How to select category for 'recurring bill' for utilities?
How to select account/category for 'recurring bill' for utilities? Don't see anything related in the pull down account categories menu... I know I could create a new account, but I think I must be mis-understanding since utilities would be one of the most common recurring bills all businesses deal with...
update items with api
Hi guys, I've tried ... myarray= { "sku" : newRec, "name": name+" "+newRec, "reorder_level": reorder, "vendor": supplier, "custom_fields": [ { "index": 1, "value": "On Order" } ] } Which fails when the custom_fields is included, fine otherwise ! There is no example using custom fields in the api help (that I can find) Can you help with the correct syntax please :-)
Get Expenses using SharePoint Designer Workflow
Using SPD site Workflow to get all expenses items is giving the below error: Response Content: {"code":14,"message":"Invalid value passed for authtoken."} However, when accessing the link directly from the browser everything is working fine.
data transfer from Zoho Books to Tally erp9
I would like to use ZOHO books to make invoice to clients and receive payments accordingly. Also, purchase entry from vendor. How can I easily import these data in CSV/XLS to Tally erp 9 for accounting work by auditor's ? Tally is very useful for au
Setting up Zoho Books for small Law Firms
Am wondering if anyone here is successfuly using or has set up Zoho Books for a small law firm? I'm in the process of setting up a sandbox ZB account to be used as a test case and have set up a workflow using the Retainer feature to track Trust Funds. I would like to ensure that all the information related to each client's matter can be captured in ZB and any related Trust Reporting. Would I need to integrate Zoho Projects to do so? Earl Rudolfo
Caution deposit a school collects and expenses out of it
How to record caution deposit a school collects and expenses out of it. What is best way to enable this for the customer to see in Client Portal.
Custom Reports
Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs. I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7315673-custom-reports Launch Video Examples
Invoice numbering per client
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible I didn't find the right solution from the internet. I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/12839304-invoice-numbering-per-client Brand Video Examples
Changing to UK edition?
Hello, We have been using books since before the release of the UK edition. Our preferences state we are using the global edition but gives the following message: >You can't change the edition as you have transactions recorded in your account What are our options for changing to the UK edition please? Can zoho do an edition change for us? Thanks
can't ad user to CRM
Hi, It says that this user already is in a CRM account. We had a back office problem at the time I was adding this user so I need you to straighten this issue as well. He doesn't want to be in any other CRM, only in the company's. Please help or advice. Thank you; Zsuzsanna Valasik
Does an email get sent to the client when an Estimate is marked "accepted" and a Retainer Invoice is automatically created?
When I mark an estimate as "accepted", Books asks if I want to automatically create the Retainer Invoice. When I select "accept and create", the Retainer Invoice is marked as "sent". However, in my testing an email is not being sent. Should an email be sent to the client for the Retainer Invoice automatically when an administrator marks the Estimate as "accepted"? I am pretty sure this happens automatically when a client accepts the Estimate in the Client Portal but I want to determine if this happens
Change the invoice number & pdf template according to the agent
Hi, We are a little company that selling more that 4 brands, our invoices are sent to costumers by different number and template for each brand manager (user or agent). is there a way to automate this ? for exemple when brand_A_manager send the invoice/quote, the number of the invoice is modified to (brand_A_001) and automaticly the pdf template (brand_a) is used. the same for brand_b. thanks for your help.
Add our company logo in Signature
can we add our company logo in signature? because our email signature has our company's logo and we want to unify the format of our emails to customers.
Payroll Options
Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books
recurring invoice with auto-pay
I've setup a recurring invoice and attached a credit card to the account. But when I edit the invoice it says "Auto-charge is not available". What am I missing?
Retainer Invoices
Hi, When will retainer invoices be available on the UK version of Zoho books? Thanks
Why not cache!?
Hi there Why is every page of the Zoho Books iOS app have to constantly access the internet? Can you be like FreshBooks and cache the details once during a session? I have dodgy internet when I travel but I would open the app, wait for caching, then goto
ITEM
Hi team ZOHOBOOKS, I need a solution. I have a situation in the items, it happens that in my company I have some products that first and I make the payment to the supplier and only after 5 days and that I receive the merchandise and it enters my warehouse or stock. But I need to post that invoice on the invoice before my goods arrive in my warehouse. And I made this transaction in zohobooks more when I launch the purchase invoice and select the product that I have already registered, automatically
Regarding payment mode
I want to add account in Banking from which the amounts to be spent Can you help me, how can i add New banking type. Note : New account like petty cash
Create Adjustments When Matching Banking Transactions In Mobile App
Hi there, When we receive payments, some bank fees have been removed. In the web version, we match the payment to the invoice and create and adjustment. However, in the app, the amount must be exact. Can you guys add the ability to create adjustments so that we can match payments to our invoices on the app? Without this, the banking feature on the app doesn't help us accomplish anything. Thank You, Chad P.S. The same goes for categorizing expenses (on the app) but I guess I can create another post
Keeping filled out fields when converting sales order to purchase order
I have created custom fields in Zoho Books on both my sales order and purchase order templates. I fill out the fields in the sales order, but when I go to convert it to a purchase order, I lose all the information I've filled out....having to reenter it, which isn't very efficient. Anyone have any ideas on how to get the information that is entered on the sales order to automatically regenerate on the purchase order? Since it's converting the same document, I'm not sure why that info wouldn't repopulate,
dashboard filter
How to filer dashboard with dates.
search in notes
can you do a search in notes ?
Creating a Contact using the API
What is the minimal JSON required to create a contact using the API? I am passing in samples I find on the web and on the API site but I only get { "code": 2, "message": "The request passed is not valid." }which is worthless. Doesn't tell me what is wrong and how I can fix it. Thanks Ralph
Not able to apply discount in percentage while creating invoice
Hi, I am trying to send this payload , but it is giving me error if the send the discount as percentage. { "customer_id": 485748000000061003, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": false, "line_items": [{ "name": "Package-1", "tax_name": "VAT", "tax_type": "tax", "tax_percentage": 10, "description": "Regular Service.", "item_order": 1, "rate": 120, "quantity": 2, "discount": "5.00%" }] } The error is "{"code":4,"message":"Invalid value passed for JSONString"}"
What's New in Zoho Books- March 2017
March is coming in like a lion! And if you are thinking What's New for the month of March in Zoho Books, we have some awesome features rolled out just for you! To see these New features in action, please register for our free webinar. Now, it's time for March updates! 1. Introducing Direct Debit Payments through GoCardless Zoho Books is integrated with GoCardless to make accepting Direct Debit payments easier for Customers in the U.K. Whether it’s a recurring invoice or a one-off invoice, your
Rules and Sales Orders
Hi, I am looking to create a rule for the following situation. When we create a sales order, I would like to check if it has a particular product attached. For example, we create a sales order for Product A, B and C and need to check if it contains Product A. From here, to send an alert or email to the sales person explaining the Product A is within the sales order. The reason for this is we are in manufacturing and create virtual products that have associated products within them (we are using zoho
Documents: View all to include folder location
View All Documents to include Folder location column. After uploading several documents during processing, we have to go back and move those to associated folders created. Unfortunately, in view mode (all/images etc.) it does not show folder location. For processing, we would like to know which ones have not been filed so an empty field under this column would signal a to do. Could we add the folder location to a column in the views? Thanks! -Gina
More api help please
Can you please tell me what's wrong with the following .... var url = 'https://books.zoho.com/api/v3/invoices/?authtoken=' + token; var options = { 'method' : 'get', 'invoice_number_contains' : '30999', }; var response = UrlFetchApp.fetch(url,options); Logger.log(response); All invoices are returned ? The api help really could do with some working examples !
TALLY
When can we expect ZOHO to be integrated with Tally (Accounting Software) ?
Mileage Recording in Books Mobile App
Recording mileage is a primary use of the Books mobile app for android. Is there a way to revise the home screen to include an icon that provides one touch access to the record mileage screen? As it stands, the "record expense" icon, when pressed, assumes what's being recorded is a purchase and does not give an option to record mileage. Therefore, one has to drill down Menu > Purchase > Expenses > Add > Record Mileage each & every time which is far too many steps to access a common function
Query on cash collected from sales
We want to know how cash collected from sales is deposited into the bank through books
I have problem in Invoice Import through Excel- I am not able to proceed further.
Kindly tell what the problem is. I am not able to proceed further.
Sales invoice imporation problem
Hi, Just started working with zoho book. Want to import sales invoice from a csv. The Template provided has different fields from the extration of sales invoice. Not sure what's missing in the Template. When I try upload, it's not working there is a mapping error message. I use the french version, here is the message: La taxe ou la raison de l’exonération fiscale est requise. Cannot key all invoices, it will take me to much time. Any ideas?
View Payees In Bank Ledger View
When viewing transactions for my bank account (in the bank ledger) is there a way that I can view Payee names along with the Type and Status? I'm not talking about adding Vendor or Customer names. Things like purchases from a store using my debit/credit card. Thanks, Troy
[API Doc] Add description and link to UI usage doc for modules
This is just a minor inconvenience that could easily help when using the ZohoBooks API. Can we get a short description coming from https://www.zoho.com/ca/books/help/ that helps understand what each module is for within the Books ecosystem, or at least get a direct link to the help page for that module? I would think it's not much but it would help for developers new to Books to get a better understanding of what each module is designed for which use-case, which would reduce the risks of errors in
Unit price with discount
Could someone help me to crate a custom function for getting the unit price with discount please? I've already created a custom field (in items) where i want to put the unit price with the discount in it. So what i need is a custom function that could make this operation for each item in the estimate: rate * (1- %discount) --- if the discount is in % or rate - discount --- if the discount is in $ Thank you in advance
Accounting for dividends - UK limited company
Hello- I see that there are a couple of topics about dividends, but I've found advice here and in other forums confusing. I would like simply to account for dividends paid to the director (me) of a small UK limited company on the date that they were paid. Here is what I have done: 1. Created a new equity account called "Dividends Paid". 2. Marked the relevant entry on the imported company bank statement as Transfer to another account/Dividends Paid. It that correct? Is there anything more that I
Dashboard payables anomaly
No amounts match this figure & aging reports show nothing overdue. I'll wait until end of the week to see if it clears when all bills are paid and update if it remains !
Zoho Books to CRM and vice Versa
We have 2 organisations in Zoho Books which we trade from. We also have 1 CRM that manages all of our client database. We want to produce quotations, sales orders, invoices etc. The way we want to work is the following Setup lead/potential in CRM Create estimate in CRM Convert accepted estimate to sales order in CRM Convert sales order to invoice in CRM All seems fine but as we are using dual companies, is there an option for me to select which organisation we need to apply the invoice to, as it
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