Push Notifications For Invoice Creation
Hey all I was hoping for some assistance from the group. What I am trying to accomplish here is to send push notifications to all my employees when an Invoice is created. I was told for weeks that this is possible and in the Zoho CRM manual it even says
Per-client price list but with two prices in each custom price list
I need to track price lists on a per-client basis. I know I can do this with "Books -> Price Lists", but I have an extra bit of complexity. A given item has a default price, but could have two different prices for a given client based on the person doing the work. I do not want to use two items…I want another field on the custom price list. We do not bill for our time in a traditional sense so using "Projects" is inappropriate. We charge a price for a speaking engagement, but that price is
How to Select rupees in discount in keyboard?
How to Select rupees in discount in keyboard? without using mouse.
Can anyone recommend a good free erp/crm software?
Hi, Can anyone recommend a good free erp/crm software? I have a web development business and need to keep a comprehensive client list and accounting ledger. I also want to create invoices from it as well as keep track of work done for each client. Please
ZOHO BOOKS IN FRENCH
Is there a french version of zoho books ? If yes, did any one used it ?
Custom price lists have gone missing
I have four custom price lists which each override one or more of my standard prices. Today, none of the custom price lists contain anything, and I'm unable to edit them. If I first create a NEW price list, then I am able to edit the four existing price
INVALID VALUE PASSED FOR QUANTITY
i get this error when trying to create a Purchase Order in Books. Why won't the system point out to the field that has the error? It is very frustrating to receive the error message but have absolutely no visual guide as to where the error is. Please help
Add to bill from Docs
Please, please provide a resizeable image preview in the add to bill/expense with saved size properties. It's really frustrating (& difficult) having to scroll the image every time to see the entirety of the pdf file :-/
sales & approvals
How to create automated cycle when i create invoice from sales order and approved the journal entry created automatic , also how i can create approval cycle from two persons other than the creator
New Zealand GST
Does Zoho books do NZ GST?
Adding a Bank account (Current account)
Hi, I maintain a current account in axis bank India and it has another login mandatory filed as Corporate iD field in addition to the Login ID and password for the current account holders to access the account. I tried to add it manually but the corporate ID option is not available. How can I link my current account to feed the banking transactions to my Zoho books account. Thanks.
Language
Hello Dear All, We have the problem with Georgian with Georgian letters, when we try to issue invoice translated into Georgia the system did't read correctly and shows only ????????.
Docs - add to bill
Only open purchase orders are shown, partially received or partially billed PO's aren't shown ?
Item Price Auto
Hi When entering purchase bill i have mapped item to abc customer, Then do sale invoice to abc customer, i have select unbilled option then it shows item price as purchase instead of sale price. Regards Senthilnathan, Zoho Books User
Zoho Books Zoho Projects Integration
Hello, while i can integrate Zoho Books with Zoho Projects, it seems that the integration is left somewhat incomplete. For example, the expenses made in Projects can be viewed in Books but not vice versa. When I create a new expense in Books, it doesn't
Where do invoices come from?
I am just ramping up with the Zoho One suite, and mainly focusing on CRM. I've enabled most cross-application integrations but it will be a year before I'm ready to use Books. However, today I noticed that invoices had been automatically created from
Banking
Nice !!!.... I notice that the banking module auto updates daily for my UK banks now - thank you guys :-)
Zoho Books - Timesheet/Projects - add role/title/description for user on a project
It would be good to have an additional field for role or title added to user when they are assigned to a project. And be able to display that in invoice details when invoice by Staff Hours and other timesheet reports.
How do i charge refundable security deposit?
Any ideas? How do I do this and classify it when I perform the refund? Thanks
What's New this October 2018 in Zoho Books?
Hello Everyone, We've brought in some interesting new features and made a few enhancements this October to Zoho Books. Read on to know what's new! Approval for Timesheets A while back we had introduced approval for sales and purchase transactions. Now, we've introduced the approval workflow for timesheets so that you that your clients can verify your tasks and projects and approve them. As your clients approve them in the client portal, you can then bill them in your organization and collect payments
Credit Card Transactions Incorrectly Put Into Zoho Books Please Help Me Correct
I have an 'Undeposited Cash' account set up within my Zoho software. Before I learned how to pay a customers invoice by using the link; I would use the Square Sales app on my phone to manually enter a credit card number. I would then put the entire transaction
Zoho Projects integration
Hi! We have integrated Zoho Projects in Zoho Books. But we don't know how to sync data between Books and Projects. We have been reading docs but there are differences between Zoho Books and docs screenshots and options. This is the doc we have been reading: https://www.zoho.com/books/help/integrations/projects-integration.html#create-transactions I have attached as screenshot of our Zoho Books instance, we can only change the Integration Credentials but there is no sync options/information. How
Multiwarehouse: on P.O. edition warehouse always shows primary warehouse
Hi! We are working with 2 warehouses in Zoho Books. I don't if it is a bug or a lack on our configuration, but if I edit a Purchase Order in Zoho Books, in Warehouse value it always shows our primary warehouse. Even if I have previously stored another value. This is a wished behaviour for Purchase Order creation but not for edition, cause if the user doesn't realize can save data and change the warehouse value for the purchase order. Let me know if you need more information about the issue. Thanks
Feature Request: Onedrive for Business, and NEAT for cloud providers
I use OneDrive for Business (Office 365 Enterprise) and NEAT Cloud for my document storage. I scan all receipts into Neat and shred them, and only certain client info is in OneDrive for Business. Since I'm unable to also scan directly to Zoho Books, it would be beneficial if I could import receipts from NEAT and/or OneDrive for Business as opposed to Live Onedrive. Anything else requires me to export my already scanned items to another directory before I import into Zoho. Thanks Sean Garland
Customer Portal user multi customer
A Customer has multi accounts Customer A with project A Customer B with project B Customer C with project C etc.. After enableing the customer portal for Customer A it isn't possible the enable it for Customer B because i set it with an email adres for
Zoho Books vs Quickbooks Online
Comparing Zoho Books vs Quickbooks Online is there an article or chart that shows a comparison of features? Please send it to me. Thanks.
HOW TO IMPLEMENT ZOHOBOOKS FOR A DROPSHIPPING BUSINESS
Hi Team, I just want to know how to implement zohobooks for a dropshipping company in india. As buyers around the world buys from our website and we pass that orders to suppliers in china. Please let me know the possibilities of the same with current scenario. Thanks
Payment mis-allocation
Trying to re-allocate a payment which is matched & reconciled. I am not changing the amount , just the invoice it should be allocated to but I get .... This transaction has been reconciled. Hence, the fields which affect the transaction amount cannot
Vendor email in Zoho Report workflows
Hi! We have configured a workflow in Zoho Reports to send an Email when a Purchase Order is approved. This email is sent to the Vendor Email and other recipients. The email is sent to everyone but the Vendor, his email address is not included in the from clause of the generated emails. But the Vendor Email field is filled, it make no sense. It seems that the workflow is not taking the Vendor Email rightly. I have attached a screenshot with the recipients configuration of the email. Let me know if
ZOHO Books integration
We are using ZOHO Books and CRM in Germany. The integrated payment methods are PayPal and Stripe. Unfortunately it is neither possible to use the activated payment methods provided by Stripe like "SOFORT or Giropay" (except payment by Credit Card), nor is it possible to use PayPal Plus to provide our customers with the possibility to pay by EC/Girocard. These payment methods are the most common ones to pay online or offline in Germany; maybe all over Europe. We have to give our customers the possibility
Sending Checks to Customers Within Books
I would like to be able to send out a check to my customers within Zoho Books. I issued lots of refunds and i have to write out the checks. It would be nice to be able to issue the check within the platform and have it documented on the customers profile
Draft bills
If we receive a bill before we receive the items they are saved as draft. I can't see that we can create an automated work flow that can notify when a billed purchase order is received ?
Test Organizations
Hi Can I create more than one test organization?
What's New in Zoho Books - September 2018
Hello everyone, We're back with new updates! For the past month, we've worked on numerous usability improvements and features to help shape a better experience with Zoho Books. Let's take a quick look at some of them. Horizontal Balance Sheet (Indian Edition) The Horizontal Balance Sheet brings better readability by displaying your liabilities on the left and your assets on the right--a format that some people are already accustomed to. Improvements to Project-based Invoicing You now have the option
api internal error
var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); return = "code":1000,"message":"Internal Error"
Invoices Bulk Updates!
Please please! We can bulk update expenses and estimates, but on an hours per week basis bulk updates of invoices is the most helpful. Opening in sheets (like CRM) is fine. We use Books to manage our orders as well as accounting and make changes to order (invoice) status every day.
AR/AP journal creation
I am new to ZOHO Books. I have transferred balance sheet from Wave apps. I was having some AR and AP against Customers and Vendors. How to show those in balance in their name and adjust against old Invoices/bills.
Estimate - Custom Template - CRM Integration
Hello, We are Zoho One users and have been using Zoho Finance module instead of the using the Quote, Sales Order & Invoice present in the CRM. When we try to create a Customized layout for estimates (Custom Template). The default modules from that we
Block the ability to edit documents. Why not possible?
Hi Zoho, I see that when a document is sent to a customer and that we generate the following document (Estimate --> Sales Order) the user can edit the previous document that generated the next one. Example: The user cretaes an Estimate. It sent the Estimate
Custom fields transfered in following phases
Hi Zoho, a customer of us asked WHY the custom fields we created for them, can't be transfered in following phases. Example: In Estimate we fill these custome fields, then we create the Sales Order and then again the Invoice. B ut those custom fields
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