UK or Global edition best for use in France / other EU contries?
Does anyone have an opinion regarding which version of Zoho Books is the best to use in France? Could it be better to use the UK version - the VAT issues should be rather similar. What do you think / what do you use, and why? What are the differences between the versions? Thank you, Lasse H
Multi-currency operation
We have just setup a facility to do transactions in Euros as well as our base currency of GBP. Now I want to set up our European customers to use Euros. I understand that I can't change the currency settings for customers who have already used GBP and I will have to set up new renamed EUR accounts for them. My question is - is there some way to clone contacts, and then rename them and change currency? Or will I have to re-enter all the details manually?
Zoho now sending Estimates and Invoices only from Primary Contact email ?!
Hi, All our users (Salesperson) used to send their estimates and invoices automatically from their respective login email address in the past. Lately, they are all sending by default from the Primary contact email, and they have to manually change the senders email address each time... How can this be resolved so they don't have this extra manipulation to do each time please? Thanks in advance
Discount not included in sales report and then deducted on Profit Loss Report
Good Day. Please help me out here it seems like Zoho is displaying my sales without discount and then showing the discount seperate as a deduction. Eg. If my sales were R100 for the month but i gave R10 discount the profit loss report shows my sales as R90 and then shows disocunt again as -R10 thus giving me a false profit of R80 please advise.
Problem with Zoho creating automatic Square Invoices, Payments and Credit Notes.
Zoho creates automatic Invoices, Payments received and Credit Notes. How do I stop this from happening but still keep Square linked? It really screws up our accounting when all these automatic things are created and making duplicate entries as well as repeated credit notes for the same amount.
Income and Expense - This month
Hi all, On the Income and Expense chart on the dashboard is it possible to view current month like the "Your Top Expenses" chart?
Zoho Books changes without notice, No Road Map, Please think about this...!
Hi, We have been using Zoho Books for a couple of months in our Start Up company. We must say we didn't have any issue with it, but suddenly and without notice Zoho Books behavior have been changed deeply without notice every couple of days, changes which
Cost of Goods Sold % on Dashboard
I don't understand why the percentage does not ever change while I enter invoices. I am currently doing an entire years worth of entries. I am entering a ton of invoices. I would expect that the percentage would change after a large number of invoices were entered.
Invoicing and associating it with Banking transactions
I am setting up Zoho Books. Here are key details of my setup - Base Currency : INR - Invoice Currency: USD - Banking : ICICI Corp Bank Attached I created a few past invoices, and was trying to associate them with banking transactions via setting category of transaction as "Customer Payment". For an example scenario, if total invoiced amount is 100$, and I got 4500 INR in my bank account after bank charges(3 USD) and remittance charges(100 Rs). How should I connect them all to represent the transaction
Error when trying to categorize bank transaction
I keep getting this error when I try to categorize transactions. Help!
Capping Hours in Zoho Books
Hello- My company would like to place a cap on someone's hours within a specific project in Zoho Books. Our company tracks our time in Zoho Books, and one person's project has a Not To Exceed a certain amount of hours and we would like to have an automated way to place a cap on it when they reach 95% of completion for their contracted hours. I hope there is a way to figure this out. Please let me know! Thank you.
what does
Can someone tell me what 'opening stock rate per unit' mean please?
Export zoho data to Tally
Hi, I applied that item rates inclusive of tax, it is great. No manual errors now. Further I wanted to know that is their any facility to export all zoho entries to Tally. Because I only make entries into Zoho books, i.e. bills, invoices and expenses etc. and my Chartered Accountant once again make entries in his system named Tally for VAT Return/Tax Return. so the work is done twice. So I wanted to copied all zoho entries into Tally. Is it possible? Can I export Zoho entries to Tally or import entries
Bug Report: Error Convert SO to Invoice when SO is from Estimate
We have been using API calls to convert SO to invoice. If SO is created directly, there is no problem. If SO is converted from Estimate, we get message below: code: 4102, message: 'Expense or projects cannot be added with item from sales order. ' } this is zoho's "error response object" when trying to create an invoice from an estimate with an item on it There are only regular Item product, we never use time or expense on Estimate, SO or invoice. Please check. Thank you.
Add users without email?
I have contractors working for me that do not use email. When they submit written records to me, I need to log time for them on timesheet in order to track and pay them. How do I set up users who do not have email accounts?
I overpaid a vendor
I am busy uploading my historical data into my Zoho Books. In 2010 I over paid a vendor for a bill. How do I record this over payment, when I try and record the payment I actually made Zoho will not let me make a payment greater than for the bill outstanding.
Sort inventory stock level in Inventory section
When I buy my stocks I want to sort the number of item I have in the inventory section. How can I sort it?
Estimates
Dear Concerned, I want to insert image of each item when making estimates. Some of the client does not understand material without image. Please guide how to insert picture for each item when making estimates. Thanks & Regards, Faris Khan Accounts Manager Mobile: +971 55 105 3394 Email: led@pebinternational.com | PEB International FZE, UAE | Website: www.pebinternational.com
Client with 2 billing addresses
Hi, I want to the how I can have one client with 2 billing addresses.
Charge Timesheet task against different account
Each task I create for a timesheet is associated with the Sales account. I would like these tasks to be associated with an account called Consulting Services. Is this possible?
Purchase order feature on iPad app
Is there any plans to add the purchase order feature on your mobile ipad app?
Please select a date before the payment recorded date for this invoice.
Please select a date before the payment recorded date for this invoice. I get this error when I select to edit the invoice date if I made a mistake - AND the date is before payment recorded
Remove amount of each item
Hi, I need to remove amount of individual items. I tried to remove by deselecting amount from estimate template. But Unfortunately Grand Total also was removed. I need Grand Total, How can I solve this. Thank you
Issue with using zoho books price lists in crm
I have created 2 price lists in zoho books (USD and Canada), and mapped products in them accordingly now when i add products in opportunities or leads, it does not give me option to choose price list, what it does is, if the lead has Canada address, it simply take the full USD and show it as canada pricing. Rather - this is what i need-: 1. When i add the product in crm - it should give me an option to choose price list (like salesforce does), and then i can select the product in specific price
Migrating from OneUp/MyERP to Zoho Books (maybe)
OneUp, formerly known as MyERP, is eliminating their free plan on Aug 10 2015: What does this mean? We’ll be moving all accounts to the new OneUp during the next 30 days - to get started you can subscribe simply by logging in, visiting “Settings,” and clicking on “Manage Subscription” to see your options, including a basic plan that starts at $9/month. If you choose not to upgrade to the new version please note that you’ll need to make sure to download any data / information that you’d like to save,
Item rounding not the same whether on edit mode or summary mode
It is really strange, the rounding total on each item is rounded differently whether on edit mode or summary mode. Anyone knows why this is appearing?
Get My Items for Projects
Hi, I am new to zoho. We have a retail shop. I am using inventory management for items in retail shop. Think I need to use some items from my retail shop, for a project (When we install a system, we use a fixed price for that project.). How can I record this transaction. Thank you
Zoho CRM-Zoho Books integration
How to Zoho CRM-Zoho Books integration?
How do I manually record Money In for a short term loan?
I need to record a short-term loan to the company. I have created a Liability Account (Loan) and now I need to know, How do I manually record 'Money In' in Banking? My bank is not automated with ZOHO so this is something I have to do manually. Is there an option I need to select for 'MONEY IN' in Banking?
Webhook for Item
Is there a plan for add Item to Webhook? Thank you
Is it possible to add european bank account in Book?
Hi, I would like to connect my company bank account with Zoho Book in order to get the zoho automatically synchronised with the bank account. is it possible? Thanks in advance Johann
Better CRM Integration
Would Like a better integration between books and CRM. Creating an estimate of an opportunity is a bit lame as there are no details at all. It would be much better to user either quotes or sales orders, that way you can switch off Invoices in CRM and use the Invoices in books andc/or Invoices. Now, its useless and requires double data entry: create the potential, create the quote - then into invoice/books and then you have to recreate the item listing. One can work-around, by replacing the Quote
Feedback Forum: Zoho Books
Please re-evaluate the ideas/feature items in the forum--it currently looks like the Top Ideas (with all our votes) are not even on the radar while ones with 1 or 2 votes are planned/under review etc. This makes no sense to us. If we do not see features we know exist in other applications, we may have to return back to 'the other guys'...really really do not want to do this! We love using Zoho Books but these missing items (not features but basic accounting practice) are forcing our hand when it
selling through channel
Hi, We sell mostly through the channel. I need to be able to, for example, develop the lead with the customer and help the partner close the deal. But then, when it comes to books, I need to be able to send estimates to the partner and/or the customer. ie I need to be able to put the partner and end user on the estimates and quotes. so I may have dozens of partners but thousands of customers. do you have a module like this?
Developers looking for freedom ?
Zoho Team, Give full access for limited users 1-2 only just to give chance to test and develop solutions. For example, Full Books access with Full CRM access to give chance to test full integration advantage. Add it to wishlist please :) Thanks Fahad
Zoho Books - unlimited receipt uploads
Is unlimited receipt uploads included in Zoho Books or will I have to pay extra after I have uploaded certain amount of receipts (or used up certain amount of storage)?
Expense exporting from Project in Zoho Books
How am I to export expenses towards a project ~without the entire company expenses populating the XL? I am using the export results from: Timesheet/Projects/ProjectX>Expenses export. Also, if I were to use ~all data and to filter out what I do not need -only having customer name does not help us, we need to know project name when several projects with same client are active. We really need better project reporting!!!!! Thanks!
Sales Person on invoice template
How do I make the Sales Person field show up on my Invoices?
CHANGE CURRENCY
WHY ZOHO BOOKS WONT LET ME CHANGE THE CURRENCY, NEITHER ON THE CONTACT OR THE SETTINGS OF THE ORGANIZATION
Language for drop down menu is in French
I've attached an image below showing my problem. Everything is in English as I wanted except for these drop down menus which are in French... Does anyone know how to fix this or is this?
Next Page