Custom View - Customer Name
In Custom View Filter there is no way to list all invoices except particular Company. When i define the criteria- Csutomer Name - i get only "is" can you also add filter "except" or "is not"
COGs vs Inventory Asset
Hello Zoho, While entering certain items , the account details are automatically fetched as Cost of Goods sold while for some items it fetches Inventory Asset. Can you help me understand this ?
how to book various type of expenses in zoho
how to book various type of expenses voucher i.e -salary voucher/expenses/reimbursement etc. like we create in Tally ERP.
Zoho Mail in Zoho books somehow?
When I go to a contact and then goto mails I only see the option to integrate with gmail or outlook. You mean we can't integrate our Zoho mails with Zoho books like CRM does? How odd, its the same company. Can I get the same thing setting up Outlook operating
Discount per item on purchase bill
How can I give a discount to an item in purchase invoice. My supplier gives a discount per item not on overall bill
Entering a loan repayment with interest
How exactly do I enter a loan with interest on a repayment schedule?
Allow 2 type of auto-generating invoice numbers
Dear ZOHO Team, Kindly allow 2 type of auto-generating invoice numbers Because I am air Ticketing agent & I have created 2 type of invoice for example, Tax invoice start with INV-000001 Out of scope invoice start with DM-000001 So it most important for
Filtering Receivables through select customers
We have our own sales persons visiting different areas on daily basis. For each day, they need the report of receivables only for the customers in that particular area. It is possible in Quickbooks. How is this possible in zoho books?
Multiple Organizations with Common Customer Base
Hello Does anyone know if it is possible to share a customer base between multiple organizations inside Zoho Books? We have an existing company with a couple hundred current customers. We are in the process of starting a new organization and would like
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies? I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client Business Explainer Video Examples
Is there a way to create invoices in multiple currencies with 1 customer? base currency vs foreign currency
In Zbooks only one currency can be mapped to one customer. So you will have 2 customers with the same info except the currency. e.g. original customer daryl K - SRD and second customer daryl K usd - USD (foreign currency). The problem is that almost
bank transaction charges
How can i enter the transaction charges for cash withdraw or transfer of amount from one bank to other of our own company? EXAMPLE:IN MY HDFC ACCOUNT 2006 RUPEES TRANSFERED TO ICICI, BUT IN ICICI I GET ONLY 2000,HOW CAN I ACCOUNT THE 6 RUPEES AS BANK
Ability to save report parameters for Zoho Books reports
Hello, I was just told by a support representative that Zoho Books currently does not have the ability to save customized report parameters into a custom report. It is very cumbersome to have to reenter custom report parameters every time for frequently
Different Customer Address Formats for different invoice templates?
We're using different invoice templates for international customers and would like to customize the Customer Address Format to each region (e.g. Dutch formatting is zipcode - city whereas US formatting is city - state - zipcode). Every change I make in
Credit notes
I have a false 'credit note applies to this invoice' notification when there has been no credit note issued or created and the phantom notes do not appear in my list of credit notes so cannot be deleted. We would like to understand why this is happening
Text to Hyperlink in templates
How do I change text to a hyperlink in the templates on zoho? When I copy and paste it from our company website, its not allowing it to be a link. Please help :)
WHMCS invoices to Zoho Books
Anyone here know of an easy way to transfer my WHMCS invoices to Zoho books. Have there been any integrations built or alternatively what is the most efficient way to do this manually? ANy help will be appriciated.
Template Ticket
How do i change the template fields. Each template looks a like. I want to add fields and delete some fields. For instance, Template A should fields A Template B should have fields B Right now Template A have all the fields.
Automatic drop down custom fields
It would be great if we could create a drop down custom field or reporting tag that could automatically include all customer names or vendor names or items etc.. This could be useful for recording/reporting which customer certain items on a PO are being
Bulk change in Template Style
Guys you need to put the following options in Zoho. 1)Change in Template Style - I do not want to goto every invoice and change the template style for the invoice. Please give me an option where i can change the template style for 42 invoices with a few
Zoho Books Projects need Sales Orders!
The Zoho Books Projects section is great except that at least for us, the lack of sales orders makes the entire section useless. What is a project if not something that gets fulfilled over time? And what's the one Zoho entity that supports tracking fulfillment
Z Books Accountant/Bookkeeper Needed
We are looking for a qualified firm or individual to "fix" our Zbooks and continue with us to provide standard accounting and bookkeeping services. We are located in Texas and we do about 1M in revenue. Our books were not professionally setup to begin
Adding RATIO ANALYSIS On Reports
Generating reports based on RATIO ANALYSIS.
Payroll Software
Hi, I am already using your ZOHO books and ZOHO expanse software. Do you have the payroll software?
Customer with two branches one local and one abroad with different names.
We have created a customer with two office. One abroad and one local. Both have different names but same company. Now we have invoices against both different names but the payment/cheque is received from local office for both offices. How to record in
Bulk Updation of invoices for approval
Guys you need to put the following options in Zoho. 1) Bulk Approval. I have 42 invoices for approval. I need an option where I can approve all the invoice pending for approval at once. It just too much waste of time. Please start working on the changes
Company does not hold stock
Hi, I sent an email to support but have had no response, I need help with this as my company does not hold stock so we need to know if there is a way around, my questions are below. 1. Can we reserve stock prior to receiving payment against an invoice.
Zoho under trial - confused about budgeting capabilities
Hi, We are considering implementing Zoho Books in 4 countries. Having tested the service it looks pretty amazing, well almost... The dealbreaker for us may be that budgeting / forecasting is not possible. This was a huge surprise to me. I have read some threads, and it scares me that Zoho seems to have ignored customer demands on this feature for several years.. Is it possible to get insight into roadmap, and where this feature fits. Zoho, please understand that it is difficult to put a proposal
Posibility to show custom fields (on lists) with color labels and possibility to edit it on list (without go to edit mode)
Invoices, sales orders, estimates, customers has custom fields. But custom fields are not visible enough for quick see important data (like Rush Order, Need ship today). And to change (in this example DEAL STATUS) I need OPEN document, then click EDIT,
Report Tag in Bills
Hi i using the Zoho Books in Purchases and filling a Bill i cant select my tags. In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses
Invoice Get Record Error Message - Code 57
Hi everyone, Running into an issue where running below code in Zoho Books Custom function gives me following error. Would greatly appreciate if anyone can explain and help me resolve the issue Purpose of the function Grab other invoices currently open
How to access custom fields of invoices using Zoho Deluge?
I'm trying to access the custom fields of my invoices and I'm getting the following error: Any ideas on how to solve this? Website
Searcing for sale price for each old customers again and again
Hi, I need to look for old prices again and again for old customers. how do I know at what price I billed a particular item to repeat customers? Going to transaction each time is too time consuming. also we cannot have fixed price list as our prices to
Bill Problem (Cant update or delete)
While recording a Purchase Transaction manually under (Purchases => Bills) we have 20 entries in single bill. We purchased 20 SKUs in single Invoice. But we are facing these issues. Problem Scenario 1) While recording this transaction manually Zoho Books
Is it just my U.S. company that sees these fundamental Zoho Books issues?
Hello. I am new to Zoho. I looked at it a year ago and saw fundamental shortfalls that did not allow me to proceed with implementing. I am now taking a fresh look, with the assumption that "fundamental" shortfalls would have been addressed by now. So
Payroll payments
Hi, You said the same exact thing 1 year ago. I am a new user to Zoho and losing some faith here. I need a payroll option, as many others do, that is easy to integrate into Zoho, or better yet be a Zoho option. Please, don't respond. Not worth the customer
Assign Bills to Customer
Assign Bills to Customer just like you can assign an expense to a customer currently. This would be a great feature to break up costs and see exactly what the cost is of servicing a customer.
Zoho Books - Important Feautures.
Hi Team, I need Zoho Projects - Zoho Books Invoices to be Automated with out Import/Export Option and Manual Entry in Books again after adding the same in Zoho Projects. I Need Custom Fields Start Date ,End Date and Client or Project Name to be in Invoice
Matching expenses and revenues on the fly
Hello. I have generally been a happy user of Zoho Books. I am astonished that your new update doesn't match expenses with customers unless a bill was made. I.e., creating an expense - or for that matter a receipt - and assigning it to a vendor on the
Language settings???
I question how knows where i can find the (if there is :)) language change settings??? I prefer dutch for the tax forms. Kind regards, Art for Heaven
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