Recording GST when the whole Invoice is for GST
Hi All How do I go about recording a bill where the whole bill is for sales taxes paid on import, for example Fedex clears a shipment for us and the whole bill is for taxes paid. We need to do this so it shows as an input Tax Credit (ITC) when we do our quarterly tax return to the Government. There is no place to to adjust taxes manually when creating a bill, taxes are always calculated based on the tax rate that is created in the tax table. I even tried to create a 100% tax item and have taxes inclusive,
MS Access Integration
My company has a MS Access database, ideally we would enter information to the database and it would send the information into Zoho Books. Is that possible? Or maybe in reverse, where you create a record in Zoho and can be pulled to Access? I heard about the APIs maybe doing something like that? https://www.zoho.com/books/api/v3/#apicollection Thanks for any help,
Sales returns
Great feature, tried for the first time today but it was a painful process as there were discounts applied & these discounts do not work on the refund, I had to edit the refund after saving it. The sales order returns only show in Inventory, not in Books ?
On approval workflow
Hi! I have made a workflow for Bills. I wanted it to get triggered on Bills approval, so I check if status is Open. But today we've notice that 2 approvals didn't triggered the workflow because status was overdue in this case. How can I handle that without triggering the workflow when bill status changes to "overdue"? Thanks in advance. Regards
zoho books Document workflow
Hi, We are looking into documents to optimize our workflow. When we receive an invoice, auto-scan / upload it to zoho books documents, we would like to have a feature where you can assign some sort of workflow for that invoice: with the workflow it must be possible to assign tasks to the invoice e.g. approve the invoice; create a bill match it to a project etc etc Sure, some task are possible but I can't seem to find a general approve function. Is that not yet available / perhaps on a roadmap?
Create POs w/o Creating Items
We track our product catalog in another database, so we want to be able to create POs programmatically without having to sync the items as well. It doesn't appear that I can do that though, it appears that each item has to be created before the PO will accept it. Is that right?
How to zero Out a departing LLC member in Capital Equity Accounts
My LLC partner departed Dec 11, 2018. How can I distribute her remaining equity (negative balance) to my equity capital account and carry forward to 2019?
Sole trader to ltd co
I am about to set up a limited company and would like to start with a fresh set of accounts. Is it possible for me to do this and if so how will I go about it. I will also opening a new bank account for this and feel that keeping the old and new separate would be best way forward. Regards Jes
Multiple GSTIN in zoho books
Need to understand that is multiple GSTIN numbers available in zoho books?
Create, Charge and Send Invoices
Hi, I was wondering, I usually make my invoices as draft, but if I used Create, Charge and Send Invoices, will that CHARGE only the customers for which I have the credit cards information, and simply send an invoice to the others (the ones for whom I don't have credit card info). I like the concept but I'm wondering what happens if I have the credit cards for some of my clients but not all of them. Thank you for your help
Item Purchase Rate
Hello, tried to search the forum but found none related. So my question is how do I input the purchase rate for a new item? The item purchased in the Purchase Order is in USD, but the purchase rate in purchase information (new item) is in IDR (local currency). Usually we input the purchase rate when we have paid the bills with the exchange rate given on the day we paid it. So I wonder on how do I create this new item? Should I just put the purchase rate as 1, then manually change it after paying
Vendor credits
Wondering is someone has a workaround or an idea to solve this seemingly simple issue. I need the ability to apply a vendor credit (one journal entry without matching it to an invoice) for the discounted amount each month. For example if I received 1% on $1000 spent for the month. A vendor credit of $10 needs to be applied to the vendor without matching to an invoice. I also get a volume discount lump sum on some months and that needs one journal entry to deduct from the bill. If I recicved $283.41
Custom Function
Dear Team, Please help me out with custom function to stop editing certain fields by certain users. Example: My sales user login should not be allowed to edit tax rate and term column in invoice. Regards, Ashfaq Abdullah
How do I record Over payment charges?
Hello, I have a tour company, I charge my customer using a booking software. The software collects payments and I get paid the total of weekly sales once a week. I record each sale individually in Zoho Books. When I get the deposit from the booking company I match each sale to the amount. This has worked great so far. The problem I have is that sometimes the amount I get deposited into my account is less than the total of all sales, this could be due to a return, money back, over payment. It is extremely
Error 412 - Wells Fargo
for the last two months i have been getting on-and-off error messages trying to refresh the wells fargo feed for my bank (works fine for the credit card); now i get an error 412 and the recommendation that i delete the account from zoho books. this is not a solution, i use this account for all my business transactions and not having it is worthless for me to have zoho. when are the issues going to be fixed with wells fargo? anyone got anything on this? thanks!
Need Trigger for Zoho Books "Bills" to pull into Zapier
I am new to Zoho and trying to get everything setup for our company to start using Zoho One. I have been setting up Zoho Inventory & Zoho Books to aid in that. I love the PO process and that I can create a bill once the PO is completed. However I am unable
Margin on documents.
Hi A basic feature on invoicing software is to be able to see the margin on each Document & Lines on document. As buying costs of goods & services changes , we input prices on each line. For this we created a personalized field called "Prix d'achat" (ie
What's New in Zoho Books - December 2018
Hello everyone, This year is almost at a close and we're still churning out updates here at Zoho Books. This month, we're bringing you updates varying from customizable notifications to enhanced reports. Let's dive in! Create Your Own In-app Notifications Customizable and convenient--the new in-app notifications are meant to save you time and keep you informed. These notifications can be triggered by setting up workflow rules and are sent to the Zoho Books mobile app as well. Customize Your Vendor
Cost of inventory adjustment
Hello! We have a manufacture company, we transform avocado fruit to avocado pulp. We use the inventory tracking of Zoho Books to follow the raw material (Avocado fruit) and finished product (Avocado pulp). Every day, we make a production sheet where it register the yield, ex: 300 kg of pulp were extracted of 550 kg of avocado. We need to make a inventory adjustment where we reduce the avocado and increase the pulp, but it must to be for the same cost. The cost of avocado it is made automatically
Zoho Books Is MTD-Ready (UK Edition)
Making Tax Digital (MTD) is coming into effect in the UK in April 2019. If your business is above the VAT threshold of £85,000, you must submit your VAT returns using an MTD-compliant accounting software. Today, we are happy to announce that Zoho Books is MTD-ready and we’ve successfully submitted the first VAT return for a customer under the MTD VAT pilot programme through Zoho Books. We did this just weeks after HMRC listed Zoho Books on its website as a software that supports MTD for VAT. Check
Short receipt of goods after bill was created
Hi Guys This is my first query on Zoho. I am a big fan of Zoho inventory and Zoho books. But i feel it is not perfect enough and does not handle some basic but critical operations. E.g excess delivery of goods. Anyways here is my question and i need your help: We have created a PO in the system for 500 units The accounts department received the bill before the goods were delivered and counted The accountant converted the PO into a bill When the goods were received they were short of 10 units. The
This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName is required for associating this user to a specific organization
https://books.zoho.com/api/v3/contacts?organisation_id=[ORG_ID]&authtoken=[AUTH_TOKEN]&zcrm_account_id=[ZOHO_CRM_ACC_ID] I am requesting this API from creator using geturl. I am getting This user belongs to multiple organizations. After that i passed company_name even though i am getting same response.
VAT Filing
Like the new VAT filing module guys - nice one :-) Hoping that HMRC will allow me to use Zoho MTD to file electronically now - applied to use the HMRC beta, even though we don't meet their current criteria by trading within the EU !
Auto-scan existing documents
I uploaded a number of receipts without having enough auto-scan credits. Now, I've upgraded my account and have the credits, but I don't know how to trigger the processing. How do I do this? Thank you.
Block Customers with big overdue amounts
Hi, Some customers accounts sometimes reach big Receivables amounts. (Current and Overdue) Yet Salespersons in our organisation can still keep doing new transactions with them (Estimates, Invoices). So this amount can grow if the salesperson keeps selling
workflow for discount
hi zoho, I saw you have a workflow can give the discount to a sales order if amount higher than some number, my question is if I want give discount to different products is that possible, like if amount higher than 10000, then product A 30%， Product B 20%. thank you very much.
Invalid Value Passed For Auth Token Code 14 Error
I have recently started using zoho books and am facing issues with the APIs. I have created an auth token using the browser API after logging into my account and can also see the same under active tokens as well. Yet when i try to create a contact using the exact same details as mentioned in the documentation and the postman collection, it gives me an error stating "Invalid Value Passed For Auth Token" PFA a screenshot of the same POST /api/v3/contacts?organization_id=60************2 HTTP/1.1 Host:
Keyboard shortcuts
Keyboard shortcut for save and next? Save and new is alt+n and is very useful, but when pagimg through expenses to update with attached receipts or tweaking the amounts because they were auto entered, I want a shortcut to save and page to the next expense. This would circumvent saving, then manually picking the next expense. Does it exist and I'm being opaque?
Attachments Field is MISSING in Custom Views
The attachment field/column is very important to us because when looking though a list view, you can see which items have attachments. However we also take advantage of custom views to see our custom fields in columns. However the usefulness of custom
Netherlands: online payment methods [betaalplatformen]
Greetings! I am located in the Netherlands, where I have several businesses. I am looking into online payment methods [betaalplatformen], mainly in order to be able to receive money on a "subscription basis" (i.e. every month money will be automatically paid to my account), but also for one time transfers (receiving) of (larger) sums. - Stripe integrates with ZOHO and is now available & operational in the Netherlands, however they charge 1.4% of the amount (in addition to € 0,25 p/transaction) -
customer_id vs contact_id
Hi! I have a situation with Customer custom functions and custom buttons: I've made a custom function for a Sales Order. I can get a customer_id from the Sales Order object. With this customer_id I get the contact invoices: customerID = salesorder.get("customer_id"); invoices = zoho.books.getRecords("Invoices",orgID,"customer_id=" + customerID); Everything fine, there is still no problem. But if I make a custom function for Customers, how (the hell) can I get the related invoices? I've tried with
Invoices estimate_id
Dear Zoho Support, I just want to confirm if this is a fact: when I convert a Estimate to Invoice, the new Invoice will store the estimate ID in estimate_id field. Is that right? Is there another case feeding this field? Is there anyway to modify it after
What's New this November 2018 in Zoho Books?
Hello Everyone, Each month, Zoho Books works towards building better products for its customers. Like always, we have a bunch of new updates rolled out this month. Read on to know what's new! Enhanced Zoho Books - Zoho Projects Integration Zoho Books - Zoho Projects integration has been enhanced to allow all your data in Zoho Projects to sync with those in Zoho Books. You can set your sync preferences and view the status of your data on a new dashboard. The integration also lets you create transactions
Adding the possibility of a service-only Composite Item
As a we agency, we use Zoho for us and implement Zoho One for our clients that also are service-providers. We don't sell inventory item, neither our clients. But we sell bundles of services that would be easier to add as composite items. For instance,
Cannot Match a Transaction Manually
Trying to match a bank payment with two invoices and facing the error. Kindly check the screenshot.
Need more broken bank feed info
Zoho says my bank feed is broken. However, I can't get much more information about what's wrong. Should I call my bank? Should I call Zoho? Should I just wait? "Just wait" is the advice I get when I dig deeper: But the feed hasn't worked in four days, so I'm not sure this is "temporary". Please provide a customer some kind of debugging info when things go wrong. Russell
Add up custom requirements
Hello, I have a Telecommunication business and i am looking for a developer that can assist me in obtaining my custom requirement on to oho books. The most important of all is serial control Add In which could help me track the purchase and sales of my product. However such option is available in zoho inventory but it does not meet my requirements. On the other hand there are also various other requirements that i would like to have on to my zoho books account. Firstly i want to confirm whether changes
Skewed Line Item Spacing on Print or download PDF Invoice/Estimates
On exporting any kind of invoice, estimate, or sales order in Zoho Books, the description of the line item always jumps to the second page, when it should be split the description instead of trying to keep them all together.
Where we see all invoice
I have created new invoice using crul. I got success message "The invoice has been created". but still I can't found invoice in my section can you please help me.
ICICI Bank Integration - Change of Log in ID to new simplified
When integrated there were two fields - The Corporate ID and User ID fields Now ICICI bank on their CIB has offered to merge these two fields and create a custom Log in ID of our choice. The same was done by our end in the CIB portal. Now issue is that
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