GST rate not proposed in orders, based on Item's GST rate
Hi, The GST rate entered on an item is not being picked up in Sales/Purchase orders. Ideally, it should pick up local/IGST rate from the item based on the party's state of GSTIN. This is making it bit cumbersome to enter orders. Can this be fixed quickly? thanks -Vallabhan
Unearned Revenue debit amount
Hi every one I have a problem with unearned revenue on 31/12/2016, its debit balance with 191626.46 i understod from previous problems with another people about taht account (Unearned Revenue) this account uses against advanced customer payment for services or good or payment for future services to be performed or goods to be delivered So, i checked the system and found some payment received and payment made with not against invoices, i Fix it and make it related to the bills and invoices that belong
Typing orders in Books/Inventory is so horrible.
Is there any way to modify the layout, and modify what the enter key does? Typing orders in Zoho seems to be service based, where you only need to type 1 or 2 items per invoice. What about those who need to type 50+ items by hand? Compared to MYOB/Account Edge or Quickbooks, typing orders in Zoho is a nightmare. Can you please offer customization for invoices/sale orders to make typing easier? 1. There should be an option to switch "Item Details" and "Quantity". In the USA, and most other countries,
GSTR-1 Filing related questions
Hi, I was about to file GSTR1. Have filed GSTR3B already through Zoho. I have the following questions. In some forums, people are talking about compiling state-wise data for ecom service providers before filing GSTR1. Do we need to follow any such thing in Zoho. As far as I understand, GSTR1 is automated in Zoho. We need to just push and file. Pls confirm this In GSTR1, I am also seeing the invoices where the products were returned by the customer. For these invoices, I have already added a credit
PLS ADD: (OUT OF SCOOPE) IN GST TAX COLOUM
Dear Zoho Team Kindly Add OUT OF SCOOPE in My Organizer-650942931 Pls. Enable As Soon As Possible Best Regards Bakulchandra S Kothari JOY ENTERPRISE 9426328095
PLS ADD: (OUT OF SCOOPE) IN GST TAX COLOUM
KINDLY ADD IN TAX COLOUM .. OUT OF SCOOPE I DEAL IN AIR TICKETS IN WHICH AIRLINES ADD GST ALREADY KINDLY ADD THIS IN FEATURES VERY URGENTLY BECAUSE AS OF NOW I USE NON TAXABLE AND MAKE BILLS AND INVOICES BUT NOT RIGHT WAY AIR TICKET 1000 NON TAXABLE REASON INCLUSIVE SERVICE CHARGE 20 GST 18% SGST 0% CGST 0% SGST 1.80 CGST 1.80 THE SHOW 0% IS NOT RIGHT WAY
Get Contacts with Multiple Organization
Hi Is there's an option to capture the specific Contact if it included on multiple Organization
Multiple Organization Issue of Contact
Hi I'm having an issue regarding on getting the contacts using contact_id apparently my contact is included on differen organization. Is there's a way to add organizationid as my parameter to sort out the record?
Creating organization profile for another business.
Hi, Is it possible to create one more organization in zoho books, we have already subscribe zoho for our business, we have one more business so can we create one more organization profile in the same zoho. If it is possible then please let me know the procedures.
Two taxes in expense recording
Hi I'm recording Meals Expense. In meals bill there have Two different GST tax (12% & 28%). So basically know about how i can record both taxes in expenses. Right now I'm only able to chose one.
Tax Invoice with Transaction Statement or Debit Note Useful for Travel Agency
Dear Zoho Team, Tax Invoice with Transaction Statement Useful for Travel Agency Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge.... So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement kindly add this function Find Attachment for Sample Travel Agent Please Votes https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/31044556-tax-invoice-with-transaction-statement-useful-for
Cash from register and tracking of items
Hi there, I sincerely hope that someone can help me. We use Zoho Books in order to create invoices and keep track of our item stock. So far, so good. But we also have a cash register where also our services and products can be paid. I am now loking for
GSTR-1
"Transaction processed with error" This type of mail received. now what should i do to push transaction to GSTN? Bacause first i have 90 transaction to be pushed but after this error this is zero.
Whats new in Zoho Books
Last update June 2017 https://www.zoho.eu/uk/books/whats-new.html There has been many, many updates since & I know many of them are minor but it would still be nice to know why we're re-loading our browsers virtually every day. There have been several very good updates that I have noticed by actively searching for them since June, I don't really want to have to do this, so a small link on the We've made some changes to Zoho Books while you were working on it. Complete your tasks and reload. Describing
Opening Balance of customer
Hi, I have migrated to Zoho by april 2017. How can i update the opening balance for a customer?
Purchase order receives / partial receives
We can perform this in Inventory, but not in books, so should I subscribe to inventory as well ????? ...... NO - because .... There is no purchase order status in Books to show these receives ! ( receives should also be available in Books ) Please fix this crazy situation guys - when we receive bills for purchase orders, we do not want to pay them unless we have received them! This also questions my subscription to Docs - entering bills for scanned docs offers open purchase orders which we have no
Re-allocate expense to multiple periods
I have a paid expense in June that pays for an expense equally in the months of Q1 (Jan, Feb, Mar) How do I move the expense payment out of the P&L for June (overstates expenses) into the proper months? I tried moving it to a suspense account but suspense shows up on the P&L which defeats the purpose. Thanks
paid 3b july sucessfully cani pay agan gstr1 july for same value
I ALL REDAY PAY GSR3B FOR JULY CAN I AGAIN PAY GSTR1 FOR JULY OR RETURN ZERO OR PAY PLEASE HELP ME CONFUSED
Invoice Clone
We are facing problem, when we clone the invoice. Issues comes only when we have same customer having multiple locations means.. Billing address is same and shipping address is different. If we do clone, it randomly takes shipping address or some times take billing address. We believe that invoice cloned, should have same billing and shipping address as original Please help to resolve the issue.. Dharmesh
GST 1 FILLING
HELLO TODAY I SEE GST 1 FILING LIVE WHEN I UPLOAD TO GST 1 SET AGEREGATE TURNOVER PREVIOUS YERA RS 1210580 AND A-J 2980510 BUT OTP NOT RECEIVE PLEASE HELP ME
Opening Balance Issue
When creating the opening balance (when migrating) you are unable to associate the relevant opening balance amount to the relevant client - its just one large lump sum which is recorded. This needs to be fixed as migration is a nightmare.
Opening Balance Customers & vendors
I am migrating to manual book keeping to Zoho books. I have some customers & vendors outstanding. (Receivable from customers & payables to vendors) I have already created customers & vendors but how can I add opening balance to each customers or vendors so that I can see it in Contacts Tab.
How can apply vender credit against bill..when create journal entry
Dear ZOHO Team, How can apply vender credits against the bill.. When create a journal entry I Have tried to Create thought vender create Module.. but here the problem is associate bill compulsory Actually, this credit is not any bill against that is our commission income How can manage it? Kindly advice
Books/CRM Integration
Can someone point me toward a books/crm integration FAQ or guide? We've got them integrated, but some additional pointers on how to get the invoices sent from ZohoCRM/Books integration to come from the sales person creating it, would be great. For example, Susy is my sales person, she doesn't have a Zoho Books login, but she has a client that wants to pay for an item sold and so she creates a books Invoice in the ZohoCRM interface (the books module) and the invoice is emailed to the client who
Reverse charge entery
Reverse charge entry below rs 5000 and abobe rs 5000 please clearly reply with screen shoot
Unable to see custom fields on Invoice
Hi, Its excellent app that Zoho has developed. Just was to know as subject suggests, we are not able to see custom fields inside the invoice template when we add and download the invoice. It is seen below the invoice format. Kindly check and confirm. Or I am missing something. Manish Tillu
Zoho Books integration with Zoho Creator - Issue with contact person ("contact_persons" - create invoice)
Hello, I was wondering if somebody could help: I have managed to create invoices on Zoho Books using zoho.books.createRecord() Deluge task, except for the API field "contact_persons" which generate the following error: Return Value: {code=1002, message=Contact Person does not exist.} This does not make sense since I have passed the contact person ID as map value (which I have fetched from zoho books) It's annoying as it's so far the only field that is causing trouble & I would need to send the invoice
Does Zoho Help us in API Customizations for Estimate?
Hi, We want to add custom messages in estimate templates and pdf. Can zoho provide us basic zoho customization?
How to add manually tax_percentage and item_total?
i am doing this :- $url = " https://books.zoho.com/api/v3/invoices"; $headers = array( "Authorization:" . $zoho_token, "Content-Type: application/x-www-form-urlencoded", ); $data = array( "customer_id" => "901407000000064001", "is_inclusive_tax"=> false,
Workflows Based on Estimate Templates
We would like a way to trigger workflows based on Estimate Templates. For example: We have one Estimate Template that we use as a quote for products, and another that we use as a service ticket for labor performed. We need to set different workflows based on these two completely different Estimate Templates.
Customer Account statement with Item name, item Description & each Item Total
Dear ZOHO Team, Kindly add Customer Account statement with Item name, item Description & each Item Total It is very useful for all business find Quick Book Sample For Votes click link https://zohofinance.uservoice.com/forums/283818-zoho-books/sugges
How to customise email
Need help I want all invoices to go via sales@inserver.in to my customer. And all purchases related data should go via email purchases@inserver.in Portal details should go via welcome@inserver.in How i can achieve this output? Currently i can assign one
Workflows for User Permissions
We should be able to create workflows that can override permissions settings for users. For example: When an Estimate is marked as "Sent" a user can no longer edit it. When an Estimate is marked as "Accepted" a user can no longer delete it. Etc., etc.
Using wrong ZOHO edition ?
Which Zoho edition is best suited for a Canadian based company that purchases all their material items in USD and sells all their products in USD.all across Canada & the U.S. ?
Reports on SKU
How can we have a report on sales and purchase of SKU? It is currently on item description which cannot completely identify the product.
How to record expense of funds added to wallet?
In our business, we have to adds funds to Vendors wallet from where money gets deducted based on our transactions. How do we add this expense in Zoho books?
Is it possible to reverse the particular expense in Zoho Books?
Hi, I sell products in Online marketplaces(Amazon.in/Flipkart). Sometimes the expenses are refunded due to sale returns. I am not able to refund the expenses in Books instead I am deleting the record the expenses. Deleting the expenses that are refunded is not the correct way. Some times refund may happen in same sale month or in next month. Consider that I have created a Sale(To X Customer) on July 4 Sale Product Charges: 973.73 Product Tax: 175.27 Product Total Charges: 1149 I record multiple
Daily limit of 5000 rs for purchase from unregistered GST vendors without doing a reverse charge
Hello, As per GST guidelines, no reverse charge is applicable if a business purchases from vendors that are unregistered for a limit upto 5000 rs per day. However when i am trying to enter these invoices (like tea from tea vendor for office) under expenses,
Changing form Pay Pal to credit card payment
Hello, today I wanted to swich from PayPal to Credit Card payment. No customer payment- I mean the payment from my company to Zoho. Unfortunately I am always routed to the paypal side. Right now it is not possible, right? What can I do?
How to search Esitmate/Invoice/Sales Order by Salesperson
We have about 20 salesperson and we all help each other to make a sale. If the customer call salesperson A that he need to modify a order from salesperson B. How can Sales A find the Salesperson B Esitmate/Invoice/Sales Order in a quicker way? especially we have 20 people. Is there any search function for salesperson? I only see by date, customer, status etc Thanks
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