Can we have an AI bot which can create any transactions with VOICE Commands?
Can we have an AI bot which can create any transactions with VOICE Commands? The bot should also be trained to help in regular day to day activities.
Is there an API to export Purchase Order as PDF?
Is there an API to export Purchase Order as PDF? I'm happy to be an alpha or beta test of this API.
Zohobooks Integration with Saasant
Hello Zoho, We were using Saasant integration with Quickbooks Online. Since QBO is no longer available in India, can we explore Saasant integration with ZohoBooks ? Can you guys share an update here please Thanks
Unable to Post Journal Entry with AR/AP with Bank/Cash
Hello Zoho We are unable to post JV with AR/AP with any Cash/Bank Accounts Please help us fix these basis requirements. Ticket No 87360014 and 84989987 Thanks
Please fix the error " Sorry, Journal with AR/AP account cannot be edited."
Hello Zoho Please fix the error " Sorry, Journal with AR/AP account cannot be edited." Ticket No 88538916 Thanks
Unable to Setoff JVs in AR/AP
Hello Zoho, We are Unable to Setoff JVs in AR/AP Accounts which is causing multiple issues Please fix all the issues here Thanks
Accounts Payable Balances Differs in Balance Sheet, Vendor Balance Report, Vendor Balance Summary, AP Ageing Summary, and AP Ageing Details
Hello Zoho Accounts Payable Balances Differs in Balance Sheet, Vendor Balance Report, Vendor Balance Summary, AP Ageing Summary, and AP Ageing Details. Please clarify and fix the issues here Thanks
Unable to Setoff JVs in AR/AP
Hello Zoho, We are Unable to Setoff JVs in AR/AP Accounts which is causing multiple issues in difference balances being showing up in Balance Sheet, and various reports for AP/AR Accounts Please fix all the issues here Thanks
Incentive for emplyoee
Can we calculate incentive for specific product sold by emplyee ?
Graph summaries in Reports
Hello Zoho, Long lists of numbers can be difficult to interpret, so software that can translate data into pictorial forms such as pie and bar charts can help businesses make sense of where the money is going. Let us have color-coding capabilities and
Need a feature to LOCK Custom period with a PASSWORD
Hello Zoho Need a feature to LOCK Custom period / All Period / Certain Accounts with a PASSWORD Please do the needful here. Thanks
Cost predictions
Hello Zoho, Reports are all well and good for helping you identify trends, but a system that can interpret data, make statistical analyses, and produce forecasts can help you make financial decisions based on facts, not guesswork. Can we have features
Offline Access
Hello Zoho, We can also think about using the Zohobooks in Offline Mode when data is locally saved in the system and synced as soon as it gets connected over the internet. Thanks
Need consolidated reports in all GSTN in Zohobooks
Hello Zoho Need all sort of reports in a consolidated way for all GSTN in Zohobooks Please do the needful here. Thanks
Need Bulk Excel Upload option to update "SOURCE OF SUPPLY, "DESTINATION OF SUPPLY", "GST TREATMENT", "ITEM DETAILS", "ACCOUNT", "QTY", "RATE" and "TAX" in all AP transactions.
Hello Zoho Need Bulk Excel Upload option to update "SOURCE OF SUPPLY, "DESTINATION OF SUPPLY", "GST TREATMENT", "ITEM DETAILS", "ACCOUNT", "QTY", "RATE" and "TAX" in all AP transactions. Please do the needful Thanks
Reporting and Analytics
Hello Zoho Accounting software helps businesses complete financial statements, such as income statements or balance sheets more quickly and accurately than using labor-intensive manual methods. But accounting software provides additional reporting features
Need Bulk Excel Upload option to update "ORDER NUMBER" in all AP transactions
Hello Zoho Need Bulk Excel Upload option to update "ORDER NUMBER" in all AP transactions Please do the needful Thanks
Where Zohobooks User Data is stored for India Customers ?
Where Zohobooks User Data is stored for India Customers ?
Need a feature to upload / attached agreements for AR/AP in profiles
Hello Zoho, Need a feature to upload / attached agreements for AR/AP in profiles. Please do the needful Thanks
Need auto round off option in AP Invoices/CN/DNs
Hello Zoho, Need auto round off option in AP Invoices/CN/DNs Please do the needful Thanks
Unable to Link Yes Bank Corporate Account with Zohobooks
Hello Zoho We are unable to link our Yes Bank Corporate Bank Account with Zohobooks with error "We're unable to link your account at this time. Please try again later and contact Zoho Support team if the issues persists." Organisation Id is 60017773335
Need Bulk Upload option to update BRANCH in AR/AP Transactions
Hello Zoho Need Bulk Upload option to update BRANCH in all AR/AP Transactions Please do the needful Thanks
Need Bulk Upload option to change Custome fields in AP/AR Invoices/CN/DNs
Hello Zoho Need Bulk Upload option to change Custome fields in AP/AR Invoices/CN/DNs Please do the needful Thanks
TDS for Vendor Credits
While updating the Debit Note we do not have the option add the add the TDS amount and to select the TDS section it is very bad to know minimum required feature is missing.
Branch GSTIN-wise Data View and Edit Permission or Restriction for Users
Is Branch GSTIN-wise Data View and Edit Permission or Restriction for Users possible in ZOHO Books.
Regarding purchase order delivery date of product
I created multiple purchase order on a vendor on desktop version. and i need to pay them 70% at the time of placing order and 30% when they start shipping our order to us. converted purchase order to bills when i start paying those 2 instalments for the BILLS it showing me that i received those products in my inventory (in reality i will receive it at least 10 days after me clearing the full payment.) Delivery of the product is completely different date. ------------- whats happening in zoho books
Issues with Payments/Collections posted without Tagging Invoices
Hello Zoho, The Vendor Payments/Customer Collections posted without Tagging Invoices impacting PREPAID EXPENSES AND UNEARNED REVENUE These should have been impacting respective AR/AP account as ON ACCOUNT PAYMENT/COLLECTION ONLY Ticket No 87360014 Please
How to write code for another payment link button in Books?
Hello-- What code do I need to add to the email template for these buttons to be in-line with each other? Preferably left and right, the entire line centered within the shaded box. Thank you.
API : in Vendorcredits, vendorid is always empty
Hello, We have a problem with the API of Zoho Books. In the ressource "vendorcredits" the field vendorid is always empty (even if the field vendorname isn't). Here an example of call : https://books.zoho.eu/api/v3/vendorcredits?organization_id=xxxxxxx
Unable to disable books integrations
I was testing some integrations like zappier, turned out they won 't do what I need. Now I find there is no way to remove their access to my accounting data. Actually I have no way to even confirm authorizations to my data at all. Until this is resolved
Why is there no universal product search when creating a order or invoice?
Hi, Zoho Books and Inventory is so detailed about most things but one feature is completely missing. There is no universal product search while creating orders or invoices. For example: If I want to add product: 248 Green Heritage Pro Bathroom Tissue.
Different reminders per product
It would be great if we could create separate reminder emails for each product. There are some products we sell which have third party services (web site hosting, for example) that we terminate after a payment is overdue by a certain number of days, while
Multiple Email Addresses for Single Customer
There's a very common use case where customers (especially end consumers rather than B2B contacts) have multiple email addresses that they use interchangeably. Since emails are often used as the identifier for a customer, it's necessary to be able for
My Approvals Dashboard (ZOHO Books)
Dear ZOHO team, First of all, job well done to develop such an intuitive tool as ZOHO books (and ZOHO expenses). Also your support desk and chat are great, as we get to chat with a real person within a minute (not a bot)! I have a question to add a feature
Unable to change status to INACTIVE for Petty Cash and Undeposited Funds Accounts
Hello Zoho Team, Please allow us to make changes to the status of "Petty Cash" and "Undeposited Funds" Accounts Thanks
Zoho Books get a list of all invoiced inventory items for a customer
I found a thread from 8 years ago about this as well, and although there was an answer provided-it only gains you a report of customers that a given item was sold to. What I'm interested in is the opposite--I know the customer, but I want to report on
Auto Payments
Hi there, I want to turn off auto payments from my billing. Whenever I need to pay I will use my other bank cards. Thanks.
Custom design invoice template as per our own design
Hello Guys, is there any way that we can get a invoice template design as per our design and need without using the template already available in zoho book. Any suggestion would be helpful. Thank you
how to add freight charges in sales invoice under item line
how to add freight charges in sales invoice under item line
Re-occuring billing issue
My set up: Re-occurring bill set up to account for any credit in the new bill. Zoho issues an email with the please pay with the entire amount, the attache invoice is correct a lesser amount and my customer thinks to hit pay now the amount due there is
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