Automated Saving of Categorized Transactions
Hi, Is it possible to automate the saving of banking transactions. Currently, I have automated bank feeds and automated rules for categorizing transactions but I am still required to manually save them when I go to the banking module so that they can
Categorizing via rule doesn't reduce uncategorized count
I manually categorized a transaction. It pops up the rule editor. I create a rule and save. The rule then categorizes all the matching transactions. The Recognized count is incremented by the number of transactions the new rule categorized. However, the
Banking transaction categorise limit
Can the limit be increased to categorise more than 50 transactions at a time under banking? 50 is quite a low number, especially if you have 1000s of line items per month. Thanks.
What's New in Zoho Books - November 2022
Hello users, We're here with a new set of updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this month: Outstanding Filter In the Client Portal Your customers can now apply the Outstanding filter while
Zohobooks Subscription recommendation
We have an entity's Tally Data which has the following - Sales Register (Invoices) - 492 Purchase Register (Bills) - 507 Receipt Register - 265 Payment Register - 5179 Journal Register - 6889 Which Zohobooks Subscription Plan is better for them?
Item list is not updating after purchase
Hello all I purchased a few items on 14/12/2022 with same-day delivery. First, I added the item name and purchase information (no sale information was mentioned because our selling price changes from time to time) I made bills and payment has been closed.
Feature request: Cashflow forecast for ZohoBooks
Hi there, Some two years ago, there were posts and questions about the need to have Cash Flow forecasting mechanisms in Zoho Books as they are available in competitor products. Back then, the answer is that it was not planned for the short term. Now the
Partial or Split Tax Claim Payment
[problem] [general] [australian edition] Hi all, Last quarter I filed a BAS report, which resulted in a claim of $1000. The ATO mistakenly paid $800 instead of $1000, and left a $200 'credit' on my ATO account. (sigh. don't ask :-) Normally I would go
How to add Columns to Zoho Books Reports
Can one add additional columns to Zoho Books Reports? For example: Sales Report by Costumer has column for Customer Name, Invoice Count, Sales w/o Sales Tax and Sales w/ Sales Tax. I want to add a column for the Customers Country (From Customer Contact
How to disable auto send "Thank You" email when created Payment Received using custom function?
Hi all, I using custom function to create a Payment Received record to Zoho Books from Zoho CRM. My problem is after completed Payment Received the system will auto send a "Thank you" email to customer right away. Is there any way to turn off this function?
Custom fields for Banking in Zoho Books
Hello, I was wondering if it´s possible to add custom fields in the Banking module in Zoho Books? This would be nice to have, so financial department could save important information about a particular bank account, for example the bank managers/other
Zoho Books - Income with an expense
Hi, what is the best way to input a income but also has an expense as well. eg, Rent a house for $400 a week (income) Rental agent manager fee $25 (expense) Amount received $375.00 (income
Project Specific Invoice Number Schemes
My previous invoicing solution (Harvest) allowed me to have different invoice number schemes for different projects. I could have invoices to customer ABC be auto numbered to ABC-YEAR-1 (increment by 1 on the next invoice). Customer XYZ's invoices could
Paying for Invoice - Can I update colors used in https://zohosecurepay.com/books/
When I email customers invoices and offer an online payment option, when they click on invoice they are taken to https://zohosecurepay.com/books/[our organization}/...... The problem is that the header is a large red block. Our company color is BLUE.
Branding: eigenes Design erstellen
Das Design von Zoho Books wurde in letzter Zeit um weitere Farben ergänzt, wie zum Beispiel "Mustard Yellow". Noch besser wäre es, wenn man in den Einstellungen die beiden Farbwerte als HEX-Wert eintragen könnte. Der eine Werte wäre #EBEBEB der andere
Customer/Client Code creation in Zoho books
Hi Team, If someone can help me how create code for customer, my requirement is to create code for each customer, also while creating the invoice i need to search by the code instead of name. Please assist me with this regard. Thanks
Remove item field from Delivery Note
Hi, I cannot seem to find a way to remove item field from Delivery note. We only need the description in Delivery Note. I have checked the delivery note settings, but there is no option to uncheck item.
DATEV export in Germany
Hi, could someone please tell me if they have successfully exported data from Zoho books and imported to DATEV? I'd really appreciate some helpful answers, thank you.
Value is empty and 'isEmpty' function cannot be applied
Hello, I am having a very strange error in my custom function with Deluge. It is a function that creates. invoices automatically every Friday if the sales order is shipped. I added a verification to know if the customer has credit notes actives. If the
Item Table Label Width
The width size in terms of percentage set by myself doesn't reflect on the estimate document. It looks like the value entered are not considered at all .
Creating Estimate through API is not working right with Avalara Integration
I am creating a custom function in Zoho CRM that generates an Estimate in Books for the customer in based off of information in a custom CRM module related to the customer in CRM. I am running into two issues and they both are related to properly obtaining
Bulk Update VAT on invoices
Hello, Is it possible to add a function to Bulk Update VAT rate on all line items for invoices. My Customer requirements is that all timesheet line items for a customer need to be listed on the invoice and this means that we need to manually update the
Same Item, different cost
Hello There, I'm new to Zoho books, used to work on wavapp , which had a simple inventory tracking, I'm trying to enter all the data including the bills on Zoho books manually due to migration issues so it can calculate the COGS. My problem is I purchased
Mark down price on MRP & GST
Hi, While setting the price list as zoho books has the MRP & GST details of the item whill it auto calculate the pre gst price for that item and separately show the gst amount in order & invoice. Secondly will it give me a variance amount which i need
Tax liability to be collected from client - What is the accounting practice to follow in Zoho books
I do administration work for a client. I am going to pay their monthly employee Insurance to Government department. Which on actual I am going to bill to client. I do not want this to be part of my turn over since this is a take and give. So if I bill
sale invoice (inventory) reflect in purchase account
Hi please refer the screen short . we have raised inventory sales invoice and it reflects in purchase account. kindly help on this.
Recurring Invoices and Snail Mail
I know how to create a recurring invoice that is emailed, but, how do I create a recurring invoice that is sent via snail mail?
Hot Keys
Hi i want to know whether do you have short cut key facility?
Connecting one zoho crm account to several zbooks companies
I'm evaluating using ZCRM in connection to ZBOOKS, but need to get clarity of how to set up the connection in our case. We have one sales force, separated into groups for different countries/markets, they will use ZCRM, that far all is good. The sales
MONEY IN >>ESTIMATE STATUS
it is not possible to change the estimate status to overdue or not accepted by the client. it would be great to have to status added to list of possible ones
Vendor invoice attachment
When I receive an invoice from vendor, I'd like to record the bill in Zoho Books, and AT THE SAME TIME, attach the PDF image of the vendor invoice to the Zoho Books invoice object...... can this be implemented? This is for audit and informational pu
Vendor currency issue
I set up a Contact as both Vendor and Customer. The Customer currency is fine, for CNY. When I generate a vendor report, the currency is not current. The Contact currency is CNY, and it's not copied over. The Vendor report still shows USD. Also I am waiting
BOOKS
Hello, I sync Books with CRM. The thing is, can I asignated one fix discount in an account for the invoices and estimates. It should be convennient, cause different clients use to have a special discount. Thanks
Zoho Books: payment reference ID
If I record a credit to a customer or vendor, there is a credit note #. But if I record a payment from a vendor, the payment reference # is not generated. How nice would it be to have a payment reference ID, so for future audits and for book keeping,
Clone time-sheet entries
I am using Zoho Books to manage my project. So I enter hours worked per day. For a month I need to enter 30 rows!!! I wonder if I can clone each row, and then just change the date on each row??? Please add this feature, thanks!!!
need new feature in zoho book
Xero & API-EZ (when compare to these product I feel zoho book is so flexible & impressive) has a new feature i.e photo/picture of bills we spend can be uploaded with the expense detail when we feed,so no need to safe guard the bills/receipts of miscellaneous
tip: open all reports in new tab as ZohoBooks does not provide a way to access last used custom reports
When looking at reports, esp reports with custom dates, be sure to open the reports in a new tab. If you don't open the report in a new tab then you'll have to reset your custom search patterns over and over again. TIP: OPEN ALL REPORTS IN A NEW TAB and
Zia Search in Books -> Support the Purchase Orders Module
When using Zia Search to search for something relating to a Purchase Order, Zia does not currently support searching the Purchase Orders Module. This request is to add the Purchase Orders Module within Books for Zia Search, exactly as Zia Search supports
Changing "CREDENTIALS OF LOGIN USER?" of current connection
Hi, Our partner set up custom function scripts based on a connection which has CREDENTIALS OF LOGIN USER? Yes So the scripts run only on entities created by them. Is there a way to change it? Rather than create a new one and change all the scripts?
VAT filing Other Countries
Hi am wondering if you can consider adding the VAT filing module to customers who are based outside UK as even though the tax reports are great but would be very helpful but I don't think they highlight what transactions haven't been returned as they
Next Page