Company logo in header
Hi, This is a really minor point, but in the older version of ZB, we were able to have our company logo replace the Zoho Books logo in the header of the page. That doesn't seem to be possible in the new version. Was that deliberate? It's not a major issue, but personally, I thought it was a nice touch. Thanks
How Can I see a list of my estimates or Sales Orders
Hii All I want I way to report the estimates that I have made and the Sales Orders that I have received from customers, in the reporting when I make sales reports it shows only what I have invoiced, but I want to show all orders that I got as report regardless if I invoiced the customer or not Thank you
Inventory
Dear Sir, Does the Zoho Books has the inventory control features? If not, do you plan to have this in the future? Regards
Adding bills to invoice as an item
I love that Zoho Books has a feature to add unbilled expenses to invoices, but I wonder if there is a way to add open bills to an invoice? When I receive a bill from a subcontractor for a project, I need to add that cost to the invoice (plus a markup). I also need to know when I've paid the subcontractor and closed out all my expenses for a project or a particular invoice. It would be very helpful if a Bill could be associated with a project the way an expense is, so that I could see outstanding
Expense partly paid with Paypal balance, partly with credit card
Hi, Ii paid an expense through Paypal but there wasn't sufficient balance to pay the full amount so the remainder was charged to thcredikt card against the Paypal account. When I put the expense through Zoho, Ii could only choose one payment type, so I chose the Paypal balance, however now there is an imbalance as my Payapl actual balance is zero, but he Zoho Paypal balance is showing as a negative. How can I offset this? Many thanks
Invoice history doesn't display all invoices for Customer/Project
I have just found that the Invoice History tab in the Project dashboard doesn't actually display all the invoices for that project. I don't understand how, if you create an invoice manually (via the Invoices tab), add in project information, and send
Timesheet sum
Is there a way to see a sum of hours by group level in the timesheet? If I group a timesheet report by Project for one staff person, I would like to see the sum of hours for each project (or other group level) and not just the individual timelogs for that staff. I know it's possible to view this information in the Project Details report, but only by one project task at a time. It would be extremely helpful to have a report that sums the timelogs for each group level so that it appears all in one
Number ranges
I am trying to define number ranges for invoices and credit notes. But I can't find in the "settings"; can anyone give me a clue?
How to convert from one currency to another?
Hi, how can I make a convertation in Zoho books from one currency to another? For examle I have a list of Expenses and Invoices. According to it in my cash desk I have 600 eur, but I want to convert it in US Dollars (the main currency). Simply speaking I need minus 600 euro and plus 780 usd (1 eur=1.3 usd) in my cash desk. Thank you in advance.
New Zoho Books - Issue with Custom Email Templates
We've been testing the new Zoho Books interface and it is a huge improvement over the old one. One very important thing I noticed though, is that our custom (HTML) email templates with logos and badges have been reverted to plain text. Are we going to lose all those customizations by moving to the new Books? Are those even possible with the new Books?
Euro invoices for UK companies need amount in GBP also
We are a UK company that invoices mostly in euros. However invoices for a UK-registered company are obliged to have the equivalent euro amount in GBP on the invoice. As far as I can tell, this is not currently possible with Zoho Books?
TY vs LY Comparison
Hello I am surprised to find out that reports in zoho Books dont allow for a This Year vs Last Year comparison. This feature is an essential tool for decision makers in any organization. Zoho Books has so many cool features. Hope to see this one very soon.
Accept CFONB norm to upload French statements
Dear team, There is a French standard for banking statements: CFONB. Would it be possible to include it so customers can easily import these statements? What would you need to be able to accept them? Many thanks in advance! Best regards, Christophe Mendez | MZ Consultants - Zoho Alliance Partner
Please add UK NatWest Commercial Credit Cards to Banking
Hi For some reason NatWest UK Personal Credit Cards are available but not NatWest UK Commercial Business Credit Cards? I would have thought more businesses use business credit cards rather than personal? Please can you add this to list of credit card transactions that can be added. URL is here: https://cardsonline-commercial.com/RBSG_Commercial/Login.do?promoCode=NatWest Thanks Gene
Feature Request: Enable 'Test Mode' or 'Mock Organization'
I've only been evaluating Books for a few days, but so far I love what I see. In looking for a new invoicing/accounting service, at the top of the requirements list was a full-featured API that has feature parity with the native service front-end. I was happy to see that virtually everything that the Books app itself can do (minus reports and dashboard summary info), can be done from the API. I was sold. However, my main disappointment was the fact there is no way to use the API in a test mode that
Custom Report and Invoices
Is it possible to get a custom aging report? I am looking for 0-30, 31-60, 61-90, 91-120, over 120. Also, I was wondering if it is possible to customize the invoices a bit more...add more lines & if possible have the COMPANY NAME be the billing name, rather than the Description Name..... Thank you.
Return to old user interface
I clicked "new user interface" and am now in the new web UI. How do I go back to the old interface? main reason is I can't see a comparison of bank and Zoho Books balances for data fees.
Export Contacts?
Hi, In the new version of Zoho Books, I can't export contacts anymore?.. (Or is there another way to send Contacts from Zoho Books to Zoho CRM?..) Thanks
Company Info Not Showing up on Invoices
Hi I am trying to get started with Zoho Books and I am running into a problem. I have edited the invoice & estimate temples to suit our needs, but our companies phone # & Fax# are missing when we create an invoice or estimate. I have this information imputed in our company information. Also, the customers phone number is also not showing up. Please Help. Thanks
Custom Fields Not Showing Up
I added some custom fields to my invoice template in Zoho Books, but when I open the mobile app and try to create an invoice the custom fields are not showing.
Half-way through my trial, want to delete and start over
So, how do I delete my company from Books and start over? I have a paid CRM account and I don't want to kill that.
Income Accounts
I'm new to Zoho Books and need a little help setting up income accounts. How do I specify the income account to which revenue posts (when receiving invoice payment)? Right now everything posts to "Sales" (except one random invoice, which for no apparent reason, posted to "Unearned Income"???). I would like to track the different segments of service we provide by using separate income accounts. We provide primary field services along with secondary support services. Currently, I create a project
Breaking Bank Deposits
I deposit multiple customer checks into my bank at a time. Is there a way to break up the deposit in zoho books so as I can assign the correct amount to each customer invoice? As I process the bank transactions in zoho books this comes in as one transaction? Any suggestions.
Merging Payments Recorded for Bills and/or Expenses
I have a couple of questions (in bold). I just started using Zoho Books and just got done entering all of my bills and expenses since the beginning of the year. I also manually applied the payments to them from the appropriate accounts. When I went into my Bank Accounts to reconcile those transactions with what is showing in there it looks like it MAY be showing the payment twice (my manual entry of payment and the one that automatically came through with the feed). At least that is what it looks
Email statements blocked by Google
When we email statements from the new interface to clients who use Gmail or Google Apps, the messages are being returned with the following error. Statements can be sent successfully using the old interface. This is a MIME-encapsulated message --s1SHYnp2027603.1393608889/resolver2.sv4.zoho.com The original message was received at Fri, 28 Feb 2014 09:34:45 -0800 from [172.29.253.193] ----- The following addresses had permanent fatal errors ----- <[RECIPIENT ADDRESS]> (reason: 552-5.7.0 This message
Bulk Printing now available in Zoho Books
Hello, We are happy to announce the much requested and much awaited feature in Zoho Books- Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma
PDF of Minimalist Invoice take 2 pages
I have the paper size set to letter, but there is so much spacing between the line item and the total section and then a big gap between the total and the terms and conditions that it rolls over to two pages. Is there anything I can do to fix that?
Zoho Invoice OR Zoho Books
Need some advise please. We are currently Zoho CRM users and are looking for an quoting/invoicing solution. We are a high transaction volume business and want a service that allows us to track generate and track quotes and invoices initially. I have seen many users discussing migration from Invoices to Books and therefore want to know if it is worth going straight onto Books for my purpose? We currently use manly spreadsheets to track our finances and generate manual quotes. We have a license
What is the difference between bills and expenses in regard to recurring payments?
Can you define the difference between bills and expenses in particular with regard to recurring payments? For example, how do you treat the following items: Set monthly broadband amount paid by direct debit automatically from bank account. Monthly hosting/servers payments Payments to contractors. Ideally where possible we would like them to be recurring so we dont have to worry about them. Thanks
Integration with Creator
Since the API has been released, are there any current plans to integrate Books with Creator? This would enable us to create apps that generate invoices in Books. Bruce Letterle Red Lab Media
Create an item with price in alternative currency
I am trying to create a new item with pricing in an alternative currency instead of the base currency but Zoho Books won't let me do it. Is there a way to go around this?
Invoice Detail Report in New Books
Hi, I really like the revised Zoho Books. Thank you for making Purchase Orders a part of the release! One thing I noticed that might be a bug -- when you run the invoice detail report, the only way to get a partially paid invoice to show is by selecting "ALL". Since it is not fully paid, I expect it to show up if you select Sent or Overdue. I have a customer that paid a deposit for an order and the balance is due. I want the balance to show up on the report without showing ALL of the invoices.
Other Reliability does not show in the list
Hello Zoho Books Team, We we go to "Chart of Account", add a new account under "Other Reliability", it does not show in the drop down menu when we create a bill. At the same time, whatever bill we add under "Other Current Reliability" is always shown
What terminology do you prefer ?
So Zoho Books is coming to the UK and we are canvassing opinion on the terminology you find easiest to work with Trade Creditors/Debtors or Accounts Payable/Receivable, or simply MoneyOut/MoneyIn or would you like to be given the choice in the user interface ? Have we missed a term - can you think of any others ? Lucy Beck +44 1722480100
Purchase orders
How do you create a purchase order template and then convert an estimate to a purchase order---via copy and paste. thanks
Logo
Hi My logo appears on my account/organisational settings and also on my draft invoices but not when I print out my invoices. Please advise
Where Do I put the startup money that shareholders collected to established the company?
Please can someone tell me how to show the money that shareholders collected to established the company? How to show it in the books under which account?
PO's on Zoho Books
HI, I've just signed up to Zoho Books. Am I correct in saying that there isn't a way to generate a PO with this program? This makes no sense to me. It seems like common sense to have it all on one program rather than having to also have Zoho CRM, which
Issuing Purchase Orders
Is there a work around is issue purchase orders from ZB? An integrated PO management would be a great feature!
New Version
I am using the new version of books. How do I change an invoice from draft to open or active?
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