Zoho Project Task Hours direct to Zoho Books (without Timesheets)
Hello, I have my team entering their billable time directly into Projects against Tasks. Time is automatically approved. However, now I want to generate Invoices in Zoho Books, which looks closest to the kind of Invoice we want to generate; however, no
Using "greater than" comparator in API V3
Hello, I'm trying to get all invoices created after a given date. Currently, if I provide the date value in the query of api/v3/invoices (https://www.zoho.com/books/api/v3/#Invoices_List_invoices), I get all invoices created on that date, because the default value of the comparator is "equal", as stated in the api response : How can I set the comparator value to something like "greater than" ?
Malformed Inventory adjustment approval link in email
Hello, We notice a bug in the email requesting an Inventory adjustment approval. The email redirects to https://books.zoho.eu/app#/adjustments/123456789 which rturn an error Page not found. The approval page is in fact: https://books.zoho.eu/app#/inventory/adjustments/123456789 I thought I could update the email template, but I can't see any way to do it. Regards
[Webinar] Setting Up & Migrating Accounting System
Hello everyone! If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. So, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on October 20th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti & Naegele Accounting Technology Consultants will walk you through the migration process and cover the best practices for setting up a new accounting
How add custom fields to Item descriptions in invoices and bills
Presently only the SKU field is appearing the description field. I want to add additional custom fields to there. Is there any way to do that in Zoho Books? I've seen other accounting software with this options.
Workflow rule not executing
Hello! We have the following custom function run every time a sales order is executed or edited to calculate the gross profit. However, we get the error "Custom Function calculategrossprofit failed to execute for the workflow calculateGP". I've created
How to book the commission paid in cash / Bank transfer to a person outside of company
Hi Can somebody help me on how to book the commission in Zoho books which is paid to an individual (not an employee) through cash / bank transfer. And how much TDS will be applicable on commission paid. We have few individual working with us on commission basis. They are not registered, kind of freelancer.
Deluge
Working on this dreadful script ;-/ .... str = "Hello Zoho world !"; info str; ;-) Trying to convert an open bill to draft via a custom button for bills: response = zoho.books.updateRecord("bills","########",bill.get("bill_id"),{"status":"draft"}); return response; (Says "Success") ???? Not working - please help - I've tried {"is_draft": true} also. & one other little question - accessing custom fields with deluge - the api name given for access does not work - do we have to iterate through them
How to know the profitability of an estimate
Hello, the purchase prices of the items being filled in, how to know the profitability of an estimate ? (Without having to consult the details of items and then calculate the margins) Thanks
How do I handle a bounced check
Although there is documentation https://www.zoho.com/us/books/kb/banking/bounced-check.html, if required deleting the payment, but you can't do that if the bank clears it in your deposit and then pulls the money back later which is what happened in my
How to manage claims (financial and inventory)
Hello, We use books to estimates, incoices and prepare the packes to be sent. All is perfectly traced. Now when customer are making claims (for example defect product)... What is the process to document this in books. It's part of traceability and also KPI. We need to know how many claims are there linked to their invoice but also inventory. How Zoho address this inside Books (including Inventory)? And if not, what would be a best way to handle this ?
Zoho Books Customer Portal API
We have successfully created a customers synchronization between the OpenCart ecommerce software and Zoho Books, with the aid of the RESTful Zoho Books API. As a next step, is there a way to create a 'Login with Zoho', similar to 'Login with Google' or 'Login with Facebook' for our ecommerce site? I asked Zoho Books support, they were useless. They said there is no Customer Portal API, but that one of their Partners could help. However, no further leads or details. It's strange that Zoho can't implement
{"code":4,"message":"Invalid value passed for bulk_update"} while creating invoice
I am trying to create invoice on submitting a form built in PHP and below is my code : curl_setopt($ch, CURLOPT_URL, "https://books.zoho.in/api/v3/invoices?organization_id=60005986825"); // curl_setopt($ch, CURLOPT_POST, 1); // curl_setopt($ch, CURLOPT_POSTFIELDS,
Vendor Bill as Credit Card Payment
I'm having an issue figuring out the right way to handle the following scenario: I have my AmEx CC account established with bank feeds. I have my business checking account established with bank feeds. I have a recurring BILL (vendor is AmEx) to pay my AmEx on the 1st of each month. When I "pay" the AmEx by recording a payment against the bill, it correctly debits my checking account as a vendor payment to AmEx. However, it does not record the payment in my AmEx CC account. Fast forward to my bank
Attributing Cash Payment to a Project without Invoice
I'm new to accounting! In Quickbooks there is an option called 'Cash Memo' where I can receive payment and attribute the payment to a Project as well as a Customer which will be reflected inside the Project transactions too, is there a way I can do the same inside Zoho books without raising invoices preferably ?
Foreign Currency Bank Account in Trial Balance
Hi, My base currency is INR. I also have a USD bank account. My USD bank balance as on 31.03.20 is zero. But the trial balance as on 31.03.20 in INR shows a credit balance in INR. How do i solve this? Thank you, Lakshmi
Zoho Flow - email attachment to payment (or API)
Is there a way to reference an attachment to a payment? Ideally, I would like to include it as an attachment to an email sent via Zoho Flow. Or download it via an API. Right now I have to generate a link in Zoho WorkDrive and then add that to a custom
Change "Accept estimate" button in customer portal
Hello, in the customer portal the customer can accept estimates. Is it possible to change the text of the button? In Germany by law the button has to say something like "Accept and place order". If it just says "Accept", the contract has no legal capacity. Sunny regards, Artjom
Why does the Paypal sync record the Paypal fees from a customer payment with the customer as the payee of those fees. Wouldn't Paypal be the Payee of those fees? What am I missing?
Why does the Paypal sync record the Paypal fees from a customer payment with the customer as the payee of those fees. Wouldn't Paypal be the Payee of those fees? What am I missing?
Customer Type / CRM Integration
What is the importance of the Customer Type field in Zoho Books? What are the ramifications of treating an Individual like a Business or vice-versa? Am I reading the tooltip shown in the screenshot correctly? Do customers of the type Individual not get synced with Zoho CRM?
How to convert Estimate into delivery challan ?
Dear How to convert Estimate into delivery challan ? Thanks & Regrads Shamnad Jafer 9446005528
[Webinar] Setting Up and Migrating Accounting System
Hello folks! Switching from one accounting software to another can be a challenging task, so it is important to have a plan in place. If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. To answer all questions, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on September 24th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti
Attach or associate a file to a Customer in Deluge?
I am trying to connect a Customer in Books with a Contact in CRM, specifically an attachment that is found in the CRM record. In CRM, I attach the file in Deluge with the zoho.crm.attachFile call, however, I do not have that option in Books, it seems. I noticed in Books, there is a central "Files" area where attachments are stored and it seems they are referenced to whatever object in Books they are meant to be associated with, though I could not find a way to upload there from Deluge either. I see
How to create landed cost detail?
Dear Zoho Team , I would like to know create landed cost detail. Can you help me to explain? I can't choice right account and it is associate with Chart of Account or not. Best Regards, Ei Ei Thae
Item Details from Estimate to Retainer Invoice
Hi. When converting an Estimate to a Retainer Invoice, we need the item details to be reflected too, instead of just having a blank field. We need to have the power to remove items as well. I understand that the customer might want to just pay a percentage of the amount which is not reliant to the items' price. Hence, I am suggesting to have two options; one is to pay according to items, another is by percentage. This will be a great addition to Zoho Books. Looking forward to hear from your team
How to track founders investments ?
Hi all, We have started a small business, and looking for a good way to track founder expenses. In the beginning i tough about using zoho expense, but now it seems that may be a basic mistake, as this are expenses and not investments (buying test products, inventory etc.). We still dont have a company bank account so when ever we need to purchase each does it in his turn. Will appreciate any advice. Yonatan.
API Endpoint For Adding Orders
Please provide a streamlined endpoint that can be used to quickly add orders to zoho books. For any eCommerce company that wants to quickly automate all revenue account this is a critical need. Right now in the API it's possible to add revenue items,
Update estimate template depending of a customer field
HI, We have a customee fields named Business Unit. Depending from the value, the template to be used for an estimate should be selected and no the default one. We notice our sales often forgot to change the template. I thought of a workflow, which would trigger a deluge script. But I can't find a way to update that template when the record is created. Any clue ? Regards
Importing Paid Invoices
Since Zoho Books refuses to implement a proper sales receipt system, I'm left trying to figure out how to have my daily e-commerce sales import properly. I hope I'm missing something simple. Using Zapier, I can create an invoice automatically when an item is marked Complete in WooCommerce. But there's no way I can see to document that payment was also received or have it go to the correct account. Am I missing something? Is there a way to do this, or is the Zoho expectation that I go in and manually
How to create a button in Invoice view in Zoho Books that force the invoices to be sorted by customer name
Hi all, I'm new in Zoho envoroiment and I'm praticing day by day with Zoho Books. I would like to create a custom buttom in the Invoices module that automatically sort the invoices by customer name, from A to Z. I know it can be done by clicking on the dedicated colum, but I would like to make this operation more user friendly? Can anyone help me?
i want to calculate VAT on shipping fee
hi i am using zoho book in sausi arabia, he in saudi i obligated to add VAT on shipping fee, i tried to add shiping charge in zoho this message apears to me: ( Shipping and miscellaneous charges cannot be enabled when registered for VAT. Please mention any Shipping/miscellaneous charges as additional line items during the transaction. ) i don't want to add shipping fee as item, so how i enable shipping option and VAT option together? and alos Adjustments and discount. thanks
Payment voucher missing fields as per GST requirements
Hello, I have been evaluating Zoho books for subscription and found the following issue with Payment Vouchers available under Purchases > Payments Made. Under Reverse Charge Mechanism we are required to generate payment vouchers for purchases from an unregistered dealer. The GST act specifies certain fields that are mandatorily required to be present on the payment vouchers. The payment vouchers generated within Zoho Books are missing some of these fields: Name, address and GSTIN (if registered)
Is Online fillings via HMRC working for everyone? Books UK Edition
Hi Everyone, It would be interesting to hear if I am the only one having issues when filing vat returns to HMRC using Zoho Books UK edition. Currently getting an error saying: Token refresh failed. This may be due to the de-authorization of applicat
What's New This June 2020 in Zoho Books
We are back again with a set of new features and enhancements lined up for you this month. From introducing the ability to lock individual modules during the end of an accounting period to adding a wide range of enhancements for reports, read on to know
Is It Necessary To Match Bank Deposits To Customer Payments?
I have several hundred bank deposits on my banking feed that are uncategorized. Is it necessary to match them to existing customer payments that I have already recorded under "payments received" for all my invoices? Instead, can I just exclude all the transactions since the payments have already been recorded under "payments received"? It seems like a huge amount of work to have to match all of them. Many of the transactions are multiple cheques in one deposit and I would need to manually go through
zoho.books.getRecordsByID not working
Hello, I am creating a function inside Zoho Books and this simple line is not working right now. It says "Client does not exist" and, of course, the client DOES exist What am I doing wrong? This is the line response = zoho.books.getRecordsByID("contacts", "2006xxxx", "81921xxxxx");
Opening Balance import
i recently purchased Zoho books . now While i am trying to setup opening Balance by using Excel import i am getting the Error . Error : Contact Name: Enter a valid Customer Name AAny help will be appreciated. Thanks
How to upload documents in Zoho Books in the vendor portal?
Hello, I need to upload a customer's invoice to the vendor portal in Zoho Books, but I do not have a tab that says "upload documents". How can I enable this option? Thank you in advance for your response! My regards Rewa Makke
How add a tag to many operations ?
Hi, I would like add a tag to some operation from a date to another (from 01/01/2020 to 06/30/2020 for example). Is there a way to do that easily (perhaps with a custom function) ? Thanks
Lengthen Fields in Books Invoices
Our Project Names sometimes extend longer than the field in Books Invoices. I have tried for a couple of days to change the field length with no luck. Attached is a photo of what is happening. The name of this particular Project is Texas A&M Athletics Training, and you can see it takes up two lines. I would like it to all be on one line. Some legal cases can take up to 4 lines. Thanks in advance. -Craig
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