Auto generate Bill #
I have a few vendors that don't send me bill (or at least don't send me a bill for a long time). I end up creating bills from received PO items. When I convert to bill I have to enter a Bill #. It would be nice if zoho would either create a unique Bill # for me, or even better a unique Bill # tied to each vendor. Thanks, -Tom
How do I match changed items?
I have issued invoices where the item was xyz and is pointed to sales-general, for example. I have changed the item to point to sales-something else. When I run a profit and loss report the item still is in sales-general. What I want to do is refresh
New Invoice: Getting Please configure tax for the selected contact
I 'm trying to create a new invoice for a client that I have previously invoiced many times before without an issue, but now getting the following message when attempting to save a Draft invoice for review: Please configure tax for the selected contact
Let's have WooCommerce integration of Zohobooks
Let's have WooCommerce integration of Zohobooks
Can we notify if Invoices are unpaid and Bills are not paid nearing 180 Days?
Can we notify if Invoices are unpaid and Bills are not paid nearing 180 Days? Because GST ITC Credits will not be eligible if the invoices are not paid within 180 Days
Linux Zohobooks App
Can we also have a Linux App for Zohobooks ?
Can we have Cost Tracking feature ?
Can we have Cost Tracking feature ?
Lets have FreshBooks integration with Zohobooks
Lets have FreshBooks integration with Zohobooks
Let's bring Product Catalog module / feature in Zohobooks
Let's bring Product Catalog module / feature in Zohobooks
Let's bring Formula/Recipe Management module / feature in Zohobooks
Let's bring Formula/Recipe Management module / feature in Zohobooks
Let's bring Shop Floor Control module / feature in Zohobooks
Let's bring Shop Floor Control module / feature in Zohobooks
Let's bring Product Lifecycle Management (PLM) module / feature in Zohobooks
Let's bring Product Lifecycle Management (PLM) module / feature in Zohobooks
Let's have Sage Intacct integration of Zohobooks
Let's have Sage Intacct integration of Zohobooks
Lets have Quickbooks Online/Advance integration with Zohobooks
Lets have Quickbooks Online/Advance integration with Zohobooks
Can we have Inventory Auditing feature ?
Can we have Inventory Auditing feature ?
Lets have Microsoft Excel integration with Zohobooks
Lets have Microsoft Excel integration with Zohobooks
Can we have Distribution Management modules ?
Can we have Distribution Management modules ?
Can we have Reorder Management Features ?
Can we have Reorder Management Features ?
Can we have Demand Forecasting feature ?
Can we have Demand Forecasting feature ?
HOW TO SOLVE IT
Lets have NetSuite integration with Zohobooks
Lets have NetSuite integration with Zohobooks
Tax Payable
I have 2 types of taxes configured in my accounting, one is the consultancy tax 10 % and another is Service tax 10.3%. Tax payable report shows me the amount payable under both taxes. For example Consultancy Tax Payable - 20,000 INR Service Tax Payable
This does not make sense at all. I would be very greateful if this issue could be fixed.
On Client portal the preview of the document is not the pdf so it is just completely bugged. Margins are not the correct ones, sign does not appear... etc. That does not look professional at all. If a client access the client portal but the signed document
Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a business
Lets have Gmail integration with Zohobooks
Lets have Gmail integration with Zohobooks
Can we have 3PL Management Services ?
Can we have 3PL Management Services ?
Let's have Shopify integration of Zohobooks
Let's have Shopify integration of Zohobooks
Pop Up notes
We have a customer who has overdue invoices requiring payment before we can proceed with processing a new sales order. Is there a Pop Up window notification available that we can be created on a customer record in Books, that will display a message (containing
Using deluge how to add a line item to Estimates
Hi, Hoping someone can help me with a deluge question, I'm trying to have zoho books create an estimate but on load i want to add a new line item. Basically i want to create an estimate but i want at the bottom to add a header and a line item that is
Allow attachments on Payment Reminders
Hello, it would be great if payment reminders could have attachments. I have checked and normal templates seem to offer the option but not payment reminders templates.
Quickbooks Online Integration with Zoho Books
When will you create a true integration between Quickbooks Online (QBO) and Zoho Books (ZB)? QBO is used by 97% of small businesses in the United States. Many Users, including myself, would LOVE to integrate and/or switch to ZB. HOWEVER, this can NEVER happen unless the data (mine goes back to the origins of Quickbooks desktop which was imported to QBO) can be synced/integrated/transferred seamlessly. Payroll within ZB is a step in the right direction. But without a sync/integration, etc...,
Can we have a module to records/automate Certificate No and TDS rates for Lower TDS Certificates by our customers ?
Can we have a module to records/automate Certificate No and TDS rates for Lower TDS Certificates by our customers ?
Accounting on the Go Series-5: Simplify Client Visits with Zoho Books Mobile-Maps Integration
Dear users, Welcome back to the "Accounting On-the-Go" series! We're thrilled to explore another feature that simplifies your daily tasks. At Zoho Books, we love incorporating commonly used apps to make your accounting journey even more effortless. In
how to use Bill #?
Hi: Zoho Books In Money Out -> Bill, I can create a Bill, and need enter: "Bill #" Right now I just put any number I like, but may be I am doing wrong, can you let me know how to use that correctly? Thanks James
Let's auto fit/resize column as per data filled in for all ledgers/ repots downloads from Zohobooks
Let's auto fit/resize column as per data filled in for all ledgers/ repots downloads from Zohobooks
Can we link our Google Drive / Dropbox etc to have a periodic backup for the entire company ?
Can we link our Google Drive / Dropbox etc to have a periodic backup for the entire company ?
What are the security measures taken to safeguard Zohobooks Customer Data ?
What are the security measures taken to safeguard Zohobooks Customer Data ?
What is the maximum SPACE in GBs which each Zohobooks Accounts can use in Zoho Servers ?
What is the maximum SPACE in GBs which each Zohobooks Accounts can use in Zoho Servers ?
We can have a feature to check PAN for Income Tax Section 206AB Compliances Status
We can have a feature to check PAN for Income Tax Section 206AB Compliances Status. This is very critical and useful for businesses.
Can we auto validate all AR/AP Email address ?
Can we auto validate all AR/AP Email address so that any invalid, typos can be corrected leading to successful delivery of all emails sent to AR/AP Accounts?
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