Import Invoices / Customize Invoices
I have seven Zoho accounts that use the same customized invoice that was Imported into each set of books through cut/paste html per Zoho support advice. I have now opened an eighth account and cannot see how to customize my template except through the very, very limited field adjust. Is there a way to cut / paste over an html or to Import the template the other offices use? Our systems are uniform and automated and to have one office off cannot occur and will cause a system lag and a labor expense.
Thinking about making the move to books from invoice..
and i wanted to do a trial. When I did, it asked if I wanted to import my zoho invoice info. I chose yes and then got this error: http://cl.ly/image/0q44390g1i1Z I don't want to mess up my current invoice setup. Thoughts? aj
Invoice-specific currency selection
Is there a way to change the currency on the invoice vs. pulling from the contact's currency preference? For example, we work in a part of the world where both USD and MXN Pesos are accepted. Sometimes the same customer will pay in USD and then come back and pay in Peso. How can I create invoices for the same customer in different currencies? Thanks,
How to reconcile a Braintree payment once it is deposited in account.
When a payment is made via Zoho invoice using Braintree, Zoho marks the payment as made, but once the payment is received into my bank account a few days later, I can not select who the payment since it is closed. I have been getting around this by deleting the payment on the customer's account, then linking it in the uncategorized transactions. Is there another way? The reason that I can't just link the payment to un deposited funds is because Braintree lumps several payments into one large deposit,
Error in API
Hi Everyone, I got followiing error when trying to create item using ZohoBooks API. "The HTTP request was forbidden with client authentication scheme 'Anonymous'" How to solve this error? Please reply soon. Thanks in advance.
Getting Error Message During Use of API
Hi. Im getting error message when I go to export items via API into zohobooks The HTTP request was forbidden with client authentication scheme 'Anonymous' Can you please look into what would cause this?
Remaining Retainer on Invoice?
Sorry if this has already been asked, but is there a way to add a line at the bottom of a client's invoice that shows their remaining retainer balance after money has been taken out to pay the invoice? Would be useful for my clients. Thanks for any and all help.
Zoho Books - Important Features Required
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.
Integrations
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.
Invoice Time Detail from Projects
Are there any plans to add the ability to invoice time detail entries with Notes from Zoho Projects? I only see by Task or Project. I need to send invoices that show the detailed time entries with descriptions. Bruce Letterle Red Lab Media
Sort Stock on hand
Hello, Why isn't there a sorting feature for the stock on hand in the inventory? This should be a mandatory feature. Please implement it..
Reoccuring Invoice not able to have payment applied to it
When I create a new recurring invoice, I set the start date and click save but it does not create an invoice to make a payment toward.
Reconciliation Issue
I am working for a new client and learning Zoho at the same time. I inappropriately categorized a charge as an owner draw when it should actually be an advertising expense. Since that month has been reconciled therefore that item has been reconciled I cannot seem to change it. Any help appreciated!
Sale tax paid for imported goods
To whom this may concern, My name is Charles Boudreau from TBPK, a Zoho Advisor based out of Montreal, Canada. We currently have a specific issue relating to an importer. For each imports, there are 2 transactions relating to the payments of the goods ; Payment of the supplier ; Payment of sales taxes directly to the government. These taxes are then credits for the periodical reports. This means that they are transactions where he only pays sales taxes on goods he imported which mean that the
Zoho People Forms & Zoho Books Integration Projects & timesheets information needed
Hi Team, I was trying to clone the Form of Employee .Did the Following Clone the Employee form Disable the Standard Fields in Basic Info Created a new LookUp Fields to get Values from Employee form While Preview or in the Tab it shows the two Fields( Original Fields firstname emp id and last name though i disable them ) Is there i am missing something? OR Do i need to create a Form from the scratch to not show the existing system fields in the layout? Also I need to know if i can Integrate the timesheets
How do you account for merchant account fees in payments received from clients
Here's a scenario that is real for my company: 1. I send an invoice to a client for let's say $200. 2. They pay online using a credit via Stripe. 3. The actual amount deposited in to my account after merchant account fees is more like $197.50, for example. Do I have to change the original invoice amount to $197.50 to record a full payment? How do I account for the amount charged by stripe (or any credit card processor) of $2.50 in this example? Thanks, aj
Default settings in Payments received
Hi all How do I set the defaults in payments received? I 99% of the time get funds in via bank transfer to a specific account and would like to set that as default instead of choosing from cash/check/transfer and into which account each time. Where can I do that? Thanks
Email Packing Slip or Invoice to Warehouse Contact
Hi, I think it would be great if we could email the packing slip or invoice to the warehouse directly from Zoho Books. We use a 3rd party warehouse, so it would be helpful to just email the packing list / invoice directly to them when we want to process an order. Currently you need to add the warehouse as a contact for the customer to be able to email them directly. If we added the warehouse as a contact to every customer that would be very messy. Thanks! Allison
Changing bank feed URL
My bank was recently merged with another local company, and the URL for login/feeds is no longer working. I've changed the name of the bank in the settings, added the new routing number, but I'm not seeing a way to change the login URL. Attempting to login with the existing URL returns an error with a suggestion from Zoho that I remove the account entirely. Please advise how I can update the login URL for feeds or reassign this account to the new bank (which is likely already in your system).
Reset books to re-import from Invoice
i set my Zoho Books to import from Zoho invoice over a year ago to "demo Books" - I never got around to it and now I am ready to actually just switch over to Books from Invoice - but when I try to "import Invoice" I'm told it's already been done... but it's all old stuff in there. How can I reset my Books account to blank so I can start over? Thank youl. p.MsoNormal, li.MsoNormal, div.MsoNormal { margin-top: 0.0in; margin-right: 0.0in; margin-bottom: 10.0pt; margin-left: 0.0in; line-height: 115.0%;
Timesheet Calendar View - Visibility
I input timesheet hours using calendar view, but there seems to be a visibility issue when I click on days closest to the left (Sundays, Mondays). The input dialog itself is fine, but it is often hidden by the left hand menu. This happens even when the browser window is open full. It would be great if the input dialog could minimally find a space away from the left hand menu. Or the left hand menu could minimize when not in use.
Custom Field for Expenses
Since you guys seem to be unable or unwilling to create Sub-Accounts even though the request for that feature is among the highest in this forum! I think it would be awesome if you could create custom fields for expenses and enable that as a filter on the Reports. This would help clients like myself to view accurate expenses by location or project. Thank you
Matching Bank Transactions
It would be great if you guys could enable Reference number as a searchable field in the matching transaction window. Right now we can only filter the transaction by date and amount.
Blanket orders that are released over a period of time
I receive blanket order from customers who want a weekly shipment billed to that order. Do I put this order as an estimate and release from it of as a sales order and invoice partial delivery?
Create a line item without adding a product
Some of the services/items I offer my clients are a one time only occurrence. Is it possible to enter a line item without having to create that item as a product?
Browser for Books
What's the most recommended browser for Zoho Books? (PC) Thank you, Robert
Best browser for Books
What is the most recommended browser for using Zoho Books on a Windows 8.1 PC? Thank you. RS
Categories
Having categories and/or sub categories with be pratical to have to separate the items
Statements - aging breakout
Maybe I am missing but I cannot see the aging breakout in customer statements, i.e. days past due (Zoho Books). Could you please help. If not available when can we expect to have this? It is present in most if not all other online accounting software.
Account reconciliations
I have a credit card set up in Zoho Books with Auto Feed. It used to reflect my Zoho Books Balance, and my bank balance. The recent change to this: $-1,280.01 Amount in ZohoBooks $431.32 Amount Due this does not make sense to me as I'd like to see my
how to print a cash operations list?
Hello, i need to print a list of "cash" operations: payments, withdrawals from bank account, goods sold per cash and so on. i need to have a list of these payments/incomes with a description of the operation and the person/firm involved in the operation because it s a document requested from tax authorities. thanks in advance best regards
New Bank Account - Existing Balance?
Okay, I'm new to books, and I'm trying to figure out how to create a bank account with a starting balance. Do I just record it as a deposit, or is there some other way of setting it up?
when will Zoho Books support image upload for copies of reciepts ESPECIALLY for BILLABLE items
Well over a year now we've been asking for support for upload of digital copies of receipts... and no joy. I have an expense. It is billable to a customer. The customer will obviously demand copies of the receipts YET ZohoBooks ignores this basic accounting fact of business. Every step of invoicing a client with billable expenses requires us to do dozens of click click clicks to get the invoice prepped with the necessary attached soft copies of receipts and contracts. I am a business owner. I want
Advanced Search
It would be great if the system can search for multiple words rather than just the exact text entered by the user in the "Notes" field within the "Advanced Search" feature. Since the Notes field is a text field, the search shouldn't be limited to one word or the exact text entered. For Example, I would love to be able to search for expenses that have the words "John" and "Car" to see every expense that has the words "John" and "Car" entered in the notes field. If this isn't possible another alternative
Deleting Sales Taxe account
To whom this may concern, We are planning on deleting some sales taxes account that are no longer needed. Will this impact past transactions that are linked to the sales tax account that will be deleted. Thank you Charles Boudreau tbpk.ca
Opening balance tax payable
I have my account opening date as 01/01/15. I have sales tax payable due 01/31/15 for the last quarter of 2014 and I entered that amount in the sales tax payable field (credit side) of the opening balances. However, when I try to make a tax payment, Zoho Books is telling me I have no sales tax payable. How do I fix this?
Setup: How does the setup choice of "Tax Basis" inflict on reports and accounting?
Could someone give more details how the choice Tax Basis (under Organization settings) result in different results in: - Reports, how and which ones - Accounting postings. The choice is between Accrual or Cash. In our case we have VAT based on payment - but very interested in details related to reports related to this. Can not find any details regarding this in the manuals. Thank you,
ZohoBooks Showing Estimates As Invoices in Zoho Subscriptions
Hi. We are implementing zoho subscription into our custom software. We see that "estimates" are actually showing up in zoho subscriptions as a invoice. When you click on that invoice inside of subscription is says "this invoice does not exist". The problem is a estimate shouldn't show up as a invoice ANYWHERE. Please resolve; Thanks!
Better Transaction details for customer
Some of my customers want the ability to track which of their clients an invoice and payment is in reference to. For invoices I have a custom field I use to fill in their clients name so that is shows on the invoice and when they pay via paypal I record the client name in the reference field so that is shows up in the transaction history. Is their a way to send more invoice details to paypal to be recorded in the transaction history, specifically what shows up in the subject field of a paypal payment.
Register payments for Recurring Bills / Invoices
Hi there. I'm having an issue with recurring bills. I've set up a recurring bill for a service, but the payment is manual, so I need to manually load the payment. However, when I go to create a new payment after paying the bill, I can only see the regular bills on the UNPAID BILLS list (not the recurring) How can I solve this? Thanks a lot.
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