Separate Email Notification Field for Forte Vendor Payments
We use the Forte Vendor Payments feature, and it works great overall. One major complaint from many of our vendors is that the Payment Made confirmation is sent to the vendor's primary contact's email address instead of a separate accounts receivables
CRM Sync Deleting Billing/Shipping Phone Numbers
My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills out the customer information, including
No way to schedule recurring invoice to generate before invoice date?
I cannot find any way to generate our invoice 60 days before the invoice due date. We are migrating from Quickbooks Online but it appears there's no option to handle this and I can't figure out any work around. Any ideas? Quickbooks Image:
List pages
It would be nice to have numeric fields calculated & shown at the bottom of list pages, specially handy when we create our own custom views ( and very easy to acheive ) ....
Allow a zero size font or an option to remove the extra line on the invoice table when not using Item Descriptions
There is too much spacing between rows when the Invoice Description is not used on the invoice. Further, Zoho Books does not allow you to use a zero sized font that would acheive this. It makes the invoice have too much space between the lines in the
Multicurrency for financial reports (Income statement, balance sheet, general and project budgets)
Hi, We're needing multicurrency in financial reports. That way we use the default currency for registering transactions in the local curency, but for management purposes, the reports are needed in USD for the board of directors. This is a needed feature.
Placeholders return empty values in custom template
I am not a pro in HTML but have 1 question. I created custom invoice template but in pdf some placeholders does not return any value. see below screenshots and anybody help please in this regard. See below the result, the circled cells are shown emp
Corporate taxes.
Hello There , I need to record Corporate Taxes for a client in Uganda, Tanzania, South Sudan and Rwanda, and its not available in the Global Edition for Zoho Books which is being used in the region. Kindly provide a workaround for this issue.
How To Send Professional Invoices With Zoho Books?
Administrative tasks can be pretty challenging to manage. However, you won't get paid if you don't submit your bills on time! Excel or Word are still frequently used by new businesses and smaller organisations to create client invoices. However, this
GST Payments via Customs Broker
Hello, A little stuck trying to figure out how to go about splitting a invoice we receive from our customs broker. The invoice will have freight charges, local port charges etc etc and will have a seperate line for GST disbursement. For example, if the
Accounting on the Go Series-7: Streamline Inventory Control with Bar code Scanning in Zoho Books mobile apps
Dear users, We’re back with another 'Accounting On-the-Go' series, and this time we will explore how Zoho Books simplifies your inventory management using the Barcode scanning feature. Efficiently managing your inventory is a crucial aspect of running
Currency revaluation
Hi! I've got a problem with offsetting cash balances denominated in foreign currency. I have cash in bank in foreign currency. I've spent it all and have zero balance. BUT! Zoho shows some amount in my BCY. In FCY the amount is nil, but in BCY it still appears on the balance sheet and in the account itself. A kind of magic. Can someone help?
Issue with connecting multiple users to the same login
I am having trouble connecting multiple users to the same login. I sent an invitation to the users, but they were prompted to create new Zoho accounts instead of being able to connect to the same login. I have tried connecting through different web browsers,
Write off unpaid portion of customer opening balance
We have a client who had an opening balance when we migrated to Zoho Books almost two years ago, but has never been invoiced in Zoho Books. A partial payment was made last year toward that opening balance, and now we would like to write off the remainder
Workflow rules for purchase orders
How do we filter for "Received" ??
ICICI Bank Integration issue
Team Zoho, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved connection in ICICI bank, but I am not able to see any details in my account. Please help. Regards
Assets Tracking
Hello Zoho, Can we also have a new feature brought in Zohobooks for Assets Tracking ? This will be useful for tracking Property, plant, and equipment (PP&E) that are a company's physical or tangible long-term assets. Thanks
Returned invoice payment/bounced check
What is the recommended procedure for handling returned invoice payment/bounced check? I have already unmatched the original payment from my bank feed and delated the record of the original payment so the invoice is payable again. I have marked the bank fee for the returned check as a billable expense and invoiced my client for it. In my bank feed I now have the debit and credit for the original check that zero each other out. I know I could just delate the transactions to hid them since they don't
Function #12: Approve purchase orders automatically
The transaction approval feature in Zoho Books helps establish an authorization process, allowing business owners to closely monitor transactions created by their employees. This process ensures that all transactions created by employees undergo a thorough
Accessing Customer Module Data from a Invoice Custom Function
Hello everyone, I'm currently working on custom functions in the Zoho Books Invoice module with Deluge language. Zoho provides arguments for these functions, such as a Map of the invoice, organization, and user. However, I'm trying to figure out how to
How do I transfer Unearned Revenue to a different account?
I am using zoho to track my real estate rental business. I received a payment, and Zoho classified it as "unearned revenue". I want to transfer that to "Security Deposits", which is a current liability. I made a journal entry to clear out the "unearned
Landed Cost Allocation Per Item
Hello, when allocating landed cost, the system spreads it over qty or value, problem is, we import goods, so we had only a few items where duty was applicable, but the system allocated it to all 30 plus items. I had to manually set each to 0 and update
Are there other Zoho Books users who are blind?
Hello, So far, Zoho is the most accessible software as I am using the screen reader NVDA. Are there other blind users here? Zoho has many unlabeled buttons and links that is causing huge delays in getting things done. I'd love to hear from others who
Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
Is there a possible way to have a "paid" button for re-occuring invoices?
Greetings. I was wondering if its possible to add a "paid" button re-occuring invoices to quickly record them as "PAID" or having a check mark box to mark the paid ones and BULK update them as "PAID" because the current method of having to click on each
Record Capital
Hi, Just starting to use Zoho Books and learning acocunting myself. How to record new business seed capital in Zoho Books? For e.g. I would like to record a sum of 10,000 as a capital amount into the business. Where should I record them?
Delivery Notes
How to Customize the Delivery Note Template to not to show value, as of now it's same as Invoice and only available once an order is converted to invoice. whereas it should be Packing Slip then Delivery Note & Invoice. Most of the cases we don't want
Zoho Book verified email address
Hi, hoping someone from Zoho can help on this one. In Book have addded and verified an email address to be used in a custom function. However, when executing the function get banner warning of only admin, user or verified email can be set as sender address
FONT RTL
We are using Zoho books subscription Since we are operating from Saudi Arabia, We need Arabic Font support (We use: FONT RTL ) But once we use this Font all our page Alignment Breaks and looks unprofessional documents. For Eg: I use FONT RTL font for
Charity Donations / Round Ups on invoices
We have created an ongoing partnership with a charity and one option I would like to explore is giving clients the option of adding a donation or rounding up their invoice when making a payment. Is there a way to automate this in Zoho Books as an op
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Is audit trail tool isn’t available to customers in the U.S. or Canada ?
Advanced search on a multi-select field, possible ?
Hi, We have a multi-select field as custom field for our customer. I'm trying to look for customer having a specific entry in the that field. But in the advanced search panel, I can't find this multi select field (under the "Show More" section) How can I search for customer using that field ? (yes, the field is active) Regards, Olivier
Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Adding Recurring Invoice via API - How to enter Credit Card details for Auto-Charge
I am considering to add recurring invoices via forms in ZCreator, and would then use the Books API v3. That should be rather standard, but can we also need to add Credit Card info for the new recurring invoice. Can this be done via the API ? Thank you for suggestions.
QuickBooks integration?
Hello everyone, We have this customer who wants to keep using QuickBooks to do the actual billing and accounting. But we want to use Finance (or books) to do the quotes, we plan to use Zoho inventory to do inventory. I was wondering what type of integration
The cap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software.
Hello Zoho, There is a cap on monthly invoices which become an issue for growing businesses. The caap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software. Please address this problem
We must admit - Yodlee is an unreliable partner!
Hello Zoho, Our Yes Bank account intergration is messed up since the beginning and the problem has not been addressed yet. With bad synchronization, poor categorization of transactions, duplicate/unknown copies of accounts, no support, geared at income/expenses,
Profit report by customer and by product.
Profit report by customer and by product. Hello, I want to know for which customer I am earning more and which product to buy I also want to know from which project I earn the most. the data I need are: Date: Customer name: Product name: Invoice number:
Unable to deregister VAT
Hi All, My business turnover is below GBP 80,000 and HMRC approved my cancellation for the VAT. However, I am not able to cancel the VAT mapping in the Zoho book. As I should not display it in my company's official document if my company does not have
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
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