Adjustment of personal expense refund on credit card
I have bought 5 items as personal expenses on credit card , as single payment, shown as owner's drawings. Few items i.e., 2 ,were returned, so the refund amount doesn't match the exact payment made. How can i adjust refund amount against the expenses.
Migrating from Books to Invoice - possibly some time in the future or not - who knows - probably not though...
This is a copy of the latest email I sent to Support - has anyone experienced the same with migration? Hello "Support" So, you "are here to help"? Do you call it "help" when you fail to even acknowledge the receipt of my request for migration from Books
Modificación de Factuta
buen dia, Necesidad de de su ayuda con agregar información del cliente y que aparezca en la factura, ya que por motivos contable necesito que aparezcan unos datos requerido por MH como el Numero de Identidad Tributaria, Registro de IVA y el giro de la
Is it possible to populate an invoice with a custom field associated w/ a Project?
I typically get assigned a PO from my vendor to do work for a specific project. I would like to create a custom required field "PO" in projects, and have that "PO" field displayed in any Invoice that is generated to that customer for that specific Project.
How to split vendor refund to multiple entries?
Hi, My bank account in auto fetched and I have received entry of 15537 which is refund from vendor. I had paid same vendor this amount in two splits as shown in picture. Now I am not able to settle/categorized this entry against two refund entries. Please
Profit report by project
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7161455-profit-report-by-project
Banküberweisung über Token
Wenn die Bankdaten bei den Lieferanten hinterlegbar wäre, dann könnten Bezahlungen (Banküberweisung) der Lieferanten-Rechnungen über Token transportiert werden.
Entering a Cash Sale name and address without changing the customer record.
We've recently moved from Reckon. We have a large number of online cash sales and don't want to set up a separate account for each. In Reckon we had a Cash Sale customer and entered the name and address with each order and invoice without saving it to
Add PO# to Invoices and Custom Fields to Invoices & Estimates
I am at the end of my ability to continue using Zoho Books without this fix. The invoices and estimates when viewed by a client in mobile version are missing the PO and any custom fields. I cannot control what device clients use to view an invoice or
Introducing the Free E-invoice QR Reader for Saudi Arabia (KSA)
Hello customer, As most of you know, the Zakat, Tax and Customs Authority (ZATCA) in the KSA had mandated businesses to adopt e-invoicing starting 4 December 2021. Using Zoho Books, businesses were able to stay compliant with these regulations and have
Edit Zoho Books Unit Name in Item
Hi, May I know how to edit unit name or item measurement in the unit value. What I can see is to remove the unit but not adding custom. I will need to add: month, year, etc as the unit instead of gram, kg, meter. Any idea?
MATCHING OF PARTIAL PAYMENT OF SALARY
We are using Zoho payroll. One issue needs to resolve. e.g We have run payroll and paid a total salary of INR 500000 using Zoho payroll. But during payment, We paid our salary in two parts. 300000 in one day and 200000 in another day. Now how do we match
How to search record of creator in zoho books based on field
How to search record of creator in zoho books based on field use case - after searched the record, based on that i will get zoho book id, as it stored whilte creating record, and wants to update the record please let us know
Migrating
I need help, migrating my data from WAVE, been trying to import it. but still we are unable to migrate it. Possible to help us?
Item & Description on statements
Good morning everyone, On statements, Details section only show the invoice number & due date but I am wondering is it possible to show the invoice details ( Which is on Invoice's “Item & Description”), if so, please let me know the process. Thanks in
The items API only brings me 200 records
When I bring information from the zoho books API regarding the following instruction: ZohoBooks.settings.READ, it only brings me 200 records and in the system there are more than 200 articles in our organization. I did the same test with the invoices
Converting Estimate to Invoice does not carry over correct shipping address
New problem.... Problem occurs with repeat customer. EXAMPLE: We create an estimate for Jon Doe (Jon Doe is a builder so each project has a different shipping address) EST-01 - shipping address is 123 sample rd When converted to an invoice (123 Sample
Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
#14 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 14th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Books Roadshow (India) Hurray! The Zoho Books Roadshow is
SPF records authentication failed
I have a problem that bothered me for days, where the domain attachment failed to email messages, and I contacted zoho book support and they sent me to try this example.. here below: " v=spf1 include:_spf.google.cominclude:sender.zohobooks.com ~all "
Transparent background on PNG converts to black
Hi, When I upload our logo to projects it converts the transparent background to black. On all the other applications it converts to white which is what we want. The file is a PNG with a transparent background. --Mike
Invoice Template item table
Custom fields are disabled in the invoice template options, setting width % to zero does not hide the column, it merely minimizes to 1 character width ? I'd like to hide custom fields in certain templates. Disabling "Show on all PDF" in item custom fields
auto update of item purchase cost
Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !
Address Verification for Shipping Address
Is there an option already available to verify the shipping address for a customer? We want to be able to verify and validate an address to confirm the address is accurate. I believe we can create a custom function with a button or connect via api to
Bulk Invoice payments from 1 or more different customers
Like others out there we receive remittances for many invoices from head office covering lots of different sub companies/branches. (Customers in Zoho) As Zoho does not (yet) allow sub customers, entering these remittances can be painful. Whether you have 10, 100 or more payments to process for the same, or different customers then you may be interested in how I handle this procedure in a few clicks & it only takes seconds to achieve instead of many hours doing it manually. Notes are made for non
Invoices
As per KSA law, are we allowed to VOID any invoice? or the only solution we have is to issue CR/DR note to rectify the error or cancel the invoice?
Best way and app to manage/control my costs to compose my sales price
Greetings, I hope find you well and safe! I would like to ask what is the best way to manage/control my items cost (every one as price, freight, insurance, logistic, etc) on purchases in order to compose my sales price and also what is the best app to
Cannot Apply Price List from Zoho Books to individual item line in Zoho CRM
As you might already know, Zoho CRM can be integrated with Zoho Books and this enables users from CRM to create Estimates and Invoices from it. But the integration is sadly far from perfect. For example, if you have a price list in Books that you would
Which document to use to void a retainer invoice
Hi, One of my client sent a retainer invoice to one of his client. However, this client can't honor the debt. From a german accountant point of view, the retainer invoice can't be deleted or void. A document should be produced "voiding" the amount of
Can't disable Zoho Project integration on Zoho Books
Hello, I recently created a Zoho Project portal for my organisation. I'm trying to synchronise Zoho Project with Zoho Books, by using the integration option, but I don't have any button or option to do it (see screenshot). Have any of you already had
How to save all invoices generated in one financial year in one PDF
I wanted to save all my invoices generated in one financial year in PDF format for backup purpose. Basically segregate all bills according to the financial year or even month wise and store it. For example: all invoices generated in FY 2018-19 could be
Flow to email salesperson when sales order is updated
Hi, We have the salesperson field turned on in zoho books. When we create a salesperson in books, it asks for an email. Is there a way to lookup the email address in flow using a function? Thanks, Juan
Token.io doesn't synchronise non-GBP transactions
We've been using Zoho Banking with Token.io synchronisation happily for about eight months. But in early January 2022, we noticed that some transactions didn't show up in some accounts. Later, we established that these are non-GBP (British pounds) transactions
Prom Payment Terms
My industry uses prox payment terms quite frequently. We are currently migrating from Quickbooks and have just realized that Zoho Books does not have the ability to enter prox terms. We're trying to figure out the best way to handle this. In QuickBooks
How to Fetch > 200 Contacts form Zoho Books
Hi everyone, I'm running into an issue getting more than 200 records from the Zoho Books API. We are using this to populate a dropdown with a list of all active customers in a Creator dropdown field. Here is the code below: response = zoho.books.getRecords("Contacts","xxxxxxxx","&status=active&contact_type=customer","zohobooks");
#13 Zoho Books Digest
Hello Readers, We are back with the 13th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Finance Roadshow 2022 (GCC) We're coming to your favourite cities in the Middle East! Join our session
Several estimates for monthly invoice?
Good night, First, thanks for Zoho. There s many details that we are looking for, but it s a good system. I have a neccesitie, I send different estimates along the month to my clients, BUT we only send one invoice monthly, At the end of the month, how can I join all the estimates in ONE, to convert in a unique invoice? Thanks in advance,
In the response of purchase order webhook there are several statuses?
Hi there, I am stuck in the situation of which status to be consider. As in the response from the webhook on the event of editing the status of the purchase order have several statuses which one to be consider. "order_status": "open", "status": "open",
how to change the name instead of info we want shipmydeal
Hi, Please check attached file .. as in the name i am trying to change the from 'info' to 'shipmydeal' ... how should i change ? and this is the code i have written sendmail [ from :zoho.adminuserid to :input.email subject :"Registration" message :"Thank
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