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
Invoice preview
We have invoices produced which can be inclusive or exclusive of tax, dependent on the user. It would be really handy to have this displayed on the preview rather than having to edit the invoice to find which is selected !......
Combine two or more contacts to single Customer Portal
hello, i have a customers that have more than 2 schools ( I am dealing with schools). but everytime, my customer have to provide different login for view one school. then logout from that and login to another school. this process is very boring for my customers and as a result they do not use customer portal. Please provide a facility to login with single login id and access more than one school with customer portal. I have discussed with zoho team when they came to surat, gujarat at 7 oct, 2018.
Developer Needed
Hello I'd like to find an experienced developer to help with a books API integration into our existing custom software application. We've integrated quickbooks but would like another option for our customers. If any are interested I would love to talk to you! Thx
ICICI Integration Migration
I migrated to the upgraded version of ICICI integration. Then after feed sync I have double entries of all my bank statement. How do I get rid of them? I can't match them with the older ones too... Apart from exclude is there any other option to get rid of these double entries?
How to Record investment from another company ?
Hello, Is there any way to Record investment from another company into our company in Zoho Books? As this is not loan. Thank You.
migration from subscribe zoho invoice basic to zoho book basic
i was subscribe zoho invoice basic one years and want migration to zohobook basic do i pay again ???
Defaults when processing Documents (from Inbox)
Hi, This drives me mad every time I process my monthly invoices, not sure why it's taken me so long to bring it up really! While it's true some default appears when processing expenses and bills via the Documents, it seems to be incomplete in places. For example, if you select a document that where the vendor got correctly identified, then the category is set too. However more often than not the vendor isn't detected correctly and you have to select it. You then also have to select the category
Internal Error 1000 when trying to create a contact via the API and an Oauth2 connection
Hi, I'm trying to create a new contact using the API and an Oauth2 connection ! The connection is working and I can list my invoice and contact with no problem. But when I try to create a new conntact I get a Internal Error 1000. Any Idea on how to fix that ?
Fixed Asset Return
I have purchased and then returned a fixed asset without it accumulating any depreciation. The item is already recorded as a fixed asset. When I am syncing the account activities from the company bank account, how would I record the funds we've received towards the return?
Paypal transactions are not importing
I've set up PayPal by following the tutorial but transactions are not being imported into the account.
Bills and Expenses - Making Life Difficult
I have realized that using Bills and Expenses module, it makes life very difficult for Zoho Books users. Let’s assume the below scenario. I have Bills with Due date of 31 August 2018. However the bill are paid between 21 September to 30 September 2018. During the same period, I have also paid for expenses. I need to be able to generate a report which shows me the payments made between 21 September to 30 September. It should include payments for both Bills and Expenses. I tried using “Expense by Category”
Domain Settings and Emailing Invoices - Help!
Hello, Our email is hosted through G Suite (in case it's relevant). We are also using Zoho Books and have verified our domain with Zoho so that myaccount.mycompany.com goes to zoho books. I am getting reports that when we email estimates and invoices
Vendor Payment
Hi, When making vendor payment through Zoho Books partnered bank should allow for multiple bills payment in single time. Currently i can make everybills in seperate payment. Regards Senthilnathan.
I am not able to see manual Journal entries passed by other user.
Our organisation has 11 Login Credential for example 1 -10. If 1st employees has created manual journal entry, I am not able to see that entry being 3rd user. Though I am Admin. Kindly Help.
Best POS with Books?
Hi, Can anyone please suggest any POS (cloud/cheap/good) that is fully compatible with Zoho Books?
Cost of Goods Sold (COGS) and Inventory Management in Zoho Books
Hello, I have a couple of problems recording COGS in Zoho books: The first one: When I want to purchase an item I create a Purchase Order and I include the purchase rate of this item, the rate is the cost of the item and is included as an inventory asset. When a sales is made, the inventory asset is reduced and and COGS is increased by the same amount. Until now everything is OK. But I want to record freight-in charges, custom duties and clearance as part of the inventory asset when I receive the
I cant see CIF/NIF
Hello i want to make inform with "invoice providers" and in the inform show the personal field i create CIF show me the information but i cant see. 0 informs i can see this field. In some informs like expenses i can show the information of my custom field. How i can show ? Thanks Alot and sorry for my English.
Zoho Books Estimate Status API
Does anyone know if the API gives us access to the status of the estimate when it is clicked. We need this in order to create an email alert when someone views the estimate.
Bank feeds
Nice to see the new feature to change the dates in syncing feeds.... 99.9% of the time we use the default so why have an extra dialogue box button to click every time when we should only click when we do need to change it ? Zoho coders must get it into their heads - unnecessary clicks are a nuisance. Thank you :-)
Zoho Books Questionnaire ?
Hi, I have a customer who is interrested in Zoho books.. Is there any questionnaire that he can fill to verify that Zoho books will fit his requirements ?
Zoho Books Api
I am quite new to Zoho Books Api. Can anyone help me with a simple PHP CURL code to add a contact in the Zoho Books using Zoho Books API?
Petty Cash Approval
I currently have 10 users on Books with diffrent levels of access. People report their expenses on Books. How can i require certain petty cash expenses to be approved from books
Zoho Books API Error Code: 2
I am receiving this error code what does it mean? can you please help ? { "code": 2, "message": "Invalid value passed for time_entry_ids" }
Your example in the documentation doesn't work. It gives [{"code":4,"message":"Invalid value passed for JSONString"}]
I am using this: $ curl https://books.zoho.com/api/v3/invoices?organization_id=10234695 -X POST -H "Authorization: Zoho-authtoken ba4604e8e433g9c892e360d53463oec5" -H "Content-Type: application/x-www-form-urlencoded;charset=UTF-8" -F 'JSONString="{ "customer_id": 982000000567001, "contact_persons": [ "982000000870911", "982000000870915" ], "invoice_number": "INV-00003", "place_of_supply": "TN", "gst_treatment": "business_gst", "gst_no": "22AAAAA0000A1Z5", "reference_number": " ", "template_id": 982000000000143,
Receivables and payables amounts does not appears in contact list or even on zoho books dashboard
Receivables and payables amounts does not appears in contact list or even on zoho books dashboard I have contacts and sales orders on the account but no receivables amount shown !! can you help please. note: I am using zoho books API integrated with our system to add contact and sales orders and invoices. Thanks
Any plans to add function so Invoices are removed form statement once paid?
Hi Any plans to add function so Invoices are removed form statement once paid? The statement that is currently available shows invoices that are paid and lists on the payments which invoices they pay which is very confusing and very confusing for our customers when we send them a statement of account.
What's New this August 2018 in Zoho Books?
Hello Everyone, Continuing from where we left off last month, we've added a bunch of new features to Zoho Books this August! Read on to know more. Enhanced Manual Journals We've made the following updates to the Manual Journals section to make recording journal entries easier than ever. Record journals as drafts so it does not reflect in your reports. You can publish it any time. Select multiple journal entries and publish them in bulk. Import or export journal entries along with their status,
Directing discount in record payment window to specific different account
Currently If I add a discount for credit card charges it automatically goes into my Merch Card fees expense account. On large transactions (over $1000) I offer a 1% discount for payment by check. If I enter thet discount in the record payment window, bank charges, this discount expense applies to the Merch Card fees expense account. I wish to be able to direct that discount into a different expense account specifically for the discount for payment by check. I do not know until payment time how people
Webinar on "Impact of VAT on Advance Payments Received from Customers"
Join Mayank Sawhney, a VAT expert from the UAE, who will walk you through the impact of VAT on advance payments received from customers. This webinar will deal with the: Requirement to issue Tax Invoice for receipt of Advance Payments. Time period allowed for the issuance of Tax Invoice from the date of receipt of Advance Payment. Requirement to account for VAT on Unadjusted Advances as on the date of implementation of VAT. Accounting Treatment for recording Receipt of Advance Payments in Books
Getting Error 412 when trying to log into Chase Bank through Zoho
When I try to add my Chase Bank account to Zoho, the login gives me a Error 412. I am able to log into my account normally through the Chase site, so the credentials are ok. Here is the message I get:
Credit note for excess payment
Unless refunded, an excess payment would be a considered a "credit" for the customer. It's even listed under unused credits in the contacts. However, there appears to be no way to send the customer proof of credit (a credit note) for the specific excess payment, and my customer wanted to be sent one. The only way (that I can see) that Books gives customers an indication that they may have credit for an excess payment is to send a copy of the receipt (proof of payment) with tiny text on the bottom
Zoho Books Workflow Rule Triggers need a Dropdown
When creating a workflow rule and filtering triggers on fields, we really need a dropdown menu. We are currently having to manually type each option.
how to undelete/undo a deleted credit note
I delete a credit note by mistake and want to undelete/undo. How to do it. Please guide.
Client Portal
Under client portal we can see Estimate and Invoices. However, is there any way by which we can provide access to sales order to our Clients.
Docs scanning
Seems very slow lately. 54 minutes scanning the latest document this morning !!
Zoho Books Reports by Parent Category
Please could it be made possible to view reports so that categories are listed under their parent categories - like they do in the profit and loss report? We have taken care to group our expense categories together under parent categories (eg wages for staff but then we wish to see ALL of the wages spent as a subtotal). This is also an issue when viewing the chart on the dashboard which is not reflecting parent categories either so becomes not very useful. Will it be possible to create our own custom
Quantity of inactive items making Zoho books / Inventory unusable
Please, please give us a check box on the items page to show only "active" items when checked. I know we can choose "active" from the drop down filter but the moment we search for an item it reverts to "all items" & it's really becoming a nightmare due
Shipping Expense on Purchase Order
Hi I am new to Zoho Book and I was wondering how to include shipping charge in purchase order and distribute evenly on expense? For example, I purchase 10 Camera for the price $100 each ($1000 total) and the shipping cost from vendor is $100 for all cameras. The total cost is $1100 for this purchase order. We have two salespersons, Sales A sold 4 camera for $200 each and Sales B sold 6 camera for $200 each. Sales A made $800 revenue for our company and Sales B made $1200 revenue. They will earn
Linking Invoices and Sales Orders
Hi all having problems linking invoices and sales when importing from excel I have imported both sales and invoices successfully and have linked the sales order with the purchase order number, however when i import the invoices and ask it to link them
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