Projects Purchases and Sales Tabs
The Projects Purchases and Sales tabs now give an incredible overview of all transactions for a project. As such it would be incredibly useful if we could choose what columns appear in some of the views. Sample use case: We might want to show a custom
Earmark the Sales Order for future billing
We have created Sales Orders for each of our customer who has assigned us the Work Orders (POs). In our case, 1 Sales Order has many items that get billed to the customer over a year or more. What we want to be able to do, is Plan and earmark the amounts
Is importing Vendors result in duplicate Contact Id?
We noticed that same Contact Id is allocated to all vendors imported into zoho books Also, noticed that exporting invoices, estimates to csv file also has same reference in Invoice ID, Customer ID and Product ID. First issue is noticed on the paid account and second is on the trial account. We can't create Invoices, Estimates, Bills and Expenses via API with duplicate IDs. Is this specific to account setup or an error in import feature? Thanks
Zohobooks iPad App - Expense Receipts Attachments
I cannot attach receipts to Zohobooks iPad App. It always close down whenever I clicked to attach the receipt either from the photo or files. However, attaching the receipts work from Safari Web (not the app). Can we have this problem fixed? Thank y
Which field is to be populated for Contact addition for PAN number?
We are using zoho books api to create contact details directly from our website. We are getting 'Invalid value passed for tax_id' or 'Invalid value passed for tax_reg_no' error when 10 digit PAN Number is passed. How to populate PAN number? We are able to add a contact if 15 digit GST number is passed to tax_reg_no. However, the issue is encountered only with PAN number. Please suggest. Thanks
Cash Based Reporting: Invoice date after Pay date
Hi, we do cash based reporting and whenever a invoice is dated after the pay date, this amount is shown on the invoice date and not on the pay date. For example we buy something from Amazon Marketplace, it is paid in advance by CC on 30th of July and the seller issues the receipt on 6th of August. Then in cash based reporting it is shown in August and not in July. Is this intended? Regards Tobias
Initial self funding for an LLP Account (zoho uncategorized transactions)
Hello Zoho Community, I have opened an LLP Company, in which the I funded the company INR 100,000.00 from my personal bank account to my company business account. Now in when i imported the statement in Zoho, It show this statement as uncategorised transactions.
I don't see Bengali in PDF and in Print
I don't see Bengali in PDF and in Print. Please add the Bengali language.
Cloning line items
Line items can now be "Cloned" in Books I've just discovered ! Thank you Zoho guys - a valuable addition requested a while back, but no mention of it being implemented anywhere? Image attached for those that may find it useful !....
Web tabs
Just discovered how useful this feature is & I've added lots of useful tabs but now I find the need to re-arrange them - not possible of course - add the ability to re-arrange them please Zoho. You guys have some great ideas but you really need to let some people have early access or run a beta testing program so you can iron out these silly oversights before release ! I'm more than happy to volunteer as a lot of other Zoho enthusiasts would. We really do want Zoho to be the best ;-) It would be
Checkbox help too far
When adding a custom field in Books form, it seems the help is quite far away from the checkbox. You really have to know it's there. Screenshot: In CRM, the help text is nicely positioned next to the label... I suggest Books should take an eye on CRM
Estimates
Hi I'm wondering when you will add the function at the bottom of an estimate on how much margin we are making? This is imperative to my business so I know if I'm charging too much or not enough. If you can let me know it would be much appreciated. Cheers
Formating Decimal-type custom Fields in Custom Layout
Hello, We added custom fields as Decimal in our Estimate Form. While using their placeholder in custom layout, I found out that these fields are not formated as the defaults filed are. For example: Decimal : 10000 is displayed as: 10000, instead of 10,000.00
Adding Page number in Footer in Customized Layout
Hello, As we are developing our Custom Layout (in HTML) for Estimates, we would need the page numbered. Is there a hidden %variable% I could use ? It should be put in the Footer area. (we have 3 fixed page then the quote which may have multiple pages)
Negative Payment Recording
Hi, I have client Payments such as a single payment contains payment for one invoice and also TDS deductions from multiple invoices. In such a case negative Payment value is required. How do I do It. Example: Payment Received: 13111 To be mapped against
Projects id/name gets created as reporting tag in Z books
Hi, Can you please create a custom function which is going to create a value in reporting tag of projects whenever there is a new project added in the z projects module. this helps in accounting the project expenses and bills which can help in getting project wise P and L , gross margin etc. this can give a lot of milage to sales of Z books. Looking forward
NOTES IN RECURRING INVOICES
CAN WE GET A NOTES AND COMMENTS SECTION IN THE RECURRING INVOICE SECTION TO KNOW WHY A RECURRING INVOICE WAS STOPPED. THESE NOTES SHOULD FEED TO THE COMMENTS SECTION ON THE OVERVIEW PAGE AS WELL, BUT SHOULD BE ADDED TO THE RECURRING INVOICE PAGE SO IF
Split VAT in VAT Calculation summary between VAT on products and VAT on shipping?
Hello I'm a first time user of Zoho, so far so good. I'm checking the VAT calculation summary reporting and it shows VAT at 21% for my country, this is all correct. However, is it possible to split up this total between A) 21% VAT on products and B) 21% VAT on shipping? The sum of A & B should give the result I'm seeing now in the summary. Thanks! Gilles
Placing custom fields down the Estimate form
When adding new custom fields in an Estimate, in the form these fields are placed above the item table. Is it possible to move them either below the Total, or in the Customer Note / Term and conditions area ?
Print of Expense Voucher
Dear Zoho You do not have feature of generation of Expense voucher to be printed.We need to file expense documents along with Expense vouchee. Can you not provide a print option of the expense entered in Zoho
Hiding fields (label and value) when value = 0
HI, I'm building a template for our estimates. I currently have a problem with the discount field, which should not be displayed when there is no discount, and displayed when there is one. We do not want to show our prospect that discounts may be possible
Posting Bank Fees when Recording Payment on a Bill should not be restricted to only Banking Accounts
Hello, We often pay large bills via Credit Card. Typically the vendor will charge us a finance charge. However, if you try to record that charge in the Create Payment screen and use a credit card account as the pay through account, you get the error message "Bank Charges are Applied. Please select a bank account". This should not work this way. You should be able to apply the bank/finance charges to a credit card. (see screenshot). Can someone from the Zoho team please take a look to see
sorting with zoho.books.getRecords
I would like to know if zoho.books.getRecords() allows sorting like zoho.crm.getRecords() or zoho.invoice.getRecords() does.
Can an option to "Refresh Feeds" be added to the Banking Overview page?
There is a dropdown menu by each bank in the Banking Overview page. Rather that have to go into each bank to refresh feeds (for some reason virtually all my banks don't refresh automatically) could you add a Refresh Feeds option to this menu.
ZOHO BOOKS for ZAKAT organization
Hello, introduce my name is Firman I am interested in ZOHO Books, but there are some things that I want to know in more detail about zoho books. 1. Can zoho books be used for non-profit organizations, such as zakat organizations? 2. Can Zoho books do separation using departments? To separate between entities (zakat, infaq, amil) 3. Can Zoho books, make reports per department? 4. Does Zoho Books support the creation of branch offices and sub-branch offices? Can financial reports be accessed by branch
Login to ZOHO Books
Hi there, We use both ZOHO CRM and ZOHO Books. However, I feel that there is a need to separate the login of both application instead of allowing us to just open the Books when we are in ZOHO CRM. Hope you can look into the matter. John
Recurring invoices and items
I've spent quite a few days trying to get my head round this and can't work out a solution, can anyone help? I run an events business and host shows where business pay to exhit, I have each of my events listed as items so I can run a report and see which customers are booked into each show and financials etc. I have two different sorts of customers: Pay As You Go customers where I raise the invoice at the time of booking, they pay and it's sorted, happy days. Contract customers like to spread their
Customer credit limit
Hello, Can I add credit limit to my customers? Is this feature available on Zoho Books or any other linked apps?
One customer -multiple currency billing
Hi, there are few cases where we have customer requesting for multiple invoices in different currencies. I have to separately create customers for each currency and handle as of now. Also, taking customer wise statement, if we can have a customer group, that will help too.
Bank transaction categorize to Income sub-account not working
When categorizing bank transactions (checking account) we are not able to allocate to any of our sub-income accounts. Only the parent income account is showing as choice. Is there a blip with the function? We are hoping we do not have to journal entry these items. -Gina
OR boolean operator is missed
hi, good day. your co-worker (Zahal P A) said following: "Regarding associating reporting tags in Reports, I would like to inform you that if you associate more than one reporting tags it would run in (and) Boolean operator. I request you to refer this link to know more about our report enhancements. " On our conversation with Zahal via chat, both agreed that when comes to use two or more reporting tags as advanced filters have the OR boolean operator is missed. please considere including this functionality/option.
Date on Weekly Summary Reports
Is appears that tnat my weekly summary report is being scheduled with a date range for the upcoming week rather than providing information from the previous week. As such, there is no relevant information being provided. This does not seem to be correct. Am I missing something here?
How do I record customer payment to reduce opening balance?
After setting the opening balance for a customer and then receiving a payment for an invoice that predates the opening balances, how should I record a payment please? Also, how should the payment be coded - to Sales or some opening balance account?
how do i insert signature in zoho estimates
how do i insert signature in zoho estimates?
Importing Paid Invoices - Possibility?
Hi! I've recently joined, and I'm looking to properly set my business on Zoho. I plan to bring the opening balances as of November this year, but importing certain master data like my customer base, etc. We deal strictly in services, no inventory is kept.
Landed costs and accounts
Hello, I need to allocate the landed cost from a logistic company to a vendor bill. 1- First I create a bill from the vendor, in his currency. With all imported articles. 2- Then, I create another bill from the logistic company, with my own currency One
Access Zoho Books Api with CRM SDK access Token
Hello , Im currently trying to connect to our System to Zoho Books. and i figured that the access token from CRM is the same. I also edited the scope. but while trying with Postman I only got : { "code": 57, "message": "You are not authorized to perform this operation" } Can I use the CRM SDK access token ?
Journal Enteries In Contacts
Need to know how Journal Entry can be passed in contacts, suppose year end adjustments are to be made in contacts , zoho books doesn't allows to pass journal entries in contacts. Another thing suppose two contacts are need to adjusted against each other
How to remove words in footer
Hi, How to remove words in footer. Image attached
Ipad App - Cannot choose shipping address
Hello Everyone, After evaluating zoho books, it seems a good solution for our company. We are food distributors and we our customers have multiple stores. We want our sales persons to issue invoices on the spot. Unfortunetly they cannot choose the shipping
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