e signatures
i was wondering if zoho has a email add on or anyway to have customers e sign job proposals and add ons. or if anyone knows of a program to use. thanks
PhoneBridge doesn't work with Asterisk 13
Hi. I have an Asterisk 13.17 server configured as our PBX system. We are home office workers so the majority users are softphones installed on PCs and cellphones. I've configured PhoneBridge for my Asterisk server but doesn't work. When I make a call, it is redirected to my extension and the call connect to the destination number. However in Zoho the status remains as calling.... and never show it as connected, so when hang up the call the comments dialog is not shown. Following a capture from my
Workaround for multiple Invoice Auto Generation Numbers
Hello, While I need multiple Invoice Auto Generation Numbers for my business I used a workaround which I will very basically describe below: 1) We create a Workflow when an Invoice is created and we assign a custom function. 2) We disable the Zoho Books auto generation feature for the Invoices. 3) We create a new App in Zoho Creator with a single form which has as many fields as the auto generating numbers we need. So, its field stores the Invoice Number for the next Invoice in Zoho Books. 4)
Get transactions older than 90 days
How can i get my bank transactions that are older than 90days to my zoho books?
Error Occurred message when adding a new domain "petmovers.in"
Hello, I am trying to adding a new domain to Zoho mail using own domain "petmovers.in", but I keep getting "Error occurred" message.
Restore Deleted Organisation
Is there any way to restore a deleted organisation in zoho books?
Outgoing mail disabled for the account disintegradoramedellin@recuperacionesnaranjo.com
Greetings. Please can you help me by enabling outgoing mail for this account. It just did not appear that this account is apparently blocked in your outgoing mail and we do not know why. I appreciate if they unblock me and tell me if I should do something about it so this does not happen again. I recount the account that has the outgoing mail blocked: disintegradoramedellin@recuperacionesnaranjo.com Thank you
overwriting when importing data
Hi I seem to be having issues when I try to import a CSV file to overwrite data which has already been imported. I keep getting an error message telling me that the SKU already exists. I know that they already exist, but I am trying to overwrite them with amended data. Can you please help? Thanks Keith
Change sales order status via api
Fed up with Mr Bean yet ? A little more help with the following if not :-) .... var url = 'https://books.zoho.com/api/v3/salesorders/'+soId+"/status/open?organization_id="+orgID+"?authtoken="+token; What am I doing wrong here ? - keep getting "code":2,"message":"Invalid value passed for organization_id" ? In the wrong place maybe ? - tried every way I can think of & the ID is correct ! From api documentation - https://books.zoho.eu/api/v3/salesorders/{salesorder_id}/status/void?organization_id=1023469
Default bank acount
Hey guys, Will you please consider this ..... I have to set up a default bank account - Undeposited funds - so that all payments go to this account for normal transactions like invoice payments (invoice deposits - staff wouldn't think of changing this)... But when making payments to vendors they generally go out of a specific account & this default account has to be changed every time I make a payment to a vendor. Can we please have a "remembered" account for certain transactions ? Loving Zoho more
Send Email Statement for <Vendor>
It would be nice for the following to be rectified .... Re-size the email template text to fit the row count if under a max size. ( So that a lot of white space is reduced ) Place the "Send" & "Cancel" buttons on a fixed bar at the bottom. Pain in the a%$3 having to scroll down when using a standard monitor !
Improting CSV text shows up as ???
Hello I am importing a CSV and instead of text I get ???. Probably it's because the csv is in my native language so it has something to do with the fonts. Is there any specific font I should use to upload to Zoho books?
Quotation custom
Can I put a box with formulated field? I would like to put a box that is: total amount * differential
Part bought for a job
Hi. New to books but have been using invoice since 2014. I have done a couple of jobs this year that I have had to buy parts for. one is a fan belt and the other is a part for a gear linkage. Not sure how to enter the parts and then invoice them to the customer. I tried it through bills but do not think this is right. Do I have to create an item, if so I could end up with lots of items. Can i have an item called parts and edit it each time I use it. My main business is gardening and so my main sale
retrieve all items via api with scope
Hey guys, Because I have too many inactive items with the same names (+myID) & you don't have a preference for "ignore inactive items" I have to retrieve all of the items & process them myself in Google Sheets. The problem I'm having is with the api scope! Hope you can enlighten me on the correct syntax so I can get the max retrievable - 200 records & then get the next lot until I have all of the records - 4000+ .... var url = 'https://books.zoho.com/api/v3/items/?authtoken=' + token + "&scope=&fromIndex=500&toIndex=520";
Import Contacts from LinkedIn
Hi, just on trial of this recruitment software and wondering if you can import contacts from LinkedIn?
Anyway to see what the customer sees in his customer portal before him ?
I want to be able to see exactly what and how the customer is going to see in his portal before ! enabled it. As a matter of fact i would like to see his portal at all times. Sometimes a customer calls and talks to me about what he sees in his portal and as i do not have the same view (i do have the elements : quotes, invoice, paiements), i cannot assit him correctly during the support call.
Is it possible to search a field (text) with both "contains" and "not contains"?
Hello I have a field called job title and I want to search records based on this field. For example I am trying to search for CTO. The problem is when I do a searching asking for records those job title "contains" "CTO", I also find a lot of records those job title is "director of ...". What I would like to do is to search this field doing something like this: - contains "cto" - not contains "director" Any way to do that? Thanks
Custom views
Could we please have a sort order choice for the custom view creation & the choice to remove ANY field, date & amount is not important for shipments but the shipment date is ! Books & Inventory.
Generate Reports Using Cash Basis
Is it possible to generate Sales reports on a cash basis (associated with date payment is received) instead of on an accrual basis (associated with the date invoice is created)? Note that I already have Report Basis set to Cash on the organization profile.
edit items
Mr Bean has more questions than answers .... Could I please have some advice on why preferred_vendor is not updated .... itemEdit= { "sku" : newRec, "name": name, "preferred_vendor": supplier, // not working "custom_fields" : [{"index" : 4,"value" : bay}] }; var url = 'https://books.zoho.com/api/v3/items/' + encodeURIComponent(itemID) + '?authtoken=' + token+'&JSONString='+encodeURIComponent(JSON.stringify(itemEdit));
Purchase Order - billable for a specific customer?
Is there a way to create line items that are billable towards a specific customer? some items we buy goto stock and then get used and billed later but MOST items we buy are for specific projects / customers.
Customers and vendors in manual journal
Hi, Some times i have some cusomers with very small balnce and i need to close this balances in expences by manual journal How can i do that For example i have a cusomer his name is (A) and his balnce is 15 SR on 30-12/2017 and i want to close this balne in expenses by manual journal to creat journal like this Customers balance adjustement 15 SR (Debit) Customer (A) 15 SR (Credit) I tried to do it but customers and vendors does not exist in manual jouranal when i tried to chose them How can
Bank feeds
Barclaycard updates auto every day .... My other UK accounts - Lloyds & Barclays do not ? Is there anything I need to do to make this happen auto daily ? Since the enhancements there are lots of duplicated transactions being downloaded - I update nearly every day, last time was 10th Jan & today - 12th Jan it brought in transactions from the 4th Jan - Barclays bank UK
Banking module
Oooooh, what have you done guys ? 52 duplicated transactions downloaded today ? Nice to see the running balance incorporated but doesn't appear correct to me - running balance differs greatly to what the bank & Zoho says ? Edit : Removed a few of the duplicates that I'd inadvertently accepted & running balance matches perfectly now - certainly wasn't to the amount of the difference but hey, easy to exclude - well done & thanks :-) Whoooeee - matching transactions has also been improved - will now
Invalid value passed for authtoken.","code":14}
when i am trying to create or edit custom function getting issue:- " Unable to perform this operation. Please contact support@zohobooks.com.".
Item Groups Alphabetical
Used to be able to hit the "Name" column in item groups to put them in alphabetical order like in "items". Is there a glitch or can't that be done anymore?
Multi Location Billing
We are a company based out of gurgaon and have branches in Bangalore, Kochi, Chennai, Mumbai and Hyderabad with their respective warehouses and GST. We need to enable billing from these locations with their respective branch address and GST. How do we enable this in books? We are doing a trail to see if zoho suits our requirements and any help in this regard will be appreciated.
Estimates
Hey Zoho guys, I have started to get used to sales orders & can see the logic of using them regarding packing & shipping etc .... What I can't understand is why estimates aren't in Inventory, in Books we can't convert an estimate to a Sales order ? I'm beginning to wonder if I've made the right choice using Books & Inventory ? Very, very confusing the differences in these 2 products, it's quite astonishing!
ICICI Bank integration...Bulk payment & Advance Payment
Dear ZOHO Team, How to make more than one bill payment together and make advance payments to the vendor through ICICI Bank integration Please start this feature as soon as possible
Problem with GSTR 1 filing
There is a strange thing happening when I generate GSTR 1 through Zoho Books. When I click on overview, it shows properly all the transaction details. When I click on push to GSTN the details are gone. Please suggest me a solution, as it is very irritating. Please refer to the attached images for reference.
Additional Placeholders needed.
Hello Zoho! It would be very nice to have some more placeholders for sending out automated emails. Below is what MY personal email looks like... ----------Invoice Summary----------- Invoice #: %InvoiceNumber% Date: %InvoiceDate% Due Date: %DueDate% Invoice Total: %Total% ---------Account Summary----------- Current Account Balance: %Balance% -------Online Payments Options------- Click the link below and review your unpaid balances. Then, choose from one of the following payment options:
Delivery Challan
Hello, We send out items for job work(outsource) to vendors and receive it back But when I create a delivery Challan I don’t get to see any vendors name and only customers name shows up? What is the workaround or is there any other option? Thanks
DUMMY COMPANY TO EXPLORE REPORTS/ FEATURES
Dear Zoho, Do you have a Default / Dummy company with lots data so that a new user like me could explore all the features and reports in ZOHO BOOKS. Also it will be helpful to learn new things for existing customers. Onlymak
Customers with same name
Hello, 1)I run a business in which a lot of company names are similar to one another OR a lot of the companies have similar names, but vary with location or the contact owner. The issue here is when i create a sales order or invoice i get to see only the display names Hence it shows repeated names and i am not able to find out the exact customer from the list. 2) Is there a way to stop the Display name from showing up in the billing address in the sales orders? Thankyou
Always Tax Inclusive
Why cant you consider ALWAYS TAX INCLUSIVE addition to the existing options.. Since we are doing GST invoices, It is compulsory to keep TAX Inclusive in each invoice. Now we have to update the same to tax inclusive or check and confirm the same. In the retail Invoice there is no option to select the same. so we are suppose to alter the invoice after saving/posting. Kindly help us to solve the issue.
Issue "Purchase Orders" through Zoho Books.
Hi All, Zoho Books now support the "Purchase Orders" feature :-) Yes, you can issue purchase orders to your vendors and can convert them into bills in Zoho Books. All you have to do is to enable the "Purchase Orders" from the 'Preferences' section (under the 'Settings'). Then start creating the purchase orders for all your purchases. For detailed information about the feature, please read through the following link: https://www.zoho.com/books/help/purchase-order.html Feel free to share your feedback
Item Groups Alphabetical
We use to be able to view "Item Groups" alphabetically in books. Now we are not able to by hitting the "Name" column. Has something changed that we are not aware of ?
My Bank account shows Negative Balance as opening Balance,How is it happen?
Dear , Kindly help me out with this.We can't find our actual bank balance because of this issue.we can't find any error with the entries.
How do I recover my Google account for my phone?
Gmail is a service which is a basic need of every individual as it has a ability to complete a work in fraction of seconds. It offers you a variety of services which includes great storage of emails, video chat with friends, family and with business partners, hangouts through which you can built a strong connection and many more in order to make your life from GOOD to BEST. If you are looking to recover google account on Android than without wasting a single minute get into the steps mentioned below:-
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