Issue calculating GST
Hi, I encountered an issue when calculating GST(10%). The amount inc GST is $823.69 So the Total taxable amount should be $748.8091, round to $748.81 And the GST should be $74.88 Instead, Zoho books round the total taxable amount to $748.80, making the
Items for Receivable Account
Hi, Is there a way to associate an item to a receivable account? We want to send invoice to our customers for every loan repayments they made. Let me know what can be the possible work around for this, Thank you!
Report help - "Invalid value passed for sort_column"
Hello, I was working with the Expense Details report attempting to add a column for Reference # and sort by that column. It seems to be stuck now. I'm just getting the error "Invalid value passed for sort_column" and the report will not generate. How
How to set user with admin role not to get weekly summary
In Book we have the super admin and 4 admin. We have set the preferences to send the Weekly Summary Report. However our accountant (also an admin) mention this summary can onl be sent to her and the super admin. How can I make sure that the 3 admins don't get the report ? I thing I could set up a role that has the same permission then admin ? Do you see another way ? Regards
WebHook Button
Quiero crear un botón para reportar Facturas a mi equipo, ejemplo del Caso: Quiero que al presionar el botón en una factura, envío los datos siguientes: Número de Factura, Nombre del Cliente, Fecha de la Factura, y si es posible la URL de la factura esto
Custom button update for delivery date
In our case, I want to update the delivery date by choosing the date when clicking the custom button and also send a delivery confirming message to the customer using WhatsApp i need this invoice area
BANK NAME
Dear Team, I Couldn't find my Bank name in Zoho kindly do the needfull.
Function #26: Automatically update deal stage in Zoho CRM when invoice is paid in Zoho Books
Hello everyone! It's Friday, and you know what that means – it's time for a Custom Function! Let's jump right in. The Deals section in Zoho CRM, is a valuable tool for tracking the different stages of a business opportunity, starting from its initial
Can someone please confirm the Invoice API works to get these fields?
I am following the API documentation (https://www.zoho.com/books/api/v3/invoices/#get-an-invoice) to write a custom function. I am able to get a lot of fields but having a problem with the following two: invoice.get("payment_made");//returning null but
Feature Request - Zoho Project Invoice Integration with Zoho Books Sales Orders
When a client signs up to my services, sometimes a sales order is raised to itemise the work and hours for the project. I then partially invoice the Sales Order until it is complete. This doesn't really work at the moment in Zoho Projects and I need to
SERIAL NUMBERING
I AM HAVING DIFFERENT ITEMS TO SALE B2B MOSTLY, I WANT DIFFERENT SERIES NUMBERING FOR EACH ITEM WHILE PREPARING SALE INVOICE, CREDIT NOTE & CUSTOMER DEBIT NOTE.
Multiple GSTIN for single contact
As we are aware that one company may have multiple GSTIN for separated state. Is there a way to add multiple GSTIN and place of supply to a single contact for creating invoices. ?
Fetch invoice data from zoho books to zoho creator form
Hi, I have made commission calculator application in zoho creator in which I calculate commission based on amount of zoho invoice for sales persons. I want to fetch invoices from zoho books through deluge task in to zoho creator when user submits date
Convert approved bill back to Draft or Rejected State
Is it possible to convert an approved bill back to draft or rejected state in Zoho books?
Payments made to vendors without invoicing not showing as payments in reports or summaries
I have recently moved to Zoho and have a lot of old data to move in. I tracked my vendor invoices in a different way and do not want to move them into Zoho this first year. However, I do need to track how much money I paid to each vendor. I tried categorizing this as payments to the specific vendor, but its getting recorded as unused credits and thus not showing up in any of the reports or on the summary page. How do I do this? I need these to show up as real payments, but cannot enter in 9 months
Any Possible to change the challan type in Delivery challan ?
Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.
Is are any possible to disassociate Bill from Purchase Order
hello Team, We made incorrect creation of payment made with PO to Bill. So , we need to disassociate bill from PO. Thank in Advance, Thisai Moorthy.
Sale Invoice_Hide TDS Amount (i.e Amount Withheld)
While preparing the sales invoices we have added TDS amount deducted by our customer, however we don’t want it to be displayed in the final invoice format. Can someone guide us on how to the same? We are using standard spreadsheet template and we have
Cash Accounting and Sales Reports
Hello, when I run a Sales by Customer report there does not seem to be a way to select cash accounting and my invoices appear in the month they are generated, not in the month I receive the cash. Is there a way to run the report with cash accounting?
How to apply vendor's Unused Credit in EUR to bill in USD?
Hi, Our vendor issues two monthly bills: one in EUR and the second in USD. According to the agreement, we make one total payment in EUR for both bills using the exchange rate stated in the USD bill. As we pay in the current month for the services rendered
Custom Function CF Field Update
I'm new to Zoho and Deluge, so please forgive my naivety. I'm trying to create a customer function which updates two custom fields on an inventory item. The code runs fine, and the info response show the correct value, however the fields in the items
Accounting on the Go Series-45:Streamline Your Workflow-Set Your Preferred Opening Screen in Zoho Books
Hello all, We are back with another feature that takes your convenience to the next level. Typically, when you open an app, it defaults to a standard page, and you have to navigate to the page you actually need. But what if we told you that with Zoho
Bulk add project to expenses
Hello, I just upgraded in order to be able to use the project feature. I have hundreds of expenses already posted that I want to assign to projects in bulk, but that doesn't seem to be an option. Is there a workaround? Thanks! Jennifer
AutoForward Bank Statements
There is a new feature in Books where we can auto-forward bank statements from email to a special Books address. If this for countries outside of the US? I find it confusing because there are no banks or credit card companies in the US that I am aware
How to clear account payable with manual journal
Hi.... i using zoho books for 6 months so I'm having a problem with account payable. I'm using a free version so i can't add bills whenever i owe someone money so i decided to use manual journal. (Eg: i got a product for 500$ i need to pay that money
Convert cash account to bank account
Hi, I set up a couple of cash accounts and now realize that it would have been better if I had set them up as manual bank accounts (in order to view the registers through banking and reconcile the accounts). It doesn't appear that I can convert the account
ongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do call
Change from Estimates to Quotes
Hello - In our business, we rarely provide Quotes - we mostly do Estimates. I already have Zoho set up the way I want for the Estimates and Quotes. I will not be changing the name from Estimates. Is there a way to get the little megaphone to disappear
Identifying historical payments
We are suffering the damnations of our own folly. We started as a small NGO and used the bank journal as our accounting, along with "please send Bob 25 EUR for such and such" messages to the volunteer who sent out the money. We're growing up and making
Email notification if line items are added or changed in Zoho Books Sales Order
Anybody knows how to setup an email notification if an agent updates or adds a line item on a Sales Order? For example, original Sales Order contains SKU #1 but agent changes it to SKU #2, is there any way to send email notification that the line item
Urgent: Assistance Required with VAT Return Filing on Zoho Books [ Im stuck, need assistance ]
Dear All, Our previous accountant utilized Zoho Books to submit UAE VAT returns for the following periods: - Q2: April 2022 to June 2022 - Q3: July 2022 to September 2022 - Q4: October 2022 to December 2022 However, our accountant failed to utilize the
receivables
Hello, There is some issue regarding the receivables the amount of receivables does not reflect the payment received or the invoices marked as paid. Is there any bug or am i missing something? please help & solve this. Thanks.
Manually Excluded transactions
How can Manually Excluded Transactions in Bank statements be deleted without deleting bank account itself. Because all the time it shows that in order to eliminate manually excluded transactions, bank account should be totally deleted. Please give your
Urgent Request for Proforma Invoice & Transaction Level Discount Features in Zoho Books UAE version
Dear Zoho Books Team, Our business has been a user of Zoho Books for the past four years, and during this time, we have consistently requested the inclusion of Proforma Invoice and Transaction Level Discount features. These functionalities are crucial
Can we take item/Brand/ Group/customer wise ROI report in zoho books
Can we take item/Brand/ Group/customer wise ROI report in zoho books
USD payment into WIO bank
How can I do USD payment into WIO bank?
How to see which invoice is using a specific Invoice Template in Zoho Book
I'm trying to clean up our rarely used Invoice Templates. To do this I have to remove them as a selection from all invoices (otherwise you will get an error " template is in use" My question: How do I find out which invoice uses the Invoice Template in
How to show an expense that was purchased with personal money
Hello, Items were purchased with personal money before we created a Zoho Books account. The items are also to be added as an expense as well. How do you create an expense without having to allocate it to your bank account or undeposited funds? Also how
Adding a payment plan with determined number of instalments and Zoho CRM integration with Custom Module
Hello! I would like to know how I can add a payment plan in Zoho Invoices that will automatically send due invoices when the time comes and then track them if not paid. In addittion, I would like to know if I can populate the information for these instalments from Zoho Forms or a Zoho CRM custom module. Description of case study: Once we confirm a sale, we have to send invoices in agreed instalments and known dates; but always in the future. The number of instalments and amounts vary depending the
Mass Conversion of Sales Order into Invoices.
My Sales orders have a Custom Field that I have called "Reference #1" that field has a unique code, that code represents a purchase order that I have placed. I want to know if there is a function where I can tell Zoho Books to convert all the "Reference
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