payments of bills planned for my buyers
I need Have payments of bills planned for my buyers .
in Italy it is normal to be paid by buyers scheduled dates in 30 days - 60 days - 90 days after finishing the work .
book does not handle this as I can do to get alerts deadlines and division of the amounts ? -------- Ho bisogno di Avere pagamenti delle Fatture pianificati per i miei acquirenti. in italia è normale essere pagati dagli acquirenti in date schedulate 30 giorni - 60 giorni - 90 giorni dopo aver finito il lavoro.
libro non gestisce
Two Merchant Accounts with Zoho Books?
Is it possible to integrate two merchant accounts with Zoho Books (one for Invoices and one for Retainer Invoices)? Basically, we have one bank account for Invoices and one Trust account for Retainer Invoices (ie. unearned revenue). Each account has their own merchant account/ID. Please let me know. Louis
Missing features prevent upgrade
Hi, I'm really impressed with the program but a couple of features prevent me from upgrading. My business buys goods in the USA in US dollars and sells them in Canada in Canadian dollars. I am frustrated that I can enter my item purchase costs in US dollars. I have noted that I can't record expenses in foreign currency (I travel to the US on business). I wish the handling of exchange rates was automatic (like with Wave or FreeAgent). I wish the system could handle partial deliveries from suppliers
How to handle credit card balances
If you are using a business credit card, which is personally guaranteed, do you keep it open and carry the balance year on year like the business bank account, or should it be thought of as a director's loan because he is personally liable? (Our business credit card is guaranteed by my partner, I use personal credit cards for expenses too). Should either balance be transferred into a director's loan account (owner drawings?) at year end?
create deferred email template
Howdy! I'm am new to Zoho, I've been using it for about 3 months. I am looking for advice on how to create an email template that will be sent out at a deferred date - 1 week after - the date of the estimate. Any advice is truly appreciated!
Huge Problem
I stopped using Zoho in the 2013/2014 financial year. I now have a free account. When I logged in today & tried to access my data for that financial year it wasn't available? Can I get it back? Please help
Bank Reconciliation Reports
How do you print/export the Reconciliation History (and Reconciliation Details)? This is required for audit purposes.
Vendor Address Missing on Check
Hello, How do I get the vendor address to print on a check? I have the address in the system, but when I create a bill and record a check payment, the address does not show on the check. I have gone into the Template but it only allows me to adjust the check alignment. I cannot figure out how to get it to include the address. Thank you.
Automatic sending of invoices
We are forming the invoices appellants. Is it possible to do that on having sent the automatic invoice to the client this one already sends like paid?
How to Record Payment of VAT in Zoho Books
Good Afternoon, I am due to pay VAT for goods purchased during the last quarter by my company. Can you please let me know how I record this in Zoho Books? Kind Regards Coast Bearings
Bill Entry - Tax only Line item
Hi I am entering an invoice from a Customs Clearance Broker for import duty I need to enter a tax only item (GST) Is this possible - or how do I get round the problem ?
How to handle blanket orders?
I receive blanket orders from customers. They want to give an order for 3 months usage and want me to deliver a portion weekly. Do i use an estimate for the blanket order adn release from that or put in a total sales order and invoice the weekly deliveries from that? Richard / California
credit charges into zoho procedure
When I accept a credit card, do I change the total amount of the invoice by subtracting the fee or does zoho do that?
accounts receivable
I have entered all account balances and new invoices as of Jan 1, 2015 for our company. I received payments for invoices from 2014. How can I adjust the AR balance to reflect those payments coming in? When I try to make a manual journal entry AR is not an option. What is the best way to proceed?
'Internal error' when converting sale order to invoice
This afternoon Zoho books is broken, I get an 'Internal error' when converting sale order to invoice and system locks up, I have tried two different PCs and three different browsers (IE, Chrome & Firefox). When will it be fixed?
Banking matches shown as paid in cash :-(
Hi there, when matching a single batched payment into our bank account with several invoices, these invoices are shown as having been paid "in Cash", when they were actually paid by PDQ machine (Debit or credit card) - how can we change the default payment method? (see screenshot: http://take.ms/F5e8g) Many thanks James
Import Items - Fields explained
Completely newby into Zoho Books so apologies in advance if this has already been asked or even solved!! I am trying to import new items into Zoho Books. These items would (ideally) just be imported as Purchase Items - I buy these items from my providers. I have downloaded the sample csv file but I then found that there are more fields on the importing feature that shown on the sample file. Could you explain what these are? Specifically: - Item Type Also, if I just sell clothes what am I supposed
Post Items
Hi Am trying to post a item from C# code but am unable to do it.any sample code is their to post item in ZohoBooks API. Thanking you
Items - Multi Currency Purchase Rates ?
Hi, We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting. Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option. Rates in Exchange Where can we input the rates or exchanges on a daily basis on Zoho? BR -
How to record money paid back to the bank
Hello, We have borrowed money from our bank and I recored as "other deposit", in the banking transaction - "Money in", but now that I have paid it back to the bank, how should I recored? I do not know which option to chose in the banking "add transactions" under the "Money out". I hope you can help me with this. Thank you, Ioana
Print checks
Hello, I've seen this discussed from 2008 on in the forums. Being able to print checks directly from Zoho would be an awesome added value, can we know wether or not it will be implemented and if so what the timeframe is ? In the end, this will be a deal breaker for me - as I'm sure it has been for many - and return to QB is inevitable, if only just because of the ability to print checks... Cheers ! M.
Is there a way to print laser checks?
Is there a way to print laser checks?
How do I track a VAT refund in Zoho books in a non UK edition?
Hello, I see that a VAT refund is possible in UK editions of books. When will it be available in other editions? Without this we cannot accurately track our accounting
How should I categorize refunds since they aren't "officially" income?...
..thoughts on that?
Add or link inventory items to transactions
Please if its possible, add some way to link transactions linked to a item inventory, for example: If I need to know an item that I was sell a few 6 months ago in one invoice I need no go invoice by invoice to search the specific invoice and show for example what customer was the owner in the invoice or to see when was the item sell, this will be very usefull when we need to find a item for example for guarantee or to check if will be for marketing to know why some customers do not buy more any product.
Add a Select specific currency for purchase invoices
When you go to purchases and create one, you need to set each item price in the system set currency, but if in some cases we have providers that send the invoice in Dollars Currency and other time send in CRC Colones Currency, if I have my Currency set up in CRC and the provider invoice comes in DOLLARS, I need to convert the amount line by line to my currency, why not add an option to select the currency of the invoice at the top and this make the conversion automatically based on exchange rate
How to get employee paid expenses to show up as a bill...
I have used the reimbursable expense capability to have employees enter expenses for client engagements. Once I get the payment from the client I want to be able to repay those employees. I can't seem to find an easy way to do that. Here is the behavior I would like... Employee enters an expense (either billable or non-billable). Zoho records the expense and creates some offsetting liability (in my case I have used the Other Current Liabilities account). I want Zoho to also create a bill that
Introducing Zoho Expense: Effortless Expense Reporting!
A new integration with Zoho Books: Introducing Zoho Expense. Zoho Expense is an expense reporting software that automates expense recording for businesses. Users can upload receipts and expenses are automatically created with all the major details from the receipt. Users can also connect their credit cards to automatically import transactions and convert them into expenses. Users can simply group together a bunch of expenses and submit an expense report. With a instant reminders and one touch approval
Square integration
I can't see where can I setup the Books integration as explain here: https://www.zoho.com/books/help/integrations/square.html#setup I think this link is not currently active.
Income and expense chart
Hi there, Is there any way that I could see income and expense in a custom date range, like it is present in the reports section of profit and loss? The profit and loss section is not really what I am looking for, as I need them grouped by months, like it is on the dashboard, but there you can only choose from 4 date options (this year, previous year, last 12 months, last 6 months). It would be great if I could also choose a custom date range on that chart on the dashboard. Is it at all possible
How do I deal with Personal Items in accounts?
I switched my business to an LLC at the beginning of this year, and accordingly separated my personal accounts from business accounts. Unfortunately, there were a few personal transactions that slipped through before I caught them so now they are showing
Update: Enhancement in Aging Summary Report
Hello Everyone, We’re enhancing our reports and as a first step towards that, we’ve added few customization options in our ' Aging Summary Report ’. The Aging Report is a great tool for owners to plan and predict cash flow better. It’s the easiest way to identify and monitor the payment status of outstanding customer invoices. Updates: 1. Custom Intervals and columns for your Aging Report : You can now customize the reports based on your payment terms and determine when to schedule calls
ZohoCRM & Zoho Books Sync
Do You guys plan to set up a sync between items from crm to books anytime soon? I was told yes and then I was told no. Please advise.
One of my inventory disappeared without reasons
Hello Zoho, I want to report a bug. I didn't put the item inactive it just disappeared in my inventory list and I can't add it in my invoice. Please fix this.
Lock Transactions before Specific Date - Permanent or Adjustable?
Hi, If I use the feature to lock the transactions before a specific date is that locked forever and permanent? Or is it possible to adjust the date later on? Use case: I want to lock transactions for February since I already reconciled February. I don't want myself or other users with access to accidentally change something that has already been matched or reconciled. So in theory, I would set the date to lock for 2/28/2015. However, if for some reason, there was a mistake and I need to make a
Change Vendor Terms (Due Date)
Hi there, I can't see a way to record what terms we have with our suppliers (vendors). Some offer us 30 days, some 15, and our largest one, 21 days from month end. How do we record any payment terms for vendors, so that when we record bills, we can input the invoice date, and have the due date be automatically calculated? Many thanks, James
Matching 'uncategorized transactions'
How to match 'uncategorized transactions' in your Banking module in Zoho Books, to a Customer's receivables, when that Customer makes a part payment?
Zoho Books- Important Feautures
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice with Date Pickers than Manually entering dates. Some Custom Fields I Create i should be able to Customize in the All Invoices View. I Should have an Export Option to certain Fields which i Require not all the Zoho Invoice 30-40 Fields we have currently.
hide client
In zoho books is it possible to make that the clients only see his(her,your) creators
Help on compound tax in Zoho Books
Dear team, There is a gap between Zoho Books help and Zoho Invoice help regarding compound tax. In Zoho Books, you have no detailed explanation about this. I only found it on Zoho Invoice help manual. Zoho Books help - tax Zoho Invoice help - tax Could you please fix this? I have customers only on Zoho Books and they will not think to read the Zoho Invoice help. Many thanks, Best regards, Christophe Mendez | MZ Consultants - Zoho Books Advisor
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