Custom functions on timer
It would be great to have an additional hour, day, week, month & year timer for running custom functions instead of executing on a particular creation / edit of a document.
Reconcile VAT Account
Hi I am using a single VAT account and posting the VAT payments through the bank as an expense into the VAT account so that I reduce the liability. What I would like to know is if there is a way for me to be able to reconcile the account in Zoho? Thank
Basic plan and customer count
I am currently on the basic plan which allows for 50 contacts. I had thought that meant customers, but I see now that any time I book an expense, a contact is added. So that will greatly reduce the number of customers I can invoice. Do I understand this
Zoho Books user permissions
When will there be more option for Zoho Books user permissions?????
Updating custom field on Bill upon selection of PO
Hi, I have a custom field on Purchase order as well as on Bills called "Type of Order". This field is a dropdown type. While creating a bill, I would like to have this field on Bill be auto populated from the corresponding PO's custom field. For example,
Bank charges
Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account
Bank recs
In all of the accounting/bookkeeping software I have used the debits(charges) are on the left and the credits(deposits) are on the right. It would be great if there were a way to switch the view to see it that way in the bank reconciliation window. It
Bank Register UI / UX Suggestions
I find that the default register layout for bank accounts in Books is inefficient. Lots of space is dedicated to information that isn't particularly useful, and there's low information density. A couple of specific suggestions: Emphasize Vendor / Customer
How to pay sales tax to balance tax liability
How do you make a sales tax payment and balance the tax account? I have a balance of 100.00 for Jan. I write a check for 100.00 as of date of 1/31/2015 and date the check for the current date.It switches over to funkey monkey or something, wrong balance
Does Zoho Books integrate with Zoho Projects
Is it possible allocate income and expenses to individual projects to so i can see the profit per project?
Custom HTML/JS on Client Portal ?
Hello Is it possible to add a custom script or custom html in the client portal ? For example a JS for tracking purposes or third party livechat ? Thank you. Joffrey
Import items - Only available for sales - Not seen in purchases
Hello Community! I'm just racking my brains trying to import items into Books and make them available for purchase. It only makes them available for sales...but I can't find them when I want to make a purchase order or a vendor invoice. I can only enable
Zoho Books API Sales Order Lisiting
I followed the documentation which require me to generate an auth token with https://accounts.zoho.com/apiauthtoken/create?SCOPE= ZohoBooks.salesorders.READ But I get invalid scope details I tried https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoBooks/booksapi
Purchase bill creation from Purchase order
Hi, I am fairly new to Zoho books. I have a couple of queries with regards to creation of Bills from PO's and would appreciate any guidance: 1) When a PO is converted into a bill or when a bill is created and PO is selected, I would like to have bill
Send automatically email when invoice is matched with bank payment
Hi, is it possible that the confirmation email with paid invoice PDF is sent automatically to the customer (contact) when the invoice is matched with the bank transaction? These are manually added bank transactions imported to Zoho Books importing bank
Commissions in Zoho
Commission information We use sales Reps Each Sales Rep earns 8% of the profit from their jobs (Job income less Job expenses) In the past, I've used QuickBooks and run a P&L by Customer to figure this out, but am now trying to see how we can use Zoho
Registration Client
Hello, how can I offer to my client to registration on portal theirself?
What's New in Zoho Books - February
Hi, users! We've come with a bunch of new updates and enhancements for a fresh start to 2021. Here’s what’s new this February: Zoho Books - SurePayroll Integration (US) Automate your payroll accounting with the Zoho Books - SurePayroll integration.
Automatic Replenishment Notice
I’ve been using Zoho Books for about two years so I have accumulated a lot of sales data about my customers. We are brick and mortar only so I have no eCommerce integration. I sell consumable products (air filters) so there is a built-in replenishment
how to link multiple processing of items
Dear all, I would like to know or suggestion .as a manufacturing company,our items have many processes like raw material ,machining and coating . how to linke this cost to calcuate making cost of items ?
Linking BOOKS Sales Orders/Estimates/Invoices to a CRM Contact - Not Possible?
In Zoho CRM you can add a Sales Order to a specific contact (who is assigned to an account). In Zoho Books it looks like this is not possible in the Business to Business scenario where that customer has multiple "contact persons". Reason why we should
Lodging Account
Why is the Lodging account in the chart of accounts a system account that is locked, uneditable, undeletable, and unhideable? That seems excessive.
API access to Price Lists to apply a Price List to an Invoice?
I've read the Books API documents and find no reference to API access to Price Lists. Is it there and I've missed it? Will it be in a future API? Ken
Invoices from Vendors
We often receive emails from print vendors with project that have estimates and invoices included in a PDF attachment. What's the easiest and fastest way to get the PDF into Zoho Books "Bills" section so that we can have a running list of what we owe
Related lists
I have noticed the related lists tab in items & customers only, is this to be brought to the other modules too ? Have been fiddling with it & could find a multiple of uses for the other modules ;-)
How can I embed a live chat into ZOHO BOOKS?
How can I embed a live chat into client portal of ZOHO BOOKS? It is really important for my client to talk with our supports in the Client portal. Please provide me a solution or a way to do that. Thanks a lot!
Making Commission or Referral Payments
Hi All I currently use Zoho books for one of my business' and am thinking of using it for another but the second business is a little more complex. In the second business we make commission payments to introducers of business, we send them a statement
Trial Balance via REST API
I can't see to find anything on the forums or in the rest documentation. Apologies if I missed it. Is there a way to pull a trial balance via the REST API? Is there an endpoint that provides this or two possibly - one for the Income Statement and another
How do I add purchase details under Order Confirmation email?
I could see an Invoice Notification template, but in the email content how can i add more fields related to the order. I dont see those fields listed under 'Insert placeholders'. I want to add fields like product information, quanity, price etc. Also
How to make one online payment for multiple invoices?
Our clients asked if they could make the online payment for multiple invoices in one go? Even though I use Customer Statment to send all invoices in one file, but our clients still need to pay the invoices separately. Please advice, thanks.
How to create Zoho Invoice for a paid order
Hi, I am new to Zoho. I am using Wix for my ecommerce site. I want to know how to generate an invoice for an order thats already paid through Wix site? Under invoice in Zoho I see Terms where it gives options like Due on receipt or Net 15 etc. Shall I
Is there any way to trigger a Books Email Alert via API?
Is there any way to trigger a Books Email Alert via API? Why? cuz reazonz.
How do I get Price Lists via API?
How do I get Price Lists via API? I've scanned this https://www.zoho.com/books/api/v3/ I know how to get Items.
Zoho Books for Mexico
I want to know if Zoho Books is been used in Mexican companies, or if you have a contact in Mexico? Regards. Saulo Tapia
Searching using API
Hi Can you tell me how do you perform a search, using the API over a set of records in ZOHO Books. For example I want to search all Journals that have been modified over a certain date period. All I can see from the API docs is you can get all the journals,
TDS Receivable
Currently info regarding 'TDS Receivable' appears in the balance sheet. Is it possible to fetch a report w.r.t 'TDS receivable' without going through the Balance sheet ?
New Report : A/R Aging Details
Hello Everyone, We are constantly putting our efforts in enhancing our reports section taking into account the feedback we’ve received from you. Following the enhancement we’ve provided in the A/R Aging summary report, we have added a new A/R Aging details report under Reports -> Receivables with the same set of customization options as provided to A/R Aging summary report. This report lists the unpaid invoices in accounts receivables, which can be grouped by customers, sales persons and currency.
Sales Report: Sales by customer by item
Hi, i have a few big clients and I really would need to run a report to see what I have sold to any of my single customers. I would need the Sales by items report, but I would need to see the sellings for each selected customer. How can I see the single
Opening balances
I am having a horrible time! I am bringing in all my opening balances following final adjustments by the auditors! I cannot for the life of me get it to balance, customers and vendors don’t have the opening balance box yet so I have to put in invoices
Italian Tax and Bank support in Zoho Books
Dear Zoho Corp, as Italian users we're growing up quite envious seeing other editions (India, Canada, UAE, ...) of Zoho Books offering a better support for taxation directly integrated, with some even seeming to include the possibility to interface with tax agencies directly. Even more, we see that our neighbourhood country like Spain, France, Austria, etc. could directly easily interface their banks and credit cards with Zoho Books/Expenses. On September 14th, typing "Italy" in the "Add Bank Feed"
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