Customer Portal - Custom Tab Add - URL not recognized
Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new sales
Is there a way to add columns to the Row Total Formula in Zoho Books/Invoice?
By The Grace of G-D. Hi, How are you? As you might know, in Zoho CRM, A user can edit the Formula of the Row Total so one can add a field to the Subform and add it to the calculation so it will affect the final price. Can you do such a thing in Zoho Books?
How to customize the Zoho Books Payment Link email template?
Hi, how to customize the Zoho Books Payment Link email template? The purple one : Can't find it anywhere!! thanks
Where is reconciliation History?
I looked for help on how to unreconcile a Bank Statement. This is what I think is the latest. The steps to undo a reconciliation are as follows:- Open the bank account in Zoho Books under the Banking tab. Click the Gear icon next to Import Statement button.
Importing Opening Balance Credit Notes
I am importing balances from my old accounting systems into Zoho books. I have successfully imported all receivable and payable opening balances. But for contacts with debit and credit notes, I am unable to import them in the opening balance set-up Would
Quotes API for Zoho Books
Hi All, We have a use case where want to create 3 automatic quotes (Good, better, best) when the deal stage in Zoho CRM is changed to "Quoted". I have created a Zoho Books connection and can do various operations (read, update). The problem is that we
Include "IS NOT" as an available criteria selection for the Status field in custom Sales Order views
Currently, Zoho Books Sales Orders does not have a view to display only open orders (i.e. orders that are NOT closed). Unlike other module views, it is not possible to set the view criteria where STATUS IS NOT = CLOSED as the only compare option is IS.
Payment Reconciliation
Hi I need some help please. I am looking for a platform which can do the following tasks 1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accounting
Need option to attach documents while sending Invoices to customers
Hi Team, Please give option to attach Delivery Note and Packing Slip while sending Invoices to customers in zoho books.
How to apply different TDS per line item for vendor bills?
As per this screenshot, anybody know how to do this? https://www.zoho.com/es-mx/books/help/vat-mx/tds.html#transactions
Track Inventory without tracking Sales
We sell services, and use some items. When we create estimates and invoices, we list the service, not the individual items we will use. I need to track inventory for the items. I realized when the Sales Information section is checked, it shows the Track
Regarding Pricing Comparison
Can i get pricing comparison list for Finance module in PDF
I'm trying to file my VAT return through Zoho Books but every time I click the tab it needs constant authorising?
Hi there, I am trying to file my VAT return through Zoho Books to HMRC but every time I go to do this or just to check that the return is being updated I have go through authorisation process. Sometimes I have to do it twice for it to authorise properly.
Fixed markup
I get in specific products and have a fixed markup for the product. These differ for products. As an example, I would procure the product for 100 and would add 6 to it to resell for 106. The purchase price changes regularly but the markup remain the same.
Inter linking zoho books
Hi, Just a thought, can we interlink zoho book accounts, For eg: 1> I have been using multiple Zoho book accounts for my different companies. Now if Company A raises an invoice for Company B, then Company B, should be able to see the invoice in Zoho
Adding columns to the estimates
Hi, In our estimates apart from the "Qty" and "Rate" columns sometimes we need the duration column also for example 3 months / 4 months etc. How do we customize the estimate and invoices in order to add the duration column and multiply the three columns for the amount.. Thanks, Rajesh K Kishanpuriya Ideazfirst Marketing Services (P) Ltd Kolkata, India
Composite Items - for Services
I know there is a feature of Composite Item that's close but does not meet our needs. We need the ability to have a group of services displayed in Estimates and Invoices with a total. That means, not including a price for each item. The group of services
Billing Activities Templates for Timesheets (Projects/People/Books)
I have to use published LEDES billing codes for "billable activities" for legal services for my privately retained matters. I also have to use a different list of state approved billing activities for court appointed cases. I need these activities present
how to add negative opening balance (advance) of a customer
please tell me how to add negative opening balance (advance) of a customer?
Auto-allocate payment to several invoices?
1) A customer have several unpaid invoices 2) The customer make one big payment, enough to cover several, but not all, of the invoices Is there a way that we can set up so this payment is AUTOMATICALLY allocated to the invoices. Like allocate it to oldes unpaid invoices. I know this can be done manually, but it would be extremely helpfull if the allocation could be done autmatically. Any help or suggestion of alternative ways ware wellcome :-)
ZohoBooks - "Account transactions" report doesn't have any "Desciptions"
Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable
Credit card late fee credited
We received a credit on our company credit card for a late fee that was incorrectly charged to us last month. I recorded the late fee last month but now I need to record the credit. How do I do that?
Return failed HTTP status from incoming webhook
We want to be able to intentionally fail an Incoming Webhook request if something goes wrong in our code. This is important because then the system making the request can then retry it later. How can I return an HTTP 400 or 500 from our Incoming Webhook
Discount issue
Hi there, We are facing a problem with discount, as we locked the selling price for our salesman (they can not change any sales amount) they are allowed to use discount only. Anyway, in the preferences we already set the discount as Inclusive, but when
Hoe kun je Nederlandse loonstroken boek in Zoho Books?
Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.
Convert Estimate To Invoice - Consider Billable Items
Consider this scenario: An Estimate is created and sent to the customer. Estimate is accepted. If it includes items that mus be procured / ordered, then those items are ordered. Those items are entered on a Bill where they are assigned as billable items
A custom function creating invoice in zoho books, from zoho crm deals is not working anymore
Hello everyone, We had made a custom function creating an invoice in zoho books, from the deals selected in zoho crm deals. It was working perfectly fine, but all of a sudden, it is not working anymore. Does anyone have an idea of the problem ? I re-synchronized
Download bank statement in PDF/Excel format
Hi Team, Please check and confirm if we can download bank statements in PDF/Excel format from banking module in zoho books.
Zoho Books and POS system
Hi there, I've just signed up for Zoho Books and searching for a POS for a small retailer which would integrate with Zoho books. Could you please suggest a affordable and compatible POS software? Thank you,
United States - Issues with Sales & Use Tax
Anyone else in the U.S. or anywhere else have the same issues I describe below? How did you resolve them? What is the best way to go about presenting, collecting and categorizing sales & use tax transactions? The way it works is we have state tax and
Profit and loss report does not show sales invoices
Dear Team, If i have a customer X and i am recording a bill for him and while invoicing the customer X i am syncing the same bill here. In this case this sales is not shown in the P&L report and only profit or loss is added
IFRS
dear, I want to know whether the reports meet the IFRS and whether there is work for the purpose of creating an option in IFRS lik export data. http://public.sheet.zoho.com/public/uktaxandaccounts.com/ifrs-for-sme-s-financial-statements-template zé
Convert Sales Order to Invoice in custom function (code)
Hi.. I have tried to run this code Unfortunately it didn't work I am trying to convert a sales order into an invoice on the same date as the sales order This is done when updating a specific field of the sales order respMap = zoho.books.getRecordById("Sales_Orders",
Automating Process for Customer Purchase Orders
Hello I have a large client that emails multiple purchase orders per day as PDF attachments. Every attachment uses the same PDF template. But each order is drop shipped to a different location. Is there a way that I can upload the purchase order PDF from
Partner's Current Account
Hello, I am handling bookkeeping for a partnership company. How shall I do the opening balance for a new financial year for Partner's Current Account? This is a sample from the 2019 audit report (added the amount in the opening balance during migration)
Cheque Printing in portrait mode...?
Dear Sir, I find now cheque printing is available in Zoho Books. But it print only in landscape mode. Is that possible to print in portrait mode...? Please help me. Thank you,
Problem tracking $0 cost inventory (items that were produced, not purchased)
Hi. As a beekeeper, I 'produce' inventory items such as honey, beeswax etc. All these items are essentially zero cost as there is no vendor I am purchasing them from. Additionally, the items have variable sale $ values - for example, 1kg block of beeswax
JSONString in V3 API POST
Hi Can I just query exactly what the body of a POST in the V3 API should be? The docs seem to indicate the body itself should be JSONString='<some json>' but surely this is not the case? Surely the body should simply be json itself without the need to
Contra account
How to create Contra account A provision for depreciation allowance for bad debts
Impuestos en Facturas de Proveedores
Buenos días. Hay alguna forma de poder manipular el valor del Impuesto. en el posteo de una Facturas en COMPRAS, Esto porque en mi caso . tengo varias compras a proveedores que vienen productos o Servicios mixtos con y sin Impuestos. ( entre exentas e
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