zoho feedback
I hope you are doing well. I wanted to take a moment to express my appreciation for the Zoho ecosystem and how it has positively impacted my business. Since I started using Zoho Books in 2019, I have found it incredibly efficient in managing my operations.
Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
discount on total amount
i want to add discount on total value of my purchase order instead of applying line by line.my customer will not accept the discount on line by line.
payment voucher, receipt printing feature
Why dont ZOHO add the voucher printing feature in zoho book with authorised signatory and receiver's signature
Inventory asset or cost of goods sold ?
We can only choose inventory asset for items but lots of bills for items are posted with cost of goods sold - is this all balanced correctly or should it be entered differently ?
Stock reservation in zoho for upcoming delivery
Hi, Is there any option available in zoho for reserve item for a upcoming delivery. So that we can avoid the item should duplicated on another order. Means needs to deduct the item from zoho before making invoice.
How to search records in integration task in creator?
How to search using integration task in creator searchString = {"zcrm_account_id:4050082000001001499"}; contactData = zoho.books.getRecords("Contacts","xxxxxx",searchString); I get an error that third argument needs to be string, I tried to convert it
Can't sign in to Zoho using Google account
Just checking if anyone else has an issue signing into Zoho with a Google account at the moment? (Have tried Zoho Books in the app on mobile and Chrome and Firefox on Windows 10 - doesn't work for the forums either). Error message appears as attache
WIP reporting tricks?
As a small job shop we export invoices a lot, primarily to create build reports information for the shop. We either create different views of the data via Reports or in a spreadsheet. I live by the ability to limit the export by date and create the export templates. But we need to get down to the WIP- Work in progress which involves filtering. It appears I can use the "Approve" function but it has some mis-steps . To review the stati: Draft, Pending Approval, Approved, Sent Paid, Overdue, Void, Partially
Payroll Chart of Accounts Config for Dummies
USA What should my COA look like for one employee, paid via a service (Gusto), no benefits. I pay her wage, associated taxes, and the Gusto monthly fee. I'd like to know the COA account type, any sub accounts, what goes where, any payment splits, etc.
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
Sales receipt drop down
Is the option for Sales receipt only in a paid subscription? If it is which subscription, if it is not how do I get it up on my drop down sales tab.
Progressive Discounts
We need to be able to apply more than one discount after the sub total. How would we go about doing that in zoho books and zoho inventory?
How to select alternate invoice email notification template
When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification settings, but I can't figure out how to attach that template to a specific invoice.
Mass Change Start Date in Recurring Invoice
Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be
Backup & Restore
We need a better tool for comprehensive data back-up and restore. We are investing in Zoho Books as a tool to run our business and the data we input into the system is vital so having comprehensive and regular backups is not only key but a fundamental requirement for any responsible business. The current backup system does not provide complete data backup and the process to import the data is also flawed. Exported files size are larger than the allowable import size Some exported files have different
Zoho Books Custom Views do not allow "Empty" and "Not Empty" to be evaluated in criteria
In Zoho Books, we can create a custom view for most modules (like Invoices and Bills), and we can try to specify a criteria. However, we cannot evaluate in criteria whether a field is empty or not. This is very bizarre! Every type of criteria across all
Allow Option to Modify Check Voucher. Need Additional Columns from Bill
We really want to add a custom field/value from a Bill to the check Voucher. Is this possible? If not, why is there such a restriction? We are having an admin hand write information on all the vouchers, even though the information already exists on the
Half Up Front... Half On Delivery
I have a service business, in which I ask my customers for half of total payment up front, and then the second half once we've finished the project. Would be great if Zoho Invoice could automatically create two invoices, each for 50% of total. Currently,
How to add royalties in Zoho Books?
Hello, I am a bit thick at the moment, but how do I add royalties I receive from, for example, Amazon? I do not invoice them obvs; they just pay (sometimes only pennies :-( ) How do I categorize them when trying to categorize the transactions? I really
How to change the pdf title of invoice
Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?
Displaying Inactive Customers & Vendors
Can we please have this choice in general settings, it's a pain showing hundreds of inactive records. A simple search clears the "Active records" filter ! A simple message showing "Inactive records match your search criteria but have been omitted, would
Bill Discount account and inventory valuation
Item x rate 100 discount 30% bill net =70 but when checking the inventory value i found it 100 not 70 because the 30 ( discount) went to the expense deduction account so it will reflect in the profit, however the goods not sold yet The discount account
Whatsapp Integration not working
Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.
Partial Return of Delivery Challan Items
As per the rules set by zoho for partial return of an item given on delivery challan, atleast one item must be invoiced. what if i have given 3 items to my client on Delivery challan. They will evaluate the items and it will be returned it or will be
Unused credits - improper value
When i try to get the balance statement, it gives it by reducing the unused credits. But I did not unused credits as per bills, even though it is showing like I have. Is there any way to reset the unused credits to zero.
How to separate Vendor custom fields from Customer custome fields
Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors
Issue with Attachments in "Email a Thank You Note"
Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send another
Default account for service invoice
Hello, My client has some invoices for which he has entered a service description rather than using an item. Is there a way to set the income account on this invoice, or can that only be done by using an item?
Extracting data from ZOHO through API
How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.
Calculation of depreciation
Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?
Select Invoices by Date Range
Is there anyway to select invoices by date range then print them in bulk? Now I have to go and click on each invoice I want print and usually it opens up an invoice (because my cursor in wrong place) . I would like to select only invoices for April and then print them in bulk. YOu need this feature in most of the areas
No encuentro la opción para crear una orden de compra
No encuentro la opción para crear una orden de compra, soy nuevo, ya busqué tutoriales, pero no me aparecen dichas opciones.
Unable to pay bill from Prepaid Expense account
Our transport vendor requires us to use their prepaid system. We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed. These bills must obviously be settled by from our prepaid account. I am unable to record
COST CENTER
Hello, Is it possible to add cost centers.
Urgent - issue with VAT registration
Im trying to enable VAT but it wont let me add my company VAT details. I'm getting this. Please disable Adjustments and Entity level discount before registering for VAT How do i do this as i cannot find answer. It would be nice if there was a help icon
No Updation of manual journals in case of Accrual basis of Accounting
Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis
Excise Tax for Oman
We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).
NEW TO ZOHO
I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i will
GROUPING OF CUSTOMER
SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS
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