How to customize statement
Hi, Is there a way to customize the standard Client statement, I would like to see only unpaid invoices, without the opening balance. Not a must, but if we could have an aging, it would be great. Thanks Marie-Andrée
How do I get the Invoices to include receipts for expenses?
So far I really like the overall usage and look and feel of books but I just did my first client invoice and was not really thrilled with the experience. My clients typically want an invoice that has a single line item for all expenses by user. So similar to what you get when you include services by user. They also want a PDF with the receipts from expenses. I like the ability to attach a receipt to the individual expense item but is there a way to get a single aggregated receipt PDF with the
Categorizing 3 bank transactions into 1 (GST)
There are bank charges which I want to reconcile from the bank feed. As shown in the screenshot. Now here 1 transaction is split into 3 as: 1. Bank Charges (Mob alrt Chg Oct-17) 2. SGST 3. CGST Now when I want to record this as an expense, How do I combine the 3 and record GST also ? When I categorize the 25 rupee transaction as expense and add GST, I cant match the GST to the transaction of CGST & SGST in the bank statement. Kindly help.
After giving the payment to the vendor, why can't we create the credit of the same bill?
Dear ZOHO Team, After giving the payment to the vendor, why can't we create the credit of the same bill? Find screenshot....Kindly enable this feature After Payment Before Payment
Books left menu panel
I notice that some of the menus do not collapse when switching on occasion, sales & purchases mostly. This is not a bad thing, in fact, for those with a large monitor it can be beneficial as it can save many, many clicks in a single day as we very often go between sales & purchases. It's simple enough to use the calculation of the page height to determine whether to auto collapse the menus ?
Unable to create a detailed trial balance report ?
HI, in the reports tab we are able to generate the condensed trial balance. However we require the details of opening balance, during the year & closing balance etc within our report . can you advise us how to generate ?
Invoice history?
I had previously used Freshbooks to send invoices (but stopped when they stopped accepting PayPal as a payment option). The one thing I have missed is the "invoice history" where I could see if a certain client had logged in, viewed the invoice, downloaded a PDF of the invoice, etc. Is there any way to set up something similar in Zoho Books or Zoho Invoices? Thanks.
Committed costs
Could you please tell me if there is a report I can run which will export to excel, showing the balance remaining on purchase orders I have live in the system which have been part invoiced? I need to know how much is remaining on all these orders Thanks
Help with multiple expenses of same kind.
Hi! Hoping for some help, or a work around. We are loving Zoho books, but have issue. We buy stock images for clients and need to add them to invoices. This is easy to do. The problem is, we may have a project that has 20 stock images. This comes through as 20 transaction in banking, and when we match them and add them too an invoice, it is then 20 lines of the same thing on an invoice. We can't seem to find a work around to allow us to list it as "Stock Images x 20" and still have all the transactions
Zoho books API limit reduced without intimation
Hi We had increased our zoho books api limit after sending a request to you. I had to updated a few 100 customer payment transactions through API and suddenly we started getting the API limit exceeded error msg. This is not possible as we have not even crossed the default limit for the day. The API report page is showing our limit as 1100!!! Why was the limit reduced! Why wasnt even an email sent?! ALl our transactions are failing. We will have to sit and manually update hundreds of transactions
Delivery Note Delivered item must be reduce in inventory stock
Who can help me
Expense allows item (goods) on the fly while a bill doesn't.
Hi, I have been trying to use the two features of Bills and Expenses in Zoho Books. To be honest, this feature seems to have a few loopholes and just adds confusions while recording purchases. Neither Bill nor Expense creation seems to be complete and hence I am unable to use just one of them using Zoho books. Below are the restrictions which are bothering me: 1) A bill allows TDS deduction while an expense doesn't. 2) While we can track payments for a bill, we can't do the same for an expense.
Deleting old bank transactions
Hi, currently trialling an upgrade from Invoice to Books. What I want to do is to delete the record in Books of all transactions (bank, paypal etc) before April 16 as they are of no interest to me. Is there a way to quickly do that? Thanks
How to make report based on custom field
Hi Gentle men , Under the organization there are more than business line , So that I create a custom field called " Business Line" in each of Purchase order , Sales Order , Expanses . ect. Now I wan to sort or display the sales order or purchase order based on Business Line , So any advice to achieve that ? how could I know the total sales or total purchasing of specific business line, ect. looking to your help. Thanks
Deletion
I am new to soho books and was testing some features...I have created a advance invoice and subsequently created an invoice that is squared from the advance. I need to delete the all these entries..how do i do it...the delete option is not allowing me to do it
Footer not printing
Hi Team I can see in preview but after printing footer is not coming in the print page. Can you please help me on the same.
How could I manage multiple companies?
I need to use Zoho for small investing company ( to control cash flow and have forecast). In this case all our startups should be in Zoho and be connected with central company. So we have a parent company and a number of subsidiaries. Also company has
I cant log in into my account
I'm confused and not sure what I did cause this problem
Bank Feeds do no refresh
Hi the bank feeds stopped refreshing. Says Refreshing Feed for awhile, does not error out. Then says will take awhile, but doesn't actually update. I have re-added the feeds any suggestions?
Request for discount value rather than discount percentage throughout Zoho Books
A lot of times, discounts are very specific and the percentage input box isn't accepting decimals after 2 places. Please fix this -- it causes issues.
VAT in Suadi Arabia
Hi According to the new low in Saudia Arabia : There will be VAT 5% on purchases bills and sales invoices How can i proceed that in zoho books and review tax reports at any time. Thanks
Convert time when export time sheet
HI When exporting timesheet report in Zoho books, we cannot sum the hours because of the format 1:30 instead of 1.5 In Zoho project you show both. When could that be available? Thanks Marie-Andrée
Tax not getting calculated on exports/foreign currency invoice for GST; urgent!
Hi, please see:
Finding repeat payments on a statement - Lots of rules required or can it be automated through Contacts?
Hihi, I'm currently playing with the free trial for ZB as I'm the treasurer of an archery club. I think I've got the hang of the basics, but with the statement I upload from my bank, it's a lot of repeat payments from the same people. I want ZB to identify these repeat payments so that when I look on my Customer records, I can see at a glance, when they've paid (it's a monthly membership fee). Is there a way to do this that won't require to me create a rule for each individual member? That'd be quite
Edit bank transaction amount
I imported bank transactions from a csv file, and three of the amounts have the decimal in the wrong place. For example, a transaction that should have an amount of 1708.12 is showing as 170812.00. I'm not seeing a way to edit the transaction amount. How do I edit the amount?
Custom Buttons tutorials?
Zoho is quite deep in functions but skimpy on documentation for more casual users. Especially for business owners who do not have a dedicated IP person and just need to get things done and functioning! Custom buttons seem like a gift from heaven. However the operation is rather opaque. If the documentation explains how to make CusButs it is not easily found or understood. What is needed is Zoho for dummies or such. I'll bet zoho could triple their user base with concise, usable documentation for
Bar code in Zoho Invoice
How to add Barcoding in Zoho invoice
Can We Please Categorize Transactions On The Mobile App?
Hi there, We can use the banking module in the Zoho Books app. It allows us to Match transactions. However, for Paypal payments, we can not add an adjustment to match the transactions. Or, to categorize expenses, we cannot match them unless there is a bill created for that expense (which is so much extra work for common credit card expenses). When you're dealing with 400+ transactions, it would save so much time every month to just be able to reconcile transactions on the go. All this could be solved
How Can I manage Multiple Companies in Zoho books
We have a retail business in Bahrain and Saudia Arabia. The Main branch is in Bahrain and the other branch is in Saudia Arabia. How can I manage both the branches(Business). The problem is, sometimes we take some of the inventory from one location(Bahrain) to other(Saudia Arabia). Kindly, explain me how can I manage such business in zohobooks. If you dont have this function, kindly let me know, either you can do some custom work for me or not? PS: Currently i am using trial version of the software,
Editing Drop Down values
I am setting up Z Books items and have custom fields for item variables. Many of the names are too long for our report printouts, but I cannot edit them becuase they of the following message: The custom field option is in use with some transaction(s) and hence, cannot be edited or deleted. I understand the principle yet following the trails back to the transactions is impracticable as it represents a huge amount of hours to set things up. There must be a work around!!! Also a method to re-order
Report showing all sales order line items?
I need a report which shows each line item from sales orders for our production planning. I don't want it to show the invoice, just line items so we can order it by date and see what is on order. Not a report of sales orders- we don't need to see or get distracted by the orders themselves, we just need a listing of each item on order independent of the sales order. Greg Aanes 2109 Queen Street Bellingham WA USA
Trigger workflow in CRM when invoice paid
Hi there...Is it possible, through the integration with Zoho CRM to have this happen: An invoice is automatically created via stage mapping in CRM (already works) A customer pays invoice and invoice gets updated in Zoho Books automatically (already works) Zoho Books send out notification email (already works) Zoho Books initiates a trigger for a workflow in Zoho CRM to do "something" (this is my questions) That "something" could be: create a task in the associated Potential that created the invoice
lic premium leder and entry please help
lic premium leder and entry please help
$ discount on Tax-Inclusive bill
Currently, $ discount is not available on tax-inclusive bills. For Tax-exclusive bills, $discount is available. Any plan to enable $ discount on tax-inclusive bills?
Zoho servers
Anything wrong guys ? Seems incredibly slow from a few locations ?
Zoho books down, and status says all is fine
I cannot reach Zoho books yet the status screen shows it is operating normally. What is the point of a status screen that shows all is fine all the time -even when it isn’t? Very frustrating that Zoho is down when I need it, and frustrating that status is bogus. ☹️
Zoho books down ?
:-(
How to fix Google Chrome’s This site can’t be reached problem?
Google Chrome is widely used web browser which is used by the billions of users across the globe for its best in class browsing features. But sometimes users face many technical errors while using the Google Chrome and This site can’t be reached error while browsing any website in Google Chrome. In this article, you will learn about the various ways to fix this problem. Reset Google Chrome settings · First of all, open a new tab in your Google Chrome and type chrome://flags/ into the address
Investment from new investor
Hi, Where should i add if new investor is investing in..
i have to deduct the bill amount against a invoice made.
Actually i am buying the part from customer and value adding and again invoicing it to the same customer. Customer pays only for the service added. 1. How i have to close the payment for the bill generated for part received from customer and 2. How i have to close the invoice with payment receipt from customer and balance payment against bill raised.
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