Cost of inventory adjustment
Hello! We have a manufacture company, we transform avocado fruit to avocado pulp. We use the inventory tracking of Zoho Books to follow the raw material (Avocado fruit) and finished product (Avocado pulp). Every day, we make a production sheet where it register the yield, ex: 300 kg of pulp were extracted of 550 kg of avocado. We need to make a inventory adjustment where we reduce the avocado and increase the pulp, but it must to be for the same cost. The cost of avocado it is made automatically
Zoho Books Is MTD-Ready (UK Edition)
Making Tax Digital (MTD) is coming into effect in the UK in April 2019. If your business is above the VAT threshold of £85,000, you must submit your VAT returns using an MTD-compliant accounting software. Today, we are happy to announce that Zoho Books is MTD-ready and we’ve successfully submitted the first VAT return for a customer under the MTD VAT pilot programme through Zoho Books. We did this just weeks after HMRC listed Zoho Books on its website as a software that supports MTD for VAT. Check
Short receipt of goods after bill was created
Hi Guys This is my first query on Zoho. I am a big fan of Zoho inventory and Zoho books. But i feel it is not perfect enough and does not handle some basic but critical operations. E.g excess delivery of goods. Anyways here is my question and i need your help: We have created a PO in the system for 500 units The accounts department received the bill before the goods were delivered and counted The accountant converted the PO into a bill When the goods were received they were short of 10 units. The
This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName is required for associating this user to a specific organization
https://books.zoho.com/api/v3/contacts?organisation_id=[ORG_ID]&authtoken=[AUTH_TOKEN]&zcrm_account_id=[ZOHO_CRM_ACC_ID] I am requesting this API from creator using geturl. I am getting This user belongs to multiple organizations. After that i passed company_name even though i am getting same response.
VAT Filing
Like the new VAT filing module guys - nice one :-) Hoping that HMRC will allow me to use Zoho MTD to file electronically now - applied to use the HMRC beta, even though we don't meet their current criteria by trading within the EU !
Auto-scan existing documents
I uploaded a number of receipts without having enough auto-scan credits. Now, I've upgraded my account and have the credits, but I don't know how to trigger the processing. How do I do this? Thank you.
Block Customers with big overdue amounts
Hi, Some customers accounts sometimes reach big Receivables amounts. (Current and Overdue) Yet Salespersons in our organisation can still keep doing new transactions with them (Estimates, Invoices). So this amount can grow if the salesperson keeps selling
workflow for discount
hi zoho, I saw you have a workflow can give the discount to a sales order if amount higher than some number, my question is if I want give discount to different products is that possible, like if amount higher than 10000, then product A 30%， Product B 20%. thank you very much.
Invalid Value Passed For Auth Token Code 14 Error
I have recently started using zoho books and am facing issues with the APIs. I have created an auth token using the browser API after logging into my account and can also see the same under active tokens as well. Yet when i try to create a contact using the exact same details as mentioned in the documentation and the postman collection, it gives me an error stating "Invalid Value Passed For Auth Token" PFA a screenshot of the same POST /api/v3/contacts?organization_id=60************2 HTTP/1.1 Host:
Keyboard shortcuts
Keyboard shortcut for save and next? Save and new is alt+n and is very useful, but when pagimg through expenses to update with attached receipts or tweaking the amounts because they were auto entered, I want a shortcut to save and page to the next expense. This would circumvent saving, then manually picking the next expense. Does it exist and I'm being opaque?
Attachments Field is MISSING in Custom Views
The attachment field/column is very important to us because when looking though a list view, you can see which items have attachments. However we also take advantage of custom views to see our custom fields in columns. However the usefulness of custom
Netherlands: online payment methods [betaalplatformen]
Greetings! I am located in the Netherlands, where I have several businesses. I am looking into online payment methods [betaalplatformen], mainly in order to be able to receive money on a "subscription basis" (i.e. every month money will be automatically paid to my account), but also for one time transfers (receiving) of (larger) sums. - Stripe integrates with ZOHO and is now available & operational in the Netherlands, however they charge 1.4% of the amount (in addition to € 0,25 p/transaction) -
customer_id vs contact_id
Hi! I have a situation with Customer custom functions and custom buttons: I've made a custom function for a Sales Order. I can get a customer_id from the Sales Order object. With this customer_id I get the contact invoices: customerID = salesorder.get("customer_id"); invoices = zoho.books.getRecords("Invoices",orgID,"customer_id=" + customerID); Everything fine, there is still no problem. But if I make a custom function for Customers, how (the hell) can I get the related invoices? I've tried with
Invoices estimate_id
Dear Zoho Support, I just want to confirm if this is a fact: when I convert a Estimate to Invoice, the new Invoice will store the estimate ID in estimate_id field. Is that right? Is there another case feeding this field? Is there anyway to modify it after
What's New this November 2018 in Zoho Books?
Hello Everyone, Each month, Zoho Books works towards building better products for its customers. Like always, we have a bunch of new updates rolled out this month. Read on to know what's new! Enhanced Zoho Books - Zoho Projects Integration Zoho Books - Zoho Projects integration has been enhanced to allow all your data in Zoho Projects to sync with those in Zoho Books. You can set your sync preferences and view the status of your data on a new dashboard. The integration also lets you create transactions
Adding the possibility of a service-only Composite Item
As a we agency, we use Zoho for us and implement Zoho One for our clients that also are service-providers. We don't sell inventory item, neither our clients. But we sell bundles of services that would be easier to add as composite items. For instance,
Cannot Match a Transaction Manually
Trying to match a bank payment with two invoices and facing the error. Kindly check the screenshot.
Need more broken bank feed info
Zoho says my bank feed is broken. However, I can't get much more information about what's wrong. Should I call my bank? Should I call Zoho? Should I just wait? "Just wait" is the advice I get when I dig deeper: But the feed hasn't worked in four days, so I'm not sure this is "temporary". Please provide a customer some kind of debugging info when things go wrong. Russell
Add up custom requirements
Hello, I have a Telecommunication business and i am looking for a developer that can assist me in obtaining my custom requirement on to oho books. The most important of all is serial control Add In which could help me track the purchase and sales of my product. However such option is available in zoho inventory but it does not meet my requirements. On the other hand there are also various other requirements that i would like to have on to my zoho books account. Firstly i want to confirm whether changes
Skewed Line Item Spacing on Print or download PDF Invoice/Estimates
On exporting any kind of invoice, estimate, or sales order in Zoho Books, the description of the line item always jumps to the second page, when it should be split the description instead of trying to keep them all together.
Where we see all invoice
I have created new invoice using crul. I got success message "The invoice has been created". but still I can't found invoice in my section can you please help me.
ICICI Bank Integration - Change of Log in ID to new simplified
When integrated there were two fields - The Corporate ID and User ID fields Now ICICI bank on their CIB has offered to merge these two fields and create a custom Log in ID of our choice. The same was done by our end in the CIB portal. Now issue is that
Tax liability superior to actual tax due
Hi, I am a little confused on how to make my taxes correctly. In Hawaii the GET Tax due is 4.5%, however the state allows us to charge and collect 4.712% in order to make our clients pay for the excise tax on the excise tax. Therefore my GET is 4.712% and I owe 4.5% to the state of HI making my Tax liability constantly wrong... Any idea on how to get around that issue? Thank you for your help. Thibaut
TDS Section wise report
Hi Team, I want TDS section wise and company and non company wise tds report for monthly purpose. Also while booking the invoice it should consider automatically company deductee or non company deductee based on PAN. Regards, Diwakar 9341010104
Is it possible to show select Custom Fields on a Sales Order and NOT on Estimates & Invoices?
Our sales team work with Estimates, warehouse work with Sales Orders and accounts work with Invoices. We have custom fields for items that are only relevant to Sales Orders. EG: A bin location custom field. How can I show this "BIN LOCATION" custom field
Canadian customers can now print cheques in Zoho Books.
Hi All, Do you prefer writing cheque to pay your vendor bills? If so, here comes the time saver for you. Zoho Books now supports an easy way of printing cheques to pay your bills. For that all you have to do is get cheque stocks from cheque vendors, fill up the payment details in Zoho Books and then print the cheque directly from Zoho Books. You can also customize cheque alignments to suite your printer settings. To pay a bill via cheque Goto bill details, hit Pay via Cheque
How do I manually record a Salary and associated Payroll Texas?
I do my payroll manually and I'm trying to figure out how to record salary and associated payroll taxes in Zoho Books. At the moment I'm creating a manual journal and enter it all there. I'm attaching a screenshot of the manual journal. After creating this journal, my next step is to match this with entries on my bank account statement. Those entries are the actual paycheck that the employee cashed, as well as two entries for taxes paid to the tax authorities. The payments to the tax authorities
Books Blocked and downgraded although invoice is paid
Hi, I sent the ticket number #27027992 THREE days ago but I received no answer until Today. Please, could you solve IMMEDIATELY this problem? I'm writing you on behalf of Di Italia srl, a client of Sooite Solutions. Di Italia srl has a Standard subscription on Books that which seems to be regularly paid, but now they cannot access to Books and this issue are generating a big problem for the company. I attached two screenshots in order to allow you to understand better this situation. Please could
Books should warn users when bank credentials stop working
If Books has stopped syncing, please give us a nice big message (or pop-up) we cannot miss. This way if there are any charges that should not be there, they would be more likely to be caught immediately. A big warning is standard in Xero and QuickBooks.
How to block an Estimate once it's converted to Sales Order
Hi! When I convert an Estimate to Sales Order the Estimate don't change the state and my customer can reject the Estimate although it was invoiced. I need to know how I can block the estimate once it's converted to Sales Order. Thanks,
Recurring Expenses/Bills- notifications
If I setup either a recurring expense or bill zoho silently creates it on the specified date, and I want to know when it is created so I can review- modify if needed. I thought there was some message on the dashboard when an expenses/bill was created
Frensh company
Hello, is there any french company that uses zoho books to manage its accounting? Thank's.
Pre-defined Supplier and Stock Control in Non-Inventory Items (only purchase and sale)
Hello!! Our company buys and sells items but does not stock in our stores. It is important for us to know the supplier that we buy and their stock How can I have this information in non-inventory items? Thanks!
How do I get GST functioning (for New Zealand)?
Version of Zoho Books is just the default one on sign-up from New Zealand. When I go to settings -> tax, only 'tax rates' is available. No way to switch on GST functionality. In 'organisation' settings there is no option to switch-on GST functionality.
Activate Bank Feeds option is missing
Hi, My South African based client has a bank account in Books that has an inactive bank feed link to it. They want to Activate the bank feed again. When i select the activate bank feeds option it is asking me to select and account but it is not allowing me to select anything? How can i go about activating the bank feed again? Thank you.
Customer Receivables
It would be nice if you could update several customers payments in one deposit instead of having to create seperate deposit batches. This would be a time saver.
PO templates
Custom fields format has been changed to the format ${purchaseorder.cf_#####0000000#####} These do not show the data contained when printed ??
Recording Customs and Duty and Other Charges with IGST on Import
Hi Support, Do You have a way to enter Bill of Entry. I think this feature is missing in Zoho Books and without this feature it is not possible for an importer to create correct entries in the system
Stripe payment thru invoice so invoice now marked "paid" - how do I handle the bank transaction?
Hi there, I sent a client an invoice for $11,600. They paid it through the Stripe option inside the invoice, so Zoho has marked it paid and is showing that payment as income. I have a bank transaction that now needs to be categorized, for $11,400 (because Stripe keeps some). How do I categorize this transaction so Zoho knows it's the same payment they've already accepted as income, and not a second payment/additional income? Thanks!
ICICI Bank Feed
Statement isn't being synchronized since 3rd December. It says already initiated even though not. Have to add transactions manually, please check.
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