How to create multiple item lines with zohobooks API
Im trying to create an invoice and I have multiple item lines but I couldnt find where to do that in the documentation 'line_items' => [
[
'item_id' => '7131',
'description' => something
'rate'
Customer Emails in Books
Hi, I want to be able to view the emails from other credit controllers in my team to customers in books, on the Customer page under the emails tab I can see the system mails but not the content, and I can only choose to view emails from myself and not
Feed data to Zoho Books from a custom module
Is it possible to connect Zoho Books or Invoice to a custom module in CRM? We're looking into processing certain services that aren't cataloged as Products, and it would be preferable if we could assign Books to only processing invoices from them.
multi gst or multi branch feature
Hello, We are having business in more than one state and we have 2 GST and we are already using zoho books from last 2 years when can we expect the feature of having multi GST in zoho? Regards Waseem
shipping labels on zoho books
hello can i print shipping labels on zoho books
Vendor invoice send by mail
Hi, Is there a way (with creating a button maybe) to send the bill I created to a vendor by email, the way we can do it with a customer's invoice? Marie-Andrée
iOS App Item Search
Hi Guys, The latest update is awesome. Love the Siri shortcuts integration. Zoho is as always on the ball. I noticed that the item search hasn't changed much since the initial release of the app. When I am entering items in a transaction or if I'm just in my item list and I want to search for an item I have to type and then hit search. This is old fashion. And not very nice. I want it to start providing results while I'm typing. Maybe if you enter 2 letters or more it must start providing results.
Add Totals to the bottom of this section.
Within the 'Sales' tab under customer view in ZoHo books it would be nice to have totals on the bottom of each section. This would help avoid the need to run a report if you just needed quick information.
Is paypal business payments still available?
I started a second organization and have been trying to activate paypal business payments, but its not giving me the option to. My original business had paypal business so I don't know if this feature got discontinued or something.
Zoho Books Rcpt/Invoice Question
I'm about to sell an online course. I can get the purchases over to Zoho books automatically but b/c of the double entry accounting I need an "invoice" or receipt for each purchase as well on Zoho Books. Any advice on how to do this automatically to take out the manual leg work?
budgets in Z books
When can we expect budgets in Zoho books?
Timesheet
Has anyone encountered issues with time sheets not properly adding the time? We're having this issue and its not good because we earn money on billable hours.
How to record gst payment via employee reimbursement expense account?
Hi For first few months, I as the Co-Founder of my company, paid GST via my personal bank account and then later settled it via reimbursement. (This was because our current accounts bank was not available in Netbanking of the GST portal) How can I record a GST payment via employee reimbursement expense account in Zoho. Please help, its urgent. thanks Himanshu 7709527736
No Sales Person Field in customer balances Report in Z books
Hi, It is an extra field that is being entered during creation of sales invoices. The customer balances report - if I can click on customise report to add a field (sales person field), there is no option for the same. If we need to extract this report to slice and dice Sales person wise for collection- that is also not being possible. We need this feature urgently. This is Turing out to be a problem too. Thanks
Expenses in P&L
Hi Looking for a little help. In my P&L Schedule III report for the financial year, there is a colomn of "Other Expenses" that shows a particular amount. Where can I go and tally this amount- as the amount that is shown in the Expense report varies. Would
Line items separator
Dear Zoho Support, we would like to have line item separators for Invoices/Estimates/POs/SOs/... Please check attached image with an simulation: items 1 and 4 would be "separators", just a text title to group items (ignore all columns for these rows but
DISPLAY INVOICE TOTAL IN MULTIPLE CURRENCY.
Hello Zoho Team In order to comply with local tax regulation we do need to display total amount of invoice in double currency for every invoice ( USD as base currency , KHR as local currency with a fixed monthly exchange rate defined by local tax authority)
Auth & Capture in Zoho Books
Hi, a client of mine would like to use Zoho Books with Stripe. But he would like to know something important : he is using Auto & capture with Stripe. Does Zoho Books recognize Auth & Capture ? Will Zoho Books charge the client with the captured amount or will it understand this amount shouldn’t be charged because it’s just used as a security process ?
Automate import from files (from FTP server)
Hi everyone, My contacts are not created in Zoho CRM but in another application (MainApp). Everyday, my MainApp is exporting a CSV file we have to import in Zoho CRM thanks to the Module > Import Contacts function. All the columns are already mapped because
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users of Zoho Books. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. These amendments were made with the intention to boost investor sentiments, push for the Make in India initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. Companies that do not avail tax incentives
Zoho Books for travel agency
hi all, We are a travel agency and we use Zoho books for accounting, I have couple of questions related to customising Zoho books for a B2C travel agency, We do not have any fixed price service or product and all our services like Air tickets, hotels
Sales order delivery method
We use delivery method for the worker / driver assigned to a job. Often I have to clear out all of the mis-spelled or old stored names, could we please have a "Add delivery method?" dialogue box to add any unrecognized words here instead of it being auto added ?
bank account sync
why does zoho books only sync my transactions of the previous day and not live transactions... because it syncs the correct balance but doesn't capture the entries till the next day... makes it a headache to capture payments and notify customers... and top of that amount in books and bank never match.... plz advise below are today's numbers... we had a debit in the account and the balance changed... but now the books amount is incorrect and will stay the same till tomorrow until the entries are copied
Zoho book
I want to customize a workflow so that when delete a record payment, it will send me an email. I try to use work-flow but i can't find the payment recieved module. Can you help me ??
Profitability by SBU and profitability by project
Our company provides software and consulting services. To ensure ownership and accountability of the different business lines/support units, we have organised our business into 5 strategic business units or SBUs (4 of which are profit centres and the other is a cost centre). Logically we also wish to measure the profitability and/or cost efficiencies by SBU. The revenue generating SBUs will have products and/or projects the profitability of which also needs to be measured. Multiple SBUs may be involved
Need a more robust Accounts Payable Feature
I would like to see a more robust accounts payable screen where you can specify a date to display all outstanding bills that are due on or before that date. The list of bills will be grouped by Vendor. The list will allow you to apply any available discounts to the bills. Essentially, you go down the list and put a check mark on each bill that you want to add to the payment to that vendor. When the bill run is done (all bills are checked) it will mark all as paid and generate a Check To Be
relating products to quotes, and invoices
I want to be able to look at a particular product and see the quotes that it is on as well as the invoices that it is on. This will help me to track which customers purchased a particular product.
Can't pull GSTR 2 Data
The GSTR 2 section is disabled in my account and so can't pull purchase transactions... Kindly check into matter. Had discussed this at Pune community meetup and was advised to get to the support team.
Better Desktop Timer App
I would like to suggest development of a better timer app for desktop. The current app lacks a lot of features. Here's a list of features that I would like to see. Idle detection: detect when I'm not using my computer for a specified amount of time and give me options for what to do with the time I was away—remove time, add time as a new entry, ignore, etc. Dock app to top bar on a Mac. When I click the icon, it should open the whole app, not a menu. Clear display of days in the week or other period
TDS for Interest and Bank who provides Cash Credit for a term
Hello ZOHO, Dealing with one of the client, we faced the below 2 major issues. 1. How do we record TDS on interest that is paid for the Interest as it is mandatory to record. We can record the interest as Expense, although the expense but there is no Place where we can record TDS. it is possible that sometimes that we receive some services which are Our expenses and we pay upfront for them. And We record them as an Expense, but recording TDS is missing at that point. 2. Bank on the liability Side,
Custom fields of the budgets be reflected (appears the data) in the invoice
Good afternoon Zoho team, Nice to greet you, I apprectiate your support on the following:
1) I require that the custom fields of the budgets be reflected (appears the data)in the invoice.
EXAMPLE: Quotes: custom field: PVD: San Jose Invoice: custom field: PVD: San Jose (Does not appear) How could I solve this important detail?
Thank you.
URGENT HELP... INVOICES/PAYMENT MADE CAN'T POST TO SPECIFIED CHART OF ACCOUNT?
HOW DO I ADD THE CUSTOM FIELD THAT WILL POST TO SPECIFIED CHART OF ACCOUNT? I HAVE BEEN HAVING PROBLEMS WITH THE POSTING OF PAYMENT INTO DIFFERENT ACCOUNT LIKE THE ACCOUNT COLUMN AVAILABLE ON THE MANUAL JOURNAL ENTRY WHICH WILL AUTOMATICALLY PUSH THE
Zoho creator integration with Zoho Books help: API call to mark invoice as void ?
I am trying to update status of an invoice on Zoho Books as void via Zoho Creator: I am trying to reproduce the following API call: $ curl https://books.zoho.eu/api/v3/invoices/:invoice_id/status/sent?organization_id=10234695 -H "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" -H "Content-Type: application/json;charset=UTF-8" I have tried different permutation but in vain, so far this what I have got: String Test.zohovoidinvoice() { url = "https//books.zoho.com/api/v3/invoices/167517000002816431/status/void?organization_id=XXXXXXXX";
Scanning Barcodes
Hello All, I am just wondering how to manage to get a partial number of a whole barcode! Most of products we deal with have lot-specific barcodes, in which I can not identify a one-time only barcode, it is changeable by lot-to-lot basis. However, a small part of the barcode is the original product SKU, how can I manage Zoho Books to read the partition i need? Any ideas or thoughts regarding this matter? Does anyone have encountered such problem? Thank you
On-screen message (pre-save)
Hello all, I have a question regarding pop-ups. We want to have a pop up in certain cases. For example when a value on the contact person equals a predefined value. This can be when creating a quote for example, when clicking the save button. This would really help since we assume there are no validations within the quote create form itself before hitting the save button (pre-save) It would be something like below and preferrably more explicit than a bell icon. Hope something is available using
Saving Documents received from Logistics
Hello, I'm unsure if this questions is better for Books or Inventory. However here is the problem I have: We are making a Purchase of goods through Books. The goods are being delivered using 4 trucks in 4 different days. Each trucks come with partial amount of goods And a lot of documents (Logistics, Customs etc...). When the goods arrives they will be imported as items. We will use certainly Inventory instead of books alone for this. My question : How and where do you manage all the documents received
Update Mail View Field by API
How can I update Below Fields of estimate by API? -> mail_last_viewed_time -> mail_first_viewed_time
Zoho Books Language Error
We are trying to add Books to our apps and when we select our country Greece we get the following error: ZohoOneException: UNKNOWN_ERROR: Enter a valid code for language Any ideas?
Why Discount Account in Vendor Bills is prompting to select an Expense Account instead of an Income Account?
In case of Vendor Bills, the discount ledger should be of Income Type account as because this discount is a purchase discount that will be received by the buyers. In other words, this should be treated as 'Discount Received' which I believe is supposed
Zoho books integration into a php system
I have developed a system for computer repair companies and a question I get asked sometimes is if Zoho Books can be integrated into it Is there any way to do it or if there is any sample code to look at to see how it's done as I have not done anything like integration a system into another before but guessing it's using API or something?
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