retrieve data from Mollie (third party)
Hi there, I have to make a connection between Zoho Books and Mollie (payment integration). Through Webhooks I was able to make the connection and send contact-data to Mollie. But in order to update the contact-data in Mollie, when I update the contact-data in Zoho Books, Mollie requires his own generated id. How can I save this Mollie-id back into Zoho Books. I have made a custom field mollie_id in Zoho Books. But then what to do? Best regards, Lianne van Oudenallen
Zoho for builders and contractors who need to track budgets vs expenses by the job
Is there a way to enter a budget for a project (not tracking Hours) and track the actual expenses. We build homes and we bill by expense, and categories. Some expenses are billed as a fixed cost, and our actual expenses may be lower or higher. I need to be able to generate a client specific budget report for my Project Managers to track the cost associated with building their homes. See the attached report I am able to generate in Quickbooks, I need something similar to that. Your product is
Projects in Books without Customers
Would it be possible to create a project/task within Books that does not require a customer? It is a required field at the moment. We would like to use the feature for vendors.
Detailed Journal Report
Hi, I noticed that the current Journal Report does not show details. You would have to click on the individual entry before you can see the details. Is there any Detailed Journal Report which shows the transaction details where we can print as PDF? Regards
Vendor Payments Made PDF should show credits applied
The PDF to send to vendors of payments made does not show credits applied. Therefore the initial bill amount is shown and the payment is less than the amount which makes it look like there is a balance outstanding. Bill = £100 Credit applied is £25 Payment made is £75 Vendor payment PDF shows £100 less payment of £75 with no mention of the credit
Possbile to go from Zoho Books to Zoho Invoince
Is it possible to migrate Zoho Books invoices to a Zoho Invoice subscription?
attach proof of payment/ bank remittance to paid invoices
I would really really like to be able to attach the supporting documents that an invoice has been paid to the invoice record. How to do that? I mean, I can attach docs to this forum Attachments Desktop Zoho Docs Google Docs but NOT to the invoice/ expensing tool I'm paying for? What gives?
Zoho - GST Issues
Hi, We've all heard that Zoho is now GST capable. However, even though it works, there are a lot of things that render it useless as of now. Listing them here. I need an update on these, without which i would be forced to stop using Zoho. An invoice on
Updating Invoice custom fields according to certain datetime values
Hi, I have a custom field in Invoice that must be updated with a certain datetime value as soon as the Invoice is created through the Recurring Invoice module. I found that I cannot use the integrated placeholders (%DD.MM.YYYY%) feature for updating the custom field, so I will appreciate your suggestion to do that in another way. In particular, when the Recurring invoice is created my custom field should be updated with the value from RecurringInvoice.next_invoice_date field (which is the date when
Exporting items
Hi Zoho Guys, I'm exporting items to get a stock check done but the Stock on Hand isn't shown ?
Journal entry for expense
I recorded goods purchased from vendor as an expense. The expense along with the applicable GST (complete invoice value from the vendor) is also 'matched' with the bank transaction. Do I now need to create another journal entry showing a debit against the bank account and credit against the expense transaction?
Vendor statements should be customisable
Vendor statement of accounts should be able to be customisable and also add a custom field column eg bill status - "on hold" or "to pay"
What Access Level for my first Accountant?
Hi, I have hired an accountant, however I'm unclear on what settings I need to prevent access to. Ofcourse I trust who I work with, but surely there are some accesses that an Accountant doesn't need. If I make the accountant have Admin access, is that too much? Please copy and post some example of access (screen shots etc)> Warmly Todd
[Bug] Amount withholding amount input box missing in '+Customer Payment' view
There is no input box to specify the withheld amount here: http://prntscr.com/gmp60d Please fix this bug. Zoho Books Version: India
Multiple VAT rates Zoho books
UK based. Need to create a new VAT rate for sales for a conference in the Netherlands, and items with this VAT rate should NOT be included in UK VAT return. How can I do this?
GST
I submitted GSTR3B for Aug. Paid for the reverse charge through challan under gst portal by first adding money through netbanking and then offsetting the reverse charge through the cash ledger balance available in the portal. How to 'match' the bank debit transaction now? How/Where to create entry for the reverse charge?
GST Percentage offset
I notice a bit of a decimal offset in Zoho Books when GST is calculated. I’d like someone to call me (prefer RAM if he is free) Amount Zoho's 18% my 18% Rs.2,722.58 Rs.490.34 Rs.490.06 Rs.981.83 Rs.176.60 Rs.176.73 Rs.2,976.80 Rs.536.31 Rs.535.82 Rs.6,388.55 Rs.1,149.94 Rs.1,149.94 Rs.650.00 Rs.117.00 Rs.117.00 Why is there a difference in calculation all over the place ? My CA is calculating the same Form 3B in Tally and he gets accurate calculation shown in Green, why is the amount calclulated
Scanned docs / open PO's enhancements
Can you please look at providing the enhancements as shown in the attached images please ? .... Add to bill scanned image could do with resizing so we can see the entire doc. Selected PO's to add to bill totaled on selection. Pretty pleez :-) AND please, please give us purchase receives & additional statuses for purchase orders !!!!!!!!!!!
CRM integration with potentials module fields
Hi, I'm looking for a way to bring in a couple of fields from zoho crm potentials module. I already have it integrated and pulling accounts & contacts, but it would be handy to relate certain invoices to specific potentials records & respective fields. It looks like you can do that from something i saw online, but my integration interface doesn't seem to have that option. I also have the situation where we have business referred by a company, and we are dealing with their client and a specific contact
API Post Bill create work fine but return 405 error
Good day! I'm developing an application with Embarcadero Delphi, from this application using the component TSslHttpCli package from Overbyte ICS and send a request for creating a new bill. Send in the json string before that checked me in Postman, and successfully created a new bill. When i send this json string using TSslHttpCli the bill also builds successfully, but the server returns an error 405 "Method not allowed". In the web interface, I see that the bill created. Why error is returned?
Invoice view link without zoho account
I use books api and am sending consolidated invoice list to customers through PHP. Is it possible to provide a link to view the invoice to the customer without zoho account.
What's New in Zoho Books - September 2017
Hello, Everyone It's been a year now that we started with our What's New series in 2016. Here at Zoho Books, we have always been working on building new features and enhancing the existing ones. This month we are here again with new features. So, buckle up and read on What's New this September 2017. Introducing VAT-Compliant Financial Suite for Businesses (UAE Edition) VAT is getting introduced in all the GCC states - UAE, Saudi Arabia, Kuwait, Oman, Qatar, and Bahrain. UAE and Saudi Arabia are
How to add the additional status in Invoice/Estimate Module?
Hii Viewers, Anyone to say how to add the additional status in Invoice/Estimate Module?. I need to add the "lost" status of the Invoice / Estimate Module. So anyone have idea about this topic. Thank You.
Zoho books client portal from mobile
Hi, I noticed that my customers are not being able to log in to my zoho client portal. Whenever they enters the details and click sign in a error message says error occurred. Any idea how to fix it? Even I tried to log in the client portal, and encountered
Paypal USD account - FCY balance (USD 0) vs BCY balance (SGD 81.39)
Dear Zoho Team, I have a problem with my Paypal USD a/c balance. Paypal USD a/c statement at year end 30/6/2017 is USD 0; FCY balance in Zoho book is USD 0, but BCY balance in Zoho book is SGD 81.39. I believe the BCY balance should be SGD 0 too. And I realised there is no realised exchange gain/loss recorded for this account during the year (there are receipts and payments transactions during the year). Please teach me how to resolve these problems. Your prompt reply is greatly appreciated. Thank
Is there a way to integrate Zoho Books with Zoho Connect?
Looking for a way to integrate Zoho Books with Zoho Connect. Earl Rudolfo
Receive payments
I really appreciate the new feature - entering an amount into the amount field auto populates the amount due into the payment field by oldest due, BUT..... Please, please, please consider the following ...... There is no way to auto clear the auto selections, we have to do it manually for each line ! If we change the payment amount at all then any previous allocations we have made are cleared & the auto allocation is made again :-( This has caused me to make 3 attempts at allocating 1 payment to
Wrong value showing for Cost of Goods Sold
Value for cost of goods sold is reflecting much hire then actual value on dash board. What is the reason ?
User permission for expenses
We've subscribed to Zoho books How do we ensure that an user can add expenses, and he is able to see only his expenses?
Customer as vendor
Is there a way now to set up an entity in Zoho Books both as Customer and Vendor? so the debits and credits can write off against each other. thanks.
Error: Invalid valued passed for authtoken on Getrecordsbyid method
I have written a custom function for Sales Order Module. In the custom function, I need to get zcrm_contact_id of the customer. I get the customer id from the sales order and use getrecordsbyid method to get the customer details. My code is below. customerid = salesorder.get("customer_id"); salesorderdate = salesorder.get("date").toDate(); response = zoho.books.getRecordsByID("Contacts","xxxxxxx",customerid); x = response.get("message"); info x; I am getting the Invalid value passed for authtoken.
Help With Timesheet Hours
Hi! I want to send timesheet hours of respective projects to my customers on daily basis via SMS. Can you please guide me how do to so?
Link an invoice with hours not billed
Hi - I usually sell my customers a number of hours of consultancy (bank of hours). So I bill them in advance let's say for 10hours and after I track my hours on zoho books. How can I link for example those 10 hours tracked to the invoice already paid ? This will avoid me having hours not billed. Thxs
PayPal Integration for Pulling Transactions
PayPal Integration for pulling transactions into accounts: Is there a way to pull the transactions from PayPal into ZoHo CRM or Books. We've only been able to set it up in the integration to invoice clients through PayPal. However, most of our billing, 100's a day, are recurring monthly fees through PayPal and we need those transactions to automatically go to Zoho. Please advise on how to accomplish this. Thanks.
Producing an offer combined with producing a sales opportunity
Hey guys, we do have one step to much while writing offers. Step 1: Writing an offer with books Step 2: Open up a sales opportunity (Zoho is creating another offer just with the combined amount- no items are accepted) Step 3: After I negotiated the offer, I have to chance the price of the sales opportunity manually Why isn´t it possible to open a sales opportunity, having a possibility to write the complete offer witch is 100% accepted and all changes are influencing both - my offer and the sales
Zoho Books - Account Watchlist
There is a space on the Zoho Books dashboard for "Account Watchlist". Is that a future feature, or is there a way to set it up now? Cant' figure it out.
Help on Selling via Ebay, How to add shipping charge and claim credit on shipping
When I receive order from my EBay customer, I generate an Invoice and mark it as PAID (by clicking on "Record Payment" because he has already made the payment to Ebay...) But the payment will be released when customer click on item received on ebay which usually have wait time of 21 days max for the payment to receive in my bank thats too after deducting certain Paisapay Fee of 5.5%. How can do that on zoho books... can somebody explain with simple example...... And about shipping: Also I want
Financed Company Vehicle
How would record the asset of a Vehicle that has been financed so that it would report properly?
Connect Zoho Books with Jigoshop ecommerce platform
Hi, My site uses Jigoshop for its ecommerce processing. This works well, however the financial and customer database side is poor. I currently use Excel Spreadsheets for all my accounting work. I would like to use Zoho in the future for this. I want my ecommerce sales to push all data to Zoho books (customer info, purchase info). Is this possible? If so, how? Warmly Todd Chaplin www.southerncrossflutes.com
user permission
how to add a staff to an user group and how the staff can have access to zoho books directly? can a user have access only to one business unit ?
Next Page