Zoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)
Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight.
Summary of Issue
We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales Orders and Invoices in our system. The issue has been reported to Zoho & acknowledged but to-date no fix has been implemented.
Image of Invoice Duplication
Image of Sales Order Duplication in Sales Orders Module
Image of Sales Order Duplication in CRM search results
Why is this an issue?
- Workflows run multiple times instead of just once which then creates more duplicate records
- Inability to delete the duplicates. Zoho must do it (which is not timely enough)
- Notes left on different records leading to mass confusion. (User A: "there are no notes", User B: "I'm looking at notes right now") One note left on one record and another left on the duplicate.
- Complete failure of confidence in the system
- A lot of hours gone into managing the situation and reporting to Zoho which ones to remove without removing correct financial data
This is obviously a serious failure within the system. Duplication of financial data is not acceptable for a "Finance Integration".
----
Previous similar BUG reported in 2022
----
Other related limitations and resolved bugs
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.