Incomplete form integration - Creator to Books
Hi I try to connect new client form in Creator to contact module in books , but only name appeared in Contact with no Company name & Email ? Used code in On Add On Success " response = zoho.books.createRecord("contacts", "28279646", { "contact_name" : input.Name, "Company_Name" : input.Company, "Email" : input.Email });
How to select customers based on Books invoices?
Hello, We're looking for a way to target customers based on their sales history. Is there a way to sort/segment contacts based on their invoices from Zoho Books? I.e. Select all contacts that have purchased the same product(s) so we can target the appropriate audience for recommendations? Thanks,
cash flow statement issue
Hi An investor has bought stake in our company in exchange of a loan to funding our business. I have created a new account named shareholder loan and I divided it as a deposit of a certain amount and the rest of the fund as an undeposited fund. The problem is when I open the cash flow statement, I can not see the undeposited fund that related to the shareholder loan??
Sales Orders: Closing
Once a Sales Order has been fully invoiced, is there a way to 'close' it? We want the team to be able to see the history but not be able to invoice over the closed amount. Also, in the view of Sales Orders we want to see all Open Sales Orders (partially invoiced, new) yet the current 'open' view is only of ones not invoiced yet. This is not correct, open would include all that have not been closed (or fully invoiced). Thanks!
Ease your time tracking in Zoho Books, with the all new Google Chrome extension
Hi, We are glad to inform you that we have introduced a Google Chrome extension for tracking the time spent on projects in the timesheet module of Zoho Books. This will make the process of tracking time much simpler and easy to use. There have been instances when people have forgotten to stop the timer in Zoho Books, as they might have been working on something else on another tab of their browser. With this chrome extension, one can easily identify that the timer is ON and can stop it whenever required,
Adding a New Organization
Dear Concerned, I have added a new organization to our account. One organization, we are already operating. But when I have added new organization, it says trial expires in 14 days, Upgrade. Do I need to pay extra USD 24/Month for new organization, please confirm. Thanks, Faris PEB International FZE
Dropdown menu for list of tasks in timesheet
Hello, Is there a way to have a drop down menu of tasks in the timesheet that automatically appears when creating a new project--- WITHOUT having to clone a previous time sheet? Thanks, Teresa
purchase orders on mobile app
Can you please add the purchase orders to the mobile app? I often visit vendors and need to look at the purchase orders while on the go... it would be nice to convert the PO to a bill on mobile and record the payment on mobile while I'm at the vendor's
Currency position GBP
I have just started a trial version and changed my time zone to GMT Greenwich Mean TIme as in London UK but when try and raise sales invoice it says my time zone is (GMT -8.00) Pacific Daylight Time (PST8PDT). But mainly my GBP £ sign appears aftr my total ie. 562.35£ not £562.35 as should be for UK currency. Please help?
ive bought zoho books for 1 year, do i have to buy mail hosting?
i have five email accounts for my staff accessing zoho books. i had started using it on a trial basis then really liked it so i bought the 1 year package and got a discount for two months. however, im still getting prompts to upgrade my email accounts to a paid version! why is this happening?
Integration of Google Drive with Zoho Books
Hi, I use Google Drive to upload all my expenses, can we integrate Google Drive with Zoho books to pull the docs. Rajendra
multiple companies under one organisation
Dear, I have multiple companies under one main organisation. All same VAT I would like to start to separate them to have a more clear view of how each firm is working. Also they have different products and different contacts. They all have different branding, and different language. Only one problem I have with adding just a new organisation. The invoice numbers of all organisations should be following up eachother. For example: Company 1: invoice number: inv001 Company 2: invoice number: inv002
Contact list jumbled
Is there a way to set the contact list to sort by name as default? It currently resets itself to sort by created time, which is useless and pointless.
CIS Deduction
Hi Do you have any plans to introduce CIS Deduction. I work in Construction Industry and CIS is an every day task. There is no easy way of recording this in Zoho. Can you please let me know if there is a way of recording this in zoho books or if you have any plans to included this on future updates. below is an example of what I mean E.G I have an invoice from subcontractor for £150 I have to stop 20% tax on this = £30 I pay the subcontractor from Bank £120 The tax (£30) i have to pay to HMRC at
zoho crm to books
To synchronize the contacts of zoho crm to books, it(she) is necessary a version specifies of the crm?
2 organisations under 1 VAT number
Dear, I have multiple companies under one main organisation. I would like to start to separate them to have a more clear view of how each firm is working. Also they have different products and different contacts. They all have different branding, and different language. BUT they have the same VAT number and bank account. Only one problem I have with adding just a new organisation. The invoice numbers of all organisations should be following up eachother. This is obligated for the accountancy.
Support for multiple PayPal currencies
It seemed to be working at first having a USD PayPal balance and a GBP PayPal balance, I could add both to Zoho Books. But then the feed import is bringing in USD items into the GBP account as well under the uncategorized transactions. Is this a bug in the moneyMarket platform?
Partial Delivery of Goods
Hello, I'm trying to get into Zoho books and it mostly is suitable. My issue/question is that I have 1 major customer I have that orders in blanket form and pays the invoice in total but I will hold the stock and deliver a few pieces at a time. With Zoho books I can only create a packing slip for the invoice amount rather than for a different amount. Am i missing something that allows me to do this or does the Zoho CRM do this or will the new Books inventory addon cover this? Thanks Keith
Cash from company's director
Hi. Please help me on below issue. I received cash from company's director. The money is used to purchase all office equipments and supplies. The question is how do I record the cash received from director? And if I record an expense how to click on the right account the money comes out from the cash received from director? Thank you in advance for your help.
Cash received from company's director
Hi. Please help me on below issue. I received cash from company's director. The money is used to purchase all office equipments and supplies. The question is how do I record the cash received from director? And if I record an expense how to click on the right account the money comes out from the cash received from director? Thank you in advance for your help.
BUG: TIMESHEET DETAILS REPORTS
When the box for "View the time entries for other users" is unchecked (under Users > Permissions > Timesheets > Projects), each user is still able to see the time entries of other users when viewing the Timsheets Details Report. It should be categorized as a bug because currently, when a user generates a Timesheet Details report, they can't see all the logged time for all users when selecting an individual customer/project, but they can see all the logged time for all other users when selecting "All"
Does zoho books integrate with worldpay?
Or card save? Thanks
Virgin Credit Card Feed
Hi, I have recently reported a Virgin Credit Card Feed breakage,had reply saying the feed company will look into it but thats it...... The login page is different in zoho books https://uk.virginmoney.com/virgin/service/credit-card/ compared to the actual login on Virgins website https://creditcards.virginmoney.com/VM_Consumer/Login.do So I am wondering if this is why i cannot connect to the feed? Regards Steve
change status of invoice
How can I change the status of an invoice? I ship products based off of paid invoices. Is it possible to change an invoice status from "paid" to "Shipped". Is there some sort of work around here if the above is not possible? Invoices are getting buried and I am having a hard time figuring out which ones have shipped and which still need to be filled! Help!! -B
How to get Zoho books contact with CRM Details ?
How to get Zoho Books Contact with CRM Details? I can get only Books Contacts data . but I need CRM Contacts fields data.
Zoho Books and Zapier
Hello When the api for Zoho Books and Zapier will be available? So far only zoho invoice which we are not using anymore is available https://zapier.com/help/search/?q=zoho+books Please let me know Thank you
Thank you note option in Zoho books
Hi, I am looking to use the Thank you note option in Zoho books but I'm unsure how to set it up. Help please
How to attach multiple exspenses to one item on an invoice?
How can I attach multiple exspences to a single item in an invoice. For example if I have a large number of exspenses (30 or 40 recipts) and I would like to show a total cost for these reciepts under one item such as (Materials) with out showing 40 lines of exspences on an invoice.????
Enhancement in Payables Aging Summary & Details Report
Hello Everyone, Last time, we made it really easy for you to find out if your customers are paying you on time and how much they owe you, with few customization under Accounts Receivable report section. It's only fair that you have to find out how much YOU owe your vendors and suppliers, with the same ease! That's exactly why we've enhanced the Aging Summary & Aging Details Reports in Accounts Payable section as you know, paying a few of your vendors might have a more pressing need than
general guide to using projects with books
Hello. Is there a general guide to how to use Projects with Books? I'm a books user, but am wondering if using books as a way to do things similar to "class" in Quickbooks might be worthwhile.
Send an overdue invoice reminder to a customer once a potential won
I am looking for a solution to send an automatic overdue invoice reminder once a potential won. Any Help?
import vendor list
I am trying to import a vendor list but when I get to the mapping there is no contact field on the zoho side? anyone know how to add that? it also tells me no records can be imported because the custom fields arent configured but the names matched in the mapping. what else do you have to do?
Add URL to invoice
Our bank feeds currently link to Zoho Books and we wish to offer our Bank's merchant payment system in addition to paypal as payments would automatically go to our bank account and therefore be fed into Zoho Books. We will have a secure payment link on our website, but I want to be able to insert the URL to this location on our invoice so that clients can "click" and be redirected. How can I add a clickable URL to the Zoho invoice created in Zoho Books?
PO From Invoice - Not only from SO
Hey guys, Based on different companies workflows, an SO may not always be relevant. Our company in particular goes straight to invoice as paid because we receive payment at the same time as our orders are placed by customers. I love the fact that we can go from SO to PO, but I think it would be amazing if we could have the same function from invoice. This would save on duplicate entry work, prevent issues from having to manually carry over the information and just create a more seamless system.
Zoho Books online ordering and messaging
I want to enable my customers to place their orders online. Let me explain it by telling you basically how it must work. I want my customer to log on and go to a link,and log in with a username and password. When my customer logs in,his/her specific order form will open up.Customers must be able to review their orders or place a new order. I want them to be able to change the status of the order. Does anyone know if this has been done?
Write Off
Hi there, When an unpaid invoice is written-off in Zoho Books (Invoice > More > Write Off), how is the written-off amount (and date) captured/tracked in the system? How can I view all the write-offs over a certain period of time? Is it captured in any chart of accounts? Thanks, LP
How do you receive a check that is paying for a Retainer invoice and a regular invoice?
Client has a RETAINER invoice for $2 and a REGULAR invoice for $1. Sends a check for $3 How do i receive this? Thank you, Bob
Reciept voucher
Hi, I just received a check from one of our clients and they would like to get a receipt voucher. Can we do that in zoho? Regards, Jasdeep Singh
How I can move items between my 3 warehouses? Please assist
Hi, can't find the setups to create several warehouses between which my stock might be transfered, please assist
UPDATE: Scheduled Maintenance planned for 9th May 2015
Dear Zoho Books users, We have planned for a scheduled maintenance on 9th May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during this period. We apologize for any inconvenience that may be caused due to this. Regards Sherry
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