Net Terms needed for VENDORS
I spoke with a representative a couple of months ago in regards to Vendors payment option does not allow net terms. I was told that this is definitely an issue and that it would be turned over to the programmers (can't remember the term that was used). Is there any movement on this as any accounting program should have this option. Thanks, Bobby
Recording Expense That is partially business related
This might be more of a general accounting question as i'm not really sure how to handle recording a certain business expense and reconciling it against my bank feed. I have an itemized cell phone bill each month that I pay. I know what percentage I can claim as a business expense. I recently separated out my personal and business account and when my cell phone bill came up this month I paid it from my business account ( I realize that I could have split the payment between my business and personal
Adding % to the subtotal
We charge "production fee" which is a percentage of the total cost. Percentage varies depending on the type of the project. Right now, we are manually calculating the % and using the field for "shipping". For the label, we just changed it in the template.
ZOHO BOOKS IS DOWN..And no phone support
ZOHO BOOKS IS DOWN..And no phone support Please help!
Unmatch option not available for multiple transactions applied to single deposit
I made a mistake while grouping retainer invoice payments to a single deposit in banking. The bank transfer payments made by the customer were short, and I reduced one of the retainers to make up for it (which created a different issue when applying to an invoice). I noticed several payments in a row were each short by 50 cents, and then realized it was most likely a electronic transfer charge that was auto deducted from the amount and does not show up on my bank statement (its collected before
Help Zoho Books gets stuck
hello please can tell me whats going on, the zoho not runing its getting stuck any one have the same problem. all stop. helllooooo.....
Zoho Books / Sites Integration
Hi, I'm just starting a trial on Zoho Books. Love it and will subscribe. I am just wondering if there's a plan to integrate inventory in Books into Sites? Kudos to Zoho team for creating accounting and inventory system in Books; I believe you guys would go far. Thank you
Customer balances on a specific date
Hi, I would like to run the customer balances report at 31 Dec 2014, how can I modify the date?
Zoho Books in Canada?
I really like your Zoho Books product, and I ALMOST bought a year subscription, but as I played with the free version I found I couldn't even add my bank accounts because I'm in Canada, and no Canadian Banks can be found in your list. I'm with the BMO.
Feature Request: Invoicing Schedule on Project
It would be really cool if you could add a field to the project level for the invoicing schedule. You could also use it to put reminders on the dashboard to run invoices.
Client Hourly Rate
Just a quick suggestion of a feature I would love to see, sorry if this has already been posted. I would love the option to assign customer their own hourly rate and have that auto populated in projects as a billing method. This would save me having to create custom contact fields to hold the information and then double check on it before creating the project.
View of categorized bank transactions
When reviewing uncategorized transactions in the Banking account feed, we are able to see the details on the list. However, in the transactions list next to it (All, manually added etc.) the details on the list are not in view. We would like to see the
Email status
Can you now, or are there plans, to see the read status of an invoice or estimate? Meaning, If I send an invoice/estimate from the Books system...can I see a flag or envelope open status or receive some other notification is has been opened or read?
User Profile for Accounts Receivable and Payable
Currently Zoho Books allows for "Admin" and "Staff." I would like to have the security restrictions so that users can only create invoices, or create expenses. Its common practice that companies that separate staff members to reduce fraud. I would also
Zoho CRM triggers for Zoho Books not working correctly
I am having some problems with the automation between Zoho CRM and Zoho Books. In my CRM zoho books configuration settings (https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps), I have the trigger set to: "Create/Approve/Decline Estimate when a Potential is created/won/lost respectively". The problem is, when a potential is created, an estimated is automatically generated in Zoho Bookds but automatically marked as "denied". I have discovered that when a potential is created by converting
Suppliers pricelist and discount
Hello I ask if it is possible to have the feature to manage the purchasing pricelist with discount from supplier. So every item should have a sale price and a purchising price with associated supplier and discount. This avoid problems with some suppliers when the discount is not showed in the order and it creates an automatic workflow.
View preferences (default): Contacts
Is there any way to create a preference (default) on how to view/list Contacts in Zoho Books? It currently stays with your last view which is not critical but confusing to some users :). Thanks!
Problem updating customer information via API
Hi there, I have a problem using Books API where when trying to update a customer's billing or shipping address, it will fail if I add any spaces in the fields. For example This will fail: "billing_address": { "address": "100 My Street", "city": "Any Town", "state": "", "zip": "", "country": "" }, but this will work: "billing_address": { "address": "100MyStreet", "city": "AnyTown", "state": "", "zip": "", "country":
Exporting Reports from Zoho Books
Would like to be able to export reports in Zoho Books as csv, excel, google docs file format. Why only PDF available?
Question Clients and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORS
how to inject more funds in business
in zoho books, how to Inject more Funds in business from owner? where we enter the transaction?
Expense widget
Hi, Really enjoy the product! I do have a feature suggestion (hopefully I'm not just missing it somewhere). Expensify has a Google Chrome widget that takes screenshots of online receipts and automatically imports them into their software. This saves a good bit of time as opposed to printing or taking a manual photo of the receipt. Is this something that could be implemented? Thanks, Craig
template header shows blank fiels
Hello, I'm customizing the header of a standard template. Normally a blank field should not show up on an invoice. But when I generate an estimate or invoice the field: %CustomerBState% remains on the invoice. Before I did not have this problem, but maybe somewhere I changed a setting?
Issue with Zoho books Dashboard
Hi I'm having problem with Zoho books for the past few days. The information: A/c Receivables, Income are not reflecting the correct value. Eg in Account Receivables it is showing a figure which is not the sum of all unpaid invoices. Even after settling the invoices, the value in AR still remains. I went further to delete all the unpaid invoices but AR was still showing the value. Please advise if there was something done recently that caused such an issue.. getting very annoyed with Zoho books!
What's the best way to check all expenses have receipts attached?
I'm new to Zoho Books & was wondering if there's a way to include "is there a receipt attached" in a report or list or some other method for checking that I've captured receipts for everything? Thanks!
Auto-Charge Now Available for Authorize.Net Customers
A month ago, we had introduced the Auto-Charge feature in Zoho Books and Zoho Invoice. A nifty feature which allowed users to charge their customer’s credit card on a recurring basis. At the time of launch, we had partnered with Stripe and since the release, our inbox has been full with requests to integrate with other popular payment gateways for this service. We’re happy to announce that Zoho Books and Zoho Invoice now supports Auto Charge feature for Authorize.Net customers. Existing users
Exporting 1 invoice
Is there a way to export only 1 invoice in CSV instead of having to export them all at once and filter through them? Ryan.
Not able to create zoho books estimate in crm
I am having trouble with the Zoho books portal inside Zoho crm. Inside a contact I go to create an estimate with the Zoho books portal and my items in Zoho books do not show up. It just says no items found, although I have thousands of items inputted it Zoho books. Could someone help.
Syncing Questions
Is it possible to sync my Square Register with Zoho Books? If so, how? I am going nuts trying to figure it out on my own...
Inventory - Basic Question - Reduce quantity trigger
Hi, I am just adding inventory for the first time to our system. Can you confirm when the inventory quantity is deducted? Is the quantity adjusted when you SEND the invoice to the customer or when the customer actually PAYS for the invoice? I ask because I have open invoices (sent but not paid) and I am not sure if the items in the open invoices should still be counted in the inventory total. If the inventory trigger is PAYMENT, how does zoho deal with inventory for partial payment? I sent an invoice
Why are people getting so angry?
I've read post after post on here where people make some sort of feature request then get really upset when it is not implemented on the timeline they deem acceptable. I don't understand it. Zoho is $29/month for UNLIMITED users. Compared to the competition that is nothing. You want a full fledged cloud accounting solution? The leading vendor in that space starts at $99 for the first user and $49 per user after that. As you add more users and modules those keep adding to the price. Quickbooks
Estimates total
Is there any way to get the total $ of all my estimates that were entered in the system?
Zoho CRM and zoho books Integration issue
I cant seem to find why, I cant integrate the two services, the link is made contact is shared but in zoho CRM in the contact windows where the you have the contact view, there is a field where you should have a zoho books section ifon with in zoho CRM and it says.. Insufficient Privileges to perform this operation. Contact your Administrator. . This is on the administrator page. I cant seem to find the setting to reverse that privilege.
Can you mix billing methos
Hi I do numerous monthly projects for the same client. Some are hourly, some are fixed rate. Can you add both to the same invoice and if so is there a work around. Or why not? Seems bizarre that you can't
Banking Outstanding Transaction Report
Is there a quick way to report on banking transactions that remain un-reconciled? It makes it easier to spot potential duplicate transactions and would expedite unclaimed property filing requirements. Thank you.
ZohoCRM & ZohoBooks Contacts Bi Directional Sync
Hi. I was wondering if you guys plan on making the contacts bi bidirectionally synced between books and crm?
custom fields in email template
I created my invoices with 5 custom fields. I need custom field 3 to show on the email template for sending invoices to my client. I see %name% type fields to place in the template, but what is the field names for the custom fields? Or, is that even
Vendor Statement
Hi, I really need to be able to create a Vendor Statement. I can see the functionality for Customers, but not vendors. Are you planning to introduce this as a feature? This is critical for my business. thanks
zoho books issue with invoice template
I created my invoice in templates and have it almost where I want. One of the features I need is to add my bank account information at the bottom, under 'thank you for your business' Since I don't include that info for all my clients, I manually add it when I create the invoice for that particular client. I add the account info as a note with 'thank you for your business'. However, when I preview or save the invoice, this account info appears above the item line, right under the client address!
Creating invoices of different currencies (API)
Hi, I understand that in order to create invoices in a currency other than your base currency, that currency must be assigned to a contact and then an invoice created against that contact. In the web interface, I can see how this is done. However, I do not see how this can be achieved via the API (though I was assured it could be by a customer service rep when first enquiring about the limits of Zoho's API). Can somebody advise RE assigning a currency to a contact via the API through which they are
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