Expense payment mode
Enter expense entry screen has no "Payment mode" ? All expense payments default to the payment mode used in invoice payments, so all expenses entered have no choice but to accept this mode. I've used a custom field for this selection but it should not
sizing your company logo on the email templates
On the default email templates, like sending invoices, my logo appears very small and left justified. I want it larger and centered. How should "%OrgLogo%" be written in the HTML? I really don't know HTML, but am good at copying and pasting.
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
How to void check from a previous period
Hi, my client printed a check a few months ago and now needs to void it, it was lost. Since the previous period is closed, when trying to void the check, there is an error message saying transactions are locked, Which is ok, I don't want to change previous balance sheet result. How can I void a check in a current period?
Invoice notification not displayed correctly outlook clients
Hi All, Small question i like the invoice notification thats standard in zoho books. But its displayed wrong in all versions of outlook ? I tried some diffrent things and settings but nothing helps See attached image. Sincerly Marvin
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
Taxable amount
Dear Team Zoho, The taxable values comes middle of every column. I need the amount is in top of every columns. can you help us pls..
Project Hours for 2022 Not Showing Up in Books
My company tracks hours in Zoho Project and pulls billable hours into invoices in Books. I have been able to do this with other projects, but I'm having an issue with one project. I can see the billable hours for the project from 2020 and 2021 in Zoho
Will webhook work on 3rd party API integration in zoho books?
Hi there, I have an Opencart-3 setup, where i have zoho books integration, And in the zoho account i have also integrated the Aftership API for shipment. Now I want to know that i have written a webhook in the zoho books in the Automation section with
MRP for each Item and MRP Column to be added in Invoice
How do we add a column to display MRP for each item in Item Master and an MRP Field in Invoice? Any help is appreciated. Best regards, G Nagaraj
Accounting for use of personal funds during business startup
Hi there, I am after some advice please. When setting up my business I used a personal credit card to pay for some business expenses. I do not want to take the money out of the business yet but I do want to record it somewhere so that I can repay myself
Books Automation - Change a field when a the Sales Order is changed to a status
Hi everyone, In Zoho Books, I need to change a field when the order status is changed. Now, when the user clicks on More --> "Mark as X" (X is a custom status), the Status of the order is changed automatically to X. Then we have a custom field called
sales Revenue integration
How to integrate sales invoice means Ac receviable Dr vat sale Cr revenue serivces--------- Cr or Revenue wastge i want to select this sales invoice
Direct Cost Entry in Purchase Invoice
Hi, I have entered a Purchase Invoice. I need to add direct cost related to this purchase. Freight, THC & Customs Duty. On adding these costs, I will be able to derive the landed cost of each item. How do I enter these direct costs into the purchase
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
Need more details about how item querying works.
I'm implementing a search function with API on my platform. And for some reason it works differently than in Zoho UI. Let's examine querying for Estimates in Zoho system. This is how Zoho search looks like in their UI: https://books.zoho.eu/api/v3/estimates
Invoice customization
Hi , I need to get the invoice customized as per the attached format i m unable customise from given templates pls help regds rakesh 9953662439
ASSIGNE MULTIPLE SALES PERSONS TO ONE CUSTOMER
I've been using "Assigne customers Only" feature and I have a requirement of assigning many sales persons to one customer. As an example we have fans and pumps divisions and saperate sales persons are working on those divisions. We are now quoting to
Purchase order receives via api
Hey guys, The purchase order receives module is hard work for us as we NEVER know the actual quantities we'll receive. If we receive less than the quantity ordered we have to "Cancel" the remainder or adjust the PO quantity & then receive the items.. If we receive more than the quantity ordered we have to amend the PO accordingly & then receive the items. This happens with lots of companies, it's crazy when there is a relatively simple fix, I've mentioned before that we need to have an "auto PO adjust"
Removing sections from templates
Hi, Can someone tell me if it is possible to remove the Notes section and Terms & Conditions section from invoice and credit note templates completely, or supress their display? We don't want them to appear and leaving the fields blank under preferences doesn't stop them from displaying. Thanks Andy
Sales by Item Report
Hi, We are having issues with reconciling the Sales by Item report to the Profit & Loss report. Both the Revenue and Costs accounts show bigger values than the Sales by Item report for the same period and through investigation we confirmed that entries
Books app notification
Hi Zoho books ios app showing notification for no reason, i check the Notification Center inside the app nothing new I just want to know why zoho books will push a notification? I mean is the notification only pushed by the Notification Center inside the app or there is a moudle could do a push notification? (I.e. Invocie if it overdue) Thanks
task Billable defaults get overwritten
Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that be
Invoice Date and Due Date has been changed after update invoice via api
Trying to update invoices via API. I send this json: { "invoice_id": "11111", "invoice_number": "#11111", "reason": "Updated via API", "line_items": [...] } Zoho updates invoice successfully, but Date and Due Date changed. For example i have Date = "2022-05-02"
Is it possible to create invoices for unbilled hours once a month automatically?
Hello, I want to sent out the invoice for unbilled project hours every 1st day of a month, automatically. Any tipps, how to to achieve this in Zoho Books? Thanks in advance
Templates
Is there any way to format the variable %SO_ShipmentDate% ?? I've been trying to get "E, dd MMM yyyy" : ie - Friday, 06 May 2022
Create Time Based Workflow or Supervise to Send an Alert Email Every "X" Hours or Days
I need to create a time based supervise or workflow that will send an email to a customer for an approval: Criteria: Status = IS = Waiting for custom to approve shipping cost Hours or Days I would like to have this Alert sent every 24 hours until it is
Banking feeds - are we still set to have them back in 10 days time? (31st Oct)
HI, I just want to check we're due to get our critical bank feeds functionality back in 10 days time as still published here - https://www.zoho.com/uk/books/open-banking-status/ Please can you confirm, it's an unbeliveable inconvienience to be stripped
Zero Bank Balance in Zoho Book
Hi, My name is Daniel. I'm Just trying to use Zoho Book but notice that Zoho Book doesn't show me amount in the bank only amount in Zoho Books that is shown. How do I solve zero amount in bank balance issue in Zoho Book cause it seems Zoho Book can
Help with gift cards
I recently purchased some airline gift cards for use in business travel. They were 10% off, so I paid $450 and received a gift card for $500. When I purchase the actual airline ticket, I would like to allocate the amount I paid from the gift card to
User-based Footer
Is it possible to have different footers for list members based on a field? I am a multi-unit organization & would love to include local social media handles & addresses depending on which location the member belongs to.
How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issue
Expense Detail on Invoices
When adding Billable Expenses from a project to an invoice, why do we not get the option to select the format and details to display as we do when adding billable time? For example, through trial and error I have found that the Expense "Description"
Add project name in ZOHO Books invoice
I really like the custom template feature you offer in ZOHO Books. One question: How do I add the name of the project just under the word "Invoice" at the top of invoices. I have tried adding %ItemName% to the table that has Invoice Date and Invoice #, but it comes out blank. Yet it works for the email subject line. Please tell me what placeholder to use in this situation. Thank you very much.
Error al enviar correo
Me es imposible enviar correos ; no me abre la opcion Como puedo solucionar?
TDS ON RENT ENTRY
I want to know how can i do Rent TDS Entry
Project Fulfillment Report for Multiple Sales Orders
We are in the construction industry and projects can span years. A project starts with a single sales order, and that likewise will be fulfilled in phases over months or year. During the project many changes orders will occur and those will be created
50% Upfront Payment Terms
In books does the invoicing allow for a standard 50% upfront, balance on delivery option? If so where do I set this up? Also does the system allow for variations of this option?
debit note
Hi There, How do i create Debit Note for Purchase return bills? Have purchased materials from vendors and the materials are not good or faulty so have to send it back to him. How am i able to do it without raising Debit Note for purchased materials.
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