Filter based on "activated/stopped Reminder option" in an invoice
Hello team. I decided to stop the reminders of payment for invoices that have remained unpaid for 3 months. I have a filter to group these unpaid invoices and I have stopped the reminder for each invoice individually (197 invoices in total). After a few
Automated Reminders
I was setting up automated reminders for overdue invoices. I tested with a dummy account, but wanted to make sure I'm correct that when I initially set up automated reminders, it won't send reminders to those already past the trigger date, but only when
Exporting Article list for Catalog
Hello, In Books, I have a list of articles I like to use to build a catalog for my clients (So I can send them a PDF of articles and prices). Does Books as a way to export a custom version of these article ? (custom as which colum to export or what kind
Report sales / item / client
Hello Is there a way to generate a sale report per client and per sales? Basically i want to know exactly what items my client bought in a csv. or xls. format Thank you
Support POS payments
You need to support POS system to be integrated with zoho books and zoho inventory, I’m that close to leave zoho because of that it’s been a long time we asking for this and the competitors are way ahead from you thanks
api calls
Moving all my external code to Zoho deluge, using "connections" When I look at the api usage dashboard, the used api call as of today shows the same count whether "Show only the API usage via Auth Token" is checked or not ! Is this an error, as I believed
Enter key in sales documents
Is it possible to disable the save on enter key ? I've been asked if this can be avoided as sometimes whilst editing, the enter key is pressed by mistake & this auto saves the document before they've finished the entries.. Save only on clicking the "Save"
Opening Balance
Hello Is it required every month we need to update manually in petty cash opening balance in Zoho Books? When we created Invoice for the customer how do we show the commission part if any travel agent booked for rooms and after that only the balance amount
Is it possible to show currency in the Estimate, Invoice, .... ??
Hi, I'm currently testing the Books app. Is it possible to show currency (.e.g. USD, EUR, CNY, ) in the Estimate, Invoice, .... ?? Thanks Amos
Accounts Receivable Account
Hi, When we began with Zoho books, all information was downloaded from Zoho invoices. Opening balances were recorded in Zoho books as at Dec. 31, 2010. For some reason the accounts receivables, as at Dec. 31, 2010 are not showing up on my balance
Zoho Book -Projects
I need to define projects and their tasks in such way that TAX Invoice should be print in the attached format.
Categorising the vendor by items in which he deals
We are running a manufacturing unit for which we need various types of raw materials and other industrial spares. We need to add a column in which we can add various items in which a vendor deals. Also we want to filter the vendors by items in which they
"This user belongs to multiple organizations"
Hi all, I've a "little" problem with books API... I got a token and my organization ID, but any requests (except /organizations) to the APi leads to that message : $ curl https://books.zoho.com/api/v3/users?authtoken=[HASH]&organization_id=[ORG] $ {"code":6024,"message":"This
Bills created but cannot bee paid.
I've been using the basic planner offered by Zoho Books and just now realized that im able to create Bills and Recurring Bills but, I'm not able to pay them because that feature is not available. Now that kinda predatory don't you think? I used the system
Show customer id / number in invoices
I need to list the customer ID in the invoices, is this possible? Would be great if it showed up as a choise in the - Invoice templates - "Add attention content". Any suggestions around this? Lasse Hoydal
Automatic request terminal and mark invoice paid
Hi, I make huge quantities of invoices in Zoho Books (we work in B2C market) and sometimes my colleagues don't mark the good payment mode for each invoice. And, writing the good payment method on every invoices need huge time every days. Maybe somebody
UPDATES
Hi, Could you please advise if any of the following is happening anytime soon. We are at the stage of switching to another ERP but do not want to as we have invested a lot of time and energy with ZOHO and there are many things that we love. Are there
Invoice to Sales Order
Our company is looking for a solution. We invoice and once the invoice is paid we submit a sales order for what is ordered. Since there is no way to go from estimate - invoice- sales order I was wondering if there is a way to clone what is in the invoice
how can i create a refresh_token for Client-based Applications
Good day, i tried to get a refresh_token for Client-based Applications but i,m getting an error that sys invalid client_id but i just copied it but it doesn't work
Customers "Tax Treatment"
There is no Non-GCC option in the Tax Treatment in customer's profile. There are two organizations registered in our Zoho books. In company 2, the option "Non-GCC" is there. But in company 1 (default company), there is no Non-GCC (only VAT registered,
Classification field in Transactions - what is it for?
Hi there, I see there is a "Classification" field in Expenses. But I cannot filter Reports of Transaction List Views based on that field - so what is it for or how can it be used for any real benefit when filtering/classifying transactions? Many thanks
Add conditional address fields in Zoho Books Purchase Orders
Hi - I'm curious if it's possible to add conditional fields in Purchase Order (and other) templates? I'd like to use the Attention field if it is populated, otherwise, I'd like to use the display name for the delivery address on Purchase Orders. For
Account Code in Budget vs Actuals
Why is not possible to display account codes in the Budget vs Actuals report?
How do I make entries as a Handyman Contractor using TaskRabbit?
I am new to Zoho Books and still learning. I am a Handyman Contractor and get some work through the TaskRabbit app. Folks find me through the app, hire me, but pay TaskRabbit directly. Then, TaskRabbit pays me. Technically, my client is TaskRabbit because
What's New in Zoho Books - December 2020
Hello! We're back again this month with a fresh set of enhancements and features to make your accounting experience better. We can't wait for you to use them and let us know your thoughts. Let's take a look at what's new for December 2020. Configure
IDBI Bank Feed Not working
IDBI Bank Feed Not working
currency for items
Hi I have a question that might be a bit difficult. We are presenting a foreign company and their price list is in USD but our base currency is DKK. We are selling in pretty much whatever currency our customers will prefer and we have associated currency
*** ALL UK BANK FEEDS BROKEN ***
Where can we go to find news and updates on the situation with UK bank feeds? How long is this going to last? All UK bank feeds are now broken due to a pre-anounced change in bank regulations. Seeing as this change was announced a year or more ago, it is strange that no strategy seems to be in place. Why are no announcements being posted by Zoho? I moved from Wave accounting to Zoho Books, specifically because of this issue, which Wave announced months ago. Why is it such a surprise to Zoho Books?
IDBI Bank Feed Not Working since 4 Days
IDBI Bank Feed Not Working since 4 Days
Bill of Issue/Invoice
I run a subscription based business. I have multiple subscribers who make payments on different dates in a month and I raise a Bill of Issue/Invoice at month end. I have customised the customer tab to have all information I require for raising invoice/bill
What's New in Zoho Books - April 2021
We've been making continuous efforts to enrich your Zoho Books experience by paying attention to the details. This April, we've made several new enhancements and included suggested features to make your accounting process more efficient. Advance Search
Invoice - Discount vs Adjustment
Hi, Just started using Zoho Books in the UK. When we offer a discount we can't decide whether to add it as an adjustment at the end of the invoice, or add the discount to each product line? Any tips? Mark
Error 412
I have been unable to link bank since i subscribed. Every time I try to link to PNC I get "error 412." When is this going to be resolved. Linking worked in the trial period and when I paid for my subscription, the link to the bank and the bank feeds
Tax collected at source
We are into the manufacture of Motor stampings and use Cold rolled steel coils. We stamp it and the waste is sold as scrap. We are supposed to collect TCS on this scrap. Could you please help me as to how we can account for this in our invoices and how
How to update in Opening balance
ZOHO Book how to enter in opening balance
Work Orders and POs
In the normal workflow we have here (small manufacturing shop), after a quote is sent, it might or might not be accepted by the client. If it is accepted, he sends us a Purchase Order. At this point, we get the job going by issuing a Work Order (internal paperwork) which describes the work, has the client PO number, and delivery date, among other things. When the job is completed, we then make an invoice and send it to the client. I was wondering if it would benefit other users to have the ability
How to Create an invoice using Include Unbilled Items through API
Hello, i,m trying to create a new invoice using API but i cannot fine how to get the Unbilled Items and use them to create the invoice
HOW CAN SEE DELETED INVOICE IN ZOHO BOOKS
HOW CAN I SEE DELETED INVOICE IN ZOHO BOOKS NUMBER OF INVOICE DELETED
What's New in Zoho Books - October 2020
Hello, everyone, It has been a pretty productive month for all of us here at Zoho Books. From working on iOS14 ready updates to agent filing, we've rolled out multiple features. Here's a rundown of all that's new: Agent Filing (UK) Now provide access to your accountant to file returns on your behalf at HMRC. All you'll have to do is first authorise your Agent with their ARN at HMRC (from Zoho Books) and then approve the agent's request. You will then be redirected to HMRC where you can grant authority
Trial balance with opening/closing balances
Hi, how can I have a report with the attached format? it's really needed by our finance auditor. Thanks
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