Invalid value specified for the parameter
Hi, I cannot access purchase order item, so I cannot access the most important option for us. People that works with me attached all bills on purchase orders, so I cannot make any payment for my suppliers instead I call for all of them and ask to resend me a bill. When I try to access it appears that message: Invalid value specified for the parameter cf_pagamento_1. I suppose that is a simple thing to fix but I've being trying for hours without success. Would some one help me with this in an urgent
How to create purchase order from API
I've asked the following question on SO with no response yet - just wondering if this is the right place to ask? https://stackoverflow.com/questions/51079139/create-purchase-order-in-zoho-books-via-api-in-ruby-on-rails
How to Get Preferred Seats on Delta Airlines?
Have you ever flown cabin classes on particular flights? Then you see that certain setas are better and flexible than other. It all happened on the special demand of passengers request to airlines. Delta airlines is also come to this category and provide Preferred Seating facility to the passengers. It means passengers get extra comfortable and larger space seats than other seats. For this, they need to pay some extra charges regarding this to the airlines. · Join the Delta SkyMiles program
our own website form to zohobooks contacts
Hi we want to create new zohobooks contacts from our own webform or update the zohobooks contact if it already exists. Our form collects: first name , email address (which we use as the zohobooks contact_name as well) ,phone number , and a text message
Get Invoice Notes
Hi! Can I get Notes for Invoices using this Api? : https://www.zoho.com/books/api/v3/#Invoices_List_invoices Now I'm using the method above, and then for each invoice I call the method below to get the "Notes" field: https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice. I have very strong performance problems because the user waits very long. Can this somehow be optimized in a different way? Thanks
Apply an unapplied payment to customer invoice
I sent an invoice with the "Pay Now" Button and the customer ignored it and sent a PayPal payment to my personal email. I retrieved the payment into my bank account but need to apply i to the customers invoice. Using the "Record Payment" button only presents
Generate automatically a sales receipt
Hi As a nonprofit, people donates through our website (that process the credit card donations using Stripe). How can I record those transactions that appear in Stripe directly as donations in Zoho? Quickbooks or Xero generate automatically a sales receipt,
Open Order Report
Are we able to show an open sales order report by Salesman yet? The only option are things that are invoiced and nothing for orders that are currently open. Seems like an easy report to create, not sure why it's not a feature yet.. Thanks!
matching vendor payment from bank statement set as cash payment
when we match payment to vendors from bank statement ( imported via XLS file ), the payment method directly selects "cash" by default. it should be "bank transfer" or " cheque" since its a bank entry. its selects cash directly and my petty cash goes in negative all the way :) it should be corrected ASAP
how to set item_type to sales_and_purchases and inventory also
We would like to add item which is for sales, purchase and for which we want to track inventory also, but there is no option through api to set all these three. Options available are Optional Type of the item. Allowed values: sales, purchases, sales_and_purchases
Ruppe Symbol
Dear Sir, I dont want ruppe symbol in Delivery Challan,Please give the option Enable / Disable.
Is Zoho working on recoding capability?
We are switching from Xero to Zoho and find Zoho much more powerful. However one important area where Xero is far ahead is the speed and ease of reconciliation, and they are even much further ahead in the ability to recode transactions. In Xero you can
Zapier Connection To Zoho Books
Hello, I'm not sure who I contacted at Zoho about 6-12 months ago regarding the Zapier To Zoho Books integration. Someone there at Zoho sent me a link to set-up an alternative version of the Zaps that currently exist on Zapier for Zoho Books. This alternative
Need to email estimates from Books to whoever I want, not just contact persons
We have Zoho CRM and Zoho Books integrated and like many here, we have many situations in which we are dealing with the same contact for 10 different companies. Except as you know, Zoho does not support having the same contact associated with 10 companies
What's New in Zoho Books - May 2018
Hello Everyone! We're back with a slew of new updates and feature releases for the month of May. Let's dive in! Add Annexures to Your Invoices With the new update, you can customize your invoice templates by adding an annexure at the end. This allows you to add extra content apart from your terms and conditions, such as by-laws, clauses and other related information to the end of an invoice. Filter Items Using Reporting Tags Ever wanted to know how a particular group of items are faring? With this
Work flow criteria
It would be good if preferences had a check box next to "Salesperson" to make it required ! As to the workflow criteria - checking this field is not blank.... When | Sales person | is | "" Do we Leave it blank ?
Over paid invoices
I am testing your system to decide whether I want to migrate or not. Some of my customers overpaid their invoices and I need to record the overpayment and then issue a refund. These customers pay by installments so for example, they have an invoice of $100 which they pay in four instalments of $25 each. If the customer inadvertently makes 5 payments of $25 it should record all five payments, then show a credit balance, and then I do the refund. However, once the first four instalments are applied,
I can't attached expense to invoice
I can't attached expense to invoice. I have attached 5 expense files and I cannot attach the 6th one.
Invoice Template Selection Via Zapier
Hello, I am trying to create invoices in Zoho Books via Zapier. I would like to have the option of selecting the invoice template, but I do not see that field available in the Zapier options. Also, I do not see the option for the "Order Number" field in Zapier as well. Am I doing something that is not allowing me to see these fields, or are they not available? If not available, how difficult is it to add this to the Zapier integration for creating new invoices via Zapier? Thank You!
trying to change to books UK
What a disaster this is turning into. We got upgraded to the wrong version of Books we have the global addition not UK addition. After several phone calls the advice was to back up our current version and then import into the new trial version. The back up takes about 30mins and then you end up with a zip file containing various files such as invoice etc. The first challenge is trying to find what section to import each one into. Then you find that some data cannot be imported which starts the mystery.
Updating custom fields on an expense via API
I have a custom field on my expenses called "Cost Centre" and I wish to be able to update the value via the API. However the documentation https://www.zoho.com/books/api/v3/#Expenses_Update_an_Expense doesn't show attributes for these fields, and attempting a request like JSONString= {"custom_fields": [{"label": "Cost Centre","value": "Management Delegated Budget"}}" throws an error "JSON is not well formed." Can you give an example of what needs to be in the JSONString to do this please?
Tracking credit card charges (Braintree) in books- Matching daily
disbursement to payments made
What are other people doing regarding credit card payments coming in to Zoho books? Firstly the disbursed amount is less than the payment because of the discount. Secondly a daily disbursement frequently contains multiple payments received, batched at
Categorizing a transaction with an attached receipt gives a server error
I'm categorizing my bank statements and I save an item with an attached receipt. I get an error: Not able to connect server. Verify your network connection. This just started to happen yesterday. The rest of the site works fine. If there's no attachment, then the item is saved without error.
Change in GSTIN nightmare. Migration from one Zbooks organisation to another...
Hello there! We are based in India and have been using Zoho books for two years. We recently shifted our operations from Tamil Nadu to Gujarat. With the physical shift came a shift in registration, licences and GSTIN! A Zoho books organisation can have only one GSTIN, and you are not allowed to change it. On counsel from the Zbooks supports team, we bought a second licence and started a new Zoho books organisations. The plan is as such; all transactions relevant to the TN GSTIN are to be registered
Recording owner payment of business expenses
How do I record owner payment of business expenses ? I have submitted receipts via Expenses and they have flowed over into Books / Expenses. They were paid by Owners CC and I'd like to see that reflected as owners contribution. I'm a little confused how to make this happen in Books - any help appreciated. Thanks
Zoho Books iOS App Lacking
Hi, Love the iOS app, and love Zoho Books :) I think however, the iOS app is missing an extremely simple, but vital functionality. It cannot show me stock availability of an item? This is so weird Stock availability of a certain time is key to even the most simplest of inventory applications. Please add it in, preferrably without having to tap on the item. Beneath the price when you're looking at items list would be nice place :)
Record payment
Clicking save used to save & close - we now have to click "Save" & then "Cancel" - please fix !
Am I the only one that needs to manually adjust taxes on invoices?
Without sales receipt functionality, we have to use invoices to account for our online sales. As they are a mixed-bag of taxed items, the tax rates never produce correct line amounts. Anyone out there with a workaround?
Is it posible to manage Income and/or Expenses by Divisions, as Cost Center Accounting?
Is it posible to manage Income and/or Expenses by Divisions, as Cost Center Accounting? Our need is to have clearly identified the Income and Expenses for every Division and Area of the company, and for the Projects we made for our Customers too. Regards Saulo Tapia
Bank feeds
We are a Z One customer, currently using Xero, would ideally like to switch to ZBooks. Currently we pay for a direct bank feed into Xero, currently into NatWest. This means that transactions are fed directly into Xero from the bank one day behind.Monday's
Sales Order Export with filter?
The new sales order export function is a workhorse and gets used all day every day here. The ability to map fleld names into a template is just whats needed. One thing more would make it perfect- to be able to export SO with a filter applied. Currently
Recurring Invoices
We are a service company, and we create recurring invoices, what happens is that we have to mark as charged each invoice, one by one. Is there any way that the recurring bill is believed to be directly charged?
VAT in Zoho books
We are zoho one customers that have moved from zoho invoice. I cannot find how we set up VAT in books having transferred from invoices. Any ideas please.
Add Task / Access Calendar while in Books
While viewing contact in Books a button to add a Task or Calendar entry to the Zoho Tasks and Calendar, the same ones we access in Zoho Mail. Or it would be available on the menu at the right so accessible from any module/page? This would take us miles
Free Webinar: Register today and say goodbye to late payments with
GoCardless & Zoho
The average independent business in the UK spends over 21 days a year chasing late payments and dealing with cash flow issues! If that sounds all too familiar then my free webinar may be just what you need. Join us for the webinar on May 29th, 2018 and discover how integrating GoCardless with Zoho Books can improve your cash flow and save you time. During the webinar, you will learn: What Direct Debit is & why Direct Debit is the ideal means to collect recurring payments and invoices as soon as they
Zoho Books Workflows taking forever to get triggered
For some reason, Zoho Books workflows are taking many minutes to get triggered (execute). I noticed this today. Yesterday it was working fine.
Invalid value passed for authtoken on Free Trial?
Hi there, I am working as a programmer for a client who wants something added in his existing Zoho Books. I have made my own trial account for Zoho Books, so I will not mess up his, while testing. However, when I make an Api call from a third-party script with my authtoken and orgId, I keep getting an error. When I run his auttoken and orgId, it works just fine. I have been checking and checking, but I can't find why mine is not working. Is it because I am in a free trial? If so, is there a possibity
Create Contact with Zoho Books API and PHP+Curl+Post Method
Hi everybody I'm a newbie with Zoho Books API I only want to add a new contact vía PHP + CURL + POST Method I already have: 1) url = https://books.zoho.com/api/v3/contacts? 1) authtoken = XXXXXXX 2) organization_id = XXXXXXXX 3) JSONstring { "contact_name": "Bowman and Co", "payment_terms": 15, "payment_terms_label": "Net 15" } Does anybody has an example? Please!!!!
Help with embedded Zoho Desk form in my C# .NET application
Hello, I'm trying to add an embedded Zoho Desk code in my .NET application, but I'm having problems. I'm trying to add the embedded code to a bootstrap modal, but the modal does not open when the code is present, only when there is no embedded code from Zoho. What could be wrong?
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
This Operation has been restricted. Please contact support-as@zohocorp.com for further details My domain is http://www.samantaformis.cf/ Help me please. Thanks
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