Clearing custom field values with imports
Still unable to clear all the values in an item custom field by importing the exported data after clearing this columns data! I need to reclaim this custom field for a different use as I've reached maximum, can you let me know when a fix will be available please guys ?
inventory cadastre of fixed assets of the company (Fixed)
Please can someone tell me how can I register my fixed means? and how can I make the repayments? Knowing that a company has to make the control of the inventory of the company's assets and then have the time period that will be amortized, please I want to have this my record in my accounts
çan I set a discount % for individual customers in the contact page?
Hi, We give customers discount on every purchase they make. Some large dealers reveive 30% and some others only 5%. Can we fix this discount on customer level? So we dont have to look up their discount percentag everytime. If we select a customer in a estimate or invoice their discountlevel is already filled in. Thanks Robert
Custom views
Out of interest, do you have a time frame for the release of this fantastic feature, specifically to the items & contacts ? Can it be made possible to retain or lock the selected fields for a particular user in any given module as that users preferred view choice ?
Vendor invoice from sales order
Is it possible to create a vendor invoice from a sales order without having to create a purchase order?
reports
I need to get a report of input and output movements. Payments and more receipts I need to take with all availability accounts Bank and cashier.
Change rate per hour without retroactively changing reports
Hi, our organisation sometimes needs to change the rate of a employee in an ongoing project in books, if for instance they get promoted and their rate changes. Currently, I can't see a way of doing this without all reports being retroactively changed with this new rate. Is there a way of freezing a rate, or selecting a rate by date range?
Difference in Sales by Customer and Sales by Salesperson
Hello. I noticed a difference today in terms of Sales numbers showing up differently in 2 reports. I checked Sales by Salesperson report for a period which showed a higher amount, whereas Sales by Customer and Sales by Item is showing a lesser total amount. Any reason for this ? Please clarify.
Print out/PDF convert- two byte character is not shown
I print out/ convert to PDF, it is not shown two byte character,Japanese, only show English in the documents. I sometimes need to print out and keep the documents, but this was problem now, is it able to investigate and improve it?
Custom Fileds in Invoice
Hi Guys While trying to add custom field to my invoices, I am do not see separate tab for Custom fields. Instead custom fields are available in same tab. When I try to create additional custom field, it by default considers data type as Text and neither ask me to select nor allow me to change the data type. Screenshot is attached. I am currently using more than 1 companies and this issue is being faced by me in respect of only one company and not others. Please advice Regards Ritwij Joshi
Limits in Standard pricing plan
I would be glad if someone could answer the following questions regarding limitations in Zoho Books Standard. I have read on the pricing page that in the Zoho Books Standard plan there is a limit to 500 Contacts. Does anyone know how this is implemented? - Specifically: If you have more than 500 Accounts in CRM (which become Contacts when synchronized with Books), where is the cut-off point? Does it go alphabetically, does it go by the creation date of the record, or how does it go? - Do you still
Scanning Recipts, Invoices etc
I really like the new facility to scan documents, given a pdf file etc. However, many of my receipts and Invoices are sent my mail and are in paper format only. I would like to scan them using a twain compatible scanner. When will Zoho be adding this feature? I appreciate that this may require an application resident on the PC John Legg Owner: The Debug Store
Duplicate transaction
Hi, I have automatic bank feeds, but for some reason there is duplicate transaction that doesn't occur in my bank statement and owner drawings twice in the Zoho bank transactions. How can I delete a transaction? It is unmatched but there doesn't seem to be an option to delete it. Thanks
Record payment without email sent
How to record the payment for my invoice. But not need to send email to our customer ? cos ZOHO insist to do email sent before allow to do payment record. But this customer no need to be received invoice anymore cos he knew to do our payment regularly. Please advise & thanks
Tracking time against a job in the IOS Application.
The timer application for IOS on the iPhone is good but I often have a need to add notes to the time as I am working. Currently I have to stop the timer in order to add and save the note. This does not seem to make sense. Why can't I just add a note as the timer is running?
List all the Contacts without pagination zoho books
Hi I want to list all the Contacts in zoho Books. When I used list record api and getRecords method, it returns only 200 records.I need all the records. How can I overcome the pagination? Is there any parameters for this to specify the start index and last index in zoho books? Need Assistance asap
Tipos de suscripción estándar o profesional
Buenos días Actualmente tenemos suscripción gratuita y queremos valorar pasar a otro tipo de suscripción, no sabemos cual de ellas, no se si alguien nos puede decir las diferencias entre la standar y la profesional, sobre todo necesito saber si se pueden subir archivos ilimitados o hay un tope. Muchas gracias. Un saludo
Line total amount
Is there a way to display the line total at the "amount" Column rate + tax = amount
Tmesheets
As an independant consultant I have to submit a timesheet to my customer weekly. I track the time in Zoho Books but the format of the timesheet report is not something I can provide to my customers so I have to do a lot of work to reformat it for them every week. We either need a way to customise the timesheet or a way to print out a timesheet for an individual customer (contact) with project, dates, times and notes included. Ideally this could be emailed directly to the customer on demand once set
Gmail Contact Number+1-888-306-5155
Gmail Contact Number Utilization of Gmail is the need of hour. Each business associations and in addition at home make utilization of Gmail administrations with a specific end goal to do their work either individual or expert. Much the same as some other email administrations you can expect even Gmail makes issues amid its operation. In the event that such circumstance happens the client ought to instantly approach the Gmail Customer Service, so you get the needful help to determine the issue inside
Proof Adjustments
Hi, We have two similar problems we don't know how to solve. First, we made a deposit of 10 checks. The bank recorded the total and we were able to reconcile. But then, we got a note saying of the checks was missing and we have an entry from the bank that takes the 12.36 out of our bank account. We have no idea where to charge it to. Second, we make a deposit and mistakenly recorded the total payment of $1500 when the check was partial payment of $250. Again, we were able to reconcile the bank deposit,
Associate sales person to Customer Contact
Its good to associate a sales person to a contact, so the tracking of sales commission will always be easy.
Client portal - Social Log - in - Inclusion??
As a zoho user, I may remember the password for log in. Where as the client - is not a regular user. But its very important for our customer to log in, _ The customer is requesing us to send all the invoices by PDF as email.? Really no point in getting the custom domain with https:... etc. Its not mere logo inclusion in the log in page for the my clients. We have to ease the log-in procedure, who is going to pay. If the request makes sense, please enable social log-in option for custom domain -
Contacts - Address book - tricky maintenance?
We had a customer with 12 shipping addresses [well, thats the max allowed and I'd reported this for allowing more].We found a problem with shipping addresses when any invoice for the party was opened for editing: it was picking up one of the shipping addresses (probably the last used one) by default and updating the invoice. This is wrong and unexpected as the shipping address in the invoice should not be automatically overwritten during editing I opened the contact in EDIT mode and found that the
How to add discount and Freight charges in PO ?
Please, Guide me how to discount and Freight charges in Total Section-Purchase Order?
P & L report does not get refreshed if contacts are tagged after a transaction
Contacts are often added without complete reporting tags assignment. They may get tagged afterwards or tags may change for any reason. I find that such tagging/re-tagging does not get reflected in the P & L. for example, I have a custom reporting tag 'Sale Type'. This was not assigned for some of the customers. I have assigned these tags now - and they have sales transactions already in the system - but, the P & L segment for this tag does not get refreshed . My sense is that though invoices were
Docs uploaded file name
Can we have the option to rename the uploaded file please ? Every time I download & then re-upload the newly renamed file it gets scanned again & this uses up my paid for allowance !
update março
Oi As atualizações são perfeitas. Mas eu acho que a equipe zoho deve trabalhar mais nas atualizações da parte contábil este mês e deixar a outra parte ainda. Porque o software é feito com a ajuda de todos os usuários, que é com os nossos pedidos. E o que os usuários estão pedindo mais no momento é mais a parte de contabilidade. 1- Insira um anexo nos diários manuais. 2- Mais relatórios padrão e formas de adicionar filtros. A: exemplo seu relatório de vendas por item, não posso na personalização de
Automation | Edit Custom function
Can we please have the editor resize to fit the browser please - the set standard size is really hard to work with :-(
Expense issue in PNL report
I will do my best to explain this, bear with me: I bought $5000 worth of stock (10 products, 25 units of each product, 250 units total) which I submitted as an expense in Zoho Books under 'Supplies: Stock'. I also set up Zoho Inventory and included the 'opening stock value' ($20) for each product and used 'Supplies: Stock' in the 'Purchase Information' area. My issue though is when I run a PNL, the $5000 initial expense is included in the expenses area (Supplies: Stock), but so is the 'opening stock
No contact regarding organisation
Hi Team, I had placed a request last week to migrate my paid subscription between the 2 organisation in Books. My trial on one organisation is about to end. I want to move my paid plan to the other organisation on my account. Please have someone do it ASAP as only 2 days are left. Please transfer the plan from below org id to the other 630836160 -> 641439047
View PayPal feeds directly in Zoho Books
At Zoho Books, we've made a new enhancement to the reconciliation process with automatic PayPal feeds that we think you'll love. Currently, Zoho Books supports PayPal transaction feeds via a third party service provider. With this new integration with PayPal, we fetch your PayPal transactions directly to your Zoho Books organization. The integration retrieves all of your transactions, eliminating the risk of missing out on any financial activity. Benefits of this integration: You can directly
updating contacts by file import
I ran an import of contacts for updating ONE specific field [Payment Terms], with Display name and Payment terms mapped. The import ran without errors, but no update took place. Surprised, why.
Invoice module with item module in webhook
Dear Zoho Team, If possible Invoice module with item module in webhook ? Kindly advise
my idea
Hello team zohobooks, I want to share my idea since I introduce myself. I am Rossio Martin's job for a company in Africa- Angola is CBSAngola- Central Business Solutions, it is a partner company of zoho and we are selling well the software here we have already many customers. And we use all the tools of zoho to be honest are incredible tools. But my appeal goes to the zohobooks tool which is an accounting tool I suggest: 1- that at least you should integrate this tool with zohodocs and write, this
item variables
Can't get the following field values in Custom functions ? ..... VAT (Tax) Reorder point Preferred Vendor Can you help me please Zoho experts ? And if you could also kindly tell me how to use the correct syntax for the following please, I know you have experts that we can employ but I really enjoy learning & doing it myself :-) ... myFileID = "123456"; itemName = "myTestItem"; Unit = "box of 10"; mySKU = "54321"; myItemRate = #.##; pr = #.##; myCustomField = "abcd" Item_Details = map(); Item_Details.put("item_type",
Automatic totaling of item quantities
Hello, I would like the following to appear on our invoices in Zoho Books after the item description: Qty/ Pack No Packs Total Qty So far, I´ve been able to get them to appear on the invoice: 1. I have added "Qty/Pack" and "No. Packs" in Item preferences. 2. I have changed the label "Qty" to "Total Qty¨in Invoice preferences. My question is if it is possible for the "Total Qty" to be automatically calculated by multiplying the "Qty/Pack" x "No. Packs"? I know nothing about code or otherwise! Thanks
Internal Exception for Creator function Answered
I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes? Here are some examples of Online promo video
Template formatting question
I place my invoices (and other forms) into 2-window envelopes. Editing the standard template allows me to place my logo nicely in the upper window. However, the "Ship To" address for the customer is a bit too low. Is there some way to raise the "Ship to" section up a bit closer to the bottom of the Logo? I don't see a way to do this in the template editor. I only need to raise it 2 or 3 lines up. I was thinking that if I could remove the "Balance Due" over to the right it might move up, but
Sales report by item
Hi Team zoho, in the report by item because you have to choose the account and not the item? Because I need to take a sales report for a specific item I think this is a very important functionality. The same you have in the inventory report as you can see in the two attachments.
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