Ideas for vendors section improvements
Credit notes for vendors Vendors statements (similar to customers) Advance payments and overpayments for vendors bills
Imported American Express history through CSV - payments and credits are reversed
I just exported information from my American Express account and imported it via CSV. Apparently all of my charges imported as payments and payments as charges. Now what do I do? Thanks.
Credit Note
Hi I have input a bill into the system which was disputed and I have subsequently received a credit note for part of the value. I can see an option to raise a credit note on the system but can't find anywhere to record one received. Can you let me know how I record it please.
How do I record refunds from vendors?
We receive refunds from vendors in case a good is not delivered or the items sent to us were damaged. Another example is that we have to give deposit amounts for booking venues. When this deposit comes back, how do I record it? I need to record these refunds in our books. How do I do it?
Legal reporting for Spanish Tax Authorities.Profil and los+Balance Sheet+Taxes
Does Zoho books include the mandatory legal reporting for the Spanish legal requirements?
zoho books matching bug
say Customer A, with Inv 1 and 2 customer A made a partial payment for Inv 2, 50%, on Oct. I have matching the Oct bank statement. customer A made a full payment for inv 1 on Dec. Now, I would like to change the payment details for Inv 1, from "deposit to" account A to B. the system says This transaction has been matched with a statement line. Hence, the fields which affect the transaction amount cannot be modified. and I have to delete the payment for Inv 1, and record the payment again, in order
Books Invoicing Template; adding contact person name
Hi, I tried to post this earlier however cannot see where it went to. I'm adding Contact names above the Address on Invoices, however having problems with these appearing on the pdf's. The people concerned are loaded in the system as 'contact persons' and their names are ticked on the invoice edit page. When the invoice is saved and the pdf loaded up, the contact person' name only half appears and sometimes displays nothing or %LastName% instead of the value. Am I doing something wrong here or is
Wish List - Tab with dotted line option within the description field Estimate/Invoice
We would like to have the ability to use the tab function with dots in order to organize our description area. Can this be done? I was thinking that the option to add this function could be within the template options. Below is a couple of Item descriptions:
No Tax for COGS - No refund Account possible?
Hi. Initial test of Zoho for me. The statement import transaction matching is great, but I ran into problems on the first transaction. Can you help as below please. This is for Australia and using GST. eg. Payment to Vendor1 COGS - 10% Tax Refund from Vendor1 COGS - 10% Tax **zoho does not record TAX for COGS Payments or Refunds in bank import. Further, I cant't see how to allocate a refund to the COGS category form the bank import. Payment from Customer1 Sales - 10% Tax Refund to Customer1
Can not print whole page of a spreadsheet.
In the last couple of days I have been unable to print whole spreadsheets. It only prints about the first 60 rows. Leone
Server Problems today.
We have not been able to use our account all day. We can log on sometimes and when we try any other function, we get a server error message or cannot log on to this web page and to try again. We have attempted with 4 different computers at 2 different locations as well as Firefox, Chrome and IE. Bobby
personal and business sets of books
Being a small business owner we sometimes move money back and forth......and back and forth......between personal and business bank accounts. Sometimes expenditures get a little mixed up too... I am sure no one else does this.... Anyway... Can I set up 2 sets of books one for personal and one for business that will interact with one another? Or do I need to do it like I do elsewhere just have 2 different independent sets of books? thanks for you time.. Lisa
Importing
I would like to ask some help in importing files from QuickBooks to Zoho Books. I did the instructions given but it says "The import data does not match with the allowed file formats . Please check your data and the file format." Looking forward for quick response. Thanks.
Great Job on the Bulk Printing as well as the Estimate Status !
These two additions will help a lot. I hope you guys are planning on integrating the status option to be sent out to our customers via email and allow them to accept or decline. This would be a huge time saver.
Description Box does not drag correctly anymore when using Firefox
Has anyone else had or having this problem? I changed over to Firefox so that the box would show up and be functional and now it has stopped functioning properly. The problem I am having is: When I move cursor over the corner selection area the box starts to move but then stops and the odd thing is when I move the cursor back to the box (Anywhere in the box) the box will move inward but not outward. I just tried it with chrome and the box is functioning properly there.
Bank Rules - Where are they?
Hello. Somewhere I saw a way to automatically match and classify certain bank transactions. However, I can't find this now. How do I do this?
New accounts added not showing when I create a manual journal
Hi, Why are new accounts I added not showing when I create a manual journal? Thanks!
printing list of invoices
how do i print a export a list of invoices. When i do an export i get all the line items for the invoices. I just want what i see on the invoices screen
Printing Multiple Invoices
We need the ability to print multiple invoices at once. We have to print many invoices at a time and it is very time consuming with ZOHO Books. We first have to wait until it opens as a pdf, then print. Please provide a feature where we can check all or select the invoices that we would like to print. All of the major accounting programs allows this. Thanks, Bobby
Unable to Print or Export to PDF in Firefox 6! But, works in other Browsers
A search didn't find anything on the forums for this new issue of mine. In the last couple of weeks, I am unable to successfully Print or Export to PDF for invoices using Firefox 6. The window appears for a split second and disappears. Doesn't matter what I do to the browser or computer. But, if I open Zoho Books in Chrome, it works as expected. I've been a Firefox user for quite a while so hoping there is a resolution for this issue. Thanks for any help!
Cash spent from checking for asset
I attempted to do a manual journal entry to record a credit to cash and a debit to an asset account (prepaid rent). When I try this, my "Checking" account doesn't come up as an option from the drop down of accounts I can credit. Why is this and how do I fix this?
Configuring Feeds to Bank Accounts
I recently set up a feed to my bank checking account. This went seamlessly. Then I tried to set up a similar feed to the same bank for a credit card. It was confusing and didn't work. Below is a picture of the Zoho "Configure Feeds" for Credit Cards page. My questions are on the image. I don't know which fields to use, as Zoho has multiple fields and some of them duplicates. I've tried various combinations, but was not able to manage a connection. So, I'm not sure if it's a system problem between
recurring expenses query
recurring expenses (non billable) do not appear to show up in the reports (e.g. expense reports) or in the dashboard. What am I doing wrong? As some of these are large, e.g rent etc, it's important to be able to see them
Import from Zoho Invoice
I must say I was incredibly disappointed to find out that Zoho Books and Zoho Invoice don't integrate with each other (why I have no idea). So I took the advice and I exported everything from Invoice and was ready to load into books.... only to discover it ignored 103 records from the file it exported... How ? How can you make it this difficult for us....
user permissions
is there a way that i can assign one of the users in CRM only have the right to issue invoices and not to be able to see other things? thanks
Custom Fields on Invoice List
Hi, I would like to know how we can apply a custom field to be on the list of invoices. We would like this custom field to be visible so we can identify what the invoice is for. We currently have PO# listed but we dont actually use it. and its currently quite difficult for us to identify what an invoice is for. We have created a custom field called "Job Reference"but in no way can we find out how to apply it to the list please advise if this is possible thanks in advance
I have created a new organization, is there a way to delete the standard Chart of Accounts?
I have created a new organization, is there a way to delete the standard Chart of Accounts? Or is there a purpose for these accounts that force me to use them? Thank you for your help!
How can I make an estimate/quotation without getting the final summ?
I need to give a customer price for 1000, 5000 and 10000 flyers. I have to create 3 different items (making reverse counting to get the pricer per unit) and, after that, the estimate includes the price or the three items added... Is there a way to avoid this so I can type directly the costs with no cost per unit and no summing at the end? Like this: 1000 flyers 200€ 5000 flyers 350€ 10000 flyers 620€ thx Kapetan
Do you have url for the invoice that we created?
We want our customer can view their invoice in real time! Example, we just provide them url "www.zoho.com/book/abccompany/inv0001.pdf" after we created invoice. In such, they can just check the latest updated invoice at anytime anyplace without open their email. We urgently need such function as we will always change the invoice details before the invoice closed. our client will easily get confused when they receive too many emails for invoice. Another, url is so useful and simple way to paste to
Refund with credit card - materials returned
Hi I can't see the account "Materials" (Cost of good sold) in the list of accounts to enter the refund, even though I have recorded every purchase, and I have paid always with the same credit card. Please, help. How can I enter a refund for materials returned? thanks pat
What is the best way to record a credit card return?
Does anyone know what the best way is (or is the feature built in?) to record returns made on a credit card purchase? I am talking about client product I may purchase on the company credit card, and it had to be returned. There is no visible way to handle recording this besides nearly just voiding the transaction or shimming some return account in your accounts list to record this. If anyone knows how to do this properly, please let me know. Thank you! www.FireLogic.net
Total amount not match with title
notice this problem quite a while but i still do not see any action for this little error. Hope you could fix it asap.
Problem With Estimate and Invoice Templates
I have created a template that will be used as our build order for our production team. What I have done is remove all price formulas but the price still shows up on the estimate or invoice. What we intend on doing is to create an invoice. Clone it using the "Build Order" template and then use it as a build order for our production team. How can I stop the price from showing up. Here is the HTML of the template: <meta http-equiv="content-type" content="text/html; charset=UTF-8"> <style> #customizeContentArea
Payments - matched a payment twice and cant delete either
Just wondering how I can delete a paypal matched payment that I added as a sales manually to the paypal transaction page and then added the payment again on the same clients invoice? This is showing up as a double-up of the same amount in my statement when only I need just the one recorded.... should I add a credit or something to the invoice to take off one payment and write a note or is there another way I can balance it out properly in the software so that I only have one payment recorded for
Expense value in dashboard graph does not reflect reality
It's hard to explain, but no combination of summing values can give the same result showed on the graph dashboard. I have some expenses, some of them are equipment, some are tax payable,, and other are simply telephone, etc. Well, I've tried a lot of combination and couldn't end up with the result showed on the dashboard graph. Is it possible to schedule a meeting to clarify this point?
Books needs a notes section
it would be good if there was a section in books where we can keep notes. just general notes.
invoices reached 1000, no longer in order
So, we reached 1000 with our invoice numbers and now any new invoices 1000+ are going to the bottom of the invoice list. i sort them by the invoice number so this is a very big inconvenience. and the invoices aren't actually going right to the bottom of the list because we originally imported invoices we had from our old system which were numbered 00300, 00301, 00302 etc... so our 1000+ invoices are stuck in between those old invoices and the start of our invoices in this system.
Record Payment during "New Invoice" Creation
It would be ideal for everyone to have a "Make Payment" section during the creation of an invoice. Often we receive payment, and then invoice after the fact.
Credit note vs dates invoiced and taxes
We have 15 clients (15 invoices) that paid 775$ in may 2012. Taxes related to thoses invoices are paid out each quarter (in this case June 30, 2012) As of October 2012, we agreed to credit 255$ from those invoices. We applied 15 credit notes. However, the credit notes modify invoices for which taxes have already been paid. Changing our taxes report and and creating problems in past reports. Is it possible to have credit note set to reflect a refund in October 2012, therefore applicable for
How to record a payment for a manually accrued bill
Hi Support, We were asked by our auditors to pass an audit journal entry to accrue audit fees for our financial year ended 30 Jun 2011 and we did. But how do we record the payment when the actual bill finally came after the audit? Do I have to reverse the manual entry that was done, record the bill and then record payment? Thanks! Cecilia
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