overpaid and unpaid invoices
Unable to close two invoices and (apparently) have overpaid two invoices. Please see the screen shot attached "magsdata screen 2". How do I apply the overpayment on the first two invoices to the last two open invoices?
how can i do a edit fields in a spreadsheet,
i want to add the payment date to a several number of records and i would like to do it for a group of records at the same time
Snap a picture of the receipt
make this feature available soon
Project Timesheet - Invoice - Chart of accounts
We have set up our Items so they go into the correct chart of accounts. When we manually create invoice and choose the correct item, it goes into the correct chart of account. We have our "Items" linked to the correct chart of account. We created the same (idential) "Tasks" under projects so when we create an invoice from our project time, the "Task" name will match the "Item" name. Once the project is invoiced, it is not going into the correct chart of accounts, infact, I'm not even sure what
Timetracker - Invoice - Chart of accounts
We have setup our "Items" to go to the correct chart of account. When we manually create an invoice, it goes into the correct chart of accounts. We created the idential name as a "Task" under our project. When we convert entries from the time sheet to an invoice, we choose "Task" so that the "Task" name is where "Item" is on manually entered invoices. However, when we invoice this, it does not put the timesheet "Task" entries into the correct chart of accounts, in fact I dont even know where it
AOL error when sending invoices
When emailing an invoice through Books I get en email like: -------------------------------------------------- This is a MIME-encapsulated message --q8OEAfcM022819.1348495841/resolver1.sv4.zoho.com The original message was received at Mon, 24 Sep 2012 07:10:39 -0700 from [172.31.255.33] ----- The following addresses had permanent fatal errors ----- <edea8888@aol.com> (reason: 554- (RTR:BL) http://postmaster.info.aol.com/errors/554rtrbl.html ) --------------------------------------------------
Estimates won´t take more than one item and don´t even save that item
I´m trying to make an estimate, add 5 items and when "save" 4 of them dissapear and I can´t even save the one remaining. Thx Fernando
How can I prevent the discount column to show when none of the listed products have discounts applied?
When you're not giving your customer a discount, you don't want to suggest that on the estimate. It would be best if the column "discount" is only printed when one of the products has a discount. Is this possible at the moment? Thank you.
Tax rounding issues in Zoho Invoice and Zoho Books
I work with both Zoho Books (for my own business) and Zoho Invoice (for a client), and the problem is consistent in both platforms. In some cases, rounded prices are proposed inclusive of tax. This can cause problems when working back to an amount exclusive of tax. E.g. I have a price of 55 EUR inclusive of tax (21%). No matter how many decimals I put in the price on line item level, I always end up with 1 cent too little or too much. I have a feeling that VAT is calculated on the rounded line total
Trial & Subscription Issue - Managing Users Zoho Books
Hi, We have an issue. My business partner and myself trialed Zoho Books on the free trial. This trial only allowed 1 person per organisation which essentially meant that we had 2 trials running simultaneously. We have since decided to subcribe to Zoho Books. I managed it from my trial (i.e. I upgraded) and invited him and our other business partner. We have noticed a few issues: 1. Neither he or the other person that I invited can see their names in the drop down menu in the Timesheets area for
Returning a payment to a customer
How can I write a check to a customer?? He made the first payment to start the job. It went to the bank. 3 days later he decided not to do the job. I have to write a check to return his money. How can I write a check for a customer using account receivable?? thanks!
Rubbish Automatic Invoicing
What gives with the pathetic excuse of the automated invoicing not going out correctly. We have set it up so we do not have to manually process invoices for hosting services expecting it to work. 12 days after it was due to go out we log in to see what has happened and the pathetic system has no real logical answer for why this has failed. Seriously lift your game and make your products actually work and do what they are required to do. Its costing my company time and effort to fix this shit. Straight
Staff reports
is there any way to print the tasks and time for staff?
migrate data from zoho books
how can I migrate the data from Zoho Books to a new Zoho Account? The permission of the administrator is mandatory? he is not available for the moment.
n't know if it will work.
This is an hourly project. For hourly projects, in order to record a payment, I think I have to create a project, create a task, log some hours, create an invoice then record a payment. Oh, wait, here's an idea. I don't know if it will work. create a project, create a task, log some fictitious hours, create an invoice, record the payment, then log in some negative fictitious hours. That way, when I am done I will have recorded a payment for an invoice, and I'll have zero hours. For this to
Importing data from a spread sheet and creating an invoice in Zoho Books
Dear Sirs, Once a month I get a spread sheet with details of orders sent from our warehouse. Is there anyway of importing this data into Zoho books and automatically creating invoices for each order to send out to customers. Thanks
PayPal partial payment notification
The 'Payment successful' message that you get from paypal after making a partial payment is incorrect. The amount shown as 'Amount Paid' is the invoice total instead of the actual paid amount. This causes confusion. The amount ACTUALLY paid in the above scenario was $1.00. It should say Amount Paid: $1.00
user story: Send a "thank you" note for this payment
I want to preview/ edit the thank you note before sending. and frankly, the sub forum requirement in your forums is a PITA.
bugs in zoho books in matching
I have already matched from a bank statement (inv # 1477, $3781.2) for Sept 27 2012. The system shows that this transaction has been matched. But there still an unmatch $3781.2 on Sept 27. So, I just deleted that transaction, but when I click to see the "deleted transactions" the system shows this BankAcc_Id should occur at least once. ??
My unsolicited Zoho Books suggestions
I've been living with Zoho Books for a few months now and I still find it fairly hard to use. I have a few suggestions that I think would improve the product: INVOICING - This is rather difficult in Zoho Books and unintuitive. I am forced to go into my time sheets and look for uninvoiced items. But I can't create an invoice from there... I have to go back, and click on projects to find the corresponding project, THEN click the invoice button. The workflow is convoluted. I should be able to go to
Reconciling with no accrued interest
How do you reconcile account when no interest is accrued? The reconciliation will not go thru if no transaction for interest is $0.00.
October 20th 2012 duplicated - It appears twice!!!
October 20th 2012 duplicated - It appears twice!!!
Providing Quotations instead of Estimates
Before I begin, I would like to say that Zoho Books has transformed for the better the way I conduct my business 100% in the two months I have been using it! I particularly like the tight integration with PayPal & how Zoho Books applies customer payments received through PayPal directly to invoices!! OK, that said, I am finding a need to provide quotations rather than estimates & wonder how to provide a customer with a quotation rather than an estimate. Is there a way to edit the estimate template
Opening Balance Adjustment Wrong
Hello, I have an incorrect amount posted in my opening balance adjustment account. This account states that it will hold the difference in the debits and credits entered during the opening balance. But there are no transactions in my account that add up to this amount. I need to have this cleared or help understanding where it is coming from. THanks, /r
Access into system
My employee clicked by mistake on the 'SIGN UP' button rather than the 'SIGN IN'. Now she does not have access to the sign in creen. How can we fix this ? RSM
How to download prices and pricebooks for a product?
I am using the API and I don't see any way to get the list prices for a product. I can get the unit price from the Product API. But what about the Price Book API? How do I get the products associated with the price books? Did I miss a function?
Need help with bank catagories.
I noticed that my bank account is not syncing.. we would like some assistance. our account shows that we need to catagorize the entries we received or that was downloaded. please advise. frann
Lost contacts in migration from Zoho Books
Hi Not sure if I did something wrong but Ive lost my Customer contacts in the migration process Any suggestions other than manually re-entering them ?
I do not see CSV filetype in the import dropdown list
I am not able to import a CSV file because I can't choose that filetype from the dropdown list when importing products, customers or accounts. What am I doing wrong?
No CSV option in import dropdown menu
When I try to import products, accounts or customers, I do not see the CSV option in the dropdown menu so when I click to upload, it says wrong file type.
Keyword or "All" Search badly needed in options
Instead of having to select the area in which we want to search, There needs to be a "Keyword" or "All" Option so that we save time searching. Right now if we search for a name or keyword we have to keep typing it in and changing the options until we find what we are looking for.
Add accounts or vendors as I go
when I make an entry in bank account I choose an account or vendor for example. I can only choose the ones existing. Can I add one directly from that screen? Otherwise I have to return to settings every time. Very difficult when setting up your business for the first time.
Bank set up
I am new to Zoho Books. I am trying to set up my banking info and keep getting an error. The error is " THe request cannot be completed because the site is no longer supported for data updates." I was able to choose the bank from the drop down list. Is there something I am doing wrong?
staff
how do i delete a staff person?
how do i print all bank transactions
when i go to bank transactions i see exactly what i need - there is no way to export them or to print them. Here is what I see
How do we know what estimate is related to the converted invoice?
We need for the invoice to be able to reflect the the estimate number that it was generated from. Please add a field or a location on the invoice to indicate what estimate it was converted from.
Zip Code missing in Bill To: area of Invoice template
I have worked hard to customized a modern invoice template and just discovered that the customer's Zip code is missing from the Bill To area. What is the code for that? I only have: %CustomerBAddress% %CustomerBCity%, %CustomerBState% [zip code needs to go here] Thanks, -Ian
Reconciled transactions
Hi, I need to change the date on a reconciled transaction. Zohobooks will neither let me change the date nor delete the entry. How could I correct? Thanks.
Handling a check that covers two invoices
I sent out two invoices to the same Client and they paid them with a single check. I'm trying to match my deposits to my transactions and the deposit doesn't match the two invoices. How do you suggest that I handle that? Is there a way to flag the Invoices
how do i process 1 payment for multiple invoices and just see 1 payment
most of the time i will get 1 cheque for multiple invoices. I am wondering how i can input the Total of the cheque and apply it to multipe invoices
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