Automatic Conversion from Accepted Estimate/Quote to Draft Multiple (Based on Vendors) Purchase Orders
I have an estimate in Books that has been accepted. Is there a way to: Convert to a series of Draft Purchase Orders (for each of the Vendors\Suppliers) Ready for approval (or modification) Associated back to the Original Quote Number Automatically from
How do I remove the "This organizatrion was upgraded to Zoho Books" banner at the top ?
There's a yellow banner that says my org was upgraded to Zoho Books (it came from Zoho Invoice) with a link that allows to go back to Zoho Invoice and lose A LOT of data without any confirmation (don't ask me how I fouund out). How do I remove this banner
Zoho books Documents API ?
Hello everyone, I am trying to get information on the documents using deluge so i can automatically class them in folders once a week. So i start by looking into using zoho.books.getRecords("documents","orgid"); This returns me a list but my issue with
Missing Debit and Credit Opening Balance for Customers and Vendors.
I have recently started my Migration to Zoho Books from Tally Erp (Apr 23 - Mar 24), I have both Debit as well as Credit Closing balances of Customers in the Previous Financial year (Apr 22 - Mar 23). While Entering the Opening Balance for Customers in
Add item in Sales Order by using SKU
Requirement - To add a Sales Order via API My objective is to add an item by inserting "SKU" and not by "Item name" or "Description". Note - In the Item Master's UI, I see a field called SKU and I set this to "Item_ID" and I get an error saying invalid
Bank Transfer Transaction Record - Zoho Books
Hello, In case would like to record money transfer transaction between 2 different currencies except of base currency in Zoho Books, the system push you to record money transfer to base currency account firstly, and then allowing to record target currency
Import Incomplete - Sales Invoices
Zohobooks says that 418 invoices have been successfully imported, but there are only 61 invoices imported. Any idea why this is happening?
Reciving 100 notification daily
Hello, I am receiving email notification from Zoho books saying undelivered mail-Expense report not submitted. I have not enabled any notification inside Zoho Books for this How i can disable this ? The emails are as below. From: Zoho Books <no-reply@zohobooks.com>
Select invoice template on iPad app
Hi, I'm using Zoho Books mobile app on my iPad. I creates an invoice. I can find a way to select a template in the form or in a menu. Where can I find and select an invoice template on the iPad app ? Thanks Regards
Dissociate a payment from invoice
Hi everyone, I am dissociating a payment against the invoice and marking the invoice as void, this is happening manually but I want to achieve this using deluge. I have checked the Book API documentation but there is only I can GET, PUT, and DELETE a
Entry for Advance of Director and its Refund
How enter the Receipt and Payment of Advance from Director and Its Refund
GSTR-1 transactions are uploaded to GSTN with few failures.
GSTR-1 transactions are uploaded to GSTN with few failures. dlink computech august return
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
Internal Server Error [500]
Hi, I tried today to click on any invoice but it keeps showing me Internal Server Error [500] and I can not view the invoices I created. ggg Could you please help with this issue? Thanks,
GST on shipping in Invoice
Hi, In our invoices, we add shipping charges to the invoice. In ZohoBooks, no GST is being applied to the Shipping cost. for eg. If product subtotal is INR 1000 with GST 12% and shipping is INR 200, GST is being applied only to INR 1000 and not to INR
Unable to Edit custom field data after E-invoicing
Hello, I am trying to edit a custom filed data in invoice module after pushing through IRP portal. But Following Alert is prompted "You cannot edit this transaction as it has been e-Invoiced. To make any changes, you can cancel this transaction or mark
What's wrong with Zoho ?
We just got an email, as below: Greetings from Zoho Books. We are enhancing the APIs and in that process, the node is_update_customer will be deprecated in the following APIs due to technical difficulties with the same: .... The changes would be done
Invoice in dual currency
Hello For invoicing we are using USD currency but as per statutory requirement I have display invoice amount, GST in both USD and our base currency that is SGD. May I know how do I show both currency on the invoice?
Reporting Tags - API calls
Is there a way to query and/or update reporting tags for Items using Inventory or Books API?
Change "Name" for all contacts to Company Name not First & Last Name
Hi, I can see that for individual clients in Zoho Books, I can change the "Name" or Display Name setting to Either First & Last Name or Company Name. I would like to change the "Name" (or first name that I see when I open my client list) to be the Company
ZOHO Books API Possible to mimic "Add New Card"
Is it possible to mimic the "Add New Card" functionality within Zoho Books through the API?
Opening Balance after migrating from Wave
Hi All, I don't use all the features of Zoho Books so not sure how to navigate or action what i'm trying to do. I was a user of Wave prior to Zoho, when Wave looked to close down they offered a subscription to Zoho in which I took up. When moving over
[HELP] How to create an invoice using a sales order / Detail of books.zoho.com/api/v3/invoices/fromsalesorder API
Hi, I found the books.zoho.com/api/v3/invoices/fromsalesorder API to create an invoice using a sales order. I tried it but the result is not my expectation. The statuses of the sales order used by the API are CLOSED, Invoiced, Paid, and Fulfilled. My
What's New in Zoho Books - May 2023
Hello users, We are back with a couple of enhancements and updates to help you ease your accounting needs. Let's take a quick look at what's new in Zoho Books: Customize Payment Number Zoho Books now allows you to customize payment numbers manually in
Show each sales order's total when multiple are invoiced at once?
I want to invoice several sales orders at one time, but be able to show totals under each sales order's items. I am able to add multiple sales orders to the single invoice and create a header above each grouping of items, but want each grouping's (sales
Schedule function only takes into account invoice's from current month?
Hi, I'm working on a function that applies late fees to Invoices that are overdue in my system. I've set it up with a schedule in Zoho Books that filters for all invoices where the status is overdue and the field ''subject to late fees'' is set to Yes.
Add password to open the email's invoice PDF
Hi, is it possible to add a read (open) password to the attached pdf invoice that it is sent to the customer from Zoho Books? The idea would be to add some security to the pdf invoice file and only the person who has the password can open and read the
Actual Costs - wrong
How can I make sure that only my actual costs - as the field is described - appear in the Actual Cost field? I have the problem, as already communicated several times to the help desk, that in some projects outgoing invoices are displayed as well as costs.
Need complete sample Deluge code to add attachment to an invoice,
Here's the example (?) from the Zoho api documentation. It's unhelpful. Please, the remainder of the code. Thank you. headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
Zoho Books - Change Item name in Sales Order/Invoice
Hi, I have a question, lets say I save an item under the name Laptop saved in my inventory - however I would like it to display "Goods" under Item name on the Sales Order/Invoice. Is there a possibility for this? Thanks, Prasham Shah
Zoho Books Create bill API Error
When I try to create a bill using Zoho Books API and the purchase orders I fetch from Zoho Books API, I receive the following error: { 'code': 4198, 'message': 'There are no items in this purchase order to be billed.' } However, I can create a bill successfully
Reimbursable Travel Expenses for Specific Customer & Project
I've been having an unbelievably difficult time figuring out the correct way to handle what seems like a pretty basic and very common requirement. I've spent way too much time researching it and chatting with Zoho support which unfortunately didn't help
Problem with custom domain login
For anyone that has an issues with this as I've had for 4 days, there is a relatively easy way to solve it without waiting an eternity for Zoho help or trying everything like clearing the cache, using different browsers etc. etc. , the likely problem
Disable reminders to customers for TDS amounts
Hi, since starting to use TDS we are noticing that reminders are getting sent to our customers for outstanding TDS amounts. How can we disable this behaviour as it is incorrect to ask customers for this.
Restricted fund accounting
Hello. I am in the process of testing Zoho Books for my nonprofit organization. I need to be able to manage restricted grant funds, and in particular the release of funds from restrictions as they are used for grant purposes. (That is, expenses charged
Data locking mechanism not foolproof
I discovered a critical systemic problem with Zoho Books, confirmed by Zoho developers, which has not been made public and needs to be addressed immediately. At the very least, a warning should be issued. The locking mechanism for data does not work in
DATEV export content changed!
Hi there forum people, I have to urgently ask for your assistance: The content of the DATEV-export-file that is generated via Books has changed. Specifically the csv file that usually contains our customer-invoices and the credit notes: It now only contains
Books custom HTML template variable issue.
Ok I have a little issue and I think I need the help of an expert. I have also opened a support ticket but while I wait to see if they can find the issue maybe a Books expert has an idea for me. So we are based in Quebec and here we have customers who
Email remittance notification
Hello, How can I easily email remittance notifications to suppliers? Surely I don't have to create a pdf, download it, create an email, attach the pdf, and send it to the supplier? Sometimes we pay multiple invoices at the same time, so would like to send a bulk remittance notification, too. Here's how Xero handle this : https://help.xero.com/uk/Remittance$BK_rightaway All help and suggestions welcome - how do other users do this?
Annual Price Lists
Hi, I am trying to determine the best way to manage annual price increases. We have a standard list of products (items), am I best to set up a new item for each year i.e License A for 2022 License A for 2023 License A for 2024 and so on or am I best to
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