Unable to Download PDF in Customer Statement and while sending invoice to Customer
Unable to Download PDF in Customer Statement and while sending invoice to Customer
ZOHO BUDGET - Account Level budget for Specific Reporting Tag
I have reviewed the ZOHO cloud accounting software and I feel that the dashboard and other options are amazing. I am actually not satisfied with ZOHO budgeting. It only allows you to to do budgeting limited to fiscal period only. If you are aware that
Recording Payroll in Chart of Accounts and Journals/Transactions - Australia
How are Australians managing payroll accounting in Books? Currently using 3rd Party STP (Payroller) and wanting to ensure accounting for payroll in Books is best practice. 1. Wages/Salary as an Expense Account? With the actual amount coming out of Banking
When Customer Pays Invoice Online, Can We Require Custom Fields to Be Filled Out?
Currently, our customers can view and pay their invoice online. If they chose to pay the invoice online, they are have to put in their credit card and their billing address. We would like to add 2 additional free text questions that would be required
#6 Zoho Books Digest
Hello readers, Hope you all are keeping well. We are back with the sixth edition of the Zoho Books Digest. Here's what we are presenting to our community members this month: Feature Spotlight This month, we are highlighting the 'Branches' feature in Zoho
adding DKIM for sending email
Hi, I've waited for an hour for DKIM to be available, but everytime I try to validate it says DKIM not found. Can anyone help? Thank you, Nico
What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong search
Sales Order Line Items to Map() then list()
I'm attempting to get the line items of a sales order dumped into a Map() and then the map of each line put into a list(). Or honestly a simpler option if possible this is just what I've come up with based on some of the working Deluge code that I've
Bill Currency
Hello! I have tried to search for an answer for my issue. I apologise if it has been answered already. I am entering a bill in Zoho Books. The vendor is in the US and the bill is in USD. I created the Vendor and set the currency to USD. I am entering
Sales Orders Custom Status not appearing in Zoho Books Android App
Hello, In Books we can create custom status for sales orders, invoices... etc, but in the mobile app these status dont appear, instead it is appearing the "original status". Are there any plans to include this in the mobile app?
How to add interest income in sub accounts
Hello, I see I can create sub account under interest income account. I like to create 2 accounts like *saving interest* And *FD interest* While I record interest income it do not allow me to sub account and add directly to system created Interest income
Edition of the Account Plan (from Type of Account)
How can I set up predefined accounts for supplier transactions? Example? I bought 100 liters of water from a supplier called Water+. According to my local chart of accounts (Angola legislation, based on Portugal). This transaction should be done as follows:
Different Tax Payable Accounts
HI, Any idea on where do can we maintain the different tax accounts. For Eg Service Tax payable should get accrued in ACC1, VAT should get accrued to ACC2. BR Yashdeep
Impresion Boucher en Banco
Buenos dias .. Alguien sabe como puedo imprimir el boucher de un cheque grabado en banca en tamaño grande ya que actualmente tengo que estar manipulando en ajuste de impresora.. Debe haber alguna forma o si en configuracion se estable esta situacion
You cannot apply credits from manual journals as of now.
You cannot apply credits from manual journals as of now. how can this message removed and we can use the Manual Journals credit for outstanding invoices. ??
How to record dividend income earned from Stocks/Shares
Hello, I have been searching a lot about how to track dividend income earned from shares. I recently received L&T dividend directly to my bank account. How should I record this? General income? Adding to the same topic, I invest in stocks through Zerodha.
How can I add Amazon sales orders, FBA fees and Ads cost in Zoho books without integration
Hi, I'm using Zoho books to record my Amazon sales without integration as the integration is not available in my district. I'm adding all the sales on Amazon as invoices in Zoho books, but as you know Amazon has FBA fees and commission for each sale order
UI/UX for Reconciliation
I would suggest adding a button to allow the printing of a reconciliation report from the main reconciliations screen in Books. There's plenty of room in the interface, and it would be helpful. Right now, when a reconciliation is completed, the user is
Zoho Books Can be used as POS
Hello Can Zoho books be used as an alternative to a standalone POS solution? Is someone doing this, and if yes, are they able to manage it?
How to add discount and Freight charges in PO ?
HI ZOHO Books Team, Please, guide me how can I add discount and Freight charges in Total section -Purchase Order. Looking forward to hear from you. Regards, Pankaj Elchatwaar
How do I delete already reimbursed expense in Zoho Books?
Hi, We are cleaning up Zoho Books for new migration of data. The issue is there are already reimbursed expenses that we are unable to delete and this is blocking us from deleting all test projects, test clients. When we try to delete expenses, we keep
Payment due date
need to update delivery date for every sales invoice as due date is 45 days from date of GRN at customer. Can this be done ? Update of delivery at customer needs to be updated as a part of the workflow once every invoice is issued.
How to properly handle a credit card refund via Stripe
Hey everyone. I cannot seem to find any information on how to properly handle a refund via Stripe. Here's what I mean... 1) I raise a credit-memo in Zoho Books on the invoice in question. 2) I log into Stripe.com and issue the refund 3) I issue a refund on the credit amount in Zoho Books... ... however, I don't know what account to issue the money from. My options are Stripe Clearing Account (which is what Zoho support advised me to do) but that doesn't seem correct. Other option would be the actually
How do I create a debit into Petty Cash with out an invoice?
I need to be able to record account transactions when taking cash out of an bank account and put them in to petty cash? I dont want to write an invoice for this. I would just like to record the transaction so that it will make a debit into that acco
Zoho Books - Vendor Portal - API
Hi, How I can access (API) to documents uploads by vendors at the vendor portal? At the Invoice section of documentation nothing tells about files in pending (without a Invoice created) https://www.zoho.com/books/api/v3/#Invoices_List_invoices I want
Printing in Firefox
I cannot print documents when using Firefox, I get the 'generating PDF' message then nothing more. Printing is fine in Safari.
Is it possible to disable partial payments?
I see how you can disable partial payments on a single invoice, but can you do that at the organization level if you don't want any of your customers to be able to make partial payments?
Zoho Books Invoice Update API
Hi there, I have been trying to update invoice in Zoho Books through API once the invoice is sent to customers but I received the error message like "{"code":110701,"message":"Please enter the reason for updating a sent invoice."}". I had a look at Zoho
Create "Memorized" Reports
Hello, It would be great if we could have the ability to create "Memorized" reports. We have many recurring reports that we run with specific parameters. I know that the last used parameters for some reports remain "sticky" sometimes - although it
Editing Delivery Challan after Delivery Marked
Dear, How to Edit Delivery Challan after Delivery Marked. Earlier this option was there, i think.
HOW TO RECORD EXCESS AMOUNT OF CREDIT REFUND
Dear Team, We have issued a credit note of 25,339.70 to VENDOR AL BAZZAM but they transferred more which is 26,466 so how to record the excess amount of credit refund? Which is 1,126.30?
Paying back owner's investments
Hello, I'm fairly new to Zoho and accounting and I wanted to make sure I had this right. How do I record an paying back an owner's investment in their own business?
Immediate Webhooks not firing in a timely fashion.
Hello, I have a webhook setup to fire "Immediately" on an invoice being created or edited. Testing this recently though, I've noticed the webhook does not fire in a timely fashion. For instance, I created an invoice over 5 minutes ago and the webhook
Create Customer Credit note
My role is Finance Manager, While creating customer credit note, rate column is not editable. My administrator which one to select to get access for this.
Secondary units for quantity in Zoho books.
Hi there, I sell plywoods of various sizes that are measured in sq.ft (square feet). So, my pricing and quantity units are also based on sq.ft - Ex: Rs. 100 per sq.ft. Now, I like to track my inventory and sales in terms of "number of plywoods" also,
Basic Flaw: Unable to add item MPN number to purchase orders!
I've been testing Zoho books for a migration from Quickbooks. Not going well so far!! I've found a such a basic flaw that it beggars belief. All items have a system field called "MPN" which is the manufacturer part number. However it's not possible to
Tips & Tricks #1: Reduce customer debts by setting credit limits in Zoho Books
Hello, Selling goods on credit is a common business practice. Some businesses choose cash sales while some choose both cash and credit sales. Though cash sales might mean immediate inflow of cash, credit sales can be helpful for retaining customers and their goodwill. As important as providing credit sales can be, it is necessary to have control over overdue balances. Here's where the credit limit feature in Zoho Books comes into play. Why set credit limits? Though selling goods on credit can help
More than one salesperson
Hi, It would be helpful to be able to have more than one salesperson associated with an invoice. In particular, we would like to be able to associate the salesperson to the item. We have clients who receive monthly bills for services and different salespeople
Zoho Finance Bug: Books Inventory Summary Report does not show DATE when Printing or Exporting to PDF.
I'm running an INVENTORY SUMMARY report. When viewing within the app the date shows but when I print or export to PDF no date is included. Makes it difficult when you print out reports... you have to hand write the dates!
HOW to record the TDS payment ?
I have uncatalogued entry in my bank account for TDS payment under 194J for Rs.53,479/- There is no auto-match. How do I record the TDS Payment?
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