Introducing Workflow Automation in Zoho Books
Hi folks, Zoho Books is glad to announce yet another feather to its cap - Workflow Automation. Yes, to those who wished for this feature, it is now available :) and to the rest, its a surprise treat that's going to make your work easier ;) Have you ever felt bugging to monitor, if there are any Estimates created with enormous discount margin? Have you ever wanted to automate an email whenever such an estimate is created in your organization? Or has it ever been painful to update a custom field of
"Expenses For Cost of Goods Sold" unable to understand
Hello, I am new to Zoho books and trying its demo version, since my requirement is to maintain an inventory, p&l statement and gst filing, for these i found Zbooks compatible. However, i am finding difficulty in understanding some terms, 1. When i sold an item i added an invoice. At the same time an "Expenses For Cost of Goods Sold" is added under expenses on its own, I am finding it very difficult to understand this term. Because when i check the profitloss statement, i can see the total in negative,
Fixed cost projects: how to send partial invoices, how to track time for reports only
We often have fixed-price projects that span several month's time. They are split into 3 or 4 payments. So we need to be able to send invoices for a partial amount of the project cost, and describe it on the invoice accordingly ("down-payment", "2nd of
Need a consultant to migrate from Peachtree/Sage50
We would really like to move from peachtree quantum sage 50 to zoho books. I have tried to export some peachtree files (items, sales orders, purchase orders, gl, etc.) and import them into zoho as a test case. None have succeeded. Further, I am not an
Custom Function not opened - Zoho Books
Hi Viewers, I am woking on Zoho Books. While I am open the Custom Function in Zoho Books it will throw the error as 'Unable to Perform this operation', so the Custom Function is not opened. Please try to clear the error. Thank you
Failed to Load PDF - Cannot Print Checks
Hello, Today I noticed that I cannot print checks. When the print-menu opens, it says "Failed to Load PDF". Here's what I've done: I have restarted Zoho books several times I've cleared cache I've tried on both Mozilla and Chrome, the same issue occurs on both browsers Hoping this gets fixed soon. Thank you!
Duplicating items via api - images not copied
Cannot seem to get the image copied to the new duplicate, any ideas guys ?... var jsonArray = { "item_type": "inventory", "product_type" : "goods", "name": name, "description": desc, "rate": sellfor, "unit": unit, "purchase_rate": buyfor, "inventory_account_name": "Inventory Asset", "purchase_account_name": "Cost of Goods Sold", "tax_id": "####################", "initial_stock" : size, "initial_stock_rate" : initRate, "image_id" : image, "image_name" : imageName, "custom_fields" : [{"index" : indexofCustomFieldBay,"value"
Going nuts trying to get API to work........
For the life of me I cannot get the API to POST any data using the format provided in the document. I have no problem GET'ing records. Here is a sample PHP script I made to be bare-bones simple. Whenever I execute it, I get a "Invalid value passed for JSONString". I know I'm missing something crazy simple. Please let me know. Sample code below. <?php $zohoauthtoken = "XXXXXXXXXXXXXXXXXXXXXXXXXX"; $zohoorgid = "XXXXXXXXX"; $json_string = '{ "contact_name": "test123", }'; $post = array(
Advertising image
Is it possible to enter a publicity type image between the customer data and the item grid?
Incorrect Vendor and Customer Balance Reports
I just printed off a full set of financial reports for the previous quarter (ending March 31st, 2018). Both the Vendor and Customer Balance reports incorrectly show a zero zero balance at the end of quarter - basically, empty reports - suggesting that all customer and vendor accounts were settled by March 31st - they weren't. Payables and Receivables Aging Summaries appear to be correct (i.e. they showed the correct open amounts as a function of time). The generated Vendor Balance Reports explicitly
zohobook get contact details in php code
hi Every buddy I'm new in zohobooks api i need to get all contact details in website through zohobook api in php code I already have: 1) url = https://books.zoho.com/api/v3/contacts? 2) authtoken = XXXXXXX 3) organization_id = XXXXXXX Anybody have any exmple
Zoho Books with Zoho GST
We are using Zoho Books and really impressed with the feature along with flexibility and control it brings to a small firm like ours. However, after trying out Zoho GST, I was really disappointed in the half-baked approach to this new product Zoho Books doesn't have a way to restrict selected user only to "GST Filing", the user should have admin privilege to get access to "GST Filing", this led us to use Zoho GST in spite of duplicate feature. Zoho GST seemed to be promising, however, there is no
Simplify B2B Payments and Transaction Reconciliation with Zoho Books and Standard Chartered Bank Integration
Zoho Books has integrated with Standard Chartered Bank to enhance the corporate banking experience for our customers in India. The integration brings online accounting and banking under the same platform and simplifies B2B payments, cross-border payments and transaction reconciliation for corporate businesses. Here is what the integration does for your business: Direct B2B payments The Zoho Books and Standard Chartered Bank integration lets you pay your vendors directly from your accounting app.
Invoice Templates custom
is there any possibility to hide item description row in invoice?
Invoice Customization Limiting Item List
Hi! Im using HTML editor for creating customized invoice. I would like to ask if it is possible to limit the lineitem to (for example) 8, and then automatically sends to a next page which continues the lineitem lists. Every page has a maximum of 8 items. If the number exceeds it will automatically be listed to the next page If it is possible... how? Thanks in advance
What's New in Zoho Books - April 2018
Hello everyone! March was a great month for Zoho Books and we've added quite a bit of new features. How about we take a quick peek at some of them? Convert an Approved or Submitted Transaction to Draft With this update you can now convert a transaction
Api call for "open" Sales orders"
Can you tell me if there's anything wrong with the following please guys .... var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); It returns sales orders with statuses of "invoiced" as well as "open" ?? Working on "Committed" qtys of items as I know you guys are, but give us no indication of release dates, mine will be done within days :-)
Items
Whooooeeeeee !!! Absolutely fantastic Zoho guys - what a great achievement, getting the "Committed Stocks" & "Available for sale" fields released in such a short time !! Can you please tell me if these field will be available in the custom columns list & in the items api ?? Fingers crossed & thank you all for your great work :-)
Opening Bank Balance when migrating from another accounts package
Hello, We are struggling understanding how to key opening balances. We have stopped our old accounts package supplier at the end of March 2018. We are on UK VAT cash accounting scheme. We have an opening balance of £50,000. Included in this is Proforma's received before the start of the new zoho data (1st April 2018) of £10,000. If we put an Opening Balance of £40,000 & key £10,000 prior to 1st April, this changes the bank balance & opening balance to unearned income. We can't key Proforma payments
Error in Evaluating Numeric Expression
int Display_Views.buy_sell_count_custom_filter(string bu_csu, string buy_sell, string Month_field, string Year_field, date Start_Date, date End_Date) { bs_rec = Investor_Meeting_Log [ID == ID]; month_item = thisapp.Display_Views.get_month(input.Month_field); year_item = input.Year_field.toLong(); start_month = input.Start_Date.getMonth(); end_month = input.End_Date.getMonth(); start_year = input.Start_Date.getYear(); end_year = input.End_Date.getYear(); ctr =
Vat Accounting does not match
My supplier sells his products inclusive of Vat. The total of my purchase is 1,882 tax inclusive. But the Vat (which is of 5%) comes out to be 89.63 rather than 89.62. Tax inclusive works by adding the tax and the amount and the total is what you pay. in this case. the vat multiplied by 21 should give the total. but the vat is calculated wrong. 1882/21 gives 89.6190 . How does your accounting software round this number up to 89.63? Fix this quick.
Why does Zoho need my bank account to setup Paypal payments?
I want to accept payments through Paypal. Why does Zoho need me to connect a bank account as well? Is it to record when the payment has come in? But the payment takes 3-5 business days to come in after withdrawing from paypal.
Record payment enhancements
Credits can be easily overlooked when making vendor payments as there is no mention of any on the record payments page - this is the ideal time to apply them ! A default payment mode & paid through for vendors would also be a bonus as the default ones
default email address per user....estimates, invoices, etc.
When emailing an estimate or invoice, it only allows for one email to be the default in the from field Why wouldn't it default to the user that is logged in? Is there a way to resolve this issue?
SPF Invalid Syntax Found
Hi Zoho help, I set the SPF records in my DNS correctly as explained in your documentation(with spaces like this: v=spf1 include:zoho.com ~all However, when I check it here and here, it shows without spaces and says invalid syntax. Could you please help in this. Also,I see a notification to verify SPF in my Zoho account. Thank you
TD Canada Trust bank feeds broken for weeks
Is anyone else seeing broken bank feeds for TD Canada Trust (both chequing and credit card accounts)? Mine have been broken for almost two weeks now. I have a ticket open with Support but I get the standard "the issue is with our third-party provider".
GST/HST Return
So when I pull up my 2017 GST/HST Return, it only looks at instalments that were made in 2017. However, as with most fiscal year GST/HST quarterly filers, the deadline for the last quarterly payment was actually Jan 31, 2018. So, when I log a tax instalment
Searching transactions
Hi, hope someone can help. I've just finished categorizing a few transactions. But now I realise I've made a mistake, and need to fix them. I don't know the date, nor the amount, only the description. When I look at the the "ALL TRANSACTIONS" I see the date, type, status and amounts, but can't seem to find the "description" - the only thing I know. How to I search the transactions? Thanks
Transaction matching
Is there any problem with not performing transaction matching and instead only reconciling my books at the end of the month? I don't see any real advantage in our operation. I'm not sure what matching is supposed to do besides "get ahead" so everything
Docs & field updates
I am trying docs again & can see that we can now enter a bill for purchase receives which is great news ! The docs feature is very expensive if you consider it can cost more than the hosting app, please review the pricing, I'm sure you would attract more
How can I adjust the amount in Zoho vs bank
I am a new user and I have imported a bunch of invoices and expenses from Freshbooks. As a result a lot of my numbers are off. My amount in Bank shows correct but my amount in Zoho does not match that. Since i am cash based these should match up. What is the best way to get these matched up?
tax filing
I accidentally marked a tax return as "filed". How do I undo that?
iOS App Update
Hi fellow Maadirs, when is the iOS app of Zoho Books receiving an udpate. I'm anxious to have the inventory included in item details, which was supposed to be included in the next update: https://help.zoho.com/portal/community/topic/zoho-books-ios-app-lacking
Print Checks
Hi I am trying Zoho Books, and I think in some areas is better than QB, however it will be great if it allows us to cut checks from the software, add number to the accounts, make sub-accounts, and group expense Big fan of Zoho Books here....
What's New in Zoho Books - March 2018
Hello everyone! February has been one amazing month with a lot of new features and enhancements being added to Zoho Books. Let's take a quick view at all of them. Enhancements in the Banking Module We’ve introduced the option to view all the matched transactions,
Record Payment Defaults
I am paid by check 99.9% of the time, and this check is deposited to the same account 100% of the time. Is there a way to set the default values for the "Payment Mode" and "Deposit To" drop downs so I don't have to set them every time for every payment? -Tom
Ask about Zoho Books fitur
Dear All, I want ask. 1. What different between menu Inventory in Zoho Books and Zoho Inventory? 2. If the boss have 3 organization, how they can see summary report omzet, total receivables, total payables in one dashboards? Thanks, Iwan
Download Customer Id in invoice
Hi Zoho Books Representative, we have a problem with the platform and don't know how to solve it. >Our clients have a specific ID in our DSP and we would like to have it shown when we download all the invoices month to month. The problem is when we add
Multiple SearchCondition
Hi, How can we perform multiple search condition? -Steven
For a retail shop, what POS options available to integrate w/ zoho?
We are in process of opening a retail shop in India primarily be selling mobile phones, but also does graphic design services or sell other products. So what retail POS w/ offline/cloud support would be better suited with zoho as accounting software? Thanks
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