Recording Dividend payments
Hi Can anyone help? Can't see where you record dividend payments made? Please help!! Thanks!
Balance Sheet - Report Date Range
As we can select the date range in profit & loss statement the same can't be done in balance sheet. Please add functionality.
Commission how to book
We have a Property Managing company Each client have its own account under his name where a rental income is booked in the statement as owner payment We get a 10% commission on that rental income I have done that as an expense and everything works fine when we do the Invoice to the client The commission is an income for us But the Commission becomes an expense also in our company= s operational expenses. That is not right! How should I register the Rental commission so that it is an costs in
HOW TO CREATE PERFECT CSV FILE FOR IMPORTING ITEMS?
I created a item list in excel and saved in CSV format.But whenever I import the file,all items are skipped . it showing the error Rows are already exist! please, help me fix this.
Tax withholding for bills not showing in in zoho books?
Dear Zoho Team, We are facing problem regarding Tax withholding for bills. when ever we are try to record payment of vendor, it should should show TDS payable option. But here is no TDS payable option for bills. But this option showing to record payment of customer (Invoice). Please find the problem and solve the problem accordingly. Thank you.
Paypal Payments in Zoho Invoice, using Paypal business accounts in Australia
I can only get Paypal Standard (personal) account to work with Zoho Invoice in Australia. If I use Paypal business then I need to use Zoho Invoice business gateway which asks for a bank account in the US which I obviously don't have being an Australian business. When using Paypal personal account it works with Zoho Invoice Personal gateway but shows my personal name on the invoice receipt. Paypal won't let me change the personal account name to the business name. Could you arrange for your business
Out of scope Transaction with tax transaction in one invoice
Dear Zoho Team, Kindly enable to create out of scope transaction with tax, transaction in one invoice Most useful for commission agent For example Air Ticket Rs. 5000/- Out of scope Service charge 500/- + 18% GST = 590 Total 5590 Currently I have created 2 transactions each invoice Please check Quickbook invoice sample
I need to know how to make a purchase order for this agreement:
The terms of a purchase order are: I buy 100 units from a supplier, pay 30% as advance and 70% on arrival. How do I account for this on zoho books?
Webinar on 1st August - Impact of VAT on Exports & Imports in the UAE
Join us for free webinar with Mayank Sawhney, a VAT expert from the UAE, who will walk you through the various aspects of VAT and its impact on Exports and Imports. This webinar will deal with: What qualifies as export/import of goods & services from the UAE. Impact of VAT and VAT treatment for export/import of goods & services from the UAE. Conditions to be fulfilled and documents to be maintained for VAT filing. Register here to save your spot!
Assigning taxes to different accounts
How does one assign different account code to taxes, other than the default code?
Allow multiple currencies for invoices on the same Contact
We have customers all around the world. Some times they want to pay in USD and other in EUR or GBP. We can only use 1 currency in Books which is a problem. We will be opening markets in other countries and we need to be able to accept payments in the same customers for different currencies. Please FIX THIS PROBLEM ASAP. This has been requested long time ago in your "uservoice" here: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client
Zohobooks website software error "ACCESS DENIED" even though
browser is upgraded to version 67
Hi, It doesnt matter which upgraded browser I am using, Zohobooks website says "ACCESS DENIED" upgrade browser. I have version 67+ of Chrome and still this message is coming. Screenshot is attached. I am also unable to access the helpline even at 9:08am in the morning. It says all operators are buy with customer calls. I have left multiple messages but no call back. I need to file my tax returns as 31st July deadline is approaching, and Zoho website has just stopped working. Please help ASAP.
Portal URL for Use in a Link?
Maybe I'm missing something, but I'm trying to find a link that I can use on a webpage to take clients to their portal. I get that they'll need to log in--that's fine. But is there an open URL that I can use, or it would be different for each client?
Sales/Purchase documents width increasing unnecessarily
When we create a sales/purchase transaction and add the usage unit while adding quantity for any particular line item, the usage unit always comes below the quantity. What this effectively does is that the number of rows consumed is always double (As the usage unit would always consume one row per item added). This becomes very problematic when the number of items in a transaction are huge, lets say around 40-50 items. In such cases, the rows for items are 80-100 instead of 40-50 and this leads to
Moving transaction to another account
I've finally linked my bank account to zoho, but I can't seem to find how to move the transactions from the original unlinked account to the new linked one. Is this even possible? I don't fancy manually categorising all transactions and adding the receipt
Additional Integration with Projects
It would be nice to be able to create a purchase order and link the line items to individual tasks on projects. Allowing better tracking of activities completed in the purchase order
PHP Wrapper
Do you have PHP wrapper for API Access ? I have found other wrappers, but not for PHP in github https://github.com/zoho
Using Zohobooks api
Hello I was trying to integrate woocomerence with zohobook so search online for various options after research i found only 2 option 1 cloud connectors and 2 zaiper so i tried with zapier there are 3 issues when we adding contact there is no option to select the gst field by defaul it selects business_gst secondly while adding invoice it adds by defualt service no option to select good also not able to add hsn code So i decided to do it via webhooks of zapier but facing manny issues for using api
Addition of Estimates for Purchasing
Similar to on the Sales side, a feature that allows tracking of purchasing estimates would be useful
Error message while saving bulk expenses
While saving bulk expenses in my zoho account I get a error message " invalid value passed for description.
document scan addons in books
Hi trying books from zoho one. Very happy but how can you buy extra scanning addons? Must say so far the change over to zoho one has been confusing with differing advice from zoho staff.
Zoho Books/Creator Integration
I am SO glad to see that you have implemented an accounting system. Any plans to be able to integrate Zoho Books with Zoho Creator? Thanks,
Showing custom field or not depending on a product item category
Hi, Thank you for your great products. I Love ZOHO. Here is my User Case. My customer either sells or rent Video Equipment. If he sells it : each product line has the traditionnal Qty, Price fields. If he rents it ; it needs to add, NbOfDays and Coef.
Invalid value specified for the parameter
Hi, I cannot access purchase order item, so I cannot access the most important option for us. People that works with me attached all bills on purchase orders, so I cannot make any payment for my suppliers instead I call for all of them and ask to resend me a bill. When I try to access it appears that message: Invalid value specified for the parameter cf_pagamento_1. I suppose that is a simple thing to fix but I've being trying for hours without success. Would some one help me with this in an urgent
How to create purchase order from API
I've asked the following question on SO with no response yet - just wondering if this is the right place to ask? https://stackoverflow.com/questions/51079139/create-purchase-order-in-zoho-books-via-api-in-ruby-on-rails
How to Get Preferred Seats on Delta Airlines?
Have you ever flown cabin classes on particular flights? Then you see that certain setas are better and flexible than other. It all happened on the special demand of passengers request to airlines. Delta airlines is also come to this category and provide Preferred Seating facility to the passengers. It means passengers get extra comfortable and larger space seats than other seats. For this, they need to pay some extra charges regarding this to the airlines. · Join the Delta SkyMiles program
our own website form to zohobooks contacts
Hi we want to create new zohobooks contacts from our own webform or update the zohobooks contact if it already exists. Our form collects: first name , email address (which we use as the zohobooks contact_name as well) ,phone number , and a text message
Get Invoice Notes
Hi! Can I get Notes for Invoices using this Api? : https://www.zoho.com/books/api/v3/#Invoices_List_invoices Now I'm using the method above, and then for each invoice I call the method below to get the "Notes" field: https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice. I have very strong performance problems because the user waits very long. Can this somehow be optimized in a different way? Thanks
Apply an unapplied payment to customer invoice
I sent an invoice with the "Pay Now" Button and the customer ignored it and sent a PayPal payment to my personal email. I retrieved the payment into my bank account but need to apply i to the customers invoice. Using the "Record Payment" button only presents
Generate automatically a sales receipt
Hi As a nonprofit, people donates through our website (that process the credit card donations using Stripe). How can I record those transactions that appear in Stripe directly as donations in Zoho? Quickbooks or Xero generate automatically a sales receipt,
Open Order Report
Are we able to show an open sales order report by Salesman yet? The only option are things that are invoiced and nothing for orders that are currently open. Seems like an easy report to create, not sure why it's not a feature yet.. Thanks!
matching vendor payment from bank statement set as cash payment
when we match payment to vendors from bank statement ( imported via XLS file ), the payment method directly selects "cash" by default. it should be "bank transfer" or " cheque" since its a bank entry. its selects cash directly and my petty cash goes in negative all the way :) it should be corrected ASAP
how to set item_type to sales_and_purchases and inventory also
We would like to add item which is for sales, purchase and for which we want to track inventory also, but there is no option through api to set all these three. Options available are Optional Type of the item. Allowed values: sales, purchases, sales_and_purchases
Ruppe Symbol
Dear Sir, I dont want ruppe symbol in Delivery Challan,Please give the option Enable / Disable.
Is Zoho working on recoding capability?
We are switching from Xero to Zoho and find Zoho much more powerful. However one important area where Xero is far ahead is the speed and ease of reconciliation, and they are even much further ahead in the ability to recode transactions. In Xero you can
Zapier Connection To Zoho Books
Hello, I'm not sure who I contacted at Zoho about 6-12 months ago regarding the Zapier To Zoho Books integration. Someone there at Zoho sent me a link to set-up an alternative version of the Zaps that currently exist on Zapier for Zoho Books. This alternative
Need to email estimates from Books to whoever I want, not just contact persons
We have Zoho CRM and Zoho Books integrated and like many here, we have many situations in which we are dealing with the same contact for 10 different companies. Except as you know, Zoho does not support having the same contact associated with 10 companies
What's New in Zoho Books - May 2018
Hello Everyone! We're back with a slew of new updates and feature releases for the month of May. Let's dive in! Add Annexures to Your Invoices With the new update, you can customize your invoice templates by adding an annexure at the end. This allows you to add extra content apart from your terms and conditions, such as by-laws, clauses and other related information to the end of an invoice. Filter Items Using Reporting Tags Ever wanted to know how a particular group of items are faring? With this
Work flow criteria
It would be good if preferences had a check box next to "Salesperson" to make it required ! As to the workflow criteria - checking this field is not blank.... When | Sales person | is | "" Do we Leave it blank ?
Over paid invoices
I am testing your system to decide whether I want to migrate or not. Some of my customers overpaid their invoices and I need to record the overpayment and then issue a refund. These customers pay by installments so for example, they have an invoice of $100 which they pay in four instalments of $25 each. If the customer inadvertently makes 5 payments of $25 it should record all five payments, then show a credit balance, and then I do the refund. However, once the first four instalments are applied,
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