Late fees drop down
Good day team, would love to see late fees implemented in zoho book just like in zoho invoices! i know there is a workaround with automation but it is not an ideal fit. just my 2 cents
[ZOHO BOOKS API]: Create Item with custom columns.
Hello, I our Zoho Books account we have created for every item custom fields(columns) related to our business such us: Color. Also we have integrated Zoho API to sync our app and zoho. Now we have a problem when creating an item using this api: https://www.zoho.com/books/api/v3/#Items_Create_an_Item We try to past custom column value, but it seems that zoho ignores that. API documentation does not says anything about how to handle this problem. My question is: How we can add custom item field
Peru IVG tax
Help! I think this is going to be my big issue with Zoho. If I can get past this, I think the rest will be smooth sailing. In Peru there is a 18% IVG tax. I think it might be considered some form of VAT. When we send invoices, we bill for the price of the product and nothing else. The price includes the tax. However, the invoice must show the total (eg. 720) and also show the IVG tax amount ($109.83) and the value sold "Valor Venta" of $610.17. How do I get this to work correctly and show
Report - Sales by sales person report
Hello, Is it possible to add the product name that each customer bought when generating a sales by sales person report or an invoice details report? I have all the columns I need bar the product name.
What is the different between Zoho invoice and Zoho book
Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks
How can I obtain the information of the invoice associated to a debit note, by means of a personalized function in zoho books
Dear I need to obtain the information of the invoice associated to a debit note from a parsonalized function, since when creating a new debit note I must send the information to an API, by means of XML, in which the data of the debit note should go and the reference to the invoice to which it will make changes, but when reviewing the debit in argument "Invoice", of the personalized function, it does not make any reference to the associated invoice, not even the folio or any data with which it can
Zoho Books cannot connect to Fidelity Account
Zoho books cannot connect to Fidelity Account.
Related lists
Hey Zoho guys, This new tab of " Related list" sounds intriguing, I need to know urgently ! What are your plans for this new tab/feature - I can imagine some really magical self indulgent links etc but nothing is yet showing for me - do, please give us
Change names of Option items in custom field drop down items
This little bug is a pain to be stuck with. We create custom field as with drop down options , then as soon as we use the field, cannot change the name. The reason for changing the name is to make it readable in reports and views. So we're stuck with some three word options which create a huge column in spreadsheets. If the column is shrank, the options are not decipherable. We have learned to make our options with 3-5 characters which are identifiable , but due to previous sins we are stuck with
Advance notice of recurring expenses
I am coming to Books from Quickbooks Online where a recurring expense can be configured to appear in the bank register a specified number of days ahead. This is very useful for planning and budgeting. Is there a way to do this in Books or can it be added in the future? A screenshot of the Quickbooks feature is attached.
Show project group on invoice along with project name
Our invoices have to be setup with multiple project groupings on one invoice. I have not be able to replicate the below structure on an invoice. Would it be best to try some sort of custimization or interface with Creator to create an invoice that is setup as shown in the following example: Project Group A Project Name A Description of Project A John Doe 5 100 500 Jane Doe 4 100 400 Total 900 Discount 400 Project Group B Project Name B Description of Project B John Doe 3 100 300 Jane Doe 2 100 200
Option to enter and sear HSN in bills.
While adding an item in purchase bills entering and searching HSN is not available. There is only option of SAC. Kindly provide this feature and meanwhile give me a way around.
ICICI Bank eazypay Setup | Business & Sub Segment
Business segment and sub segment is not available in the options both at the registration page at Zoho as well as the further registration page when redirected to ICICI’s website. Our business segment – Architects
Zoho Books - Fonts for printing LX 310
I am using a LX 310, the invoice prinitng in Zoho Books is not clear. Hence need assistance, on the setting that should be used in the invoice template for Zoho books, the font size and format to be used to get a clear print.
Report customizations
Hi, We need customisation facility here at Z books. just like CRM , we should be able to create user defined reports using the fields created in the forms. This is really be helpful in reducing the gap between Zoho's reports and Other product reports
Vendor for every store and restaurents expense
Herllo everyone, As a sole proprietor, I end up with a lot of expenses from coffee shops near my home and online stores like Amazon, for little miscellaneous purchases while I'm working. It seems absurd to create a Vendor record for each of these retailers
Are you able to change multiple purchase cost at a time for one asset?
For example, if I have multiple entries of the same asset with purchase cost of 10$ and I wanted to change all of the entries of the same asset to 20$. Am I able to change all the values at one time? Or do I have to edit each entry?
Docs - add to bill
When we create purchase orders, some suppliers use the PO number & others use the PO reference on the delivery notes & invoices. This can cause a little extra work by having to search the PO's if they use only the PO reference, a simple request for you
Invoice level profitability
We use Zoho books for invoicing and creating Purchase orders. However, there is no way to calculate profitability at each Invoice level as there is no way to connect an invoice to a PO. Tags is one possible solution but the challenge is that there are
How To Setup SMS Text using Webhooks and Third Party SMS Provider
We have been using the Enterprise version for several years now. We use workflows to automatically email prospects and customers during different phases of the sales and customer service cycles. It works amazingly well, but we need more than an email sent, we need SMS. I've tried contacting Clickatell, Bulk SMS, etc, but they are no help in getting this to work. Neither is Zoho frankly. Has anyone done this? I'd be happy to pay someone to help me get this functioning. Thank you!
Generating access token and refresh token.
I am unable to generate refresh token using the following data I am using offline access type as per the documentations but still unable to get refresh token. Authorization URL :: https://accounts.zoho.in/oauth/v2/auth?response_type=code&client_id=1000.DUCAO1EBE5DK48197WYXES8UA3****&access_type=offline&scope=ZohoBooks.fullaccess.all&redirect_uri=https://storehippo.com/oauth&state=zoho
Invoice Level Tax and importing invoices from a csv file
Hi I am trying to import existing invoices from a csv file into Zoho Books and get this error for the entries in "Invoice Level Tax": Value in the field does not match with the data type supported by us. What data type is supported for this field? (I have tried entries like "GST" (an existing tax name), "tax", "taxable"). Thanks in advance!
What's New in Zoho Books this April '19
Hello users, March was an exciting month for us. We've released a wide new range of features to make business processes smooth for our customers. Let's dive right into them! Templates Gallery The templates in Zoho Books have been categorized based on their use and functionality. All the existing templates have been categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates. To view these categories of templates: Go to Settings > Templates, select a module and click + New to
Paying multiple invoices for a supplier
The company has multiple purchases and multiple payments during any given month. The following month, the Company pays all the oustanding invoices with one check. Is there a way to apply one payment to multiple invoices. Thank you
Zoho Books - The Journey Through 2018
Hello Everyone, It's been a busy, fantastic year at Zoho Books! We've worked all year round on new features and improvements to make your accounting easier--one leap at a time. Here's an overview of Zoho Books' journey through 2018, for those of you who may have missed any of our monthly What's New posts. We've got something for our regular readers too, as the December section covers the latest features that were added to Zoho Books. So without further ado, here's a rundown of our major releases
What is recommended way to process Indian Payroll?
I understand Zoho Books doesn't have Payroll feature yet, and the one in beta seems the US only. So probably Indian PayRoll may take very long time! We want to record per-employee payroll every month. We have around 50 employees. For every employee, every month, we want to record: Earnings (we can skip breakdown such as basic/TA/DA, incentives, paid leave deduction) Professional Tax (Maharashtra) Provident Fund (employee and employer contribution separately) We do provide advance salaries/zero-interest
Update Custom Field Values for Invoice
Hi Viewers, In Zoho Books, Invoice Module I created the Contact Name and Email Fields. After creating the Invoice I need to update the fields automatically. I tried lots to update these Custom Fields, But I can't update. So is there any possible to update
price list import problem
I am trying to import a price list. But not successful. The error is: CSV-Kopfzeilen dürfen nur Artikelname, Preislistentarif und Artikelpreis enthalten. Bitte überprüfen Sie die Kopfzeilen. It is in German, but it means, CSV header is only allowed to be Artikelname, Preislistentarif andArtikelpreis. I don't know where is the problem. I have checked my file. It does contain only these three column headers. I have even deleted SKU column, which is included by the exported templates..
Automatically move time from child to parent companies
Automatically move time from child to parent companies automatically on certain day of the month. We have clients which have multiple subsidiaries. They need one invoice for all their clients. Is there a method via deluge scripting or some other way to
Sending Estimate Email Automatically in Zoho Books and marking it as sent
I am using a form in Creator to create an estimate in Zoho Books. Is it possible to have the estimate automatically e-mailed to the customer when the estimate is created, and also mark the estimate as sent?
Custom Function or Workflow Process to Charge Card on File
I would like to send a recurring invoice on the 15th of the month and then automatically charge the customer's card on file on the last day of the month. I see in Workflow where recurring invoices can automatically be created. sent and charge the card on file. I do not want the card on file to be charged immediately however. I do not see where a delay in charging the card on file can be set so I was thinking maybe a custom function could be created to handle this. After looking through the available
Getting crm account id from zoho books api
I'm trying to get a list of contact from my zoho books in hoping that it would also provide me the crm contact/account id for each books contact but I am not able to. Is there a way to get a list of my contacts (from zoho books) which also include the crm account id that each books contact associated to ?
Add Landing Cost in Doc Inbox
So the Document inbox needs to have another button called ad landing cost so if i ship somethin UPS and then get the bill i can then say add landing cost and select the bill or PO to associate it to the Order
I have lost the verification code zb Can I get another zb code?
I lost the verification code zb. Can I get another zb code or have you sent me a unique zb code to my zoho admin email address: sales@mobjoy.net
Customer Portal
I would like to see the customer portal to have the ability to be customized on the options avalable by customer rather than globally. Like what they can view. This way i can extend privlages to certain customer upon request. But not to others.
Import bank statement and reconciliation
Hi, I have a problem with the reconciliation of my imported bank statement. The import goes fine, the transactions are correctly imported and when I have to match against a single invoice it works perfectly. The problem is that one customer of mine makes a joint payment paying in one transaction the first installment of one invoice and the balance of the previous one. In such a case I don't know how to manage the reconciliation. I can't find a way to match both invoices at the same time from the
credit card account item returned and refunded
I bought an item for $15 on our credit card on a Monday, entered in Z Books as an expense in the credit card account. Then returned the item Wednesday. The vendor created a refund on the same card, so my statement shows a $15 transaction and and farther down a $15 credit. Since I cannot create a negative expense in Z Books how do I track this? My statement looks like this: Monday Vendor 1 -15.00 Wednesday Vendor 1 15.00 The credit card statements and feeds show the transactions,
Allow Manufacture Part number to be shown in the PO
The PO needs to have ability to show manufacture part number and the barcode scanner in the inventory should be able to look that up or the SKU. This should be a Boolean option where the user can set what they want to use in the system as far as item
Meaning of various rate fields for line items in Invoice JSON
Hi, The JSON for the sales invoice contains 3 rate fields for each line item: "bcy_rate": 362, "rate": 362, "purchase_rate": 362, What does each of them indicate? Thanks
zoho books barcode generator
does zoho books can genarate barcodes for items
Next Page