Importing Bills - What does 'ITEM TYPE' refer to?
I'm importing bills and the following has come up as an error whilst mapping the fields
Faster access to timer in zoho books mobile app
Hi! I asked for it some months ago, and you've added recently an icon to the notification bar when the timer is running in zoho books: THANKS!! But I would like to ask for a small new change... I must say that 90% of the time that I use Zoho Books from my mobile is just for logging time... And 90% of this times I would like to do it with a timer to be as precise as possible... And 90% of this times I'm walking or diving... So, I really apreciate the new icon on the notification bar! But, yes...
attacments
Error message when attaching files!!!! Someone from ZOHO please fix this!!! I'm not the only one this is happening to. Win 7 Google Chrome. Fix it!!
Save payment info
Hi all, Love ZOHO books but we need to be able to save credit card info. It's a huge disadvantage for me. Is there anything in development at the moment that will address this? The recurring invoice option does not suffice as we don't charge fixed amounts.
Recognizing accrued expenses against revenue
How do I accrue expenses against future revenue? e.g., I incur/pay expenses over a few months and then invoice a customer. I need those expenses to accrue and then be recognized upon invoicing.
Please add reorder point to vender - inventory reorder items list
It is good to know what and from whom we need to order, but we also need to know how many of each! It would also be good to have this as an available column on the inventory summary report. Also, this feature, the inventory reorder items list - which helps to generate a purchase order - is only available if you have checked the option for sending email when inventory drops below reorder points. If we have this list, we don't need the emails, and we certainly don't want to get an email every single
Please allow sorting by date and payment type to list of possible matching transactions
This will allow us to more quickly identify the payments that comprise a given deposit. Separate deposits are made depending on the payment type: american express, debit card, cash & checks, etc.
Automatic import of Paypal transactions to record against open invoices.
Hi Zoho, I use Paypal subscriptions to receive payments for a lot of my customers. I also use Zoho Books. It would be great if a successful payment in Paypal could be automatically applied against an open invoice. The Paypal fee deducted as a Bank Charge, and the invoice marked as closed. How would I go about setting this up? It will save me a massive amount of time as I'm currently doing all of this manually. There are a few integrations available in Zapier, but nothing specific for closing an invoice.
Does Zoho Books integrate with Nutshell CRM ?
Any suggestions on using Zoho Books for our accounting. We use Nutshell for our CRM
Why in ZOHO books the function "suppliers invoice" creates an Invoice with my companies label
Hi everybody: Why ZOHO books creates an Invoice with the label of my company, if I post a suppliers invoice, even if I load the original invoice up.
Currency rate decimals
Hi, I am trying to categorize/match a banking item (customer payment made in GBP) with customer invoice in EUR. In order to do this, I need to adjust the currency rate, however the system only authorize 6 decimals for the currency rate, which is not enough to obtain the right figure. Example: Invoice of 40,000.00EUR Payment of 27,918.74GBP I need the currency rate to be 0.6979685 to obtain 27,918.74 GBP. However with the way the system works, I can only enter 0.697968, which gives me 27918.72 GBP,
Zoho Invoice
Hi, Subscribed Zoho Estimate and finding it difficult to make it to daily use because of the following reasons 1: NO grouping of Items while Estimate created eg: A single estimate contains 50+ items and my customers finding it difficult to understand because of the single category 2: NO category under Items eg: Items listed alphabetically and since items list is huge , finding it difficult to use easily. Will you be able to help ? subscribed CRM,Books,Expense,Project ... Not started to use because
Customer Portal
Is there a way to automatically enable the customer portal for all existing customers as well as new customers created? I would like it to be enabled by default.
API error code 15 when create an expense with attachment
Hi, when I try to create an expense with an attachment API "https://books.zoho.com/api/v3/expenses" returns this error: error:Response HTTP Status Code : 400 Response HTTP Body : {"code":15,"message":"Please ensure that receipt has less than 100 characters."} where am I doing wrong ? Thank you in advance Best regards
More functionality to advance invoices
Hi Zoho, We are using advance invoices and we are happy with how it works in relation to invoices etc. However, we miss some features that are present for normal invoices, estimates etc, such as the ability to make automation rules involving advance invoices. Do you have a plan to add more features to advance invoices? Btw, we would also like to see a possibility to make automation rules that are triggered when a delivery note is made or printed. Best, Viktor Östlund
Not Accepting Credit/Debit Cards through Paypal for Zoho Invoices
Hi, We're having a problem accepting credit cards and debit cards when customers try to pay invoices using Paypal. Here is the process to get the error: 1. Our company sends a Zoho invoice to a customer. 2. The customer opens the invoice and clicks pay now button. 3. The customer sees the option to pay with credit card or pay with Paypal. 4. The customer selects to pay with Paypal. 5. The customer logins to her Paypal account. 6. The customer does not see any way to pay with a credit/debit card.
Zoho Book Japanese Edition
Hi, It seems that Zoho Book is trying to support the Japanese market by offering the invoice format, currency, etc. I was wondering if there is a Zoho Books Japanese edition that will more integrated for the Tax filing purpose. I've already seen a similar offer for UK and US. Just curious if there is anything in works for Japan. Thank you.
Mileage - can I change the "paid through" account?
I just set up my mileage expense and it automatically selects Owner's Equity as the "paid through" account. Is there a way to change this? I have equity accounts for two people and I want the mileage expense attributed to the other equity account. Thanks!
Automatic Import Paypal
Hi. There is a feature bank called "Paypal-Bank" which I assume to be a standard paypal account. However when I go to set the account up for import it has a error message saying zoho isn't compatible due to enhanced security system. Is Zoho able to import these statements via bank feed or no?
How To register a late fee when receive invoice payment overdue? ZOHO BOOKS
Hi, example… Invoice value= $ 100,00 Due date = 10/03/2012 (dd/mm/yyyy) Receive date = 15/03/2012 Amount Receive = $ 110,00 .Principal value = $ 100,00 .Late fee……… = $ 10,00 Regards, Alessandro Lucca
Contact Sync Issue When Using Zoho Books Api
Updated #2: We have also tried to use the create contact & create contact person calls individually. However, we see the same results. Both records look good in zoho books, but when the sync is run only the contact record is moved from books to crm. The Contact Person record is not sync'd as a contact in zoho crm. :-( ------------------------------ Update: You may want to investigate how the create date and last update times are being handled in the sync. When using the API, we notice both the
Bank Account not available to use in manual journal transactions
Dear Zoho Books A client of mine wishes to be able to use the bank account in the manual journal, but the bank account does not appear there. Specifically, they want to record transactions involving to and from their petty cash account. They keep petty cash on hand to pay for certain items, and they need to show how they reimburse that account. Any ideas?
Workflow rule to email vendor when bill is created or edited
Hi, My client is creating bills via the API, there is a workflow rule setup to email the vendor/contact as well as the admin user. The email goes to the admin user fine, but the vendor does not receive it. Why would this be happening? Thanks, Damien Cregan Hire an Expert
chart account need change to add ( Leger )
hi every body i want to explain something about chart account the zoho books is very good and strong program but about chart account not enough to give us clear accounting information better to be as next : 1- assets 1-1 fixed assets 1-1-1 car assets 1-1-1-1 Toyota corolla black 1-1-1-2 Chevrolet lancer yellow we want to be there is main group ( fixed assets ) and sub group ( cars fixed asset ) and ledger ( the car model ) same in salaries we want to make ledger for every employee there is very
Calculating Tax on purchases that include Tax in the total
I have decided to not use Books at the present time. One of the biggest reasons is that I am buying and selling items for which the sales tax is inclusive in the price, but I do not have a way to calculate what the tax was from the total price in ZOHO Books. I don't understand why this is not a feature and I don't think that it would require a lot of work to implement. Many businesses buy items at a price with the sales tax included in the total price. My buyers are making a simple sale with
Sharing Contacts/Vendors between Organizations using API
Hi, I'm trying to create a bill using the API, my contacts/vendors are linked to CRM so they can only be linked with 1 "organization_id". If I try to create a bill for a contact/vendor in a different Organization I get response "The server has not found anything matching the URI given"... How can I share contacts/vendors between Organizations? Thanks, Damien Cregan Hire an Expert
Thank you note with matched payments
Hello, i would like to know if its possible to send a "thanks you for your payment" when i match the payment trough the baking section. Must of my customer pays with check and when the transaction reflect in the banking section i match the deposit with the invoice but customers are complaining that they never get a confirmation that they have paid. is there any way that when i match a invoice with a deposit to automatic send a "thank you" to the email that is in that contact info? Thanks.
report for Zbook - average number of days that customers start to pay
Hi, do you add this report, it's very important. I think in english it's the Days Sales Outstanding thanks you
When matching uncategorized deposits from bank, ability to match remainder to account
Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period. Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking). Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for. It would be nice to be able to take any remainder from the match process, and
Project start and end dates in Zoho Books
How are other users tracking project start & end dates in Zoho Books? The Sales Order dates are based on date of sale though end dates are the same (deliverable). This is causing confusion for end users when applying their time and in most cases to the wrong client project when there are multiple phases. Thanks!
Setting Fiscal Year starting from the middle of the month
Hello, My problem is that I am trying to use this system in Nepal which has a different calendar and the start end date of the fiscal year falls in the middle of the english calendar. Is there a way to set the fiscal year accordingly? Thanks
What happens with an auto-charge when a credit exists on the customer account?
If I have a customer with a recurring invoice that is set up to auto-charge, how do I make sure that the charge takes into account whether or not the customer has a credit balance? If I have issued a credit to the account, I don't want to charge the customer for the invoice amount, but for the net amount of the newly created invoice and the credit. Does the auto-charge take this into consideration? Thanks! Lundie
Auto collect payments for invoices from customer cards
Is there any feature in zoho books for automating payments for invoices.
Delete Bank Accounts - Start from Scratch
We have had a Zoho Representative wipe out our entire account so we could start completely over. But somehow the old contacts and old bank transactions have shown up in the new account before we even started to customize anything. I looked in the forum to see if there was any info on how to delete accounts or transactions - and tried to use the suggestions but they don't seem to be relevant because when I go to the accountant tab as it says, 'hovering over accounts' doesn't give me an option to
I'm interested in adding in ZOHO Books or Invoice on "Items" an PDF file....
I'm interested in adding in ZOHO Books or Invoice on "Items" an PDF file what will be also with invoicing automatically added in the email confirmation. Is there somebody who can help me with that. Thanks Sidney
Different Currency for Sales / Purchase Prices
We have a business, like many I would assume, where we buy in USD and sell in EUR. It would be a great help when creating items you could select a different currency for sales / purchase prices. the automatic currency exchange when you post a purchase order is a pain.
Funny little number 1 on my invoices.
All my invoices have a number one under the quantity amount. No matter what the quantity it's there's a "1".
I need to allow staff to create expense or bill and then Approved by other
How can I let staff create and expense or bill and then it gets approved by other staff. I need a way that staff record a bill or expense but it should not be processed by them, it should be processed by someone else. I dont want the staff to see other bills or be able to record payment, only create a bill or expense Hope there is a way for it.
Delivery Address on purchase order - how to choose?
The delivery address on my Purchase Orders is continuously defaulting to a customer address (that I drop shipped to once). How do I get my address to be the default that shows?
Changing HEADING of a Report
I go to run my Profit and Loss report. At the top of the report it says, PROFIT AND LOSS. Is there a way to change this? For my purpose I don't want it to say profit and loss. I need to edit that.
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