Don't have the option to authenticate a google apps email address - what can I do?
I work for a very large organization who's Google Apps Administrator won't add SPF or DKIM records to authenticate my email address for Zoho Campaigns. They state that it creates security issues. Can you tell me what my options are to ensure my emails get delivered? Thanks in advance for your help~
How to add invoice reference description manually in statement ?
Hi, As of now in statements, I can see below format where with the help of Invoice number I can't figure out which invoice is for what? Even these invoice links are not clickable here so that I can see details in a pop up quickly. Please tell me how I can see the reference details? is there any option where I can add these details manually? which can reflect in statements
ZOHO BOOKS INVOICE attachments
When I sometimes send a customer an invoice, it has to have up to 10 to 20 attachments detailing the work I have done and approvals and timesheets, etc. I know I can send and invoice and add the attachments one by one.... but wouldn't it be nice I can
Invoice attachments
Zoho Support: Currently I can only attach one file per each customer-billing invoice; can you increase this to multiple attachments? Thanks.
entered an expense as a bill, how do I correct this
Hello, A few expenses were entered as bills. I need to adjust this so it reports appropriately. I don't want to do manual adjustments but since payment has been applied to the bills, it won't let me delete them. thanks. Scott
invoicing products
Hi We are currently setting up our zoho solution. So far we have zoho CRM, Zoho books and Zoho inventory. My question is : our business have 2 kind of product: EX.: product A : customers for that product are using preauthorized payment and they are monthly charge for that product. product B : customers receive a auto-generated invoice each X month depending their contract detail and they paying by them self (check most of the time) some of them have just one product and some of them have both product.
BOOKS estimate 'Line Item #1' is overwritten with change to CRM Potential
This situation exists when CRM and BOOKS are integrated. The integration is such that when a new Potential is created, a BOOKS estimate is created and linked to the Potential. The problem: The first line item of the BOOKs estimate is the [Opportunity Name], [Description], and [Amount]. The BOOKS estimate is modified to include multiple line items from the BOOKS Items because this what we sell, not the Potential. We do not want the 'default' line item in our BOOKS estimates. Every time the Potential
Books API - Ajax request using payment_id doesn't work and DELETE/PUT requests are not allowed
I'm trying to build a script to delete a number of individual payments but I'm running into two problems. First, I can't seem to get an appropriate response when I pass the payment_id parameter. Here's my code: <script> $(document).ready(function() { jQuery.ajax({ type: "GET", url: "https://books.zoho.com/api/v3/customerpayments", data:{"authtoken":"XXXXXX", "payment_id":"129449000055550939"}, dataType: "json", success: function (data, status) {
Can't include Custom Contact data in Ship To address on Vendor Purchase Orders
I'm hopeful someone can help us with an issue on Purchase Orders. To start with we are a reseller of goods and we must provide vendors with end user data (Contacts) on every purchase order. We have to use the 'ship to' address and need to append Custom Fields 1, 2.. to this. We can't get these customer custom fields to migrate to purchase orders. We put them in and nothing comes across. Is it possible?
Job Code Work-Around: How to deal with income
Hi We need to track income/ outgoing in different categories (e.g. "printing and stationery for different projects) - known in MYOB as "Job Code". We've been using the timesheet/ project option which is an effective way of allocating the Job/ Project for expenses/ bills. But more difficulty with our invoices. Is there a way of attaching an invoice (or, even better, a line item) to a specific timesheet project? The customer will be different. I.e. can we link income to a specific project, when the
Brazilian Portuguese Translation
‘Statement’ : Translation of the word "pago" confuses Brazilian customers.
Add my Company ID in invoice
Hi, I've added my Company ID (NIF) in the setting page, now how I can show my CompanyID/VAT into company details in the invoice?
Visa Debit Account is not a Liability But Zoho Books Thinks it is
My Visa Debit Account is my main account and is linked to my EFTPOS machine meaning that all my transaction including direct deposits from clients. Zoho books adds the feed as a Credit Card Account and there for list's it as a LIABILITY account instead of a Bank Account meaning that I cannot deposit or apply payments to that account. EG if i go to my feed and see a direct deposit for say $500 which a client has paid me for an invoice when i click on that Transaction the window to the right of the
Attachment in .xps
Hello, We use, instead of the pdf format, a lot of .xps files. Unfortunately Zoho books does not accept this format. Is there any possibility to change this behavior? Thanks for a short feedback!
Embed Zoho Assist in Client Portal
Is there a way that we could embed Zoho Assist into Zoho Books clients portal
Bank Feeds
Ok so I add my Bank Feed and I mainly use a Visa Debit Card as the main Business Account but when adding the feed From Bendigo Bank I have to Select Credit Card to Bring up the correct feed .. what this does is add that feed to a Liability Account instead of a Bank Account and yet all my EFTPOS deposits and Direct Payments go into that account. So that when I now try to apply a payment to an invoice I cannot select the correct Bank Account because Zoho sees it as a Credit Card (Liability Account).
Expense details text-box formatting
For some reason the text box on expense details disregards new lines (Enter key) and just mashes all of the text together once saved. We have a lot of details with certain expenses and we need the formatting to stay intact as entered by the user. This problem is not present on the bank transaction details window (as you can see from my attachments). I assume the correction for this "Bug/Mistake" is very simple as it is only a text box.
Visa Debit Account
My Visa Debit Account is my main account and is linked to my EFTPOS machine meaning that all my transaction including direct deposits from clients. Zoho books adds the feed as a Credit Card Account and there for list's it as a LIABILITY account instead
Sales Order Template Don't Show Fields
I am trying to create a Sales Order Template with very little information. In the Header section I have turned off the labels for Shipment Date, Due Date, Sales Person. When I use the template on a Sales Order where there is data in these fields, the data shows, but the label does not. Is there a way to not have either the data or the label show?
Create ZOHO expense issue
I am working on create expenses on ZOHO, it always say {"code":4,"message":"Invalid value passed for JSONString"} My code $customFields=array(); $data_string = '{"account_id":"7817300000000xxxx","date":"2015-10-23","paid_through_account_id":"781730000000xxxxx","project_id":"","mileage_type":"","start_reading":"","end_reading":"","amount":"200","tax_id":"78173000000xxxxxx","is_inclusive_tax":"false","is_billable":false,"reference_number":"iqbal","description":"hello text testt","vendor_id":"781730000003xxxxx","customer_id":"781730000012xxxxx","currency_id":"781730000000xxxxx","exchange_rate":1,"custom_fields":[]}
CRM Contacts as Customers in Books
Hello I think this is a basic question, but I can't work this out! We have CRM & Books integrated. The CRM Accounts are coming in to Books as contacts with no problem. But I can't work out how to sync so that the CRM Contacts come in as Books Contacts in their own right (a lot of our customers are individuals - not from a particular company - so invoices and receipts need to be made to them as individuals). When I try to raise an invoice, I can only choose from a list of CRM accounts - not the
How to export sales for each item per day in a month easily?
I want to export every sales record I have because I want to use Lokad for sales forecasting. I want to know how many sales each item have per day in a month. Example schema Id Date Quantity
1 2013-07-01 174
1 2013-07-02 96
3 2013-07-03 271
2 2013-07-04 335
1 2013-07-06 72
Erro when exporting invoices
When you export the invoices from the regular invoice section (not the reports) the system generates an excel with all the details from the invoices, but when an invoice has more than one article in it, the excel reflects wrong the "Item Tax Amount" and the "Item Total", this two cels only shows the first article (item) in the invoice, but ignores the other item lines (other articles)
Phantom Stripe Transfers
Just wondering if anyone else has experienced this. We've got our stripe account linked in Zoho and everything matches up the majority of the time..However, on occasion zoho will generate a transfer from the stripe clearing account to our checking account, but it doesn't match up with anything either in stripe transfer history and never shows up on our banking account. Transfers before and after those days all look good.
Different amounts in Reports
In reports, I have listed the sales by client, item and agent for the same period, every one of this gives me a different net amount (I'm attaching images)
Disaggregate tax amounts in reports
In the reports section, when you list the sales (in any of the multiples options like Sales by client, article o agent) the system shows net amount and amount with tax, the problem is that the amount with tax is the result of the net amount plus the tax group calculation (tax, plus /minus retentions). I think this must be separate, Net amount, tax and tax retentions, and then total amount. Otherwise the account can't really use this information.
zoho books webhooks
Hello, Is there any webhook to fire request whenever any item is marked active or inactive.
Feature Request: Bulk Actions in Banking
Hello, I have a ton of uncategorized transactions under my banking tab. I would love to be able to filter them by keyword (Example: SHELL) and then categorize them in bulk with just one click (Example: FUEL).
Setting Vendor payment currency
I have some Chinese vendors who bill in USD$ but when I raise a PO it only allows me to raise on in £ sterling, can I change this
Client portal by google drive
zoho books can download the invoices directly to Google Drive? example: I have 500 clients with their recurring bills each month, creating invoices, download a copy of each invoice in a Google Drive folder on behalf of each client. so the customer can enter your wallet to check their bills and contracts
Invoice Deductions - Security Deposits
I am having difficulty trying to enter Security Deposits into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: We have a 4yrs contract with a customer where we agreed that the customer shall withhold 5% from every invoice and pay it when the contract concludes. --- Invoice Example: Service charge +$100,000 (Income) 5% Deduction -$500 (Current Asset) --- So we submit an invoice for $100,000
How can be recorded as deferred revenue ؟
How can be recorded as deferred revenue ؟
Contacts with the same name
Hi there, anyone got a good solution for the following?: We have a new patient (contact) who has exactly the same name as an existing patient. In our clinical systems we differentiate by date of birth, but does anyone have any smart ideas how to differentiate in Books, so that when we create an invoice, the correct contact is chosen. Using "Display Name" to differentiate is our first thought, but I understand that if we were to append date of birth in the field it would show on invoices etc. Ideas?
Help with Security Deposit
I am puzzled at this transaction, so I hope that someone can shed some light on this. I have a client who I have agreed with on a 5% security deposit that they will be withheld from every payment on every invoice and the client pays the accumulated security deposits when the contract concludes (+2 years) --- Here is an example: I submit an invoice for $500,000 I get paid $425,000 Client withholds $25,000 as 5% Security deposit --- I reconcile the accounts with my bank transactions, so I have a payment
Transactions locked
When trying to send an invoice from a new SO Zoho refuses, saying that transactions before 1/10/15 are locked. Whilst its true that we have locked transactions before 1/10/15, what I don't understand is why that should lock new emails. I have temporarily turned off transaction locking so that we can get on with our work but I really need to re-enable it ASAP without it interfering with current operations. Is this a new bug?
Sales Order convert to Invoice: unbilled projects showing up when they are inactive/no billing available
Bug? Converting an open Sales Order to Invoice with a customer we have multiple projects going at all times. The pull down of 'unbilled projects' has an error: inactive projects with no unbilled items--"this project cannot be invoiced because there are no timesheet entries". Then why have we gone thru that exercise? If Sales Orders were tied to a project then we would not have a multiple list of (bogus) unbilled projects. Please fix as it causes Admin errors!
unbilled expenses: invoicing thru Sales Order
Please fix, if Sales Orders were tied to a project then this would not occur: Converting Sales Order to Invoice and including unbilled expenses: Creates a list of ALL expenses against the Client NOT the project. This is causing Admin errors when billing clients for reimbursement thru our Sales Orders which we need to do--they provide a budget on our Sales Orders so we bill from there and the list of ALL expenses to the Account is a nightmare for billing purposes. We DO NOT invoice expenses thru
Due Invoices/Bills in Dashboard
It would be really helpful to have a third classification for Invoices/Bills in the Dashboard, right now we have Current and Overdue (two colors). I suggest you add a third classification and rename the Current to Open. Because some invoices are due sometime in the future, so technically they cannot be classified as current The classification would be: Open (Blue) Due (Yellow) Overdue (Red) The same goes for Bills
how to make vendor payment in zoho
Dear Support, If vendor and customer are same entity,how to handle that secenario Regards, Musaib
Child support
Our Payroll company services, provides us with check to send to The state of Florida to pay on of our employees' child support obligation. This check shows up in our banking in ZohoBooks, and the way it have been done in the past, is creating a non-billable expense, because is part of the salary for that employee. This is the process: Expenses: * New * Expense Account: "Child Support Payment" * Amount: Amount in the check * Date: "Today's date" * Paid Through: "name of our bank" * Reference #: Check
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