Project Costing Needed
We are project based company. We receive projects and starts working on it. What i want from zoho is the following. 1. We should associate the sales order for a particular sales order. 2. We should able to associate any expense to a particular expense. (I know it is aleary available) 3. We should be able to associate any bill, vendor, payment, vendor credit to a particular project. 4. We should be able to associate any invoice raised to a particular project. In Reports When running the report based
Not Changing of storage percent
Hi Zoho Team, we need help in terms of not changing of storage percent although we erased already 1000 plus messages. also, we already signed out the email humanreseources@ngcb.ph but still the percentage was not changing. For assistance please. We appreciate your immediate action toward this matter. Thank you. Have a nice day.
Allow items to be added or deleted in to partially shipped sales orders
We make sales order of 50 items, we ship half of the items, and customer calls please make adjustment from my sales order, from remaining items, i need to cancel this item and add this item instead. You are using zoho, what happened, you have to delete all the packages (even if they are 30 packages) you have to delete all shipments and packages for making the changes. OMG! I dont know, why zoho have restricted sales orders to be updated. you know customers always make changes in their orders and
Text field predictions could improve
When I create an invoice an start typing my customer's last name in the Customer Name field, it doesn't find my customer. It only finds it if I type the customer's first name. I think this functionality should be in place as I consider it to be basic. Xero can do this. I hope Zoho will fix this. Thanks.
Zoho Books and scheduling
Hi I have a window repair company and i was wondering if there is a way to integrate zoo books with some sort of task manager. I'm looking for a solution with the following features - After an invoice is issued the job is added to the system and the driver (hoping for a mobile app here) can see his task on an android phone. - After the job is completed driver can mark it as done from his phone. - If there are problems they can submit a support request through there - Maybe an ability to add pictures
Problem: Want to HIDE a Custom Field that is no longer needed on PDF transactions... Books won't let me
So I have a custom ITEM field which we displayed on templates. We no longer want to show the custom field on templates but have it available HOWEVER when I try to change it to "Do not show on PDF transactions" it says Almost there, but... Transactions have been created with the custom field. Hence it cannot be deleted. I am not deleting the custom field... I just want to NOT SHOW on PDF Transactions. Another issue... how am I supposed to know what transactions have the custom fields if it does not
Add a public ''subscribed-to'' calendar to free/busy
I subscribed to a public calendar which belongs to me (created under Google Agenda). It is shown under "Other Calendars" rather than under "My Calendars". I'd like to use this calendar and include it in my "free/busy" information so that the rest of the organization know when I am unavailable due to event scheduled in my Google Account.
invoice viewed notification or status?
is there any way to know if a client has opened an invoice? maybe by sending an email or push notification to us letting us know?
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
UNBLOCKING OF EMAIL
Hi Zoho Team, Good day. may I request to please unblock the email purchasingeng@ngcb.ph. Thank you in advanced.
How to pass Append Entity Parameter when calling the webhooks
Hi, I create a Custom Module (Person). Then I add a field "First Name" Then I create a webhooks using Module "Person" Notify URL: www.testURL.com/zoho/onBoard Append Entity Parameter: Parameter Name: first-name Parameter Value: Person.First Name Preview URL: https://www.testURL.com/zoho/onBoard?first-name=${Person.First Name} Then when I tried to triggered my webhooks it return "HTTP RESPONSE 400". When I checked our logs if it hit the API: it only send the "https://www.testURL.com/zoho/onBoard"
Recover My Deleted Mails
I Have Deleted Some Of My Important Mails From Sent Box. Kindly Recover The Mails Deleted.
invoice date
The invoice automatically generated from an estimate needs to dynamically update to today's date when sending to a client... NOT the date the estimate was approved as it functions now. In many cases the date an estimate was approved would be well beyond
BUG: Unable to convert PO to Bill.
Hi, Does anybody else have an issue with converting a PO to a bill? I have a PO which has been received in. I've 10 items on the PO but when I click "Convert to Bill" I just get a blank Bill form? I've tried safari, chrome and chrome private mode and none work. If I try to convert the bill in zInventory, the bill is populated fine with the PO line items. Is it common to come across so many basic bugs and issues? I'm testing the feasibility of migrating from Quickbooks Enterprise... not going well
Don't change potential owners on lost / won potentials
Hello How do we set up our rules so that when an account owner is updated the owners of closed won and closed lost potentials does not change. We don't want to change all of our historical data for closed potentials. Is there a standard rule to set up for this?
attach client/project to specific line items in PO or Bill
is it possible to attach a client or project to a specific line item in a PO or Bill. we usually buy specific products for specific jobs and would like them to automatically show up in the clients invoice when its time to invoice them. similar to how expenses work, but for PO's and Bills?
язык
Здравствуйте, можно ли изменить язык на русский всего интефейса?
Max items in an item group
What is the maximum please ? (if there is) & could you please tell me why when I create a new item outside of a group via the api the tax rate is set when I use the following... but when I create a new item inside of a group via the api it isn't ? Some help on how I make it "Not trackable" & also make it a "service" if required would also be appreciated. var myarray = { "item_type": "inventory", "product_type" : "goods", "name": myItemName, "description": "", "rate": sellfor, "unit": myUnit, "purchase_rate":
Oh No. It's old Mr. Bean again ;-/
What's wrong with the following please guys, looks good to me ? .... var url = 'https://books.zoho.com/api/v3/invoices/?authtoken=' + token+'&created_time_greater_than=2018-01-24T17:00:00+0000';
Plano e Preço
Qual plano que posso adicionar vários domínios e usuário de e-mail. Sendo somente eu como usuário administrador.
Abschluss Pipeline für Crowdinvestments (Miteigentumsanteile an Immobilien)
Liebe alle, Ich habe für meinen Klienten, eine Crowdinvesting-Plattform in der Schweiz, Zoho CRM eingeführt. Jetzt bin ich dran das Pipeline-Management aufzubauen. Gibt es in der Community Nutzer die sowas ähnliches schon mal gemacht haben? Danke für jeden Hinweis. Grüsse aus Zürich, Urs
InsertRecords with Multi Select Lookup
Hello, Can anyone help me how can i insert record with multi select lookup field values? I have try like below but not working for me 'CUSTOMMODULE1_ID' => 72650000000097190, I have also try Field Label_ID but its not working for me.
Vendor Deposit tracking
We have a model, where we sublet retail space to vendors, and charge a security deposit, which is repaid at the end of a 6 month period, when the contract gets terminated. I have two questions. 1. How do I track this into Zoho books, as I believe this should be a Current Liability. 2. How should I record the repayment of this deposit by us to the vendors?
Storage does not get empty
Hello, dear Zoho I got my storage filled to capacity. The problem is that deleted old emails does not free the space up. I checked archived emails but they are empty, i also clean the trash. Please, help me. Thanks.
Error Occurred message when adding a new domain "needlearts.net"
I am trying to adding a new domain to Zoho mail using own domain "needlearts.net", but I keep getting "Error occurred" message.
How to repair corrupt SharePoint Database
I would also like to share an article where you can also get simple method to recover content database, documents, list, wikis etc in safe manner. Here you can also find a way to restore your deleted records of SharePoint like: deleted sites with sub-sites. SharePoint stores data of all document libraries, site collections and lists in SQL databases. If SQL databases are damaged, you will lose important SharePoint data.However, SharePoint stores all its contents in a separate SQL Server machine.
Setting tax default for bulk expenses
Hi, We I use the "Bulk Add" screen to enter expenses they are entered without a tax selection, which defeats the whole purpose of bulk entry. Is there a way to set the tax preference as a default (choose your tax and indicate if it's included or excluded for the entered amount)? Thanks in advance.
Lead Fields Not Populating in Table for Reporting
Hi All, I'm trying to run a report on leads, but it's only showing two fields - LeadID and a boolean field (converted? yes/no) There are definitely other fields, why can I not see them when I build a table?
Bulk/Import invoices for multiple billable expenses
Hi, I have recently started using Zoho books for accounting activities. i have some data backlog that i am trying to enter as soon as possible. I have been using excel and import to do bulk entries for recording payments received and billable expenses (different customers) but i am stuck in invoicing part. it seems there is no quick way to make invoices from billable expenses for different customers. I have to do it manually one by one which is very time consuming. Currently I have about 500 billable
Can client portal host other documents?
I was wondering if or when the client portal would be able to host other documents of our choosing?
e signatures
i was wondering if zoho has a email add on or anyway to have customers e sign job proposals and add ons. or if anyone knows of a program to use. thanks
PhoneBridge doesn't work with Asterisk 13
Hi. I have an Asterisk 13.17 server configured as our PBX system. We are home office workers so the majority users are softphones installed on PCs and cellphones. I've configured PhoneBridge for my Asterisk server but doesn't work. When I make a call, it is redirected to my extension and the call connect to the destination number. However in Zoho the status remains as calling.... and never show it as connected, so when hang up the call the comments dialog is not shown. Following a capture from my
Workaround for multiple Invoice Auto Generation Numbers
Hello, While I need multiple Invoice Auto Generation Numbers for my business I used a workaround which I will very basically describe below: 1) We create a Workflow when an Invoice is created and we assign a custom function. 2) We disable the Zoho Books auto generation feature for the Invoices. 3) We create a new App in Zoho Creator with a single form which has as many fields as the auto generating numbers we need. So, its field stores the Invoice Number for the next Invoice in Zoho Books. 4)
Get transactions older than 90 days
How can i get my bank transactions that are older than 90days to my zoho books?
Error Occurred message when adding a new domain "petmovers.in"
Hello, I am trying to adding a new domain to Zoho mail using own domain "petmovers.in", but I keep getting "Error occurred" message.
Restore Deleted Organisation
Is there any way to restore a deleted organisation in zoho books?
Outgoing mail disabled for the account disintegradoramedellin@recuperacionesnaranjo.com
Greetings. Please can you help me by enabling outgoing mail for this account. It just did not appear that this account is apparently blocked in your outgoing mail and we do not know why. I appreciate if they unblock me and tell me if I should do something about it so this does not happen again. I recount the account that has the outgoing mail blocked: disintegradoramedellin@recuperacionesnaranjo.com Thank you
overwriting when importing data
Hi I seem to be having issues when I try to import a CSV file to overwrite data which has already been imported. I keep getting an error message telling me that the SKU already exists. I know that they already exist, but I am trying to overwrite them with amended data. Can you please help? Thanks Keith
Change sales order status via api
Fed up with Mr Bean yet ? A little more help with the following if not :-) .... var url = 'https://books.zoho.com/api/v3/salesorders/'+soId+"/status/open?organization_id="+orgID+"?authtoken="+token; What am I doing wrong here ? - keep getting "code":2,"message":"Invalid value passed for organization_id" ? In the wrong place maybe ? - tried every way I can think of & the ID is correct ! From api documentation - https://books.zoho.eu/api/v3/salesorders/{salesorder_id}/status/void?organization_id=1023469
Default bank acount
Hey guys, Will you please consider this ..... I have to set up a default bank account - Undeposited funds - so that all payments go to this account for normal transactions like invoice payments (invoice deposits - staff wouldn't think of changing this)... But when making payments to vendors they generally go out of a specific account & this default account has to be changed every time I make a payment to a vendor. Can we please have a "remembered" account for certain transactions ? Loving Zoho more
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