Is it possible to revert to the old calendar view for timesheets?
Recently my calendar view for timesheet data changed. This was a negative change for us. Previously I could see a list of timesheet entries and click on each entry to see the detail. We rarely have too many to be displayed on any given day. This allowed
User view or access
Is there a feature or setting to allow staff of a certain departments to only view and edit the invoices, estimates and payments that they created?
Instant Invoice
Nice little touch there Zoho guys, is it new or did I just miss it before ?
OAuth Token to be used in Pabbly
We are using ZohoApi's to connect pabbly and Zoho Books to add an attachment which are not available in regular conenctions of Zoho Books Connection provided in Pabbly. For that we are adding Authentication Token in the header but those keys are valid
JSON is not well formed on create Invoice
Hello, I had attached my code as document. When create invoice, bellow error is coming. Let me know where is mistake on this code. Thank you in advance. +"code": 1038
+"message": "JSON is not well formed"
How to view an Expense Refund
Hello I have a simple expense for $100 to vendor 'Shop Inc' that's refunded a week later (categorized under 'Expense Refund'), When I look at the vendor (menu: 'Sales/Vendors'), there's no mention of this refund. None of the reports seem to show it either.
project code
Grateful if someone can advise the function of new field added in Projects called "Project Code ".
Upgrade/downgrade subscription
we are currently on the free subscription for Zoho Books. If I upgrade to the Standard subscripition can I then downgrade to the free subscription at some future time?
GST Instalment Payments
Hello, As a Canadian business, I must remit quarterly instalments to the tax authority of my GST collections from customer sales over the period. Should I create an expense or current asset account called "GST Instalments" and use this to credit my yearly
Anyone else experiencing broken RBC Canada bank feed ???
Hi all, It's been 2 solid weeks now (Sept. 29th) that the RBC Canada bank feed stopped working in Zoho books. Despite 2 support chats assuring me that the matter was forwarded to the 3rd-party handling company (Yoodle??), nothing happened and it becomes
Zoho Books - Deferred Income
I work with a client who delivers professional qualifications. The accounting for this is complicated and involves either invoicing in full and then treating this as deferred income OR setting up Direct Debits for staged payments. For the deferred income
Update Item Purchase Rate with last Purchase Bill price
Hi everyone. I need to keep track of my "most recent cost" or "last cost" per item, so I can establish Sales Prices based on cost. Has someone created a workflow/custom function to accomplish this? Can someone guide me to a workaround? Our business is
When printing Chart of Accounts, several lines are being dropped at page breaks...
I am still in the process of setting up the Chart of Accounts specific to my needs. I have noticed that when I sort the Chart of Accounts such that there are sub-accounts at or near a page break, several accounts are dopped completely from the report.
ZOHO BOOKS AND ZOHO CRM CONTACTS INTEGRATION
I am having some problems with the contacts integration between CRM and Books. The main issue is that the integration seems to happen only with the customers and not with the vendor. Am I right? Thanks, Renato
Expense Credit from Vendor
Hello! I have a transaction in Zoho Books I categorised as an Expense, as it was a one off purchase from a store. The item was not required, the store issued me with a store credit. I feel like I see a way to issue a vendor credit against a Bill, but
Credit Note: copy / duplicate
We are not able to create a copy or duplicate of credit notes; Sales (Customer) and Vendor credit notes are used by our company frequently and having the duplicate button (in view mode and in list mode) available would save us tons of time and errors.
Zoho Books Useful Features And Updates 2023
We all have those moments at work with software where you find a very useful feature that can save us a lot of time and effort. So we gathered some of the features in Zoho Books you may not know about and some new updates in Zoho Books! https://www.
Employee reimbursements & reconciliation
Dear, How to track expenses which are reimbursable and which are reimbursed? Mainly staff expenses. If reimbursed when and how it was reimbursed? This question is applicable for employee salary, annual leave salary, gratuity etc. as well. We are manually
itemized expense
Can I add sperate reporting tag for each Itemized expense
UNCATEGORIZED BOUNCES mail rejected by the recipient's email server mimecast - unsolved
Hello, We have been having this issue since December last year and so far I have periodical exchanges with do not bring any solutions and go round and round in circles. We have many clients bouncing back invoices and statements, so much so we have to
Last line of export file missing
Some time back (Jan 10th) I reported to Support that we were regularly finding that the final entry in an exported list was missing from the Excel file generated; we were having to export the reversed view order, copy the first line of that, and paste
What is the purpose and justification for the new bank dashboard?
I'd really like to know the purpose and justification for the new bank dashboard? For me, it has only decreased my user experience and interfered with my work pattern. I need to click more and I lose more of my screen with fixed menus, with no option
Sales orders custom views
There is only "Is" available in the filter fields ? We need "Is not" so we can filter out sales orders that haven't been invoiced etc please !
Reversal of Bank Charges & GST
In the month of September, I had been charged by the bank 1000+180(18% GST) =1180 for two debit cards. Charges for one debit card was reversed in the month of October, i.e. I had 590 credit in my bank account of which 90 is GST. How do I get this entry
Why can I only "Manage Employees" in bank reconciliation?
It really makes no sense that Employees can't be edited in settings or something. Also why can I not edit them (can only delete) ?
Product Categories and Discounts
I'm a new test user with Zoho and am a bit shocked at how bad the quoting module is. You need to provide an easy way for a sales person making quotes for customers to be able to set discounts in multiple ways within the quoting system. I think most companies
Display CRM Potential name on Zoho Books Invoice PDF
Is there a way to show the linked CRM Potential Name in the Invoice Header (in Zoho Books)? Currently using a Flow to copy the deal name as the invoice subject, but it would be ideal to have a dedicated field to enable in Invoice templates.
books email automation - how to send to the email that received the estimate? "Contact email" is the primary contact, and this is not the same ...
Hello, I ve made a reminder via workflow that an email will be sent to the customer 3 days before the offer expires. you can only select "Contact Email" in "Email Recipients*". This contact seems to be the entry marked as "primary contact" in books. With
Does anyone have field defintions for importing to Zoho Books?
Moving from QuickBooks Desktop I'm trying to go through the import process and getting information from support is like extracting teeth from a hen! I have many years of experience in parsing data but it is of no use unless I know the acceptable values
Zoho Books API Integration - Vendor Balance Addition and Fee Deduction through QR Code Scanning
Our company intends to add a specific balance to the vendors registered in Zoho Books. Initially, we would like to set this balance amount as an example of $2000. We plan to accomplish this task using the Zoho Books API. Additionally, when we scan the
Automatic Conversion from Accepted Estimate/Quote to Draft Multiple (Based on Vendors) Purchase Orders
I have an estimate in Books that has been accepted. Is there a way to: Convert to a series of Draft Purchase Orders (for each of the Vendors\Suppliers) Ready for approval (or modification) Associated back to the Original Quote Number Automatically from
How do I remove the "This organizatrion was upgraded to Zoho Books" banner at the top ?
There's a yellow banner that says my org was upgraded to Zoho Books (it came from Zoho Invoice) with a link that allows to go back to Zoho Invoice and lose A LOT of data without any confirmation (don't ask me how I fouund out). How do I remove this banner
Zoho books Documents API ?
Hello everyone, I am trying to get information on the documents using deluge so i can automatically class them in folders once a week. So i start by looking into using zoho.books.getRecords("documents","orgid"); This returns me a list but my issue with
Missing Debit and Credit Opening Balance for Customers and Vendors.
I have recently started my Migration to Zoho Books from Tally Erp (Apr 23 - Mar 24), I have both Debit as well as Credit Closing balances of Customers in the Previous Financial year (Apr 22 - Mar 23). While Entering the Opening Balance for Customers in
Add item in Sales Order by using SKU
Requirement - To add a Sales Order via API My objective is to add an item by inserting "SKU" and not by "Item name" or "Description". Note - In the Item Master's UI, I see a field called SKU and I set this to "Item_ID" and I get an error saying invalid
Bank Transfer Transaction Record - Zoho Books
Hello, In case would like to record money transfer transaction between 2 different currencies except of base currency in Zoho Books, the system push you to record money transfer to base currency account firstly, and then allowing to record target currency
Import Incomplete - Sales Invoices
Zohobooks says that 418 invoices have been successfully imported, but there are only 61 invoices imported. Any idea why this is happening?
Reciving 100 notification daily
Hello, I am receiving email notification from Zoho books saying undelivered mail-Expense report not submitted. I have not enabled any notification inside Zoho Books for this How i can disable this ? The emails are as below. From: Zoho Books <no-reply@zohobooks.com>
Select invoice template on iPad app
Hi, I'm using Zoho Books mobile app on my iPad. I creates an invoice. I can find a way to select a template in the form or in a menu. Where can I find and select an invoice template on the iPad app ? Thanks Regards
Dissociate a payment from invoice
Hi everyone, I am dissociating a payment against the invoice and marking the invoice as void, this is happening manually but I want to achieve this using deluge. I have checked the Book API documentation but there is only I can GET, PUT, and DELETE a
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