Cashflow forecast
Hi , Can we have a cashflow forecast module added to Z books? please valuate.
How do I export my bank movements to Excel?
Hello, How do I export my bank movements to Excel? Thanks in advance Miguel
SMS Notification
How does one customise the SMS being sent out? Currently the SMS that exists is not suitable for our business and we want to modify it.
Editing invoices
We should be able to edit certain fields in invoices ! The biggest problem we get is shipment dates being changed a lot which dictates that the due dates need adjustment. We convert the SO to an invoice on production of the SO to accept a payment against the invoice as a lot of customers are required to make an up front payment to order items ! This Invoice is in the open status hence, the amount or date related fields cannot be edited. Reminders are often sent out though the goods haven't been shipped
Accounts Receivables or Accounts Payable account cannot be associated in the manual journal. Please contact support@zohobooks.com for further assistance.
When trying to create a journal, I get the following message: Accounts Receivables or Accounts Payable account cannot be associated in the manual journal. Please contact support@zohobooks.com for further assistance. Help/Advice?
Which UK banks have DIRECT FEEDS, as opposed to Yodlee
I believe that Zoho Books accesses a number of UK banks using DIRECT FEEDS, rather than Yodlee. Would it be possible to have a list of these banks?
Documents Improvements
Hey Zoho guys, We're waiting patiently on some much needed improvements to document scanning ! Much info is not read, very often, the vendor name, the bill number, the amounts are sometimes shown nett & other times gross, partially billed PO's are never shown to name a few ! A rules feature as in the banking module would really help !
Client Portal Suggestions
Hi, A few suggestions for client portal: 1) Ability to customize welcome message area with html, css and/or image banner capability so we can better brand the portal 2) Ability to add a custom web tab (in sidebar) 3) There is not a sub-total of the hours x the rate (seems like a big missing feature). Our clients not only want the hours but the matching project rate and its total as well. Thanks, Ryan.
Why it is not supported the Update credit notes in Zoho Books with custom function?
i Need update data of the credit Notes with a custom funcion, but when i Execute the function, i reciver a error: Invalid value for parameter - module. The allowed values are: contacts, invoices, customerpayments, items, estimates, recurringinvoices, expenses, purchaseorders, salesorders, journals, projects, bills. And when i reed the document of Deluge Task (updateRecord), I find that the module Credit Notes is not supported, but it is supported in other task. And my Question is... WHY?
Ability to sort Financial Statements by Account Number instead of Alphabetical Order
Requesting the ability to have the Zoho Books financial statements sort by Account Number instead of Alphabetical order. We have a set Chart of Accounts with relevant account numbers - and it is very frustrating that the Financial Statements ignore our numbers and will only sort in Alphabetical Order - as the Alpha sort does not make sense for us - the account number sort is what is important. It kind of defeats the purpose of having account numbers if your reports don't sort by those numbers.
Discounts to be applied at the time of Vendor Payment
Hi, When recording a payment to vendor, I need to apply additional discounts for making payments in certain days, can you please advise how to do that? For Example: Bill due is $10,000.00 - (Minus) Discount for Promo applied at the time of placing purchase
Bills vs Expenses
I can't seem to link a bill to a "potential" the same way i can an expense. If i'm just missing it, someone please help me out; otherwise, Zoho PLEASE add this as a feature asap! (for example, we provide "service a". sometimes a client wants service a
Categorized Bank transaction for part paymnet of bill showing error Balance mismatch!
Hii While How to Categorized Bank transaction for part paymnet of bill showing error Balance mismatch! whats the solution regards SAMBHAV
Migration from QuickBooks UK to Soho Books
I have started using Zoho Books but need to migrate my QuickBooks data (including transactions) to Zoho Books. How can I do this? John Legg Owner: The Debug Store
What is the Transaction to Credit Card / PayTM / Amazon Pay / Paypal / Pre-paid Wallets called as?
Hi All, I would like to know what we should call the transaction done toward Credit Card / PayTM / Amazon Pay / Paypal / Pre-paid Wallets etc. These are not actually expenses but a transaction toward pre-payment of these accounts. It's Internal Transactions basically. So how do we match these transactions? In ZOHO Books, while matching the transactions manually shows the 'Credit Card' under "Transfer to Another Account". It means the Credit Card is considered to be an Internal Account (or maybe a
Item attributes
Just noticed 2 new required fields whilst editing an item.... Coverage Calculation This looks very interesting & I'm really hoping that the calculation field will be used for purposes such as 1 box = 12 items @ 0.99 = 11.88, meaning the line item price can be manipulated using this calculated field ? Until now these fields are only shown whilst editing, not when adding a new product?
How to adjust the total amount in purchase bill or purchase order
Hi.. i am new to zoho books and want to know, 1) How to adjust the total amount in purchase bill or purchase order. It only can be adjusted in Invoice but not in purchase bill or purchase order. 2) How to show Final amount in words on invoice. screenshots are attached here with.... plz reply soon.
QuickBooks to Zoho Migration- Enabling features to support quicker lead time
Dear Team, We are an organisation in Canada, we started migrating from QuickBooks to Zoho about 8 months back. We have Zbrains supporting us with this integration. We have started using ZBooks for all our transactions now. However we are still unable to let go QuickBooks totally because of the below 2 major reasons 1. The Item cost is calculated as Average cost in QB vs FIFO in Zbooks 2. We cannot have multiple Account Receivables in Zbooks, while QuickBooks allowed us to maintain AR-USD and AR-CAD.
VAT invoice issue for inventory items
i am unable to create a tax invoice for inventory items for VAT registered customers.it says out of scope!!!! However i am able create VAT invoices for services,
Recurring Invoices Change
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
How to share custom view of sales order
Hi I choose to share my custom view to certain users when I create a custom view of sales order, but my chosen user can't see my custom view. Should I do more actions to show them my view? Thank you!
Change status of all invoices to "paid" (migration to Zoho)
Hello all, Is there a possibility to change the state of all the invoices to "paid"? I am migrating to Zoho One and tried to change the status myself via a Bulk-action but changing the payment status does not to seem an option. Best regards, Arie
Actual projects within Books not related/synced with Projects
We're finding it difficult to wrap our minds around the methodology of why the project tracking in Zoho Books is not synced/part of/related to the Zoho Projects app. The Projects app is so much more robust: Milestones, Task List, etc. (not avail in the Books projects section) are very helpful for clients to see and collaborate on. Any idea if this is on the roadmap to link these two apps? Any suggestions on ways around having to get clients to "log in to view your estimates/invoices/projects/tasks
Can't cc additional contact when sending invoice. Why?
I am trying to send an invoice to my client but also want to CC their boss. I do have both persons in my contacts but for some reason when I start typing the boss' email into the CC field, it doesn't give me the suggestion as it normally does. Is this
Can charge a card, but not save the same card
I need to enter some cards for clients who are on autopay. We are using authorize.net (who are ridiculously unhelpful). I can run Mr. A's card. But if i try to run and save it, it won't go through. If I try to go to his contact page and "add new card" it won't save it. Tried with about 3 clients, all different card types, no luck. Zoho says my error code is "E00027" which authorize.net's website says is something about australia processors, which isn't us. Zoho help also says its something about
Custom Field as header- large font on a one field on a customer template
I use a custom template (invoice) to create shop floor work orders. They show only the pertinent information for the shop and are uncluttered by unnecessary info. We utilize custom fields for modifiers, order dates, and dimensions. One of the custom fields
Integrate Zoho Books to Zoho Project
As of right now the invoice aspect and the projects are completely separate. Both functions exist is both Projects and in Books, but Projects is more elaborate, and the invoices created in Projects do not sync with Books. I would be great if I could connect a project from Projects to Zoho Books project and vice versa, so the invoicing is seen together as well as the time tracking for billable, and nonbillable hours. This would also allow the same portal to be used for projects and Estimates/Invoices
This "pop-up" window adds no value
and just gets in the way, and slows things down by adding an extra click.
How To add image to item with API
I am trying to add image to the item. i have enabled the image from preference. i am getting the following response when i try to add image with API {"code":33003,"message":"Looks like the image is not attached. Please try again"} my code: $apiUrl = config('services.zohobooks.api_url');
Dot matrix printing option a must
I really feel an accounting software must have a dot matrix printing option, pls try to develop this is as early as possible. It will be very helpful to many current users and would attract many new users. Attached file to show the print. About me - using zoho for SME on mac
Show when an invoice has been viewed
It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?
INVOICE WITH NO EMAIL
WHY CANT I MAKE A INVOICE WITHOUT HAVING TO SEND A EMAIL MOST OF MY CUSTOMERS ARE OLDER GENERATION AND MOST OF THEM DONT HAVE EMAIL SO WE SEND INVOICES REGULAR MAIL OR PRINT IT OUT RIGHT THEN WHEN WE MAKE INVOICE I DONT LIKE HAVING TO SEND IT EMAIL BECAUSE I HAD TO USEMY EMAIL ADDRESS FOR 90 PERCENT OF MY CUSTOMERS THAT DO NOT HAVE EMAIL ADDRESS AND WE ONLY TAKE CASH AND CHECKS AS A FORM OF PAYMENT SO THE EMAIL IS USELESS TO ME AND MY CUSTOMERS I SEE ALL THESE NEW IDEAS BUT THERE HAS GOT TO BE A
Amount field Sum
When itemizing expenses, it would save manual (human) calculation time and errors if the field AMOUNT was able to calculate. For instance, in QuickBooks when splitting expenses, the amount field I could type in for a calculation "200-50 return or tab"
Recurring deposits not from an invoice
How can I create a recurring bank deposit that is not the result of a bill or invoice?
how to auto create a project when a sales order is created.
i want to do this, when i create a Sales order, it should create a project with same name as PO and has budget of same amount as Sales order. can this be done automatically ?
How to handle failed NEFT/IMPS transactions while refunding Advance / Credit Note Payment
I received Advance payment against Retainer Invoice from my client. But Retainer invoice needs to be cancelled and Money to be refunded. While I tried to transfer money to my client it failed thrice due to wrong account detail. How do I make entry of
Invoices from CRM not showing in Books
Hi, we have an integration between CRM and Books. Contacts and accounts are synced, but the invoices not. We had checked that the Sync Transaction Modules is active, but still, there isn't any invoice in Books. What do we do?
SALE ORDER WITH CUSTOMER PURCHASE ORDER NO AND DATE
HI ANY ONE HELP ME TO ADD IN SALE ORDER CUSTOMER ORDER / DATE TO BE ENTER SO THAT WHILE CONVERTING TO INVOICE MY CUSTOMER PO AND DATE SHALL BE AVIALBLE
What's New in Zoho Books this June '19
Hello users, May seems to have gone by in the blink of an eye! And here we are again, excited to serve you a fresh set of features and enhancements in Zoho Books. Ready to savour some new updates? Position Billing & Shipping Addresses in Invoices Adjust the position of the billing and shipping addresses in your customers' invoices. This will be helpful when you are sending them a hard copy of the invoice and are trying to position the addresses correctly in the window of the envelope. You'll be able
What's New in Zoho Books this May '19
We're back this month with a set of new features and enhancements lined up for you. We are always looking for ways to provide you with the best accounting experience. So without further ado, let's dive in and take a look at the features and updates we've worked on in the past month. Set Validation Rules for Estimates You can now set certain restrictions for the values allowed for different fields in an estimate. Just choose the field for which you want to set the restriction, select the required
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