 (because what period both are charging for). then i want to select FEB 2015 from a dropdown on each transaction. i want calendar months
Territory based tracking for transactions & contacts
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results? i need every transaction & contact to have an assigned territory. then i need to be able to filter & organize my reports by territory. this field should be per line item on the transactions for max flexiblity, but a transaction level field is fine too if it means the solution is available sooner. additionally i want to control user permissions by territory too (but that can
MAINTAINING ACCOUNTING TRANSACTIONS TERRITORY WISE
Dear We have different territories in different locations. How can we make separate entries for each territory. At the same time how can we check the report of each territory separately & jointly. Regards Durgesh Dixit MD CMCI PVT LTD. Mo. 9044717272 www.cmci.in
Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can
Invoiced expense that is reimbursed is showing up in Taxable income for GST report but not in Trial balance
I invoiced a client for expenses that were reimbursed. It appears to be recorded correctly with the expenses being credited (and it does not show up in income when I look at my trial balance for end of year) however, when I do the GST report, the total amount of reimbursements is showing up in income. The two income totals do not match and I can't figure out why and how to fix this. I'm still in trial period and not sure if I want to make the move or not... running out of time so a quick response
Sales taxes in Canada
In Canada, we have 3 types of taxes which are paid on purchases or collected on sales: PST (provincial sales tax): only applicable for sales or purchases in home province GST (general sales tax): federal tax of 5%, applicable on sales or purchases in 8 of 13 provinces & territories HST (harmonized sales tax): includes a federal and provincial component, can be 13%, 14% or 15% depending on the province, administered by the federal taxation authority, applicable on sales or purchases in 5 of 13 provinces
API : is_added_in_portal
Hi all! I'm thinking about a self-activating system for customer's portal. E.G.: Through some PHP page I would develop, client insert his/her email address and something else, like their ZIP code, and the system checks if they already have had transactions, then enables their portal, but I'm wondering if the "is_added_in_portal" key does send the activation email once its value is set to true?
Customer Language in Workflow Rules
Hi All, I basicly have two main languages: english and italian. I created a workflow rule that sends an email when an order is voided, but it doesn't let me filter the customer's language. I want to send the english template if customer's language is english and so on. Here is the screenshot of how appears the customer language menu on the workflow rules. What am I missing?
Customize Ship-To information in purchase order
Hi, Does anyone know if it is possible to better customize the Ship-To fields when generating a Purchase Order in Zoho Books? We sell equipment to universities and many times the Ship-to is going to a central receiving location and, in some cases, we do not want any contact names in this information. From what I can tell, the PO ship-to pulls from the Company Name and Contact Display Name field in the contact. Is this correct? Can someone tell me if there is more customization available in the ship-to
Estimates and Invoicing, including a service agreement
Hello, I'm not to Zoho and was trying to set up my templates for Estimates and Invoicing. I have a service agreement terms and conditions document that I want to add to the estimates and invoice as one singular file rather than as an attachment. Is there a way to add this additional one page document to the estimate/invoice or if not, is there a work around for it?
Work Order Document Type
The Sales Order document module is a little different, dealing with expenses and what not - It is not ideal for using as a work order system. I like Zoho Books. It is nearly a start to finish product for our business. But here's an idea : What our company, which is service oriented, needs is something similar to a dispatch or work order document module. Currently we use the Estimate module for both estimates and work orders, but this can cause mild confusion to our customers who receive a copy of
One item shall generate additional items in an estimate
Hi We have some items that automatically shall generate other items in an estimate. Is this something that can be done with a web hook or work flow rule? Best Regards Tomas
End of Year earnings distribution
Hi, We finished our accounting year's auditing and everything is done now. What will be the best way to record the shareholders' earning distribution? Assuming that we have multiple bank accounts with multiple currencies, what will be the best way to record this as credited from our banks to the owners? Appreciate your cooperation. Thanks.
Associating Stripe customers to Zoho Books
Hi everyone, I have several customers cards registered in Stripe, and since I migrated to ZB I couldnt find any way to import and/or match customers from Stripe into ZB. The "Add New Card" feature would do the trick but I cannot retrieve cards numbers once they're into Stripe (and I do not keep records of my clients cards), so I should ask them their card details again but they won't be very happy.. I saw that APIs keep records of some card ID and last 4 digits, what's the process of assigning IDs
date on bank feed is different than real date of transaction
I've noticed dates in zoho books for my chequing account are the day before than the date of transaction in my bank. My settings are in correct time zone. Why is this happening and how can we prevent it? Thanks Update: It pulled same transactions 2 times, with different dates
zoho books can't import zoho crm vendors?
just want to know if that is true, or on the way?
Customer payments
Hi, Can you please explain how to journal a payment from one customer account to another. I have allocated a payment and matched it up on my January bank reconciliation and closed off the period. So the payment went to Customer A's account and cleared invoice 1. But the payment should have went to Customer B's account and cleared invoice 2. Both invoices were for the exact same amount.
Webinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing
Billing Error
I have created a PO dated 15th February. I am now trying to convert this PO to a bill. I am using todays date (22nd Feb) as the bill date. I keep getting an error message saying Transactions before 31 Jan 2016 has been locked. Hence action cannot be performed. Can you please advise? Thanks, Emma
Feature Request - VAT Return
If you want to make Zoho Books much more appealing/successful within the UK market, then you need to get the basics right first: A an example of this is the VAT (Tax) return. Most accounting / Bookkeeping packages allow you to output this information
email reminders not sending for some contacts
Hi, My invoice reminders work for most clients, but i have a couple that the email isn't sending, and i'm getting the internal reminder instead. I've double checked that they have an email and that its set as primary contact... any clues? Thanks
Zoho Books API Response
Hi I found that whenever I am making API calls for Zoho Books, I get "1" appended at last in the response of API. Please find the sample as follows for your reference. {"code":0,"message":"The item has been added.","item":{"item_id":"259236000000178017","name":"Hard Drive 2","sku":"","image_name":"","status":"active","source":"api","is_linked_with_zohocrm":false,"zcrm_product_id":"","unit":"","description":"1TB, USB 3.0 interface 2400 rpm, protective hard case.","rate":190.00,"account_id":"259236000000000388","account_name":"Sales","tax_id":"","tax_name":"","tax_percentage":0,"tax_type":"","purchase_description":"","pricebook_rate":190.00,"purchase_rate":0.00,"purchase_account_id":"","purchase_account_name":"","inventory_account_id":"","inventory_account_name":"","item_type":"sales","is_taxable":true,"tax_exemption_id":"","tax_exemption_code":"","reorder_level":"","initial_stock":"","initial_stock_rate":"","vendor_id":"","vendor_name":"","custom_fields":[]}}
Confirming purchase order
How can the vendor confirms the purchaseorder? Best regards Alenka
Invoice layout
Hello there, I want to know if there is a way to show the total price of a single item in invoice before discount and total after.. is there any way to show? Please see the attached item total shall be between "Rate" & "Discount" columns the the "amount" shall reflect the total amount after discount which is correct now. Thank you for your help in advance
Adding E-commerce function in client portal
Hello, I had contacted support team for customization of client portal of Zoho books - Option Not available is the answer. - If our hosting is at zoho sites with e-commerce, and we create a client portal for the client, Can we embed the Zoho books client portal - in to e-commerce (zoho's site) client portal? - If not Can we integrate the data from zoho books - client portal to client portal ( we have to design and create - since you guys are not allowing to customize) of zoho sites? Awaiting for
Error when trying to accept payment
Someone paid me via STRIPE and that amount now shows in my undeposited funds account like the rest have (but from paypal, etc). When I try to record and move the payment but add the 52 cent fee, I do that and clikc on save and I get the following error message: Bank charges are applied. Please select a bank account. For some reason there is NOT a selection or drop down etc to put what account I want the 52 cents to be added to like it had for the others. Has anyone else run into this? What am I missing
Importing bank statements into Zoho books vs Bank feeds
I have tried many times going step by step from the instructions and just changing this and that and i cant seem to get my imports to match when imported if it gets that far. I bank with CBA and the feeds seem to be the only way I can use it in books, however add & match is confusing and when an import makes it into books i am then left with double ups... There must be an easier way since it looks so easy... Also how can you delete already imported and bank feeds so I can start over???
How to have different branded invoices
Hi, We have are a company that owns/runs several boutique resorts, and the location of each resort needs to be on the customer invoice as the company address. One resort even has its own logo - we bought the the resort a year ago and will keep the original logo for another year until we can phase it out. How can i create an invoice template for each resort with different address and different logo, that can be selected by the sales people depending on the resort they are making the booking for? Thanks
Auto-Generate Number for projects in timesheet?
Is it possible Auto-Generate Number for projects in timesheet? Thank you Alenka
Contacts
How can I Add contacts as ‘vendors' & ‘customers’
Cannot change font color of customer name on invoices
Hello I changed the font color for the customer name in the invoice template. On the preview it shows my changes, but on the actual invoice it is still the default dark blue (see attachments) Please advise, thank you!
Make it easy to say shipping address is same as billing address
It should take 1 click to make shipping address same as billing address, not require user to type in shipping address again.
Can't use Price List
I created a Price List, which I would like to assigns to an specific client... however, after creating it I can't find where to assign ti, nor to an invoice / estimate or a client. Please help!
FIFO cost tracking report
Hi, I started using Zoho books from 1 feb 2016. when i check the FIFO cost tracking report it is showing me all the products in and products out from feb 1 to feb 7th 2016. but it is not showing after feb 7th . i dont know why, but we had so many purchase order, bills, sales invoices after feb 7 to till date. Please reply us ASAP Thank you
How to establish units amount to an item?
I have several items (services) that use the same unit, but the amounts for each one is different Example Item 1: To Airport - Standard SUV Unit: Standard SUV Service Hour Unit Amount: 2 Item 2: Point to Point - Standard SUV Unit: Standard SUV Service
Invoice email problem
In the past if I created a new invoice and ticked the appropriate customer contact emails at the bottom of the screen and then clicked on "save and send" then those contact emails that I had clicked on would automatically be filled in as email destination addresses. This no longer happens, I have to manually select the destination contacts. I assume this is a bug that has crept in. Bill
NEW ZOHO BOOKS???
Can you explain what the new zoho books is all about? Why would we need to sign up for it? Thank You, Bobby
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