Invoice Details are missing date paid or amount paid and the currency
When I think Invoice Details, I think At minimum will have: date invoiced date paid company invoice number currency invoice amount status Zoho Books __does not__ indicate: date paid or amount paid currency Please fix the invoice details to include date paid or amount paid currency as soon as possible
question regarding invoices
I need to invoice a client for a part payment of a quote and what i would like to do is create the invoice for the TOTAL amount owing, and on the invoice specify exactly how much is owing at the time i send the invoice.. ie. the total on the invoice is $2500, but i want it to say that the current amount owing is $1000. Can I do this? if so, how?
New Accounts - Not showing up in expense as an option
If I add a new 'Other Asset' account, why does it not show up when I try to move an expense there??
Delivery/Despatch dockets
Hello, Can Books generate delivery or despatch dockets for production/warehouse that just has the items pruchased and not the costs etc. Thanks
Help
I am trying to import contacts from Zoho CRM to Zoho Books, however Zoho books says " Import from Zoho CRM is in progress. The link is enabled once the import is completed." Please advise how I can fix this?
CSV Statement Import in Books
I've just tried the CSV import of (in this example) credit card transactions into Books. Two problems that strike me are - firstly the CSV file appears to require a header line. HSBC in the UK don't export that so unless I modify each file between download and import it's too much trouble to be useful. Also the Payee field didn't seem to appear anywhere in Books after import. It wasn't put into the Vendor field but also it didn't offer me the change to create a new Vendor from the Payee data or more
show notes in rollover in report view
https://books.zoho.com/view/ZB_Main/ZB_Reports/ZGL_ExpenseSummaryByCategory_VWrapper?FILTER_PERIOD=5 When looking at Expense Details By Category it would really really help if the rollover notes option was there. Having to open each and every item is
One Stop Shop Monthly Fee To Use All Applications?
Is there a one monthly price for all of the ZOHO applications for unlimited use or do you have to pay a monthly fee separately for each application such as , CRM, BOOKS, PROJECTS Recruitment, Invoice, ETC,ETC?
Zoho systems are not user friendly
The longer I use Zoho (books, crm, support, projects) the more frustrating I am finding it. eg. I click to view an invoice, then I want to go back to the previous page, BUT when I go back it either takes me to a completely different page or it takes me back to the previous page but I have to do the filter again, and again, and again..... I also want to be able to open pages in new tabs, but a lot of the time it doesn't allow this. I think these systems could be really good if you guys fixed things
Tax summary report question
What's the difference between accrual and cash?
show notes in rollover in report view
https://books.zoho.com/view/ZB_Main/ZB_Reports/ZGL_ExpenseSummaryByCategory_VWrapper?FILTER_PERIOD=5 When looking at Expense Details By Category it would really really help if the rollover notes option was there. Having to open each and every item is annoying when all I need is a quick reminder of what the expense was for.
Does Adobe Export PDF work for export PDF from Zoho Books to a XLS ou XLSX format, enough to work with generated data?
Adobe ExportPDF US $19,99/year Converting existing PDF files into Microsoft Word, Microsoft Excel, or RTF files for easy editing with convenient online services from Adobe. Adobe CreatePDF US $99,99/year Create your own PDF files to share with others, or turn existing PDF files into Word, Excel, or RTF files for easy editing. No download or software install required X X Convert PDF files to Word format (DOC, DOCX) X X Convert PDF files to Excel format (XLSX) X X Convert PDF files to Rich
Single payment for multiple invoices
I am a big fan of Zoho and would love to start using Zoho Books. Unfortunately, it seems that an ESSENTIAL feature is missing. When a client pays two invoices at once, I can't find a way to attribute a single payment to multiple invoices. If I split it into two payments, my bank statement won't match up with my accounts. Please resolve this issue ASAP! Thanks, John
please include attachments in email history in invoices
Please, people! When sending an invoice there are USUALLY attachments... contracts, copies of expenses, photos, etc. Please include the attachments in the emails history.
multiple currencies
I have vendors paying in multiple currencies... can you guys consider allowing multiple currency balances for a single vendor/customer?
How do I associate a bill and / or expense in ZOHO BOOKS with a project
How do I associate a bill and / or expense in ZOHO BOOKS with a project I want to be able to run a report for particular clients and project. How do I do this? Thank you Nick
Prioritized Commitments
Support Staff, Please provide the list of prioritized commitments. This should at least let us know what ZOHO determines to be a priority. Thank You, Bobby
How to calculate Salex tax when tax basis is "Cash" (Not Accrual) and Credit Note is applied on Invoice?
Hi Support, I have created one invoice, Invoice has three item, each item price is $ 100 and tax is $ 10 %. Tax basis is "Cash" not accrual. Credit Note is created on Item 1 with tax (10%) : $100 (Item Price) + $ 10 (Tax) = $ 110. So invoice is as below Name Qty Price Tax Amount Item 1 1 100 10% 100 Item 2 1 100 10% 100 Item 3 1 100 10% 100 ================================
Accounting for Payments to someone for acquisition of their clients?
I acquired the clientele of another company/person and made arrangements with this person where I would make monthly payments to him for the acquisition of those clients. One of my clients is a CPA and she stated that my payments to this person/company is "Goodwill" and is an amortizable asset. Up until now, I've simply entered the payment as a "Misc. Expense" in Zoho Books. How do I go about entering it as "Goodwill" and a amortizable asset? Many thanks for any help!
default exchange rate changes back to old exc rate on each new page
I have set the new default rate but each time I add a new expense the rate goes back to the OLD default not the new one.
recording expenses is mono currency... we need to enter expenses in * currencies
Please, people. Get the currency functions __out of the mono currency mind set__. We pay bills/expenses in LOTS of currencies! Your Software is supposed to save time __not__ absorb time requiring humans to do data checking against numbers on a different
Is Zoho CRM and Zoho Books integrated???
Hi, I've been a CRM user for about a year now, and have been invoicing out if it. My major issue is that I allow my clients to pay part invoices over time, and there is no way for me to track what is still remaining, unless I do it manually (at the moment I am just leaving notes against the invoice), but this means that I can not just run a report! I am looking into Zoho Books, but I need to know if it is integrated with the Invoices section of CRM... Thanks! Ben
Tax deduction
This is a difficult question as it might be specific for some specific countries, in my case Italy. Normally when I received an invoice from a counsaltant the procedures is that the company who pays the bill pays also the tax for the counsaltat. To better explain here below I put an example: Invoice amount: 2000$ VAT: 21% = 420$ Total invoice: 2420$ Tax deduction: 20%= 484$ My company pays to the counsaltant: 2420-484= 1936$ My company pays to the tax agency as a third party payer: 484$ As per our
I need a report that shows credit/debit by currency
I need a report that shows credit/debit by currency for expenses/bills/invoices.
Can not change Payment received date
I have tried many times to alter a date that has been input incorrectly for a payment received for an invoice. It should be 2010 not 2011. It will not update...please can you let me know how to do this. thanks
how to find all accounts that have an exchange rate of zero?
I need to find and correct all invoices and bills made against an international currency but still have a exchange rate of zero. How do I do that in Zoho Books? And When will exchange rate lookup be enabled?
typo on site: we will know that we wont need to bill you for the next month.
we will know that we wont need to bill you for the next month. should be we will know that we won't need to bill you for the next month.
Wire Transfer as a Payment Option
Hi I would like to have Wire Tansfer as a Payment option with Zoho Books. This is specially important for international transactions. I could be a simple link to a page displaying the bank account info, routing number, etc. Is there a way to add wire transfer to the already available payment options? Thanks, W.
How to pay a Liability
Hi, I have a Loan that I am paying back. It is current as of the start of the financial year. SO I would be setting it up as a opening balance with the amount. 1. I would like to be able to set it up so I can make direct transfer of payment against the liability. IE Make payments straight from my business account to pay back the loan. I have tried all the recommended liability accounts, however none are able to do this as they do not show up in accounts I can transfer too. To make it work, do I need
Invoice Number (reference number) disappear in "payment history" report
urgent! we found that the "invoice number" column for "payment history" is missing starting this or past month... Previous month february2012, when we exported "payment history" to csv format and the "invoice number" column is still there. Now it's disappeared. We really need the invoice number to track the invoice record. Our reason is, one client could have many invoices, if the "invoice number" column being deleted, means we have to click the "customer name" to jump to another page to check. Also
Zoho Books features
Great achievement in integrating Yodlee with Zoho books..... a few questions: I live in Canada and Canada's biggest bank is RBC. Yodlee does not support RBC but small players like the Amex Card??? Still a pain to me. Reconciling expense items with bank entries is very nice!!!!! Just one more thing: can I link the image of a receipt slip to the actual expense? This is both for record keeping, and for audit purposes.
same attachments with every customer every month... make it easier to send invoices with contracts attached!
We send invoices every month and every month a new assistant accountant will ask for the contract that justifies payment against the invoice. Please, allow us to attach certain documents (notably contracts!) against customers account information. You know how people try to delay payments (Oh, where is the contract please saying you should get paid?) ... please make it easier for us to get paid! thank you
Automatic bank account/credit card integration coming to ZB?
Hi, is there any time frame for real bank account/credit card integration, so that charges are automatically imported each night? I am new to Zoho Books so I may have missed this. If so, instructions for how to do it would be great. Thanks!
Automatically download bank transactions?
Am I missing this feature somewhere? Can you automatically download your bank transactions like Quickbooks? If not, is this coming soon?
Importing Bank statements in Zoho Books
Can bank statements be downloaded into Zoho Books for bank reconciliations?
Welcome to Zoho Books forums!
Welcome to the Zoho Books user community and support forum. We encourage our users to actively participate here and discuss ideas openly on Zoho Books and accounting in general. Get answers for your questions on Zoho Books. Meet and greet other Zoho Books users and share Zoho Books tips and tricks with them. Knowledge shared is knowledge multiplied. Let's all take this movement towards online accounting forward.
How can I pay a short term liability from a bank account?
I created a short term liability account and would like to record a transfer that happened between my bank account to settle part of the short term liability. If I try using the "transfer" function on the bank page, the short term liability account is not listed among those that can be transfered to. If I try using the manual journal, the bank account is not listed among the accounts I can use. Am I missing something? Thanks for your help.
timesheet filter
Hi, on begining of month I usualy have to/want to see whole last month, but I can't. It seems to me as good idea to have such filter in Show menu. goran
Change a Money Out to a Returned Item -- Credit?
If I purchase an item and enter is as a Money Out item (say ... a Cost of Goods Sold item) and then I return the item and my account is refunded the money by the vendor, how do I document this in Books? I don't see a way to do this. Yet, this seem so basic of an action item. Thanks!
ZOHO Books, General preferences, customize titles - Tax
Hi, I just started with Books. It seems to me that customization for Tax is really missing. Thanks, Goran
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