Record Asset Received as Payment
How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
Customer can't comment on SO or Invoice
Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to
Document images
We used to be able to rotate the images but this has now been removed ???
Recording depreciation of fixed assets as a percentage of residual value
In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount
How to Add Product SKU in Invoice?
How to Add Product SKU in Invoice?
Basic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
Which attribute in Zoho books invoice api represent branch attached to the invoice?
Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks
Fixed Assets
Where would I manage my fixed assets
Report on Assets
Hi, Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?
Purchase of Fixed Assets
How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?
Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business
How to make Branch compulsory in Zoho Books invoice?
How I make Branches compulsory in Zoho Books invoice?
Default Ship To Address on Purchase Orders cannot be different than Organization Address
Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating
Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
How can I create a billable expense.?
Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
Forex Bank Refund Entry
Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
Auto-Populating Custom Field
This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated
Delivery note template
We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
INTERCOMPANIES INVOICING
Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices
How can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.
Sales
1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?
Include Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given
acc
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
attaching pdf to a bill using REST api
I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
Manual Journal entry problem
Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
How do I overcome the 800 transaction rule limit?
I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please
Foreign currency Bank Account month end revaluation
I have a question i have 2 bank accounts one in USD and the other in EUR , how to make the month end journal entries for exchange rate revaluation , also how to maintain the exchange rates daily on Zoho books for the foreign currencies . I made transfer
Error : Bin Locations Provided are not valid
1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on
Export PDF from Zoho Books via API
Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,
Zoho Books Community Meetup: Learn, Grow, Network!
Hello users! We are excited to announce a series of upcoming Zoho User Group meetups and would love for you to join us! This is a great opportunity for you to connect with other users, share experiences, and learn more about how to make the most of our
How do I append customer number to invoice number?
New Zoho Books customer using the free trial and trying to figure out how to append the customer number to the invoice number. For example, my customer number is: ACME My current invoice number is: 24-XXX I would like my invoice number to be: ACME-24-XXXX
Zoho Books - Branches - Can I cross-charge between branches?
Hi, We have two parts of our company, manufacturing and sales. The manufacturing side will invoice/bill the sales side for the materials and labour on each order. I have recently discovered the Branches feature in Books and it fits well with our set
Books Custom function - Not executing..
Use case : Module involved = Invoice When an Invoice is "Approved", the "current date" is more than "n" days and the "Amount" to be received is more than 0 I want a cliq message to be triggered in a channel and to be executed Daily(Scheduled) at 10:30
Delete Transactions in Zoho books
Hi, Zoho books have been migrated from 01.04.2023. However, there are few transactions passed for the period 01.04.2022 to 31.03.2023. I would like to delete all the entries passed during that period. Can you please help in deleting the same.
Generate access token(Google OAuth 2.0) dynamically using deluge
How to generate Google OAuth 2.0 access token dynamically using deluge to Add the zoho books invoice data in google spread sheet.
Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With
Merge item
As a follow up on a request point raised 7 years ago I would like to submit an official request to enable a "merge item" option. Discussion: https://help.zoho.com/portal/en/community/topic/merge-items submitted by user 4001007559351 Our business has several
Line_Items not appearing in invoice arrays
When i use the Zoho API to pull an invoice, it doesnt show the Line_items array... In the documentation it shows that it should appear but it does not. Is there any way to fix this?
Customer Account Statement
Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment
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