Reports based on different currency aside from base currency?
Is it possible to generate report on another currency? Our base currency is in USD due to corporate requirements, but we need report on Peso to adhere with local government requirements. Is this possible?
Report Tags and General Ledger Columns
Is there a way or work-around to make the report tags appear in the general ledger report? I use report tags for location - would defo be a good to see if it can be exported as additional column in the ledger.
Sales Tax Audit Report
Hello Zoho support team, I am working on a sales tax audit report, but the way the report is generated is not as I expected. When the report is exported to an Excel sheet, it is not well-designed or easy to read. I was hoping for a more organized layout
Accounting on the Go Series-1: Effortless Accounting with iOS Home Screen Widgets
Widgets allow you to customise your iOS home screen with shortcuts to the functions you use most. Ever imagined you could access essential accounting tools without even opening the app? We're excited to discuss a feature that'll simplify the way you handle
Power up your accounting this fiscal year
Time to move to a better accounting solution? Plan for a smooth transistion! Switching from one accounting software to another can be a daunting task, with challenges such as data migration, process changes and training requirements. In this webinar,
Sales Receipt option?
I operate a business that does both outside sales and service as well as some retail for walk-in, "cash & carry" customers. Invoices work great for my outside work, but there does not seem to be a good option for my retail customers. I have been using
Zoho Books extremely slow, sometimes stuck loading
Simple tasks take 10 minutes at a minimum as I watch the loading gesture in Zoho Books. How can I make sure I can use zoho books without this speed issue. How can it be more responsive? Is there a web app?
Reversal of TDS receivable upon recording credit note
Is there a way to reverse TDS at the time of creating credit notes which was originally recorded during creating the linked sales invoice? A solution given by Zoho Support was to mention the TDS receivable as a separate line item with negative value.
Transfers between bank accounts
Hello My company has several bank accounts with different currencies. At times we make transfers from one currency account to another. I do not see how to account for a transaction like this in Zoho Books. Certainly it has to be possible to record
Customer Deductions in payments
Hi its common for my customer to deduct some amount from my invoice raised on them So i would like to know how to record it at customer deductions.Please note this is not tax.Tax is seperate deuctions which is made by few customers Please advise me on 1.How to record deductions - these deductions are not receivable to me and need to write off. 2.How to record tds 3.How to apply single payment received in bank for more than one customer.(This is very common for me as i do business for a MNC with
BANK FINANCED COMMERCIAL VEHICLE
I HAVE PURCHASED A COMMERCIAL VEHICLE ON LOAN FRM ICICI BANK.I HAVE RCVD THE INVOICE FOR THE PURCHASE FRM XYZ VEHICLES LTD.. VEHICLE IS OF RS. 515000. THE BANK HAS DIRECTLY PAID XYZ VEHICLES LTD. EVERY MONTH FROM FEB 2024 AN EMI GETS CUT FROM CURRENT
PDF file of Arabic language Invoice using Arabic standard template
I want to download arabis language PDF file for my invoice but when I download the file all Arabic text disappear while the numbers still visible. Regards, Wafaa
Transferring between base and foreign currency accounts
I find it impossible to get the exchange rate correct to let inter account transfers balance. There is not enough digits allowed when entering the actual rate at which the conversion was done. Can you please create a feature that will allow you to enter
Remove/Change thank you note from invoice
Hi How can I change or remove this section from the invoice template? Thank you
Can't add credit notes without roundoff
Hello, I use the roundoff feature for my invoices extensively in Zoho books. Recently I have hit a snag where I am trying to create a credit note for 744.5 but the 0.5 gets rounded off. To pass this I would have to disable the roundoff feature, create
Tasks
Why can we no longer use Tasks?
Can I merge 2 bank accounts?
The bank downloads were not working, so we had to create new bank account name (for the same account) and new link. How to I get transactions for the "old" account into the "new" account?
Duplicate row found in your CSV/TSV file
It says Duplicate row found in your CSV/TSV file when i am importing my journals. What are the duplicate checks done when importing? I might have some recurring entries but they are not duplicates and the description and date is different.
Corporate Tax Obligation for DMCC Companies
What is the obligation with regard to corporate tax with for DMCC registered companies. do they fall under exempted catagory ?
Before Tax & After Tax subtotal in ZB?
Hello everyone, Good day. Is there a report in ZB that can show sub summary like "Income Before Tax" or "Income After Tax"? Appreciate if you can direct me at the right direction. Thank you.
ZB report totals aligned in left and account in right
Hi, as the title says, my report is aligned reversed, is there a way to change alignment like Accounts in left side and the total is in the right? I look at the general settings and cannot seem to find where it is. Thank you.
VP Operations
Looking for a replacement for Quickbooks. Would like to talk to someone about hoe Zoho works and its advantages over QB. Also Zoho sheets and anything else that would be helpful with our business. Can be contacted on our business cell 801-309-3256 9-4
Reminder emails all fail
My invoice emails all work fine (the email is validated) but reminder emails allways fail and the only message I get back is : "Your message to the following recipient was not delivered. Please find the details below. Bounced Address : XXXXXXXXXXXXXXXX
Customer overpayment
Hi, I have read through some of the threads on overpayment but I'm still not sure what I should do in my case. I have a regular client who has accidentally paid his last invoice twice. He is happy for me to retain the additional funds as a credit to him.
Problems.... Always problems with ZOHO!!!!
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within
Is it possible to change the Zoho Books Account Types?
Is it possible to change the Zoho Books Account Types? Account Type Asset Other Asset Other Current Asset Cash Back Fixed Asset Liability Other Curret Liability Credit Card Long Term Liability Other Liability Equity Equity Income Income Other Income Expense Expense Cist Of Goods Sold Other Expenses
Zoho Books Down
Anytime I try to change anything I get the below message: The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.
EMPLOYEE salaries
How do I record employee salaries in the system? thanks.
In-App Notification When an Item is Removed/Reduced from an Invoice
Hi! I want to create an in-app notification for when any item is removed from an invoice after it has been created. However, when I try to do this through Custom Workflow, I do not see an option for "Item" under the Workflow Trigger Options. Is there
Custom view with does not contain, is not, etc
Zoho CRM allows us to filter using "does not contain" "is not equal to" etc etc, but Zoho Books doesn't allow this in custom views. Will it be possible to add this filter feature in?
Where to find the new zohoapis details for API calls?
We recently got an email about an upcoming change of your Zohobooks API URLs, to be done before April. But why on earth have you not published it anywhere? Will it be a simple matter of URL changes only for our OpenCart Zohobooks Integration software?
How to show REIMBUREMENT Claimed as pure agent as per section 33 of CGST Act?
Dear All, My problem is, when i have to debit client account for reimbursements, we have show it as "OUT OF SCOPE" to make it a part of reimbursement in TAXI INVOICES, which is shown correctly in GSTR 1 and 3B. But the problem is, ZOHO still count it
Multiple Payments Through ACH
I want to explore the option of allowing ACH to be paid for multiple invoices. Credit cards take a percentage of our revenue, and this customer wanted to pay multiple invoices via ACH, and we told them they can only do that with a credit card. I'm saying
Currency calculations
Hi, An area of frustration when trying to balance the bank accounts is the currency rate. It's never right to match the actual amount paid (although I will admit it's close). Ideally, when processing expenses that are in a currency different from the bank being paid through, I'd like to be able to enter the actual amount that left bank account. At the moment I have to sit there with a calculator and work the actual rate out for each expense and update the currency rate to match, otherwise, I can't
Disable Zoho Inventory Tracking / Delink Zoho Book & Inventory
We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
Centros de costo
Buena suerte tardes, en la empresa estamos configurando zoho, alguien sabe por donde puedo configurar los centros de costos. Gracias
Price lists - display the discount?
Hi all, Price lists are great, but I want to show my clients the discount we’re providing to them. Say for example, the price list gave a 10% discount, I’d like that 10% shown rather than just a reduction to the rate? If this is not possible, are there
zoho point of sale integration
can i connect zoho point of sale app with an instore POS tools such as scanner, printer, and cash register box?
How do I import invoices into Zoho books for new clients and create a new client at the same time
Hi We use a 3rd party software to create invoices on that's bundled with our website booking engine. We want to be able to import those invoices into Zoho books and create new client data as necessary, updating existing client data as necessary. I can
Apply Vendor Credits On Bill Zoho Books
Hello Team, Several developers are encountering difficulties when applying credits to bills. If you refer to the Zoho Books API documentation, there is a body error, and the data we need to pass is not very clear. In this article, I am providing the correct
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