Zoho books API limit reduced without intimation
Hi We had increased our zoho books api limit after sending a request to you. I had to updated a few 100 customer payment transactions through API and suddenly we started getting the API limit exceeded error msg. This is not possible as we have not even crossed the default limit for the day. The API report page is showing our limit as 1100!!! Why was the limit reduced! Why wasnt even an email sent?! ALl our transactions are failing. We will have to sit and manually update hundreds of transactions
Delivery Note Delivered item must be reduce in inventory stock
Who can help me
Expense allows item (goods) on the fly while a bill doesn't.
Hi, I have been trying to use the two features of Bills and Expenses in Zoho Books. To be honest, this feature seems to have a few loopholes and just adds confusions while recording purchases. Neither Bill nor Expense creation seems to be complete and hence I am unable to use just one of them using Zoho books. Below are the restrictions which are bothering me: 1) A bill allows TDS deduction while an expense doesn't. 2) While we can track payments for a bill, we can't do the same for an expense.
Deleting old bank transactions
Hi, currently trialling an upgrade from Invoice to Books. What I want to do is to delete the record in Books of all transactions (bank, paypal etc) before April 16 as they are of no interest to me. Is there a way to quickly do that? Thanks
How to make report based on custom field
Hi Gentle men , Under the organization there are more than business line , So that I create a custom field called " Business Line" in each of Purchase order , Sales Order , Expanses . ect. Now I wan to sort or display the sales order or purchase order based on Business Line , So any advice to achieve that ? how could I know the total sales or total purchasing of specific business line, ect. looking to your help. Thanks
Deletion
I am new to soho books and was testing some features...I have created a advance invoice and subsequently created an invoice that is squared from the advance. I need to delete the all these entries..how do i do it...the delete option is not allowing me to do it
Footer not printing
Hi Team I can see in preview but after printing footer is not coming in the print page. Can you please help me on the same.
How could I manage multiple companies?
I need to use Zoho for small investing company ( to control cash flow and have forecast). In this case all our startups should be in Zoho and be connected with central company. So we have a parent company and a number of subsidiaries. Also company has
I cant log in into my account
I'm confused and not sure what I did cause this problem
Bank Feeds do no refresh
Hi the bank feeds stopped refreshing. Says Refreshing Feed for awhile, does not error out. Then says will take awhile, but doesn't actually update. I have re-added the feeds any suggestions?
Request for discount value rather than discount percentage throughout Zoho Books
A lot of times, discounts are very specific and the percentage input box isn't accepting decimals after 2 places. Please fix this -- it causes issues.
VAT in Suadi Arabia
Hi According to the new low in Saudia Arabia : There will be VAT 5% on purchases bills and sales invoices How can i proceed that in zoho books and review tax reports at any time. Thanks
Convert time when export time sheet
HI When exporting timesheet report in Zoho books, we cannot sum the hours because of the format 1:30 instead of 1.5 In Zoho project you show both. When could that be available? Thanks Marie-Andrée
Tax not getting calculated on exports/foreign currency invoice for GST; urgent!
Hi, please see:
Finding repeat payments on a statement - Lots of rules required or can it be automated through Contacts?
Hihi, I'm currently playing with the free trial for ZB as I'm the treasurer of an archery club. I think I've got the hang of the basics, but with the statement I upload from my bank, it's a lot of repeat payments from the same people. I want ZB to identify these repeat payments so that when I look on my Customer records, I can see at a glance, when they've paid (it's a monthly membership fee). Is there a way to do this that won't require to me create a rule for each individual member? That'd be quite
Edit bank transaction amount
I imported bank transactions from a csv file, and three of the amounts have the decimal in the wrong place. For example, a transaction that should have an amount of 1708.12 is showing as 170812.00. I'm not seeing a way to edit the transaction amount. How do I edit the amount?
Custom Buttons tutorials?
Zoho is quite deep in functions but skimpy on documentation for more casual users. Especially for business owners who do not have a dedicated IP person and just need to get things done and functioning! Custom buttons seem like a gift from heaven. However the operation is rather opaque. If the documentation explains how to make CusButs it is not easily found or understood. What is needed is Zoho for dummies or such. I'll bet zoho could triple their user base with concise, usable documentation for
Bar code in Zoho Invoice
How to add Barcoding in Zoho invoice
Can We Please Categorize Transactions On The Mobile App?
Hi there, We can use the banking module in the Zoho Books app. It allows us to Match transactions. However, for Paypal payments, we can not add an adjustment to match the transactions. Or, to categorize expenses, we cannot match them unless there is a bill created for that expense (which is so much extra work for common credit card expenses). When you're dealing with 400+ transactions, it would save so much time every month to just be able to reconcile transactions on the go. All this could be solved
How Can I manage Multiple Companies in Zoho books
We have a retail business in Bahrain and Saudia Arabia. The Main branch is in Bahrain and the other branch is in Saudia Arabia. How can I manage both the branches(Business). The problem is, sometimes we take some of the inventory from one location(Bahrain) to other(Saudia Arabia). Kindly, explain me how can I manage such business in zohobooks. If you dont have this function, kindly let me know, either you can do some custom work for me or not? PS: Currently i am using trial version of the software,
Editing Drop Down values
I am setting up Z Books items and have custom fields for item variables. Many of the names are too long for our report printouts, but I cannot edit them becuase they of the following message: The custom field option is in use with some transaction(s) and hence, cannot be edited or deleted. I understand the principle yet following the trails back to the transactions is impracticable as it represents a huge amount of hours to set things up. There must be a work around!!! Also a method to re-order
Report showing all sales order line items?
I need a report which shows each line item from sales orders for our production planning. I don't want it to show the invoice, just line items so we can order it by date and see what is on order. Not a report of sales orders- we don't need to see or get distracted by the orders themselves, we just need a listing of each item on order independent of the sales order. Greg Aanes 2109 Queen Street Bellingham WA USA
Trigger workflow in CRM when invoice paid
Hi there...Is it possible, through the integration with Zoho CRM to have this happen: An invoice is automatically created via stage mapping in CRM (already works) A customer pays invoice and invoice gets updated in Zoho Books automatically (already works) Zoho Books send out notification email (already works) Zoho Books initiates a trigger for a workflow in Zoho CRM to do "something" (this is my questions) That "something" could be: create a task in the associated Potential that created the invoice
lic premium leder and entry please help
lic premium leder and entry please help
$ discount on Tax-Inclusive bill
Currently, $ discount is not available on tax-inclusive bills. For Tax-exclusive bills, $discount is available. Any plan to enable $ discount on tax-inclusive bills?
Zoho servers
Anything wrong guys ? Seems incredibly slow from a few locations ?
Zoho books down, and status says all is fine
I cannot reach Zoho books yet the status screen shows it is operating normally. What is the point of a status screen that shows all is fine all the time -even when it isn’t? Very frustrating that Zoho is down when I need it, and frustrating that status is bogus. ☹️
Zoho books down ?
:-(
How to fix Google Chrome’s This site can’t be reached problem?
Google Chrome is widely used web browser which is used by the billions of users across the globe for its best in class browsing features. But sometimes users face many technical errors while using the Google Chrome and This site can’t be reached error while browsing any website in Google Chrome. In this article, you will learn about the various ways to fix this problem. Reset Google Chrome settings · First of all, open a new tab in your Google Chrome and type chrome://flags/ into the address
Investment from new investor
Hi, Where should i add if new investor is investing in..
i have to deduct the bill amount against a invoice made.
Actually i am buying the part from customer and value adding and again invoicing it to the same customer. Customer pays only for the service added. 1. How i have to close the payment for the bill generated for part received from customer and 2. How i have to close the invoice with payment receipt from customer and balance payment against bill raised.
Bank - matching transactions
Update required to avoid screen smashing & brain malfunctions .....
You have transactions which do not have the required information to upload to GSTN.
Why all of a sudden, Zoho books found that I have invalid GST information? All my customers are updated as Unregistered business and it still shows that invoice does not have valid information. Now when I follow the suggestion and go to update fields, I get very contradictory things...My invoice items are listed as services with valid SAC code, but it says this: In the screenshot the product type is shown as Goods and in Red, it says You have changed product type for this item after creating invoice.
I am getting a 403 error updating a feed from TD Bank Canada (business)
I am in USA. This was working for the whole year until today. I am having trouble signing up a feed from TD Bank Canada (personal/business) Type of Error: Agent Description: Represents a general script failure. Possible workaround: There is no workaround for this error as the cause of the issue needs to be analyzed and fixed. This can also happen due to some temporary or unhandled scenarios like the site pages being very slow. In such cases, if you try to update the account after some time, it may
An important update from Yodlee regarding changes to consumer account information of Capital One.
Hi all, As most of you know, Zoho Books is partnered with Yodlee to fetch the bank feeds automatically. We received an information from them recently regarding a change in the flow of bank feeds from Capital One bank. Yodlee is updating their existing technology plan to counter this change and help smoothen the entire transition. However, there might be certain performance issues while fetching the bank feeds. We, at Zoho Books, will take best efforts to help customers facing such issues by contacting
Itemization feature in Books does not work
Tax does not add up correctly - even if it is added to Expense and then synced to Books, the tax is only the first line, not the total tax If you try to amend it, an error message prevents you from doing so, as the totals are wrong When you first try to add an itemized expense, there is no option for tax inclusive or exclusive In fact the whole itemization feature is a bit of a mess and we have given up using it This is a pain as we now have to create several expenses for each receipt if the tax
COSG entries populated by Credit Notes
Hello! I've come across an issue in COGS amounts based on Credit Notes (CNs) for retail business. From the communication from Zoho support I learnt that COGS amounts are generated based on FIFO, while CN amounts are derived from the latest bill. To the best of my understanding CN amounts should also be generated using FIFO. Otherwise, this will lead to misstatements. Let me make an example to what it leads in accounting: Say we purchased 100 items for $5. And we sold them all to our customer. So
Search item on new Purchase Order / Bill / Invoices
When creating a new Purchase Order / Bill / Invoices, I have hundreds of items in the system. Unfortunately, I have to type exactly the item name before it is filtered. For example, I have an item called "cs - Assam". If I simply search the item by typing "Assam", I will not be able to find the item. Please enable smarter search capabilities. I'm sure it will help customers with many items!
Check Printing Question
I already have my address on my checks. How can I prevent Zoho from printing my address again?
How to get group_id in zoho book by api of item list reply me asap
How to get group_id in zoho book by api of item list reply me asap
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