Approval system in Books/expenses

Approval system in Books/expenses

Hi
In Books
Is there a way to do the following:
1) Submitter to know the balance in Budget/cashflow before sending the amount for approval?
2) Approver to know the same as 1 above?

In Expenses, is the above possible?



        • Recent Topics

        • How to Implement Time-Based Filters in Zoho Workflows?

          Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

        • Cost Center accounting

          Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If

        • Impuesto automatico en cotizaciones

          Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

        • Formatting of Gantt Chart for PDF export

          Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (show

        • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

          Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

        • タスクを問い合わせテンプレートに追加

          タスクを問い合わせテンプレートに自動で追加されるようにしたいです。どうしたらいいですか

        • Placeholder for Agent Signature in Email Templates

          Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at the

        • Custom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk

          Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close the

        • Response Violation - Zoho Desk

          Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.

        • How to Replace an Assessment in a Job Opening on Zoho Recruit

          Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

        • Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

          Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A

        • Updating existing values in a list

          Is it possible to update an existing value in a list? For example if I wanted to append text to an existing string value that I had previously added to a list is that possible? I'm able to extract the existing value (get() function) and append the additional text, but can't find a way to add the new value back to the list in the same index location. One work around I found was to delete the existing list entry and then add the new value, however this changes the index location to the last entry in

        • Host not reachable

          Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis Fernández

        • BIN Locations

          Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks

        • Zoho Marketing Campaign

          I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

        • Zoho Marketing Automation APIs

          When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?

        • Adding Folders in Android App

          Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

        • Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

          I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

        • Ability for customer to give feedback after receipt of an order

          Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

        • All notes disappeared

          I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

        • Conversion of functions from Google Spreadsheets

          Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

        • Zoho Books Sandbox environment

          Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

        • Zoho Books | Product Updates | November 2024

          Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

        • Spell check sucks

          Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

        • Signature image logo not displaying in recipient mail clients

          Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

        • Sales Order, what are the statuses under Confirmed and Closed

          Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

        • Notifications for calendar meetings

          So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

        • Reusuable Sections & Universal Brand Settings

          Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

        • Blockchain technology

          Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

        • Este domínio já está associado a esta conta

          Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

        • not able to hit inventory api

          when i hit the api with my account keys and the access is provide by the client

        • Zoho email setup in office365

          When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

        • Remove County field from Customer Address input screen (or allow input to be deleted)

          We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

        • 553 Relaying disallowed error

          Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

        • Leads and Deals Issue

          Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

        • !! URGENT My sent mail goes to spam

          I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

        • Event Time Zone in meeting invites are confusing users

          When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

        • Request For Quotation (RFQ) module

          Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

        • Constant Sync Errors 🙄

          I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

        • Display your zoho contact name when they call your mobile number

          As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

        • Next Page