Is there a way to keep track of my bookkeeper's activity/performance?
One of the trickiest things I've encountered as a business owner is keeping track of my bookkeeper's performance. I've actually never really done it but I think its time for me to start doing so. Does Zoho Books by any chance keep activity logs? It would
Invoice statuses
Quite a lot of businesses do not send invoices until the goods have been supplied so we cannot "Send" the invoices until this is completed. We still need to post the invoices to reduce the stock levels, we also then have the need for a status that informs us that the invoice is yet to be sent! Please consider the following .... Both Save & Save and Send buttons in all modules should be replaced with a single auto recall selection for each individual user by a drop down button with …. Save as Draft
What type of tax TDS is
One of my client deducted TDS while making the payment, So I wanted to create a new tax account called "TDS Payble", but which kind of Tax type it should be. After creating this account it's not coming under drop down.
manual journal entry
Can you create a new expense account on the fly, while entering into a general journal or manual journal? Thank you.
Android App [Multiple Accounts]
Love the android app. It appears I could add more than one ZohoBooks accounts, as it looks like I can switch between accounts. My question is, how to I add more other account(s) to the Android app?
Custom functions not working properly since server problems this morning
Is it due to the work load backed up on the servers ? A few have fired up but not all !
cant sign to zoho books
Hi, Cant sign to Zoho books. My log in credential is ranjita@artfab.ae. Kindly fix asap.
Service slowness- Zoho Finance
Hello, We are currently facing temporary slowdown of Zoho Finance apps. Our development team is working on fixing it. We apologise for the inconvenience caused due to the service disruptions. We will keep you posted on further updates. Thank you, Maruthi Zoho Finance
Unallocated money
I have just moved from invoice to books and have £30000 of in unallocated money can I make one transaction to clear that so I can start using books from Jan 1st 2018. I had downloaded books quite sometime ago to try but doesn't get a chance to use it
Automations
How come the custom functions I've created in Books do not fire when docs such as purchase orders, invoices etc are created in Inventory ?
VAT in KSA
Hi, I have got notification from zoho website about VAT in KSA is ready now in zoho books I need explain to how can apply it in my system (Sales invoice and Purchases bills and reports etc...) And also i need to: A) Show my company's tax number in sales invoices and purchases bills B) Show tax number of the customers automatically when i select any customer in sales invoices C) Show tax number of the Vendor automatically when i select any vendor in purchase bills. I sent to support@zohobooks.com
add an account on the fly while doing a journal entry or manual entry
can you add an account while doing a journal entry or manual entry?
getting double entry for transaction in bank feeds
my bank feeds are not updating automatically even after 3 days. but when i refresh feeds manually, the transactions gets doubled. i am using central bank of india currunt account.
Recurring Owners Drawings
Any ideas how I can show an Owner's Drawing in the Recurring Billing? It'd be nice to have that included in the forecast
I can't log into this forum with my zoho account name and password
I am only able to post this by signing in with google. What's happening?
Zoho books slow to respond
We are suffering with extremely slow respond times when using Zoho books. I have tried different machines and clearing history/caches etc, but it continues to be painfully slow. Is anybody having this issue or can advise? Thanks Mark
Wages and Salaries
Hi We are currently migrated from Sage to Zoho. This will make sense to all UK companies paying wages inc NIC and PAYE. Is there any reason why we cannot complete the following manual journal to handle our wages? As we pay our UK taxes, called NIC and PAYE, in the month after we pay our wages to our staff. We want to hold the payment of taxes on the Balance sheet until they are paid. Example, where wages are calculated on the 25th of the month. Dated 25th Month Using manual journals create a
Adding Contacts
I am finding that there is a limited number of additional addresses I can add to my customer's Contact list. My customer has hundreds of locations that we will need to ship to, and I can't seem to add all of them into "Additional Addresses"
Fetching dropdown recods based on selection of another record
Hi, I am using Bills category under Purchase in Zoho Books. I need to fetch the other dropdown records based on the selection of other dropdown record value.
Webhooks
We are trying to set webhooks for payment received but in the module option payment received module not display.
Payroll options - not third party
Hi I would like to know how payrolls can be sorted via an app from Zoho One. I am not interested in using a third party app. The reason we are considering Zoho One is because we would like to minimise our use of other systems.
Round off the GST calculated Amount.
Do we have any option to round off the GST calculated amount as it works for Total Value. Also we dont have option to edit the same. Kindly revert.
Pushing data from Creator to books
I am new to ZOHO. I have had the application about 4 months. I have an online customer apparel business. I would like for my customer to input data in my online form, add all the items detail and submit to Creator. From creator, I would to be able to create an estimate or invoice based a group of items. I know nothing about delug. I have spent the last 2 weeks reading and watching videos. I am more confused now than before. Please help. Where do I start? I have created a form in Creator.
Is it possible to pay make online payment without client portal?
I would like to know if it is possible to make an online payment for an invoice without client portal access.
invoice expenses
Is there a way to combine ALL expenses in one line item on Invoices. I need to invoice expenses but my customer does not want all of the DETAIL on the invoice.
Production Management
Hi, Any third party production module to intergrate with Zoho?
How to map Sales Order number to Purchase order when convert SO to PO?
Currently I am testing Zoho Books for my company. When create an invoice from a SalesOrder, the number of saleorder SO-0000x will map to the invoice. But when can convert a SalesOrder to a Purchase order, I do not have the SO-0000x map to the PO. Can we also do this?
Zoho Books API Error Code: 11016
I am receiving this error code what does it mean?
how to set google analytics on blogger
Google Analytical is free web analytical software that provides statics and basic tools for searching engine optimization and marketing purpose. Google Analytics is perfect software that is easily connected to the website through a piece of tracking code. This is a small piece of javascript code that is made from your email account you are using to posting the content on the website. It is quite a necessary tool for the bloggers which are truly required to set with the help of Google Analytics software.
Feature Request - Vendor (Supplier) Client Portal
I know that Client Portals are not currently available for Vendors (Suppliers), however this would be really useful to replicate the current system with the Vendor in mind in order for them to access Purchase Orders, to comment on them and to use as a portal to retrieve them. This would also be useful if we could give suppliers a view of their stock so that they may be able to forecast our requirements.
Converting COGS to Inventory
Hi, Two items were created as COGS instead of Inventory items, POs generated and received and stock sold and invoiced. How to convert the COGS to inventory so that it correctly reflects in P&L?
How to customize statement
Hi, Is there a way to customize the standard Client statement, I would like to see only unpaid invoices, without the opening balance. Not a must, but if we could have an aging, it would be great. Thanks Marie-Andrée
How do I get the Invoices to include receipts for expenses?
So far I really like the overall usage and look and feel of books but I just did my first client invoice and was not really thrilled with the experience. My clients typically want an invoice that has a single line item for all expenses by user. So similar to what you get when you include services by user. They also want a PDF with the receipts from expenses. I like the ability to attach a receipt to the individual expense item but is there a way to get a single aggregated receipt PDF with the
Categorizing 3 bank transactions into 1 (GST)
There are bank charges which I want to reconcile from the bank feed. As shown in the screenshot. Now here 1 transaction is split into 3 as: 1. Bank Charges (Mob alrt Chg Oct-17) 2. SGST 3. CGST Now when I want to record this as an expense, How do I combine the 3 and record GST also ? When I categorize the 25 rupee transaction as expense and add GST, I cant match the GST to the transaction of CGST & SGST in the bank statement. Kindly help.
After giving the payment to the vendor, why can't we create the credit of the same bill?
Dear ZOHO Team, After giving the payment to the vendor, why can't we create the credit of the same bill? Find screenshot....Kindly enable this feature After Payment Before Payment
Books left menu panel
I notice that some of the menus do not collapse when switching on occasion, sales & purchases mostly. This is not a bad thing, in fact, for those with a large monitor it can be beneficial as it can save many, many clicks in a single day as we very often go between sales & purchases. It's simple enough to use the calculation of the page height to determine whether to auto collapse the menus ?
Unable to create a detailed trial balance report ?
HI, in the reports tab we are able to generate the condensed trial balance. However we require the details of opening balance, during the year & closing balance etc within our report . can you advise us how to generate ?
Invoice history?
I had previously used Freshbooks to send invoices (but stopped when they stopped accepting PayPal as a payment option). The one thing I have missed is the "invoice history" where I could see if a certain client had logged in, viewed the invoice, downloaded a PDF of the invoice, etc. Is there any way to set up something similar in Zoho Books or Zoho Invoices? Thanks.
Committed costs
Could you please tell me if there is a report I can run which will export to excel, showing the balance remaining on purchase orders I have live in the system which have been part invoiced? I need to know how much is remaining on all these orders Thanks
Help with multiple expenses of same kind.
Hi! Hoping for some help, or a work around. We are loving Zoho books, but have issue. We buy stock images for clients and need to add them to invoices. This is easy to do. The problem is, we may have a project that has 20 stock images. This comes through as 20 transaction in banking, and when we match them and add them too an invoice, it is then 20 lines of the same thing on an invoice. We can't seem to find a work around to allow us to list it as "Stock Images x 20" and still have all the transactions
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