Bank payments to nominal accounts
I think that there is a problem with the bank payments, but if I am missing the answer I would be grateful for someone to tell me. When making a bank payment (or categorizing an import) I sometimes need to allocate that payment to an account I have created in the Chart of Accounts. The only way that I can allocate a payment to any account I choose, though, is if I select the category of 'Expense'. The problem with doing that is that it then appears on the VAT return, which may not be correct. Unless
Draft bills
When we get billed for a PO that is not yet received they are saved as "Draft". I'd like to be notified when a billed PO is received.... Easy enough to code externally but could one of you Deluge experts kindly convert the code below.... function draftBills() { var POr = UrlFetchApp.fetch("https://books.zoho.com/api/v3/purchaseorders?organization_id=" + orgID + "&authtoken=" + token + "&status=issued"); var POd = JSON.parse(POr.getContentText()); var POs = POd.purchaseorders; for (var i =
Custom tabs in Books
HI, Is there a way to have Custom tabs, like it is possible in the CRM? This would help integrating a Creator app in Books. As far as I know, web tabs can't be used as we need to be logged in. Thanks
Credit Note
Please let me know how to delete a applied credit note.
How filter item based on created time ?
Hi there, I am using zoho books api v3. and I want to filter a item based on created time so which filter i need to pass ? I already refer a documentation but can't find any solution?
Disposable / Once-Off Billing & Shipping Address
Hi, some orders we have are placed on our online store. And we do not want to create a customer record for each customer, so basically, like having a Cash Sale account. The thing is, each customer obviously has a different Billing/Shipping address. Can
Customer paid ₹0.60 less
My customer was supposed to pay me ₹562.60 by he paid me ₹562 and didn't pay ₹0.60 I have recorded the payment, but now the invoice is showing ₹0.60 balance due. I have considered the payment as full and final. What should be the accounting treatment in this case, and how to do that in Zoho Books. Thanks in advance !
Workflow Advice: Most payments from PayPal
Hello ZB Community: I've been using Zoho Books after migrating from Quickbooks for about a year. I enjoy the visual experience and the power of the tool, but I'm always questioning if I'm doing the right thing to make use of Zoho Books. Since I'm largely a one-man shop, speed of "doing the books" is very important to me. Currently, my workflow looks like this: 1. Website Orders generate PayPal payments 2. Create a Customer Payment from the "Banks" view of Zoho Books for the PayPal transaction feed
when can we expect budgeting in Z books
Hi, when can we expect Budgeting in Zoho books? Ledger budgets at least would make it more usable.
Zoho Books Estimate Auto Approval
I have a small sales team and only a few products and I don't really need to approve every single estimate.How can I automatically mark estimates as approved? Custom Function, Webhook? Thank you
South African Bank Feeds Broken
Support emails are ignored. Standard Bank and FNB bank feeds are broken for South African clients. This has been an on-going issue for months now, and today our second bank feed went down. Xero however works perfectly. I would suggest that all customers who experience issues with bank feeds move their business, as Zoho constantly attempt to blame their supplier or the banks, however other accounting systems using the same provider work perfectly and for the same bank accounts. In addition, how is
Delay invoice or send manually
Hi all we have a business model where our sales team go go out and demonstrate our products (we have several products) once a customer decides to buy a single or multiple product they pay via stripe. at this point we send an invoice, all we want to do
Get shipping address, billing address from address_id
Hi Team, I am new to zoho and need some inputs. Please share some pointers as how to get the billing & shipping address details from a zoho sales order. The sales order contains billing_address_id and shipping_address_id, so need to fetch the details and populate billing and shipping address in the custom function in zoho flow so that I can create order in shipstation as soon as a sales order is created in zoho. I have looked the zoho books API but I could not find the API to fetch address details.
Is there a way to configure bank feeds for any Spanish banks?
Hello, I tried to configure bank feeds for my bank in Spain, but I didn't find any spanish bank in the list. Even the EC banks don't appear in the list of supported banks. I need to feed my account automatically from my bank. Is there any way to configure it or maybe Zoho Books doesn't work with spanish banks? Thanks for you answer
Recent Activities feed needs an improvement
OK Zoho Books team. I've recently been thinking about how to return to a place I've been after completing a transaction or action. For example once I convert a sales order to invoice, I remain among the invoices in the Invoice Module. When in fact I need
Zoho Payroll USA North Carolina
When will Zoho Payroll be available for North Carolina? Will be be available to transition by 01/01/2020?
books needs budgets.
live, and updating as transactions go through and are classified. that is all.
Vendor Purchases Summary Graph
Hello, Currently the Summary Graph on the Contacts (Vendors) profile shows only purchases that classify as expenses. It would be easier and much better if it actually included all purchases regardless of their classification. It is a pain to go to the Transactions tab and select the specific type of transactions from the drop down menu to see the purchases. The summary graph is much better and easier. So can you please add it to the requests. Thank you
Rounding off
How to I round off the amount field in invoice or bills? Is there an option available? Else kindly provide such option. It is a much needed option as amounts are rounded off very often. Thanks
How can I get ledger statement for a particular contact?
I am trying to fetch the ledger statement for a given contact id but it returns the response in the form of pdf, so is there any way to get the response in text (json) format?
Items - Purchase information VAT
I have to check every VAT quarter, all of the purchases from the EU to ensure all of the correct tax codes have been used on bills so that the Box 2 VAT calculation summary is correct. This is very time consuming. Is there a way to ensure that any bills from EU registered vendors can be checked that the correct VAT rate is selected before posting the bill ? Ideally there should be a purchase VAT field for items or should the VAT field selected under Sales also apply to purchases & not working ??
How to create multiple item lines with zohobooks API
Im trying to create an invoice and I have multiple item lines but I couldnt find where to do that in the documentation 'line_items' => [
[
'item_id' => '7131',
'description' => something
'rate'
Customer Emails in Books
Hi, I want to be able to view the emails from other credit controllers in my team to customers in books, on the Customer page under the emails tab I can see the system mails but not the content, and I can only choose to view emails from myself and not
Feed data to Zoho Books from a custom module
Is it possible to connect Zoho Books or Invoice to a custom module in CRM? We're looking into processing certain services that aren't cataloged as Products, and it would be preferable if we could assign Books to only processing invoices from them.
multi gst or multi branch feature
Hello, We are having business in more than one state and we have 2 GST and we are already using zoho books from last 2 years when can we expect the feature of having multi GST in zoho? Regards Waseem
shipping labels on zoho books
hello can i print shipping labels on zoho books
Vendor invoice send by mail
Hi, Is there a way (with creating a button maybe) to send the bill I created to a vendor by email, the way we can do it with a customer's invoice? Marie-Andrée
iOS App Item Search
Hi Guys, The latest update is awesome. Love the Siri shortcuts integration. Zoho is as always on the ball. I noticed that the item search hasn't changed much since the initial release of the app. When I am entering items in a transaction or if I'm just in my item list and I want to search for an item I have to type and then hit search. This is old fashion. And not very nice. I want it to start providing results while I'm typing. Maybe if you enter 2 letters or more it must start providing results.
Add Totals to the bottom of this section.
Within the 'Sales' tab under customer view in ZoHo books it would be nice to have totals on the bottom of each section. This would help avoid the need to run a report if you just needed quick information.
Is paypal business payments still available?
I started a second organization and have been trying to activate paypal business payments, but its not giving me the option to. My original business had paypal business so I don't know if this feature got discontinued or something.
Zoho Books Rcpt/Invoice Question
I'm about to sell an online course. I can get the purchases over to Zoho books automatically but b/c of the double entry accounting I need an "invoice" or receipt for each purchase as well on Zoho Books. Any advice on how to do this automatically to take out the manual leg work?
budgets in Z books
When can we expect budgets in Zoho books?
Timesheet
Has anyone encountered issues with time sheets not properly adding the time? We're having this issue and its not good because we earn money on billable hours.
How to record gst payment via employee reimbursement expense account?
Hi For first few months, I as the Co-Founder of my company, paid GST via my personal bank account and then later settled it via reimbursement. (This was because our current accounts bank was not available in Netbanking of the GST portal) How can I record a GST payment via employee reimbursement expense account in Zoho. Please help, its urgent. thanks Himanshu 7709527736
No Sales Person Field in customer balances Report in Z books
Hi, It is an extra field that is being entered during creation of sales invoices. The customer balances report - if I can click on customise report to add a field (sales person field), there is no option for the same. If we need to extract this report to slice and dice Sales person wise for collection- that is also not being possible. We need this feature urgently. This is Turing out to be a problem too. Thanks
Expenses in P&L
Hi Looking for a little help. In my P&L Schedule III report for the financial year, there is a colomn of "Other Expenses" that shows a particular amount. Where can I go and tally this amount- as the amount that is shown in the Expense report varies. Would
Line items separator
Dear Zoho Support, we would like to have line item separators for Invoices/Estimates/POs/SOs/... Please check attached image with an simulation: items 1 and 4 would be "separators", just a text title to group items (ignore all columns for these rows but
DISPLAY INVOICE TOTAL IN MULTIPLE CURRENCY.
Hello Zoho Team In order to comply with local tax regulation we do need to display total amount of invoice in double currency for every invoice ( USD as base currency , KHR as local currency with a fixed monthly exchange rate defined by local tax authority)
Auth & Capture in Zoho Books
Hi, a client of mine would like to use Zoho Books with Stripe. But he would like to know something important : he is using Auto & capture with Stripe. Does Zoho Books recognize Auth & Capture ? Will Zoho Books charge the client with the captured amount or will it understand this amount shouldn’t be charged because it’s just used as a security process ?
Automate import from files (from FTP server)
Hi everyone, My contacts are not created in Zoho CRM but in another application (MainApp). Everyday, my MainApp is exporting a CSV file we have to import in Zoho CRM thanks to the Module > Import Contacts function. All the columns are already mapped because
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