I can't attached expense to invoice
I can't attached expense to invoice. I have attached 5 expense files and I cannot attach the 6th one.
Invoice Template Selection Via Zapier
Hello, I am trying to create invoices in Zoho Books via Zapier. I would like to have the option of selecting the invoice template, but I do not see that field available in the Zapier options. Also, I do not see the option for the "Order Number" field in Zapier as well. Am I doing something that is not allowing me to see these fields, or are they not available? If not available, how difficult is it to add this to the Zapier integration for creating new invoices via Zapier? Thank You!
trying to change to books UK
What a disaster this is turning into. We got upgraded to the wrong version of Books we have the global addition not UK addition. After several phone calls the advice was to back up our current version and then import into the new trial version. The back up takes about 30mins and then you end up with a zip file containing various files such as invoice etc. The first challenge is trying to find what section to import each one into. Then you find that some data cannot be imported which starts the mystery.
Updating custom fields on an expense via API
I have a custom field on my expenses called "Cost Centre" and I wish to be able to update the value via the API. However the documentation https://www.zoho.com/books/api/v3/#Expenses_Update_an_Expense doesn't show attributes for these fields, and attempting a request like JSONString= {"custom_fields": [{"label": "Cost Centre","value": "Management Delegated Budget"}}" throws an error "JSON is not well formed." Can you give an example of what needs to be in the JSONString to do this please?
Tracking credit card charges (Braintree) in books- Matching daily
disbursement to payments made
What are other people doing regarding credit card payments coming in to Zoho books? Firstly the disbursed amount is less than the payment because of the discount. Secondly a daily disbursement frequently contains multiple payments received, batched at
Categorizing a transaction with an attached receipt gives a server error
I'm categorizing my bank statements and I save an item with an attached receipt. I get an error: Not able to connect server. Verify your network connection. This just started to happen yesterday. The rest of the site works fine. If there's no attachment, then the item is saved without error.
Change in GSTIN nightmare. Migration from one Zbooks organisation to another...
Hello there! We are based in India and have been using Zoho books for two years. We recently shifted our operations from Tamil Nadu to Gujarat. With the physical shift came a shift in registration, licences and GSTIN! A Zoho books organisation can have only one GSTIN, and you are not allowed to change it. On counsel from the Zbooks supports team, we bought a second licence and started a new Zoho books organisations. The plan is as such; all transactions relevant to the TN GSTIN are to be registered
Recording owner payment of business expenses
How do I record owner payment of business expenses ? I have submitted receipts via Expenses and they have flowed over into Books / Expenses. They were paid by Owners CC and I'd like to see that reflected as owners contribution. I'm a little confused how to make this happen in Books - any help appreciated. Thanks
Zoho Books iOS App Lacking
Hi, Love the iOS app, and love Zoho Books :) I think however, the iOS app is missing an extremely simple, but vital functionality. It cannot show me stock availability of an item? This is so weird Stock availability of a certain time is key to even the most simplest of inventory applications. Please add it in, preferrably without having to tap on the item. Beneath the price when you're looking at items list would be nice place :)
Record payment
Clicking save used to save & close - we now have to click "Save" & then "Cancel" - please fix !
Am I the only one that needs to manually adjust taxes on invoices?
Without sales receipt functionality, we have to use invoices to account for our online sales. As they are a mixed-bag of taxed items, the tax rates never produce correct line amounts. Anyone out there with a workaround?
Is it posible to manage Income and/or Expenses by Divisions, as Cost Center Accounting?
Is it posible to manage Income and/or Expenses by Divisions, as Cost Center Accounting? Our need is to have clearly identified the Income and Expenses for every Division and Area of the company, and for the Projects we made for our Customers too. Regards Saulo Tapia
Bank feeds
We are a Z One customer, currently using Xero, would ideally like to switch to ZBooks. Currently we pay for a direct bank feed into Xero, currently into NatWest. This means that transactions are fed directly into Xero from the bank one day behind.Monday's
Sales Order Export with filter?
The new sales order export function is a workhorse and gets used all day every day here. The ability to map fleld names into a template is just whats needed. One thing more would make it perfect- to be able to export SO with a filter applied. Currently
Recurring Invoices
We are a service company, and we create recurring invoices, what happens is that we have to mark as charged each invoice, one by one. Is there any way that the recurring bill is believed to be directly charged?
VAT in Zoho books
We are zoho one customers that have moved from zoho invoice. I cannot find how we set up VAT in books having transferred from invoices. Any ideas please.
Add Task / Access Calendar while in Books
While viewing contact in Books a button to add a Task or Calendar entry to the Zoho Tasks and Calendar, the same ones we access in Zoho Mail. Or it would be available on the menu at the right so accessible from any module/page? This would take us miles
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GoCardless & Zoho
The average independent business in the UK spends over 21 days a year chasing late payments and dealing with cash flow issues! If that sounds all too familiar then my free webinar may be just what you need. Join us for the webinar on May 29th, 2018 and discover how integrating GoCardless with Zoho Books can improve your cash flow and save you time. During the webinar, you will learn: What Direct Debit is & why Direct Debit is the ideal means to collect recurring payments and invoices as soon as they
Zoho Books Workflows taking forever to get triggered
For some reason, Zoho Books workflows are taking many minutes to get triggered (execute). I noticed this today. Yesterday it was working fine.
Invalid value passed for authtoken on Free Trial?
Hi there, I am working as a programmer for a client who wants something added in his existing Zoho Books. I have made my own trial account for Zoho Books, so I will not mess up his, while testing. However, when I make an Api call from a third-party script with my authtoken and orgId, I keep getting an error. When I run his auttoken and orgId, it works just fine. I have been checking and checking, but I can't find why mine is not working. Is it because I am in a free trial? If so, is there a possibity
Create Contact with Zoho Books API and PHP+Curl+Post Method
Hi everybody I'm a newbie with Zoho Books API I only want to add a new contact vía PHP + CURL + POST Method I already have: 1) url = https://books.zoho.com/api/v3/contacts? 1) authtoken = XXXXXXX 2) organization_id = XXXXXXXX 3) JSONstring { "contact_name": "Bowman and Co", "payment_terms": 15, "payment_terms_label": "Net 15" } Does anybody has an example? Please!!!!
Help with embedded Zoho Desk form in my C# .NET application
Hello, I'm trying to add an embedded Zoho Desk code in my .NET application, but I'm having problems. I'm trying to add the embedded code to a bootstrap modal, but the modal does not open when the code is present, only when there is no embedded code from Zoho. What could be wrong?
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
This Operation has been restricted. Please contact support-as@zohocorp.com for further details My domain is http://www.samantaformis.cf/ Help me please. Thanks
Inventory maximum serial numbers for tracking
Hello, I am trying to add a bill of a purchase order of 7000 units. I've enabled serial number tracking, but when I add the serial numbers in the bill (it identifies all and counts well), I get the below message: "Looks like the key serial_numbers has
Update Task 'Due Date' field based on a formula
We have a Workflow rule that creates a Task when a field of the module is edited. The Due Date of this task is set to a date field value of the module. If the value is in the past, we want it to be set in the future. How can we achieve this automatically? As far as I can tell, Task Due Date are only Date fields and we can't add a formula to it. Ex:If Due Date is 12/16/2000, make it 12/16/2018
Zoho Book in Traditional Chinese
Hi Zoho Book Team. I know you guys have been supporting the Simplified Chinese for some time now. May I ask if there is any plan to support the traditional Chinese? I've done some search first but came up empty. Thank you.
ZOHO Books
We have some bank interest monthly for fixed deposits. In baking mode I see Bank Remittance and Bank Transfer under "Payment Mode" under Record Payment. Which one can i Select
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Query - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,
Showing Transactions in Top Level Chart of Accounts
Viewing Accountant:Chart of Accounts Top level accounts with sub-accounts You can "show transactions" in each sub-account but nothing shows in the top level accounts Could the top level accounts show the sub account transactions, all split by hierarchy, much like the reports?
Zoho Books Android App Beta Testing
Hi All, We are happy to announce that the Zoho Books Android app is ready and is available for beta testing now. You are just four steps away from installing the app. Step 1 : Join our Google+ beta testing community. Ensure that you login through the Google account with which you access your Android device. Click on "Join Community" button. Step 2 : Get into the beta-testing of Zoho Books Android app. Click on "BECOME A TESTER" button. Step 3 : Download the app from Google Play store. Click on Download
How to manually enter payment received as donation?
I am using the free trial, for a non-profit organization. Most of the income is through donations. I want to enter a donation received manually in Zoho Books, rather than import data. I could not find any option for this. Can somebody please educate me how to do this? I appreciate your help. Regards. Pradyumn Sharma
Complex Question
I have a Order form and Invoice form. Order form fields: Item, incoming qty Invoice form fields: Item, outgoing qty, price I am trying to find a way to sum all the invoices and then enter them in a new field in the order report so that I can have a new
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Items per_page variables
If we get an individual item we get variables relating to Committed stocks but not when getting items by page, will these eventually be passed here or am I better off sticking with getting the open sales orders & processing them this way as making 4000+
vendor infos when add additionnal organisations
Hi, My company has several taxes entities. So i want to create a main Zoho books organisation and add additionnal organisations. If i add a vendor, this vendor this be share within all the zoho books organisations? or i have to create a vendor per zoho
Approve transaction from API ?
Is there a way to approve invoices or estimates from API like "/invoices/:invoice_id/status/draft"? "/invoices/:invoice_id/status/sent" approve but flag invoice like sent too, and it's misleading for the sales person. Can you add the end-point if it's missing, it will help better in our workflow. Thx
Zoho Books API
Hello, I'm trying to use the geturl function in Zoho Creator for Zoho Books: X = input.Invoice_ID.toString(); headerMap = Map:String({"Authorization":"Zoho-authtoken <CODE>"}); x = getUrl("https://books.zoho.com/api/v3/invoices/" + X + "?organization_id=452140211",headerMap); As a response I get: {"code":2,"message":"Invalid value passed for organization_id"} What am I doing wrong?
Problem with Zoho CRM Plug-in for Microsoft Outlook
Hi, I am new to Zoho. I used Google until it stopped accepting/ working. I use calendars to input appointments special days ect a week before the event and have them emailed to me on a daily basis until the given date and in the case of birthdays automatically repeated each year. I rely on e-mail alerts I do not open a calendar except to input something unlike many others who consult their diary everyday to see what is for that day? Please help. I didn't find the right solution from the Internet.
Recurring Credit Card Name null null
I have several clients that have signed up for recurring billing on their invoices, however in WePay the payment shows as coming from null null which makes it very difficult to track. Is there something I did wrong in the set up or is this just how it works?
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