Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users of Zoho Books. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. These amendments were made with the intention to boost investor sentiments, push for the Make in India initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. Companies that do not avail tax incentives
Zoho Books for travel agency
hi all, We are a travel agency and we use Zoho books for accounting, I have couple of questions related to customising Zoho books for a B2C travel agency, We do not have any fixed price service or product and all our services like Air tickets, hotels
Sales order delivery method
We use delivery method for the worker / driver assigned to a job. Often I have to clear out all of the mis-spelled or old stored names, could we please have a "Add delivery method?" dialogue box to add any unrecognized words here instead of it being auto added ?
bank account sync
why does zoho books only sync my transactions of the previous day and not live transactions... because it syncs the correct balance but doesn't capture the entries till the next day... makes it a headache to capture payments and notify customers... and top of that amount in books and bank never match.... plz advise below are today's numbers... we had a debit in the account and the balance changed... but now the books amount is incorrect and will stay the same till tomorrow until the entries are copied
Zoho book
I want to customize a workflow so that when delete a record payment, it will send me an email. I try to use work-flow but i can't find the payment recieved module. Can you help me ??
Profitability by SBU and profitability by project
Our company provides software and consulting services. To ensure ownership and accountability of the different business lines/support units, we have organised our business into 5 strategic business units or SBUs (4 of which are profit centres and the other is a cost centre). Logically we also wish to measure the profitability and/or cost efficiencies by SBU. The revenue generating SBUs will have products and/or projects the profitability of which also needs to be measured. Multiple SBUs may be involved
Need a more robust Accounts Payable Feature
I would like to see a more robust accounts payable screen where you can specify a date to display all outstanding bills that are due on or before that date. The list of bills will be grouped by Vendor. The list will allow you to apply any available discounts to the bills. Essentially, you go down the list and put a check mark on each bill that you want to add to the payment to that vendor. When the bill run is done (all bills are checked) it will mark all as paid and generate a Check To Be
relating products to quotes, and invoices
I want to be able to look at a particular product and see the quotes that it is on as well as the invoices that it is on. This will help me to track which customers purchased a particular product.
Can't pull GSTR 2 Data
The GSTR 2 section is disabled in my account and so can't pull purchase transactions... Kindly check into matter. Had discussed this at Pune community meetup and was advised to get to the support team.
Better Desktop Timer App
I would like to suggest development of a better timer app for desktop. The current app lacks a lot of features. Here's a list of features that I would like to see. Idle detection: detect when I'm not using my computer for a specified amount of time and give me options for what to do with the time I was away—remove time, add time as a new entry, ignore, etc. Dock app to top bar on a Mac. When I click the icon, it should open the whole app, not a menu. Clear display of days in the week or other period
TDS for Interest and Bank who provides Cash Credit for a term
Hello ZOHO, Dealing with one of the client, we faced the below 2 major issues. 1. How do we record TDS on interest that is paid for the Interest as it is mandatory to record. We can record the interest as Expense, although the expense but there is no Place where we can record TDS. it is possible that sometimes that we receive some services which are Our expenses and we pay upfront for them. And We record them as an Expense, but recording TDS is missing at that point. 2. Bank on the liability Side,
Custom fields of the budgets be reflected (appears the data) in the invoice
Good afternoon Zoho team, Nice to greet you, I apprectiate your support on the following:
1) I require that the custom fields of the budgets be reflected (appears the data)in the invoice.
EXAMPLE: Quotes: custom field: PVD: San Jose Invoice: custom field: PVD: San Jose (Does not appear) How could I solve this important detail?
Thank you.
URGENT HELP... INVOICES/PAYMENT MADE CAN'T POST TO SPECIFIED CHART OF ACCOUNT?
HOW DO I ADD THE CUSTOM FIELD THAT WILL POST TO SPECIFIED CHART OF ACCOUNT? I HAVE BEEN HAVING PROBLEMS WITH THE POSTING OF PAYMENT INTO DIFFERENT ACCOUNT LIKE THE ACCOUNT COLUMN AVAILABLE ON THE MANUAL JOURNAL ENTRY WHICH WILL AUTOMATICALLY PUSH THE
Zoho creator integration with Zoho Books help: API call to mark invoice as void ?
I am trying to update status of an invoice on Zoho Books as void via Zoho Creator: I am trying to reproduce the following API call: $ curl https://books.zoho.eu/api/v3/invoices/:invoice_id/status/sent?organization_id=10234695 -H "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" -H "Content-Type: application/json;charset=UTF-8" I have tried different permutation but in vain, so far this what I have got: String Test.zohovoidinvoice() { url = "https//books.zoho.com/api/v3/invoices/167517000002816431/status/void?organization_id=XXXXXXXX";
Scanning Barcodes
Hello All, I am just wondering how to manage to get a partial number of a whole barcode! Most of products we deal with have lot-specific barcodes, in which I can not identify a one-time only barcode, it is changeable by lot-to-lot basis. However, a small part of the barcode is the original product SKU, how can I manage Zoho Books to read the partition i need? Any ideas or thoughts regarding this matter? Does anyone have encountered such problem? Thank you
On-screen message (pre-save)
Hello all, I have a question regarding pop-ups. We want to have a pop up in certain cases. For example when a value on the contact person equals a predefined value. This can be when creating a quote for example, when clicking the save button. This would really help since we assume there are no validations within the quote create form itself before hitting the save button (pre-save) It would be something like below and preferrably more explicit than a bell icon. Hope something is available using
Saving Documents received from Logistics
Hello, I'm unsure if this questions is better for Books or Inventory. However here is the problem I have: We are making a Purchase of goods through Books. The goods are being delivered using 4 trucks in 4 different days. Each trucks come with partial amount of goods And a lot of documents (Logistics, Customs etc...). When the goods arrives they will be imported as items. We will use certainly Inventory instead of books alone for this. My question : How and where do you manage all the documents received
Update Mail View Field by API
How can I update Below Fields of estimate by API? -> mail_last_viewed_time -> mail_first_viewed_time
Zoho Books Language Error
We are trying to add Books to our apps and when we select our country Greece we get the following error: ZohoOneException: UNKNOWN_ERROR: Enter a valid code for language Any ideas?
Why Discount Account in Vendor Bills is prompting to select an Expense Account instead of an Income Account?
In case of Vendor Bills, the discount ledger should be of Income Type account as because this discount is a purchase discount that will be received by the buyers. In other words, this should be treated as 'Discount Received' which I believe is supposed
Zoho books integration into a php system
I have developed a system for computer repair companies and a question I get asked sometimes is if Zoho Books can be integrated into it Is there any way to do it or if there is any sample code to look at to see how it's done as I have not done anything like integration a system into another before but guessing it's using API or something?
Invalid value passed for file_name
Hi i am getting this error in sales order saving an old so Invalid value passed for file_name please help
Adding serial numbers to an Item
Hi, how can I add serial numbers to an existing item using API.
Kerala Flood Cess Feature request.
How do I configure "Kerala Flood Cess" for every B2C transaction? Please refer to this document published by the Kerala government. According to the document: Kerala Flood Cess shall be levied on intra-state supplies of goods or services by a taxable
Record Payment
Hi Im new to Zoho Books, What I dont understand is when I Record payment from customer why is it only allow me to Deposit To Petty Cash... We take payment from Credit cards, Bank Trasnfer and CASh yet I can not seem to pick this from the list. In Australia
Change sender email in Zoho Finance for a Sales Order
Using Zoho Finance to send Sales Orders. There is a "From" drop-down field on the "Send Email" prompt. How can I add another company email to the list of "From" options? It currently only shows my email, even though another employee, who has full admin rights, is the owner of the Sales Order.
What's New this July 2019 in Zoho Books?
Hello everyone, We're back with a set of new updates that we've released for Zoho Books. This month, we've focused on new reports and a lot of requested enhancements to make accounting easier for you. Read on to know more. Introducing New Reports: Daybook, Account Type and Account Transactions Report Account Type Summary Classifies and lists all accounts and their values based on the account type. You will be able to view their debit and credit values along with the opening and closing balance of
Zoho Books
InternalOAuthError: Failed to fetch user profile at /home/nextbrain/devBackend/ZohoBooks/node_modules/passport-zoho-crm/lib/strategy.js:124:19 at passBackControl (/home/nextbrain/devBackend/ZohoBooks/node_modules/oauth/lib/oauth2.js:132:9)
Zoho Books timesheets
How do I submit weekly timesheets to my client for approvals? Then convert the timesheets into billing documents. Thanks.
What's New this August 2019 in Zoho Books?
Hello, user, We are back with another set of updates to take your accounting experience to the next level. Let's take a look at the updates for the month of August. Individual and Business Customers - Zoho CRM Integration Differentiate between B2B and B2C customers by marking them as Individual or Business customers. All customers synced with the Accounts of Zoho CRM will be marked as Business customers and all customers synced with the Contacts of Zoho CRM will be marked as Individual customers.
Estimating per options, instead of items
I'd like some suggestions of how we could handle our estimates, as I think we have a specific use case. Any input would be greatly welcomed. TL;DR: we build one estimate of 1 item with 3 options. How to build such an estimate and price each option (and not the item)? In Books, we have about 100 items we are selling. Our estimates are usually just about 1 item, but with different options. These amount of options (max. 3) are different depending of the item, and the estimated total price reflects
STRIPE ACH Documentation
I already use stripe for credit card payments. I have just enabled ACH in my stripe integration setup. What else should I do? For example. I went to a customer record and checked the box to allow them to pay with ACH. Now what? When they receive the invoice
How to process PayPal Euro
Hi, I've got 3 banking accounts in my Banking Overview, plus clearing etc. What I want to know is how to process records that get fetched by the feeds. Zoho Books has set up 2 PayPal accounts, PayPal Bank and PayPal Euro. My PayPal account operates in GBP. and my current bank account is in GBP. I ordered an item from a Vendor and paid in Euros ( 6 Euros ) through my PayPal account. When Zoho fetched the feeds it displays them as follows: In the PayPal Bank account DATE DETAILS DEPOSITS WITHDRAWALS
Multiple branches
I am looking only for small matter i.e. I have 3 branches and I am not able to create a separate PNL and other reports for each branch separately, even the users are the same for all branches. Only difference is that funds are allocated separately and must be consumed separately for each location. Explanation : I have 3 locations and need to have separate reports for each branch.
Advance Tax on Bills Payment
Hi, How can i record advance tax on our bills payment. We paid for our rent and the building deducted withholding tax according to the official receipt that they gave us. How can i record it as advance tax because when i input in the box named tax deducted, it records it under employee reimbursement not advance tax.
Column totals
Why aren't columns totaled for relevant columns guys ? It makes a much more informative page & sooo easy to do !!.......
A Square deal : Zoho Books integrates with Square
Square has replaced the traditional POS system with its simple app and has become a way of doing business. Square offers the flexibility to accept credit card payments without monthly fee or hidden costs and has made its way to being the popular choice among the business owners for selling, and monitoring their sales from anywhere. At Zoho, we have always tried to make accepting payments easier for our customers and with our latest integration, we have taken yet another step in this direction.
Merging two portals
Hello everyone, I was wondering if it was possible to merge two client portals together? Simply because I have two set of books and don't want the client to lose time switching between portals in order to access their account - might be complicated...
Invoice - Schedule Email
In Books you can only schedule an email to be sent at 8:00am, 5:00pm and 12:00am. In the API you can customize this scheduled time It would be great if you could allow any time to be entered to schedule an email. Use case - the timing of the delivery of an email may be dependent on other factors and we should have the flexibility to change the time.
In the real world of poor internet conections
We work in customers homes and when we visit we like to do a quote. We would love to do it on the ipad but generally no good signal so it fails. There does not seem to be an offline mode like the CRM which is brilliant. I want to get away from double
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