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• Haven't used banking function for years and now want to reconcile and clean up my account

  I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use that

• invalid element hsn_or_SAC

  Hi, I am trying to record expense in Zoho expense. when submitting I am facing this issue invalid "element hsn_or_SAC" please help me with this. Regards, Abdul Hameed M

• Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

  Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice

• Recap - Desk Story Series

  In our exploration of the Wheels of Ticketing Series, we kicked things off by diving into a fundamental element of Desk Ticketing: the fields. These fields serve as the building blocks that gather essential information about tickets, customers, organisations,

• Tip of the Week #60– Reduce response time with shared inboxes!

  When customer messages are scattered across different platforms and team members aren't sure who's responding, delays are inevitable. Slow responses frustrate customers and create a poor experience for your brand, especially when expectations are high.

• Hybrid project management in IT and software development services

  Project management models serve a wide range of audience, however the highest takers for Agile project management methodology are the IT and software services industry. The flexibility to develop and release software iteratively with continuous improvement,

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• What's New in Zoho Inventory | January - March 2025

  Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

• Overdue payments pending approval max

  I needed to validate update the email to pay for goods sold out, travel expenses and cars and vehicles for office, office supplies, properties purchase etc

• How do I mass edit time entries?

  Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation)  So my question is HOW do I mass edit this? Can it be done?

• Zoho Booking Page Footer

  Is there any option available to add social media, like LinkedIn, on the Zoho Booking page?

• Custom SMTP is now available in Zoho Sign

  Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you

• Help with SEO

  Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards

• Report Level Button

  Currently I couldn't find a way to add a report level button I think currently we can only add buttons/actions for records, but having custom report level button would be really beneficial Usecases Click to import/sync Data from On Prem Systems Click

• Create collection from start integer to end integer

  I want create some ticket number. Starts at 1 and end at 10. I want the result to be a string 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10. Trying something like this but need the correct way write the start and end part. start = 1; end = 3; sequence = List();

• Importing Subform Data is Removed in Zoho Creator 6

  Previously It was possible to import Data to the Subform in Creator 5 This basic and mandatory Feature was completely removed from Creator 6 with no Timeline to add support for it How are we supposed to add our data if we want to use Creator? Manually?

• Function #50: Send Mass emails to your customers

  Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining

• Smart Document Automation:: From Zoho Projects to Zoho Writer – Merge, Edit, and Share

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Desk - Cannot Invite or Register New User

  Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

• How to remove an Instagram post on Zoho Social?

  Hi there, I wanted to delete yesterday's post on all social platform and managed to do so for Twitter and Facebook. I couldn't for Instagram as there is no option for delete. How can I delete successfully?

• 【開催報告】東京 ユーザー交流会 Vol.2 2025/6/13 CRM Plus/Formsの活用におけるポイントやおすすめ機能を紹介

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6月13日（金）に東京で「ユーザー交流会 Vol.2」を開催し、16名の方にご参加いただきました。ご参加くださった皆さま、ありがとうございました。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：マーケ・営業・サポートをつないで顧客体験を向上させる！Zoho CRM Plusのおすすめサービス活用事例 Zoho Champion

• No Real DANE Support

  The issue in https://help.zoho.com/portal/en/community/topic/will-zoho-implement-dane was closed today claiming DANE was implemented. You never implemented DANE correctly, even if you think you did. DANE requires DNSSEC to work properly, you never added

• Applying Price List to All Customers

  I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price

• What's wrong with this deluge code to create a Bill?

  I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");

• 2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view

  While i love timekeeping I am finding some things slow me down.  Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view.  It is somewhat painful to have to

• Zoho Workdrive API call to find public external Link for a Folder

  Hi all, I can create new external share links for a WD Folder using this API call https://workdrive.zoho.com.au/api/v1/links . This works fine, however if there is already an external link created for a given folder, trying to create a new one fails (which

• Converting Sales Order to Purchase Order

  Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

• Accessing and Using Formula Field

  Hi There, I created a formula field called 'Day of the Week' in the Leads module that takes the record created time and transforms it into the day of the week. The formula field returns the correct values. However, I am unable to find or use the field

• 🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session

  Session Closed Thank you to everyone who participated in this Ask the Experts session! Your questions, insights, and engagement made it a valuable discussion for the entire Zoho Recruit community. The comment section is now closed, but feel free to browse

• Request For Quotation (RFQ) module

  Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

• Ability to Append or Prepend specific signer name field to all documents in an envelope

  We use templates regularly and have a need to be able to rename the individual pdf documents contained in an envelope, such that a signer's name is appended or prepended (e.g. Form1 - SignerName). This is critical for us, because of how we process documents

• Export an email as an HTML file?

  How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense

• Function #30: Display list of associated PO on SO details screen

  Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.

• Custom Print Button in Page/Stateless Form

  [Zoho Creator] Unable to Add Custom Print Button to Page or Stateless Form We need the ability to add a custom print button on a page or stateless form in Zoho Creator to print a templated or formatted output (e.g., appointment confirmation, summary slip).

• Page Variable Not Passed from Report to Form

  [Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, which

• MS Teams Meeting to Zoho CRM

  Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

• Creating Layout Rule With Formula Field

  By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?

• Combine / merge multiple invoices into master

  Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and

• Free Webinar Alert! Productivity Hacks that you don't want to miss on June 24

  Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take part

• Web Clipper cannot save to collections

  With the recent update that added collections, i am unable to use the web clipper to save to a collection

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