Sales Chart on Dashboard
Hi, Can we get the sales chart on dashboard like cash flow chart on dashboard. So we can see the performance of the sales of our company on daily basis/weekly/monthly etc. Thank you.
email not being delivered sporadically
I often email SOs, POs, Invoices, etc to myself. This used to work fine, I'd immediately get the message from Zoho Books. For the last several months or so the emails do not get delivered to me in a timely fashion. Once in a while one will go through immediately, but more often than not I will get a large pile of undelivered mail all at once a week or more after having sent them. I have thoroughly checked my email server and it is accepting mail from every other source I test when Zoho says it
Reports: download invoices/expenses
We are dealing with international buyers from EU, USA etc. the ability to download all original expenses, invoices used in a particular report would be very very for tax return purposes. I.e. we charge 23% tax to all EU customers, and 0 TAX for customers outside the EU. Our accountant needs all original invoices sent to the EU where 23% was charges separated from all invoices sent to the countries outside the EU. Thanks Arimi
Set opening balance for debtors
Hi Is it possible to set an opening balance for our customers? We used a different accounting system for the previous financial year and when payments are made for these in the current financial year we are facing the prospect of creating invoices for them to be able to enter the payments in zoho. Thanks Avinash
Closing a PO with receives
I have POs that have Receives (in Inventory module) against them. I want to close them. Zoho won't let me close them if they have receives against them. I also can't edit them to change the number of items delivered (so they show completed) because Zoho says there are receives against them. How can I close out these POs? -Tom
Purchase Bill Sample
I am using Zoho Books since some days to check whether it is suitable for my business or not. I fill so far so good. I have once issue. Can I change Template while entering purchase bill in zoho books. As per current situation, it shows CGST & SGST at the bottom of that page as a sum of all item that I have purchased. Is there possible to change it as per below example? ITEM>Quantity>Unit>Purchase price>GST %>CGST amount>SGST amount/IGST amount>Final amount. Thank You.
Internal Error code 6
Hi, I'm migrating from one Zoho books account to another (set in India). I have to do this because the Indian Zoho version is GST compliant. I've changed the authtoken, organization id and item codes, etc in my code from the old one to the new one. But I keep getting errors. Whatever I fire, I get internal error code 6. See this: $ curl https://books.zoho.com/api/v3/contacts?organization_id=xxx -H 'Authorization: Zoho-authtoken zzz' RESPONSE: {"code":6,"message":"Internal Error"} Please help,
Docs bill entry
Scanning is no longer filling Bill date :-(
Import Items mappings
Hi, I'm trying to figure out how to import the csv for the Brands and Manufacturer for the items. I tried putting a new column for this on the csv but the mapping don't seem to work. Is these even possible? Because if I need to individually put branding and manufacturer for over 4000 items, its not very good way. Please advice. Thank you. Brian
Docs bill entry
What a massive improvement ! The preview pane & auto retrieval of the next document really, really makes such a vast difference ! Thank you sooooooo much Zoho team :-) ..... Now .... If only we had purchase receive so we could see whether the purchase order had a received / part received status before we accepted the bill ;-) AND we could move forward to the next entry should we wish NOT to process the presented document :-)
ZOHO ACCOUNT DATA CONVERT INTO TALLY FORMAT.
Dear sir Is it possible to convert zoho account data into tally format. Please Reply & explain with demo. Thanks, Supriya
Maintain Stack
Hi Sir, I have some queries that how to maintained the stack of product in zoho book we only see invoice amount not see product quantity.So Please explain with image or give any reference no so that I will better organized my company stack. Thanks & Regards,
HOW CAN I RECORD GST RETURN & STOCK OF 2 STORES.
Dear Sir, I would like to know that is it possible through zoho book to record GST return of month to month or year to year as like Tally. Also can we maintain 2 store details & stock of material in store. Looking forward to your kindly reply.
Creating Invoice
I created an invoice in zoho books. I that amount is shown as "Balance Due". And terms as "Due on Receipt". We are a online seller. After processing the order only we are creating invoice. Mostly all invoices are paid during processing the order itself. We need to show as paid not as due. We don't want this balance due term in the place of amount. What we need to change? Please see the image for better understanding.
How can Raise Invoice against Vendor
Dear ZOHO Team, I am an Air Ticketing Agent I have received a Commission from the airline For example: I have received Rs. 1000/- as a commission income Our Liability is 18% GST So... How can Raise Invoices against Vender Rs. 1180/-
Adjusting Sales Tax Liability Balance
Is there a way to adjust the liability amount for Sales Tax Payable? You're not able to make any adjustments via manual journals for Sales Tax Payable. I do not want to go back and change the original transaction because our books are closed for that period.
Books: Timesheet View By -add more filters
Please add to the View By selections in Timesheet on Zoho Books: 1) filter by Task(s) 2) filter by User(s) Thanks! -Gina@ABO
How to print delivery challan
I am associate with the business like I need to print delivery Challan before raising invoice. So in that case first of all I need to raise estimate & than how can I print Challan for delivery of goods listed under that estimate? I don't want to show price in such challan.
Receive payments
Can we please have a header we can click to sort by the relevant columns. It's difficult to find by invoice number or amounts when a lot of payments are due !
Zapier integration creates duplicate contacts
Hi, I am using zapier to (try to) update or create a contact in Zoho books, every time that contact is updated in Shopify. I have only the "Create contact" action, which, sadly, only creates new contacts but never updates existing ones. How can i simply
Rule to categorize txn as EXPENSE asks for "Tax rate"
If I try to create a Rule to categorize transactions as an EXPENSE, it asks for Tax rate. Pls check screenshot and advise solution for the same.
Is there a possibility of Searching the customer by Unique ID or Key in the invoice?
Hi, I would like to know if there is another look up other than customer name to identify and select the desired customer? I am looking for both a look up option and desired info with the customer name The same is required when we have multiple clients with same name and very much essential in retail sales
Paypal feeds
Dear Zoho Teams, I wanna perform matching and reconciliation for all my Paypal accounts (Eur, Myr, USD and SGD) from July 2016 to Jun 2017. However, the ‘feeds’ only import 26 Aug 2016 onwards. May I know how to get the data from 1 Jul 2016 onwards to 26 Aug 2016 since Paypal statement consists of multi-currency transactions? Kindly please response as soon as possible as I have emailed to support@zohobooks.com a week ago but no reply from your side. Thank you.
Zoho Books - Mail Integration
Will there ever be a ZOHO Mail integration for ZOHO Books? I think it would be a fantastic idea to have ZOHO Mail's Contacts, Calendar and Tasks synced into ZOHO Books, so that we can have tasks for projects and meeting with my clients synced into our Calendar. Having the ability to email clients straight out of ZOHO Books through my ZOHO Mail account would also streamline the process.
Turn off: "Would you like to categorize all transactions with the following criteria"?
In categorizing bank transactions, each entry as saved pops up the Rule window, waste of another click. Is there any way to reduce mouse actions by turning this off for every transaction? A 'button' within the transaction to create a rule would be ideal if one does wish to do so. ~Maybe 1 out of every 250 transactions needs to be memorized (for us lots of travel). Having quick access with a button to memorize vs. window popping up every transaction would be great. Thanks for considering! -Gina@ABO.
How to return an item for the generated invoice
Hi, I would like to know the feature of returning an item for the generated invoice to a customer. Please provide your valuable sugestions for using the same in zoho books. Thanks Suresh
Rounded payment received from customer
Hey there, I have raised one invoice to my customer for Rs. 66,075.60/-. Now that customer has paid me in two parts. First payment as Rs. 50,000/- & second payment as Rs. 16,000/-. (Total 66,000/-). Now account of that customer in books is open as Rs. 75.60/- which I will not get from customer. (It is like he is paid rounded amount & rest of the amount that I need to forget like cash discount) So my question is if I want to close account of my that customer than how can I do in zoho books? Right
How can I import journals with contact name, and how can I visualize reports month over month ?
Dear all, I'm new to Zoho, and would like to verify certain things : 1. I want to import manual journals, but whenever I input contact names, Zoho doesn't recognise the contacts and refuse to import. I made sure names in excel file and names in system are the same. Can you help me ? 2. I'd like to have a report of, let say P&L, month over month from January to date. Is there a way to do it without manually extract each month ? 3. When I record payments to my employees, I have to classify their contacts
Printing the invoice by the customer
Hi, My clients/associates are facing a problem in printing the invoice we send to them. Invoice in the PDF format is not supported to print. Kindly advise. Regards K. Arunkumar
Latest updates to the GST-Ready Zoho Books- July, 2017
From July 1, GST has become a reality and we've made sure there's no compromise when it comes to our GST-ready Zoho Books. We are coming up with a lot of important and essential additions to our product so as to simplify invoicing for our retail users. Create and print Retail Invoices In order to further simplify the billing/invoicing process in Zoho Books, we have introduced our Retail invoice feature through which the most necessary information pertaining to an invoice can be captured. This will
Adding Notes Column at Banking TRANSACTIONS
Hello, Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column at Banking Transactions
Adding Notes Column at Banking Uncategorised transactions List
Hello, Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update
Feature Request - Bill Reminder
Much needed function = Bill Reminders I would love to be able to set up custom reminders on Bills. It would dramatically help manage cash flow, ensure on-time payment, and maximize discounts (where applicable). Is this in the feature pipeline? Right now, I have to check Bills all the time and enter a series of calendar reminders (clutters the calendar, creates a lot of duplicate and unnecessary work).
Vendor Source of supply
Dear Zoho Team, How can change vendor Source of supply after transaction creation
User defined Status
We have "Customize" on the top right of most documents when this link is already available at the bottom right. I would love to see a user defined status in it's place, like the paid, overdue etc on the left top of invoices. This would be of enormous value to most users, for my own purpose the following UDS would be.... Awaiting approval Awaiting stocks To be processed Party processed Awaiting shipment Shipped Delivered To be sent ( a lot of users can't send invoices until a job / delivery is completed
Petty Cash balance/unsettled
Hello, I would like to know if Zoho Books has a system for tracking unsettled petty cash advances. For example: I have a petty cash account with $100 inside. An employee gets an advance of $20 for gasoline. The employee only spends $15 for the gasoline so he has a remaining $5 with him. How can I track the settlement of the $15 of gasoline (probably with a receipt) and the remaining $5 balance that the employee has not yet returned and when he returns it? I've tried this with the Expenses tab but
Item details page
Overview, Purchases, Adjustments & History are an amazingly useful new feature. I'm sure I noticed on release a half hearted attempt to show a "Sales" feature, this disappeared almost immediately ? It would be so nice to have an additional tab to show these sales details, listed & graphically. I would certainly appreciate it along with many others I think :-)
GSTN Enabled contact update
Hi, Need to import contacts with GSTN Number, Place of Supply, Tax Treatment status. How to do it, Thanks
Is it possible to make billing address required when adding new contact
I am having an issue where employees do not collect the full billing address since it is not required. We need it for marketing and mailing purposes but a big chunk of my contacts do not have billing addresses. Is there anywhere that I can make the billing address field required when adding a new contact?
client ledger
help required if a client is a customer as well as vendor, how do i get a ledger report with how much payments made n received and pending for the client only,
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