Profitability / Benefit for Sale
Hi, I'm going over the best way to know the profitability of each sale made (sales order) and can not find the form. The idea is to know, for each of the sales, what has been its benefit and, therefore, the margin, what do you suggest? Thank you
Balance Sheet bug?
My business is cash based. If I generate a Balance Sheet for last year (1/1/2017 to 12/31/2017), I have an entry that is under "Other Current Assets" called "Sales to Customers (Cash)". When I open that link I get an Account Transaction report which is a debit/credit accounting of invoices and payments. In that report there are some strange entries. For example, I have one customer whose transactions (ALL Invoices and payments) are shown as $11. These are all incorrect. If I click on each individual
Invoice Custom Fields
Can someone please help me with how to write a bit of code to update 2 custom invoice fields? The fields are "Issued By' & "Contact Email" What I am looking for is when an invoice is created that these two fields are automatically populated with the user name an user email address respectively. Any help with this would be appreciated.
API: Get Line items from Invoice.
Hello Zoho Folks, I"ve started using ZOHO Books for my firm. For our needs, it seems like a time saver if we create invoices directly and not Sales Order -> Invoice. Given this, I am now writing a script in python to collect the list of items that are associated with the invoice. But, I don't see how this is possible. I do see that if a sales order is created, the API to get SalesOrder: https://www.zoho.com/books/api/v3/salesorders/#get-a-sales-order lists the "line items". Any pointers of how this
Expenses or Bills?
I've used Quickbooks for 13 years and migrating to Zoho manually. I decided that it is better to just start off with Zoho as of January 1, 2018 and keep all the old data in QB for now. I'm a fine artist and I just always entered my expenses, both operating expenses and COGS, into QB and itemized them into fields that I will need for TurboTax. In Zoho, I started to enter these new ones as "expenses" but then I see that there is also "bills". Either way, 99% of my costs/expenses go on a credit card
Docs file selection to attach to new transactions
When attaching files to new docs that already exist in docs - we get them from "All files" & we have to scroll down a lonnnngg way to get to the "Attach files" button ! Either a scroll bar on a fixed size window with a bottom fixed ribbon containing the
Edit Multiple invoices?
We have a few hundred invoices with one field to update to a common value. It appears if I export the invoices, replace the values in excel, then attempt to re-import them it will not overwrite the existing invoices. Editing invoices one by one is painstakingly slow. Trick to accomplish this?
Applying Discounts on Bills
Hello Is there a way I can apply a discount on a bill? Percentages are fine. Thanks Kristian
"Problems faced by logistics management software company".
I want to know what are the real problem faced by logistics freight management companies.
Linking Manual Square Payments with Invoices
I have customers that don't know how to pay their invoices online. Many of them will call in a payment using their debit card and I will manually run the debit card using Square. When I do this Zoho will generate its own Square Invoice Number (ex. Square-00125). How do I lin this payment to my already established invoice?
Notifications for payments of invoices that are Overdue by a certain amount of days
Basically, we're trying to come up with a way to automatically receive customized email notifications if a customer pays for an invoice that is at least 20 days Overdue. These emails would be different than the normal payment confirmation emails. We've
Automation
I want to create a workflow rule for creating bills. When a vendor is selected a specific item should be entered into the bill. Is this possible? QB remembers previous transactions, fill the vendor ion a bill and the previous accounts are filled. It seems unnecessary to repeatedly typing in the same item/accounts each month for the same vendors.
?
I can't see the chat anymore. Did you knock me off? Why?
2017 - Zoho Books Journey.
Hello, Everyone! As this year comes to a close, it’s time to reflect on past accomplishments, current opportunities, and future goals. Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2017. Keep an eye out for more exciting features this year. And if you want to know more about these features you can check them on our What's New Page. Keep loving Zoho Books and don't forget to tell us your favorite features.
Exporting vendor payments
Getting a lot of duplications in the export file ?
Customize email bouton issue
Hi, i am fairly sure i have deleted the HTML code linked to viewing the invoice in the sent email template. i would like to fix it ASAP as i have to forward other invoices. <div style="background: #fbfbfb;"> <div> <div style="padding: 2% 3%;max-width: 150px;max-height:50px;">%OrgLogo%</div></div><div style="padding:3%;text-align:center;background: #4190f2;"> <div style="color:#fff;font-size:20px;font-weight:500;">Facture #%InvoiceNumber%</div></div><div style="max-width:560px;margin:auto;padding:
Billing for multiple months/Subscription
How do I bill for more than 1 month or one invoice? We are billing quarterly. It is a rolling quarter from the initial purchase date.
Contacts Limit
Trying Zoho Books Basic seriously for a month. It was looking good however ... does the contacts limit really apply to the names of vendor companies attached to transactions? If so this could be a show stopper for using Zoho books. If I have to spend a lot more money per month to upgrade then Xero would be a better option, particularly for an NZ based business. So please tell me I'm wrong about the apparent limit? Cheers Ron.
TDS deduction from Vendor Advance
We raised a PO for vendor-X of amount 1,00,000/- and agreed to pay the vendor in 5 equal installments at specific milestones starting with a 20000 as an advance. Since it is an advance we dont have a bill and so we just recorded a payment by manually deducting 10% TDS of 2000 and so recorded 20000 - 2000 = 18000 through bank transfer. We couldnt convert the PO to bill since then we need to pay the 18% GST on the entire amount of 100000 immediately instead of waiting for the bill from the vendor and
Small logo left of login portal user name
Hello, When logged in to the app, what is the logo at the left of the portal user id? Thanks
Aggregate sum of report column based on a condition
I have a "Orders" report with both pending & completed orders and a column indicating whether a particular order is still pending. It'd be useful to somehow display the sum total of the "Order Value" for all orders with status "Pending" How can I do this
Charge Client a Custom Amount?
My business is a service, not a product, and is designed so that a customer can purchase a subscription package (ex 5 hours of support, 10 hours, 20 hours, etc.) or they can purchase the pay-as-you-go option. I love the fact that I can automatically charge customers monthly for their package subscription, but I often run into the issue of pay-as-you-go customers taking forever to pay their invoice, which is why I was hoping I could auto charge them for the amount of hours they used that month. For
Item bills
When entering a bill & the bill item rate differs from the stored item rate could we please have the option to update the item rate automatically from the bill !..... A calculator in number fields would also be a great addition ! Ps attached images should
Recording cost of used inventory items for different end products
Hello, I need some help with the following scenario for a farm business. We buy chemicals and fertilisers in bulk through a single PO. 1. Lets say I have purchased 25 kg of an item called NPK @ Rs 10 per kg for a total amount of 250. My stock in hand is 25kg. 2. I have three different crops - A, B and C - that use the above item. Lets say on a given day, I use 0.5 kg on A, 1 kg on B and 0.5kg on C. 3. How can I record the cost of this inventory consumption separately for each crop? This is important
Minor import items error..
Cause by canceling the import rather than clicking previous, the import did work successfully even though the cancelled one appeared to still run in the background & awaited completion after the second attempt....... Nothing handled the action 'closeWizardAndReDirect'.
Printing checks from a reoccuring bill?
Hello, It appears that Books can't print checks from a reoccuring bill? Is there any reason that this should be different from printing checks from a regular bill? Thanks, Bryan
Billing - Z Books
Is there any other option than what you have suggested. as I don't want to bill any purchase orders until I receive. Hello, Is there anyway we can have advance payments against the Purchase Orders. The option to convert the Purchase Orders to Bills will
How can I add timesheet entries to an invoice using the API
When creating an invoice through the Web GUI, I can include unbilled items from my timesheet for specified projects. How do I do this using the API? [And is there any chance we could have custom invoice ID formats with per customer numbering so I don't need to do this?]
create packages via api
api help please guys - getting an error with invalid url passed ... var url = "https://books.zoho.com/api/v1/packages?&salesorder_id=" + So_Id + "&authtoken=" + my_Token +'&organization_id='+my_OrgID+'&JSONString=' + encodeURIComponent(JSON.stringify(my_Data)) response = UrlFetchApp.fetch(url); Using sample data from documentation .... var my_Data = { "package_number": "PA-00001", "date": "2017-01-11T00:00:00.000Z", "line_items": [ { "so_line_item_id": line_item_id,
Currency field is empty while itemizing a transaction as expense ... "The total amount does not match with that of the uncategorized transaction"
While Categorizing the bank transaction as "Expense"... after choosing GST Treatment as "Out Of Scope" ... Whenever we select "Itemize" It doesn't show anything in "Currency" ...... the Currency field is empty ... see the screenshots..... Even if I ignore this .... and go on to save the form.... it shows the following error "The total amount does not match with that of the uncategorized transaction" See screenshots...
Sales tax Reporting for various regions and tags
I need to track sales using four tags so I can get combinations of four regions and two customer types, Retail and Wholesale. It is easy enough to attach a tag to a wholesale customer and get data for many sales.However- When looking at doing the same with Retail customers we have thousands therefore is impractical. Even if we started entering contacts with tag info there would be human errors because of the number of times the human has to enter it right. Is there some way to group customers? In
purchase order and bill
Situation..I am outsourcing Website build to a firm. I have created a purchase order for the full value with payment to be made in 3 instant as advance / and 2 milestone. The company will raise an invoice on me . How should I handle this to record the 3 transactions that will occur... Do I raise a bill for the advance and another 2 bills for the next 2 milestones
Wanting to move from Quickbooks Enterprise
I really like the Zoho Books layout, the integration with the CRM is better although still clunky (finance invoices/sales orders in the CRM aren't the same as the non-finance invoices/sales orders, but I am guessing in time that'll be resolved)... The system seems to do what we need - accounting, project management, supplier management, invoicing/sales orders, case management, crm - I mean it really functions the same as a full ERP system. I've evaluated a few of the bigger ERP's... Acumatica,
US Tax code: IRS Form Schedule C: Business Profit /Loss
New to ZOHO Books: Is there a form or report that captures Income minus deductible expenses for Schedule C reporting, ie, applying US tax code. Examples: 50% deduction for meals expenses, 100% deduction for reimbursed Travel expenses, Mileage deduction versus auto expense? OR does this all need to be done external to the system One big issue: Auto Gas AND Mileage are both seen as a loss - I charge mileage to the customer and keep track of gas charges (non-billable) but the system double counts these
New HTML invoice templates
Thank you for this great feature Zoho guys. Can you tell me if I've done something wrong by looking at the attached image, the rate field is showing all squished up but I don't want it on the template ? There is no entry for this field in the HTML code ??? Update : - missed this : This preview does not show the Customised Template. But still needs to be tidied up methinks ?
Change Added_user
Hi, is it possible to change the Added_user value in existing records?
Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one.
Hello Everyone, The wait is over! We are happy to announce the Documents feature in Zoho books. Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one. Simply email or upload your receipts, bills, or purchase orders into Zoho Books and our software extracts key information ready to be converted into transactions. No more data entry, no more filing. Auto-Scan: Auto scan feature automatically scans your receipts, bills and extracts data which helps you avoid data
What's New in Zoho Books - February 2018
Hello everyone! We’ve kickstarted 2018 by adding a host of new updates to help you and your business thrive. As always, we continue to build features that are most beneficial to you. Here’s the list of features that we’ve built in January, 2018. Introducing Transaction Approval As your business grows and you start handling a large number of transactions, it’s important to set approval workflows in place to send accurate information to your customers. We have introduced transaction approval to
Bank Transaction details displaying non linked bank account info
Zoho has imported transactions from an account that is NOT linked in zoho. In addition there are about 21 days of transactions for the account that is linked in zoho that has not been imported. This is tax time and this weekend is the deadline for allot
Now that I am teaching my book keeper how to use Zbooks I see the following little items would help immensley
More info and links on Dashboard -Message showing Open Bills and Overdues w link to go there -Message notifying of scanned receipts in documents awaiting to be made into bills w link -Terms for vendors should show in thew contact overview page, must go
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