Is it actually doable to remove the Expense module and just use the Bills one for all instead?
Expense module is lacking a lot of features that unfortunately are needed under my country regulations. I am thinking about just removing it and using the Bills one instead? Will I be missing something big or can it be perfectly managed? For example I
Pricelist on Zoho Books Composite Items
Hi there, I am facing a problem and need advice from someone who knows the best way to deal pricelist on composite items. We use Zoho books for Solar company and have plenty of items and some composite items (solar panels, batteries, e.t.c) On the items
Chase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of Books
An item is not shown unless it is searched by the first word of its name
An item is not shown unless it is searched by the first word of its name. For example say there are 5 packets of "Pedigree 1kg Adult Chicken and Rice" in inventory. But if I type "1kg" or "Adult" or "Chicken" or "Rice" in the search, no item is show
Customer Specific 'Terms and Conditions' and 'Customer Notes' to Invoices and Estimates
I have clients for whom I need different 'Terms and Conditions' and 'Customer Notes' to appear on the Invoice and Estimates. Right now I am having to keep these in a notepad document and paste them in for each invoice and estimate that needs a change.
Accounting on the Go Series-3: Effortless Accounting with iOS Lock Screen Widgets and Live Activity tracker
Welcome back to the “Accounting On-the-Go” series. In our previous discussions, we explored how Home screen widgets can empower you with assistive accounting dashboards, putting all essential tools at your fingertips. Now, we're excited to introduce Lock
Automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS
when I select all the orders and set them to 'Sammelbox' createtetd status, it should automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS. A reminder should be sent via Messenger and email after 2 days. 6. When an order
Why does the Client and Vendors modules do not have Validation Rules?
I understand that validation rules are pretty important for companies which want to be certain operations are conducted in a proper way. It is a great addition to Zoho finance apps. But I just can not understand why this option is offered in some modules
Sale Order 2 Printer
When I make new Sale Order and when I add a product and click the 'Speichern als Entwurf' button, it should perform two functions: a. It should print the customer's name and date on one printer. b. On a second printer, it should print labels with the
Automatically Shipment Costs &MORE..
1. When I enter the customer's name, if they are not registered, it should display an alert that the customer is not registered. 2. If I find the customer when I select them, it should check if they have any other orders for the current week. If they
How to get all user data list from Zoho Books
I am facing issue to get Zoho Books user list in deluge, there is no direct get record method in zoho books for "User" module (just a thought). However, i have tried it using the below script, the script worked but it is only showing current user even
Product Images on PDFs
Please allow for product images to be shown/hidden on some PDFs and not all PDFs. For example: Show product images on Estimates and Sales Orders, but not on Invoices. Thank You
Adding income without invoicing
I want to add income items to my account but it won't show in the Dashboard as there is no invoice assigned to it. The income I want to add never had an invoice issued as it was ticket sales to my events. I want to add this income so that it shows on
Custom function fails because of "maximum number of requests per minute"
Hi, I have a simple workflow - when a new SO is created, a simple custom function copies a value from the customer's custom field (let's call it DEP) to the SO's custom field. Recently, a person doing purchasing noticed that some SOs don't have DEP even
Graphic Reports (Charts)
It would be really nice to have a graphic report section within Books where I can see charts and diagrams for previous fiscal years and custom periods. The dashboard does a nice job for the current and past year, but the feature is missing for previous years. I used to be a user of Quickbooks Online and they do a really nice job on this feature. So I hope you guys can forward this request to your developers and I hopes I to see this feature in a future release. Thank you
Best way to handle customer pre-payment of billable expenses?
I run a web/IT consulting company and have billable expenses that my clients pre-pay for. This includes things like domain name registration/renewal, web hosting, cloud services (Google Workspace, Microsoft 365, etc). I would like to be able to send my
Setting up income accounts
I want to set up a way to divide gross income in to separate accounts in my accounting system. I have agreements with third parties to divide gross income based on percentages: All of our income is from online services. I want to divide income into the
Konto-Typ ändern eines Kontos ändern
In der G+V (Bilanz werden einige Konten falsch ausgewiesen, weil sie bei der Anlage des Kontos einen falschen Konto-Typ zugeordnet wurden. Wie lässt sich im Nachhinein der Konto-Typ eines Kontos ändern?
Zoho Books: periodic customer statements
I need to set up periodic sending of customer statements. I can't find this in Zoho Books?
Introducing Price Lists in Zoho Books
We've introduced Price lists in Zoho Books. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency and associated with customers. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down prices (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates for
Donations and sponsorships
As a not for profit, we do not currently generate invoices. How do we set up a system for tracking donations and sponsorships? I looked through CRM and didn't find anything and can only see the invoice tab in Books. Any advice would be appreciated.
Zoho Checkout, Zoho Books and CRM integration
I will be very grateful to anyone who can help me understand the workings with the following hypothetical situation. Settings information The integration between CRM and Books is for "Accounts and Contacts". The default Customer type in Books is "Individual"
Books and Square-up link problem
We set up square up to our Zoho books some weeks ago. All seemed ok until our book keeper pointed out that the invoice amounts being brought over from square are not correct. I have investigated and it would appear that an additional VAT is being added
Custom Reports
Hi, I have seen mention in other posts that customizable reporting is coming soon. When can we expect custom reports and more customisation of the system fields? We desperately need some custom reports - for example a customer statement, I'd like to add the P.O.# field which we are using as a reference. Thank you. Steve
Firefox Does`nt work with zoho books why
i`m having some issue this morning with firefox i`m all log in and in get this Try our products Subscribe Discover a new way of doing business! In firefox all my cookie & cache a clean up too i`ve try in Microsoft edge everything works All apps Launch
URGENT BOOKS NOT WORKING Please help
Our organization cannot login to zoho books, browser now goes to a ERROR Page
Making payments in Nigeria currency for annual subscy
Am from Nigeria and I saw one Zoho Book site quote in my currency "Naira" . And it is possible to make payment Naira or with the Zoho Book website I saw in Nigeria .
Migrar las imagenes de todos mis articulos del sistema anterior a Zoho
Es posible importar en Zoho todas las imagenes de mis articulos para no hacerlas de uno en uno?
Your message to the following recipient was not delivered.
Hi We have been occasionally receiving Undelivered Mail messages when sending invoices through Books: Bounce Details: Bounced Address : xxxxxxxxxxxxxxxxxxx Bounce Reason : uncategorized-bounce Bounced Time : Sep 13, 2023 03:49 PM GMT The bounce time matches
Create Custom Fields and Custom Buttons through API
Hello, I would like to be able to create custom fields and custom buttons through API. Though both of these are not included in the official API documentation, I found endpoints that work with both. (by adding custom fields in my browser and checking
Invoices for shipping
When I mark invoices as Paid, they go to the paid invoices and get mixed up with all the other paid invoices, and I forget to ship the invoice. Is there a way we can mark the invoice as PAID but add a tag that NEEDS SHIPPING. Or can we archive the other
Query regarding item details and Purchase A/c
A] Which account should be selected while creating an item? If the purchase is related to the following transactions, please guide on which account should be selected. 1) Intra-State Purchases (CGST+SGST) 2) Inter-State Purchases (IGST) As Sales Information
Reduce receivable value from Housing Society Member
Hi, I am using Zoho Books to maintain records of transactions for our housing society. I passed all due entries for every owner with respective monthly maintenance fees. I then passed entries for cash payments that I received from the owners. From the
Accounting on the Go Series-2: Seamless Expense Management with Zoho Books GPS Mileage Tracking
Welcome back to the “Accounting On-the-Go" series. In this post, we're delving into a feature that redefines how you manage expenses on the move. Consider a growing business with multiple salespeople, and professionals who are on the road daily, covering
How to add Long-term assets?
How do we add long-term assets? I can only see two account types. 1. Other assets and 2. Other current assets. Need to add an investment in the bank which gives us interest. Which account does it go in?
Font size in ‘customer notes’
Font size in ‘customer notes’ hello, I was wondering if it was possible to have the option of choosing a larger font size in the notes section ? I have the standard template in use for my invoices, and I add my bank payment details for direct deposit
Delivery Note
Good day, currently the delivery note only provides a "Authorized Signature" how could i add the following: Full Name Date Signature Company Stamp as this is required by our customer as Proof of delivery
Expense template
There is no template for expense? What you have now template for expenses is bit unprofessional!
multi language customer statement
Good day, in the template of Books, we can create any new template from an existing one no problem (invoice, quotes,...). When we go in Statement template, we can only edit the customer statement in the default language. I would need different language
Does marking a sales person as inactive make their Zoho Books account inactive?
We have active Zoho Books users that should no longer be Sales people. In Salespersons > Managing Salesperson if I mark them as inactive will their Zoho Books account also become inactive?
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