What's New in Zoho Books - December 2021
Hello! We have arrived at the last month of 2021! And we at Zoho Books are back again with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this December: Multiple Transaction Number Series You can now create
Zoho Books Reports: Sales Return History - Unable to Filter, Sort, Re-order or Export
Another report from Books / Inventory that could do with some enhancements. Report Name Sales Return History Problems - You can't export the report - You can't sort or re-order by clicking on any column headers Ideal Improvements - Ability to filter
Custom Function of automatic creation of e invoice and e way bill in Zoho Books
Hello, We need help with a possibility of Custom Function wherein e-Invoice and e-Way Bill will automatically be pushed to the Government Portal with creation of an Invoice in Zoho Books. I have explained the situation below: 1. When an Invoice is created,
Overdue Invoice Widget ?
I know we have a dashboard widget that will show the total receivables that are overdue. How can I only show invoices that are x amount overdue? Would like to see the invoice list on the dashboard, not just summed up making me click extra steps
Purchase Order - creating multiple pdfs and attaching directly to the record using custom button/function
In Zoho Books, we want to save an Invoice, Packing List and other documents for each Purchase Order. These documents will be generated from the Purchase Order screen by clicking on individual buttons (Invoice, Packing List, Other) and the 'custom function'
Customer Name not shown
I am trying to print the sales by customers transactions. However, when the preview of the print came up, the customer's name is not shown. Even the downloaded pdf version does not show the customer name as well. How can I solve this issue?
jpg receipt and pdf attached to charges in bank accounts
We used to be able to scan a receipt and then have the choice to add it as a jpg or pdf to charges in a bank account. We no longer have that option as I see it. I would like to be able to add a jpg file opposed to the pdf. When you attach a pdf to a charge
Custom Item Quantity Rounding
Is it possible to apply quantity validation rules for specific items that trigger the quantity to be rounded to preset ranges? Example: Item A's quantity auto-rounded up to the nearest even number. Item B's quantity auto-rounded up to the nearest number
HOW TO CREATE INVOICES FOR CUSTOMS DUTY PAYMENT
Hi i am an importer and have to pay duty to indian customs on arrival of my material. i this case how do i create a bill for the duty being paid? how do i register the indian customs as a vendor in my contact? i have tried to create the contact as unregistered
Total Taxable Amount
In an invoice with zero rated,exempt,out of scope and standard rated tax items why does the Total Taxable Amount includes non VAT items too (zero rated/exempt/out of scope) I need the Total Taxable Amount to show only for the items with Standard rates
How to delete multiple payments at once?
I want to change the the account that the payments were deposited from "Undeposited Funds" to a new account that I created to represent my Bank. I have 200+ Payments and I can change them all by exporting the data to excel and attempt to import it. It
Calculations within Custom Field from Custom Item Field (Showing Item Category with Subtotal)
I am trying to do some template customisations and show a subtotal amount for all items 'from a category' 1) I have added a Dropdown custom category field within items API Name is now cf_category 2) I added a drop down custom field with Category Name
"Track Sales Tax" differences between free and standard: what does this mean?
What are the differences between free and standard versions when it comes to sales tax tracking for invoices, items, customers, etc? The help screens have ZERO indication of what features are available under what version. The marketing literature only
Signing invoices? Is it possible YET?
In zoho invoice I need a way for my clients to be able to sign their invoices and estimates. I have never seen this option and badly need it! Thanks.
Custom fields from code
How do you reference custom fields on invoice items in code in Zoho Books? I tried the following code but it failed when it tried to convert the custom field list to a list. lineItems = invoice.get("line_items").toList(); for each item in lineItems
Migrate Paid invoices
Good day I am trying to migrate my invoices from Wave to Zoho however I have the following issues: 1. I cannot seem to migrate paid invoices 2. I get an error message saying unit code is missing. When importing data using google sheets, I imported 'invoice
Importing Items
I am trying to import items into Zoho Books and for some reason the purchase rate and vendors aren't transferring. I am not getting any errors at the preview screen but when I look at my items there's no purchase rate or vendor associated even though
Limited sales returns and package/shipping support
Dear Zoho Books team, we've discovered so many limitations with packages/shippings and sales returns. Particularly, there is only one template available and only a limited set of personalization is possible. Truly limited if we compare it with the ones
Missing purchase returns / waybill support
Dear Zoho Books team, I was surprised to discover the total lacking of support for purchase returns. There seems no way to document the return of a purchase. The credit note is a fiscal document but to move goods back to the seller a document is needed
My bank feeds have stopped updating
A few days ago when I looked at the Banking page all of the feeds (all with Barclays or Barclaycard) showed a message saying there was a problem with the bank feeds. Subsequently, that message has not appeared and the Refresh Feed operations run without
Is collaboration planned for Zoho Books?
It would be extremely useful to be able to @mention an accountant or colleague on any transaction. The accountant would then log in and see they have notifications on the bell on the upper right and see notifications that would take them to the transaction
Headers and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different color
EMAILS
Hi. I have set up my recurring invoices to be sent to cusomers automatically, however, i also recieve the copies of the invoices to my mail. I would like to disable the feature that automatically sends copies of customers's invoices and estimates to
how do I cancel zoho books subscription?
how do I cancel zoho books subscription?
Choose GL Account in Sales Invoice & Sales GL account for unmatched withdrawals
Hi Zoho Forum Greetings!! This is my 1st post here I have 2 issues to deal with, since am a new user of Zoho Books.. I hope I will be shown some direction to address these 1. Related to Sales Invoices: I know I can specify the GL Account in Item Master.
Passing an adjustment entry between Bank and Customer Account
Dear All, I am managing housing society accounts in Zoho Books. One of the member paid, say, INR 1500 as against invoice of INR 1000. The member requested to use and pay INR 500 for paying up his municipal property tax. I have been struggling to account
SUBSCRIPTION PLAN TRANSFER
I have standard subscription plan , but because of some issues related deregistration of GST, i had to make new organisazion with different settings, but i cant transfer my subscription to new organisation i created. what to do now?
Inconsistency in Reporting tags makes them useless
Reporting tags can be associated to Item Contact Transaction However the idea of tags was strangely implemented by Zoho Books developers. Let assume you have a tag associated to an item (in Item module). For example the product is from Germany, so you
we need Arabic Interface
dear admin, we urgently need Arabic intreface for our zoho books account ASAP. our employees can not generate sale orders because they don't know englsih. it is important to give us the option to use Arabic interface.
Search Items & Description in Bills
Would it be possible to make the search cover items & descriptions in the bills/invoices sections? Surely now that these are now populated by the autoscan it would be a simple task to add this? Thank you
Zoho books invoice customization
Hi, E invoice mode, new Saudi Zatca approved QR code is printing in second page. No matter which templates. How can I integrate min 6-8 items and QR code in one page !! Please advise
Report Basis - Accrual vs Cash
What's the difference between the two?
Submitting a PO for approval and approving it using zoho deluge
I am having a hard time figuring out how that line of code would work and how to write it I tried the markStatus function and it didn't work.
Export Customer List WITH ADDRESS
We want to export a segment of our customer list in Excel (or CSV) to a new salesperson. The export must include the customer name, phone, email and ADDRESS. I tried to create a custom view to export but the address fields are not available. Is there
How to Run a Report for Sales per Item for one customer only
I would like to know what items were sold to a single customer, in a csv file. Basically it would be a list of items (and how many of each per year, for example) for one specific customer. Thanks. Maripat
Bank Account Filter - Add Unmatched
In bank accounts, the register for any given account provides the option to filter transactions by "all transactions", "matched", "manually added", "categorized", "reconciled", and "unreconciled". These are great options. What would be extremely helpful,
Data level access management in Zoho Books
Team, Since the financial data is sensitive and needs abstraction when presenting to its users, there should be some data level access management in Zoho Books like Zoho CRM. Certain use cases 1. Field level permissions : Certain fields should be visible to certain users/roles only 2. Data level permissions : Certain bills/expenses should be recorded with limited access eg. Salary expenses which only Finance and HR teams should be handling. Bills from Department A should not be visible
SBI Corporate account Zoho auto Sync
One of the key functions of accounting/book keeping being bank reconciliation, Zoho books seems to be lacking this or selective on which banks they auto sync. Did you find a way for being able to Sync SBI corporate.
Can I associate a project in ZOHO Books to a specific income account.
Hi Currently each time I invoice a project I need to change the income account. Is there a setting within the project I can change? Thanks Dianne
SMS on Mobile not working
Hi, Please check screenshot, after clicked on that button . . Also you can check this link - INV-000003 | Invoices | Zoho Books - Google Chrome - 3 January 2022 (loom.com) But i didn't receive any message yet. Please let me know , if i missed anything
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