Sorting Items in Zoho Books
Is there a way to organized the items in Zoho books. Our company sells a few thousand different items and we need a way to organize the items list within zoho, instead of zoho organizing the items alphabetically. Is this possible?
Reports: Sales by User
Hi, This report "Sales by User" would really help us with the allocation of sales commissions. Regards
Facturas for Invoice and Bills
Hey there, I'm using Zoho Books and some of my users use it in spanish since we do business in Peru. One thing I'm noticing is that Invoices and Bills are both called Facturas. While this does make sense in that you can both receive and send out a "Factura" it causes some confusion when two menu items are the same name only distinct by a marginally different icon. My question is there anyway one can modify to names of modules "Facturas" >> "Facturas Salientes". I'm not entirely sure what is best,
Limited Number of Delivery Addresses on Purchase Order
Hi, I am pleased that the new Zoho Books has a Purchase Orders function. I am just starting to use it. However, it looks like I can only have 3 delivery addresses. We have one main supplier and ship directly to many different addresses. Can the delivery address be linked to a customer - or just open the number of addresses? Any work around? Thanks, Allison
Converting estimates to invoice - Shipping information does not transfer
When we convert an estimate to an invoice the shipping information does not transfer. Please have this fixed. Thank You, Bobby
Exchange rate in opening balance
Dear, My base currency is AED, and in opening balance I want to put CNY (Rate: 1 AED = 1.66 CNY) So the exchange rate shall be around 0.5995 But when I put 0.5995 into the exchange rate column, it just changes automatically to 1.0 Could you tell me how to solve this problem?
Bank reconciliation & Year end closing
Hello all, I have two questions: 1) if all my revenues and my expense are in one bank account do i need to reconcile my account? 2) we are almost closing 2014, so any sugesstions to say before doing the closing? i.e. close open estimates ...etc. Thank you Abdulrahman
how to integrate products from zoho crm to zoho books
Hi, How does one integrate the products from Zoho CRM to Zoho Books?
COGS with Banking
Hi there, I'm not sure if I captured the COGS correctly but the issue now my banking balance is mismatched. Here is my scenario: My bank balance was $100 and sale made & customer payment received with $50 The COGS is $10 so I recorded an expense (COGS) of $10 my bank balance should be $140 but my issue now the balance is $130 (as the COGS value is become duplicate since the system shows that bill has been generated for vendor to be paid so I recorded the vendor payment and my balance become less
How to integrate zoho books in my webbased application?
Is their any api or document or any other thing are present to connect web-based application to the zoho-books
Invited Zoho books users asked to configure a company before they can join my company portal?
Hi! I have newly subscribed to Zoho Books. I am trying to add users for colleagues to enter their timesheet directly in the accounting system... but with little success. They are being asked to create/configure a company in the process of accepting the invite (when they click on the Join Account button in the invite email). invite user user click the Join Account button in the email register to Zoho Books configure new account Is that a bug? Thank you!
How Can I get the invocie total to match my deposit amount
I imported a large number of invoices to match to my bank transactions but the total for the depoist and the associated invoice is always a few cents off. In excel the total amount is correct. As shown below. In Book the Total for all of these invoices is $1801.94. Im sure this is a rounding issue but I can't seem to figure out where it is coming from. So I have to make a small adjustment to one of the invoices to get the deposit amount to match correctly
New : Zoho Books integrates with Avalara AvaTax
We introduced the U.S edition of Zoho Books a while back, with a sales tax module that simplified all your tax calculations. With provisions to associate tax rates to items and contacts, this has been a huge relief for our users. Those of you with a considerable larger clientele are probably thinking 'How am I supposed to find out and enter tax rates for my couple hundred or so customers?'. Even small business owners still have another concern 'Do I need to keep myself constantly updated with
What are Credit Note for?
In our country I've never met such document. So would you be so kind to explain me when can I use it? Where it could be useful? Can someone give me examples of using credit notes?
Zoho Books Ipad App
It would be so much more functional if there was a dedicated zoho books Ipad app, instead of having to use the iphone app on the ipad.
Zoho Books Mobile App
Hi Is there anything in pipeline for a Zoho Books mobile App? Alternatively, what work around would you suggest for raising the invoices via Zoho Invoice mobile? And then would we be able to import the invoice into Zoho Books? How would the invoice numbering
Advice need on registering a few type of transactions!
Hi, We use Zoho for a while now, but I think a few things we have been registering them the worng way, so we would like your advice on how to register a few trasnactions.Our company is a tuition company so in plain words it receives money from students
Register for Zoholics. Early Bird Offer Expires in 5 Days!
Hello Everyone, November is fast approaching and so is our Annual Zoholics Finance & HR event. Like the previous events, there will be 1. Training sessions on the product. 2. Exclusive 1-on-1 sessions. 3. Great opportunity to network with peers. If you haven't registered yet, hurry up and book your seat. Our early bird offer expires in 5 days! Register here: http://zoho.to/ZoholicsRegistrationFinanceHR Regards, Reshma
What is the Scenario for Returning an Item that was paid in cash in ZOHO Books?
Hello, So I have a customer who bought some items from me and paid in cash and the invoice is now closed and marked as paid, but then he comes back to me to return some of the items he bought, how to do this in ZOHO books? I cannot use credit note as the payment was in cash, and I cannot apply credit note to closed invoices anyways. And If I do refund, then I cannot apply the discount rate in the credit note that was applied in the original invoice! I know I can delete the invoice and create
Custom Fields in Zoho Books, not showing up on the invoices
Hi I have added custom fields through the "Organisation" settings, and it was working fine. Then I added two custom fields through the "Custom Fields" settings, which are working perfectly fine. but now the "Organisation" custom fields are not showing up in my new or old invoices. I have tried to remove the "Custom Field" settings again, but that does not change anything. I have also tried different invoice templates, but with the same result. How do I make the "Organisation" custom fields show up
Banking & Expenses: Start fresh?
I want to start fresh with my banking and expenses, but i am not able to delete either accounts or individual entries. is there a way to delete what has imported and start over? since the import did not go well :(
Automated Netting
Hello On our telecom market transactions are done with netting. Our customers are also our vendors and we always do netting based on invoices and pay/getting paid by the rest of amount. If we send them $10.000 invoice and if they send us $9.000 invoice on same period, vendor pays us $1000 after netting. Manual doing netting is a tedious task for each week as we have hundreds of invoices is there a way on Zoho to do this netting automatically ? Thanks in advance.
Recurring Invoice - Setup via Authorize.net
Hello, We are using Zoho Books and have just started setting up and migrating our billing, invoices etc. We charge clients a monthly hosting fee that is automatically charged to our clients credit card via Authorize.net While we have all of these clients setup via Zoho books to automatically receive an invoice - can the following be done: 1. The email is automatically sent out monthly, with no need for us to manually send out the emails (by default it's saving a draft not automatically sending
Using my own Auth.net account with Zoho Books
I am trying to set up the Zoho Books to intergrate with my credit card processing company. I have the API for Authorize.net with my old account and I want to use it here. Can I just use my own Auth.net account to do all of my credit card processing rather than setting up a new account through here?
Invoice by quarter hour intervals
Hello, Is there somewhere that I can set my invoicing or my timesheets to charge by the quarter hour? For example: If I spent 01:10 on a project, I charge for 01:15. I round up to the closest quarter hour. My other billing program that I'm leaving gives me the option to round up by quarter, or half hour increments. Thanks Ian
Show refunds on a invoice
Hi There I would like to know if your customer has paid for something in full and then they want a refund for half of the items, can we show this in Zoho the refund (if only some of the items were refunded?) Thank you Mele Williams
Printing Expenses
Dear Zoho Books Support I want to print expenses. This is to give employees a printout of the wage slip, which they require. Is there any way to do this? Thank you in advance.
Zoho Books in French
Dear team, Following a post where I was submitting some issues in Spanish translation, please be aware I discussed with French accountant regarding the product. When you go to Reports > Accountant (Rapports > Comptable), you have the following: Grand
Can I freeze data as on audited date?
Is it possible to freeze data as on a cut-off date, like the date upto which audit has been completed, so that we don't accidentally change the data prior to that date? I could not find any such option, but it is important, as without this, the risk of accidental changes to old data is high. Thanks. Pradyumn Sharma
Importing Credit Notes from Creator - Partially Working
Hi, I'm trying to import Credit Notes from Zoho Creator using a csv file. I was testing the feature, so I imported only two records so that Zoho books can produce two credit notes. However, when I import into Zoho books, only one credit note is generated with two line items. I want to import two credit notes (ie. one record from Zoho Creator = one credit note in Zoho Books). Please assist. Regards, Siya
Improving reports
Hi, We have been trialling ZohoBooks for a little while, and when it came to doing our quarterly (UK) tax return we were not confident with the reports enough to use them and resorted to our excel database. Is there any way we can have VAT added as a column on the expense details and Bill Details reports? The summaries look nice, but sometimes you just need a straightforward list of everything inputted. Also, it would be good to be able to apply more filters on the 'bills/expense details reports',
Books API v3 List expenses not containing exchange_rate
Hello, Thank you very much for adding exchange rate field to invoices list. We have discovered that also "list expenses" doesn't contain a field for exchange_rate. We are implementing Zoho Books api to generate charts for sales and net income total, but the results are really not accurate, if the expenses are in different currencies. While there is the possibility of picking out exchange rates from individual expenses, this would add a considerable amount of waiting time for the end user. If it is
Assistance Needed with Credit Notes
Hi All We switched our accounts to Zoho Books at the start of this year and things are going well however we are unable to enter credit notes we receive into the system. Can anyone advise how to do this? Owen
User Roles
It is still a mystery to me how the Zoho developers couldn't still give us a solution to the User Roles dilemma that most users seem to be suffering from. The oldest request I believe dates back to 3 years ago and here I am the latest customer to request
Invoice with multiple lines
Hi, I'm working on a project where I'll have vendors across the country that will collect orders and payments for me. They will pay me the total payment less commission that we agree upon. I will grant them access on Zoho Creator - Customer portal where
Credit Note
We received a credit notes from a supplier. How can I do to register if the amount is € - 99,99??
Vendor Credit Note
How can I give myself a credit from a vendor and use to pay open invoices???
Credit with Vendor
I paid a vendor an amount according to a bill from them, then I canceled the order then the vendor told me that the amount will be available for me in future orders How can I show this amount so that in future when they bill me I can use the available credits I have
Recurring Billing
We are getting ready to go with your CRM and possibly the books or invoicing... What we need is for a program to automatically bill our clients and charge their card. ALL of our clients get billed the same time each month.. We have been doing this with
Down Payment
Hello, Is there currently a way to handle down payments on ZOHO? I explain my problem : I only want to create 1 estimate and 1 invoice for each sales ; I want my customers to pay a down payment of 40% when they receive the invoice and the rest when the work is done ; I cannot find a way to have at the bottom of my invoice : The total amount (tax included) ; The total amount of the down payment (40%) ; The total amount of what they will have to pay at the end. Currently I can only display the total
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