What's New in Zoho Books- May 2017
Pulitzer Prize-winner, Edwin Way Teale once said, "The world's favorite season is the spring. All things seem possible in May" - And if you are thinking what more is possible in this merry month of May for Zoho Books, we have some awesome features rolled out just for you! Introducing GST-Ready Financial Suite for Indian Businesses As GST unifies states and union territories with a single indirect tax, Indian businesses are no longer required to capture taxes separately or export data to another
Brokerage payable for invoices and sometimes purchase bills too
Hi We are considering to shift to zoho books. Just wanted to check if can maintain brokerage payable to different parties for invoices and some time purchase bills too. Kindly let me know if there is a feature or a way around? Thanks
Automate payments to Vendors
Hi, It would really impact positively in our business if we were able to create an invoice of a specific product, which would have been pre-configured with the Vendors' bank account information and the percentage of commission we get, in a way that as soon as the client payed, we would receive our 25% and our Vendor (in our case an owner of a vacation rental apartment) his 75%. Any chances or ideas on how we could get something like that to work? Thanks a lot in advance, Gabriel Leveau
Customising templates
Hi, I thoroughly enjoy the templates given, both for Sales Orders and Invoices. However, is there a way i can customise or change it such that there is minimal redundant white spaces within? For example, I had to key in 4 items in to the Sales Order and there is unnecessary large white space between each item and it extending the pages of the Sales Order by extra pages then is needed. The only work-around I can figure out is to use the 'Compact' template. However, it separates the Item and Description
How do I manually change the negative tax amount in an expense?
Hi, I have a Tax Group with a (positive{IVA} and negative {IRPF}). Now have to ajust some IRPF tax manually but I cannot write manual negative value. How can I do manually change the negative tax? https://www.zoho.com/books/kb/taxes/tax-override.html Thanks, Oriol
How Far Back Can Bank Feeds Get Data
Is the data feed only for transactions going forward from the time the feed is activated or can older transactions be retried? How far back will the automatic data feed go?
Trying to better understand integration capabilities
I am considering using Zovo forms and books and want to check their integration. Can I do the following? 1. I have contact data that was input via a Zovo form 2. I update 1 field in that data 3. That triggers a) an invoice to be created in Zovo books, and b) the invoice to be emailed to the contact 4. In other cases, a change would trigger an email to be sent with a file attached (PDF of a map) Is this possible using Zovo Forms and Zovo Books? Do I need any other apps?
Wholesale & Retail price lists
Hi, apologies if this has been asked but I'm preparing my first CSV import and I have stumbled at the pricing point. We have two prices, one for retail end-users and another for wholesalers that buy in bulk. How do I add a column to the import template with the second price? What would I call it? Many thanks in advance. Paul
How to select category for 'recurring bill' for utilities?
How to select account/category for 'recurring bill' for utilities? Don't see anything related in the pull down account categories menu... I know I could create a new account, but I think I must be mis-understanding since utilities would be one of the most common recurring bills all businesses deal with...
update items with api
Hi guys, I've tried ... myarray= { "sku" : newRec, "name": name+" "+newRec, "reorder_level": reorder, "vendor": supplier, "custom_fields": [ { "index": 1, "value": "On Order" } ] } Which fails when the custom_fields is included, fine otherwise ! There is no example using custom fields in the api help (that I can find) Can you help with the correct syntax please :-)
Get Expenses using SharePoint Designer Workflow
Using SPD site Workflow to get all expenses items is giving the below error: Response Content: {"code":14,"message":"Invalid value passed for authtoken."} However, when accessing the link directly from the browser everything is working fine.
data transfer from Zoho Books to Tally erp9
I would like to use ZOHO books to make invoice to clients and receive payments accordingly. Also, purchase entry from vendor. How can I easily import these data in CSV/XLS to Tally erp 9 for accounting work by auditor's ? Tally is very useful for au
Setting up Zoho Books for small Law Firms
Am wondering if anyone here is successfuly using or has set up Zoho Books for a small law firm? I'm in the process of setting up a sandbox ZB account to be used as a test case and have set up a workflow using the Retainer feature to track Trust Funds. I would like to ensure that all the information related to each client's matter can be captured in ZB and any related Trust Reporting. Would I need to integrate Zoho Projects to do so? Earl Rudolfo
Caution deposit a school collects and expenses out of it
How to record caution deposit a school collects and expenses out of it. What is best way to enable this for the customer to see in Client Portal.
Custom Reports
Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs. I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7315673-custom-reports Launch Video Examples
Invoice numbering per client
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/12839304-invoice-numbering-per-client Brand Video Examples
Changing to UK edition?
Hello, We have been using books since before the release of the UK edition. Our preferences state we are using the global edition but gives the following message: >You can't change the edition as you have transactions recorded in your account What are our options for changing to the UK edition please? Can zoho do an edition change for us? Thanks
can't ad user to CRM
Hi, It says that this user already is in a CRM account. We had a back office problem at the time I was adding this user so I need you to straighten this issue as well. He doesn't want to be in any other CRM, only in the company's. Please help or advice. Thank you; Zsuzsanna Valasik
Does an email get sent to the client when an Estimate is marked "accepted" and a Retainer Invoice is automatically created?
When I mark an estimate as "accepted", Books asks if I want to automatically create the Retainer Invoice. When I select "accept and create", the Retainer Invoice is marked as "sent". However, in my testing an email is not being sent. Should an email be sent to the client for the Retainer Invoice automatically when an administrator marks the Estimate as "accepted"? I am pretty sure this happens automatically when a client accepts the Estimate in the Client Portal but I want to determine if this happens
Change the invoice number & pdf template according to the agent
Hi, We are a little company that selling more that 4 brands, our invoices are sent to costumers by different number and template for each brand manager (user or agent). is there a way to automate this ? for exemple when brand_A_manager send the invoice/quote, the number of the invoice is modified to (brand_A_001) and automaticly the pdf template (brand_a) is used. the same for brand_b. thanks for your help.
Add our company logo in Signature
can we add our company logo in signature? because our email signature has our company's logo and we want to unify the format of our emails to customers.
Payroll Options
Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books
recurring invoice with auto-pay
I've setup a recurring invoice and attached a credit card to the account. But when I edit the invoice it says "Auto-charge is not available". What am I missing?
Retainer Invoices
Hi, When will retainer invoices be available on the UK version of Zoho books? Thanks
Why not cache!?
Hi there Why is every page of the Zoho Books iOS app have to constantly access the internet? Can you be like FreshBooks and cache the details once during a session? I have dodgy internet when I travel but I would open the app, wait for caching, then goto
ITEM
Hi team ZOHOBOOKS, I need a solution. I have a situation in the items, it happens that in my company I have some products that first and I make the payment to the supplier and only after 5 days and that I receive the merchandise and it enters my warehouse or stock. But I need to post that invoice on the invoice before my goods arrive in my warehouse. And I made this transaction in zohobooks more when I launch the purchase invoice and select the product that I have already registered, automatically
Regarding payment mode
I want to add account in Banking from which the amounts to be spent Can you help me, how can i add New banking type. Note : New account like petty cash
Create Adjustments When Matching Banking Transactions In Mobile App
Hi there, When we receive payments, some bank fees have been removed. In the web version, we match the payment to the invoice and create and adjustment. However, in the app, the amount must be exact. Can you guys add the ability to create adjustments so that we can match payments to our invoices on the app? Without this, the banking feature on the app doesn't help us accomplish anything. Thank You, Chad P.S. The same goes for categorizing expenses (on the app) but I guess I can create another post
Keeping filled out fields when converting sales order to purchase order
I have created custom fields in Zoho Books on both my sales order and purchase order templates. I fill out the fields in the sales order, but when I go to convert it to a purchase order, I lose all the information I've filled out....having to reenter it, which isn't very efficient. Anyone have any ideas on how to get the information that is entered on the sales order to automatically regenerate on the purchase order? Since it's converting the same document, I'm not sure why that info wouldn't repopulate,
dashboard filter
How to filer dashboard with dates.
search in notes
can you do a search in notes ?
Creating a Contact using the API
What is the minimal JSON required to create a contact using the API? I am passing in samples I find on the web and on the API site but I only get { "code": 2, "message": "The request passed is not valid." }which is worthless. Doesn't tell me what is wrong and how I can fix it. Thanks Ralph
Not able to apply discount in percentage while creating invoice
Hi, I am trying to send this payload , but it is giving me error if the send the discount as percentage. { "customer_id": 485748000000061003, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": false, "line_items": [{ "name": "Package-1", "tax_name": "VAT", "tax_type": "tax", "tax_percentage": 10, "description": "Regular Service.", "item_order": 1, "rate": 120, "quantity": 2, "discount": "5.00%" }] } The error is "{"code":4,"message":"Invalid value passed for JSONString"}"
What's New in Zoho Books- March 2017
March is coming in like a lion! And if you are thinking What's New for the month of March in Zoho Books, we have some awesome features rolled out just for you! To see these New features in action, please register for our free webinar. Now, it's time for March updates! 1. Introducing Direct Debit Payments through GoCardless Zoho Books is integrated with GoCardless to make accepting Direct Debit payments easier for Customers in the U.K. Whether it’s a recurring invoice or a one-off invoice, your
Rules and Sales Orders
Hi, I am looking to create a rule for the following situation. When we create a sales order, I would like to check if it has a particular product attached. For example, we create a sales order for Product A, B and C and need to check if it contains Product A. From here, to send an alert or email to the sales person explaining the Product A is within the sales order. The reason for this is we are in manufacturing and create virtual products that have associated products within them (we are using zoho
Documents: View all to include folder location
View All Documents to include Folder location column. After uploading several documents during processing, we have to go back and move those to associated folders created. Unfortunately, in view mode (all/images etc.) it does not show folder location. For processing, we would like to know which ones have not been filed so an empty field under this column would signal a to do. Could we add the folder location to a column in the views? Thanks! -Gina
More api help please
Can you please tell me what's wrong with the following .... var url = 'https://books.zoho.com/api/v3/invoices/?authtoken=' + token; var options = { 'method' : 'get', 'invoice_number_contains' : '30999', }; var response = UrlFetchApp.fetch(url,options); Logger.log(response); All invoices are returned ? The api help really could do with some working examples !
TALLY
When can we expect ZOHO to be integrated with Tally (Accounting Software) ?
Mileage Recording in Books Mobile App
Recording mileage is a primary use of the Books mobile app for android. Is there a way to revise the home screen to include an icon that provides one touch access to the record mileage screen? As it stands, the "record expense" icon, when pressed, assumes what's being recorded is a purchase and does not give an option to record mileage. Therefore, one has to drill down Menu > Purchase > Expenses > Add > Record Mileage each & every time which is far too many steps to access a common function
Query on cash collected from sales
We want to know how cash collected from sales is deposited into the bank through books
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