Invoices for service items
Hi, I send invoices to my investor in order for him to repay our expenses. However, income is always booked on the sales account, while this income is obviously not sales. Each time the invoice is paid, I have to add a journal manually to correct. Am I missing something? A
Void bill with Partial amount paid
Hello, I have a bill with "Partial Paid" status, however the remaining amount to be paid is no more required from the vendor, so how can I void the remaining balance without changing the bill original amount?. For better understanding I list the below example. Bill amount = 100$ Amount paid = 75$ Balance = 25$ The vendor discounted the balance 25$ but I can't change the bill original amount due to accounting audit purposes. I just want to void the remaining balance and I'll leave a note. Thanks root
P.O Reports don't contain any POs?
The Active PO report doesn't contain a link to the POs. Only items are listed but not where they are coming from. I really need a report that shows the POs, items associated with those POs and their status... In a similar vein, the Product Sales Report don't show any Sale Orders. The sale report should have links to the Sales Orders for the items contained therein. -Tom
Export items
Why isn't the item unit exported / imported ? I assume it's the "Usage unit" shown in the exported file but this is not populated nor imported when filled ? I have run out of custom fields for items & would like to re-use my own field created for units. The option to show pre-defined units field on docs is not offered so I had to create my own! Will I have a problem re-assigning or deleting this custom field as it's been used in a lot of transaction ?
Search enhancements
With the amazing indexing algorithms available today I would suggest a general search field which shows results as follows ..... Search is : "xyz" Results are : There are 10 invoices that contain xyz There are 6 estimates that contain xyz There are
Release notes available?
Sometimes I come back to Zoho that is open in a window and it says changes have been made and I should click to reload (which I do). Is this a notification of new features being released? If not, is there a notice that is sent out when new features are released or is there a Release Notes for new features one can look at? Are new features released incrementally or are there regular or periodic updates? -Tom PS: Nevermind, I found this thread that answered my question: https://help.zoho.com/portal/en/community/topic/upcoming-features-in-zoho-books
Loving Zoho Books
Just wanted everyone to know, specially the Zoho guys & girls.... Been using Zoho books for 3 weeks now & I must say... This has been the best move I have ever made, I was a Intuit Quickbooks user for over 15 years & a Quickbooks Online user for the last 3 years plus. The difference is amazing - Zoho is so flexible, has so many features, far less bugs & the help is outrageously helpful ! Thank you all so much for all the hard work you do in providing us with all the best features. BTW - can I now
Stripe as Bank Account
I really like that I can look at my PayPal account as a Bank Account under the Banking tab. I really wish I could look at my Stripe account likewise as a Bank Account. I understand the Stripe developers are really responsive to app developers. It would be great if you can work with them to make this happen quickly. I'm using Stripe a lot and would find this very, very useful. I suspect many others would, too.
What's New in Zoho Books - January 2017
The new year is finally here, and so are a bunch of slick new additions to Zoho Books. So, buckle up and read What's New in your Zoho Books account this January 2017! 1.Import and Export Inventory adjustments Inventory adjustments option lets you adjust the stock of your items for any mismatches that might occur while stock recounting/ reconciliation. Such adjustments can be done based on value as well as quantity. Now, you can also import such adjustments to make changes in bulk or export
Custom field enhancement
When a custom field is created then deleted, I believe the next new one index number is still incremented, this leads to difficulties with the api, unless I'm mistaken, but it's been trial & error on updating these fields for me ? There is then the difficulty of the placement order of these fields on docs when we have no choice of their position. Please advise if there is a way to achieve the above !
Upcoming features in Zoho Books
Do we have a page where we can see the new list of features, which are work in progress and can be expected soon to be added to Zoho Books ?
Work Order in Zoho Books
Is Work order creation available in Zoho Books ? If not, is there any work around available ? I have 3 items configured as products. Let's say products A, B and C. A process is involved where A and B are raw materials used to create product C. I will need to track inventory for all products A, B and C. On creation of Work Order, stock from A and B should be reduced and stock balance of C should be increased. Now, I have created items A, B and C. To enable inventory tracking, I will have to enable
Billable expenses as result of invoices?
Hi, In my (startup) company I have expenses and bills that will be reimbursed by my investor. Every expense I make, I mark 'billable', so that I can invoice my investor easily. However, I can't do this for invoices. So, I need to manually add expenses that where invoiced to me manually to the invoice to my investor. Questions: Would it make sense to also give invoices to option 'billable'; Billable expenses are technically not 'expenses' and they don't show up in the Dashboard under 'expenses'. However,
Tax on Advance Receipt
In India, advance receipt is subject to Indirect Tax (e.g. Service Tax is chargeable on advance for services). Also, the amount is subject to witholding by the Client. Both of these treatments are currently missing in Zoho Books. Request please include this as options asap. Thanks.
OCR scan delays
You guys having backlogs today ? 1.5 hours - still scanning ?
What's New in Zoho Books - November 2016
November celebrates its individuality through music, federal holidays, thanksgiving, camel races, lantern festivals and much more. We at Zoho Books celebrate November with a bunch of slick new additions to enhance your experience. So buckle up, and read on. 1) Manage your Custom Fields Custom fields were already a part of Zoho Books but now you get to mark them Active, Inactive or Mandatory. The field-related information might differ from time to time depending upon the needs of your business and
Client Portal Reset Password Prompt - Password Policy
The reset password screen for client portals indicates when a weak password doesn't conform to the password policy but never states or shows what that policy is. That is extermy confusing for the user. At very least the portal should show the policy and at best should do an inline check as the person types to shows that the password has conformed to the policy.
1099-MISC Generation from CSV Exported from Books
Anyone have a recommended service that they use that will generate and mail 1099's from the csv file that is exported from zoho? Thanks!
Contact navigation suggestion
I have a fairly large number of contacts in Zoho. I would like to suggest that at the top of the contacts screen a clickable alphabet be added so that I can quickly get to a given area of the contact database. As it is, I have to go the bottom of the screen, set show 200 per page and scroll down. Or click multiple time on the paging arrow... Thanks, -Tom
Description entry on weekly time entry view
It would be really helpful to be able to enter my daily notes on the time entry weekly page. I have seen this done in other systems through a small icon next to the time entry box, on clicking that icon it shows a popup that allows for the description to be entered.
Assign a Sales Order to existing Purchase Order, rather than create a new one
I understand that the "normal" chain of events is to create a sales order and then use that sales order to create a new P.O. But, it would be nice if, in addition to that, one could assign a sales order to an already existing PO. It would be convenient as I sometimes create POs first.... -Tom
[PHP] Any way to attach a file to an invoice?
I read https://www.zoho.com/books/api/v3/invoices/attachment/#add-attachment-to-an-invoice. It seems should be "multipart/form-data". However, I can not predict the exact form of the data I have to send a file to the server. Maybe someone can help me with working example or give any fresh idea? In my PHP code, I use some params in curl as part of $zoho->makeApiRequest. curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type: multipart/form-data') ); curl_setopt($ch, CURLOPT_POST, TRUE); //
Match transactions in Banking
Please leave the view with 2 columns "Uncategorised Transactions" & "Match Transactions" when selecting a match. It's annoying to see it set back to 1 column of "Uncategorised Transactions" :-(
Item costs in foreign & base currency
I have a question regarding bills and costing of received items, we usually purchase products from external suppliers in foreign currency, then we pay for customs and taxes in base currency which then contributes in the purchased items costs. My question, after we record a purchase order for the external supplier then pay the bill in the foreign currency, how do we then record other costs for customs, taxes and other admin cost in base currency and reflect it to each item cost. Thanks in advance
Square workflow
New user here. I noticed that two square payments from yesterday were combined into a single deposit into Square Clearing, with the customer name "Square Customer". Is it possible to split that out into two different customers? How do people usually record sales made through Square? Not sure if this is relevant, but I prefer not to generate invoices, instead I just record sales (which I assume is only necessary for cash and check sales). Thank you.
Remove Inactive Accounts
Dear All, How can I either delete inactive accounts from my chart (zero balance) or at least remove them from showing on reports like Balance sheet. There are many 0 accounts showing on the report. Thanks Karan
OCR Scan / workflow suggestion
There are no purchase orders shown in matching transactions ? Along with the existing features.... I would suggest that a perfectly useful work flow would be ..... Raise purchase order, receive items... Receive ..... Scanned delivery note - Receive items make PO status "Received / Part Received" & attach scanned delivery note (If we convert to bill now we may not have had the bill yet & can't fill the relevant details forcing duplication of workflow ?) Scanned Bill - Select received/part received
What's New in Zoho Books - December 2016
Winter has come and so has a bunch of slick new additions to Zoho Books. So, buckle up and read What's New in Zoho Books this December! The highlights of this month are : 1. Online Payments in India 2. Zoho Integrations 3. Android app Updates & more 1. Zoho - Razorpay Integration Customers in India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options (debit cards, credit cards, wallets, or net banking) with our Zoho - Razorpay integration. Read
Docs suggestion
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Intergrate Zoho Books with Zoho People
Dears, I am new user for Zoho and I need to integrate my COA in Books with HR. please if any one know the steps send ASAP. Regards
tax classification customer wise or sales wise
We need Tax classification by customer wise or sales wise same as in Tally. As per Indian Government rule, we have to submit details of customer with tax amount. Find attached Sheet having sample data. Kindly assist for query. If you can do this, we are interested to use Zoho Books Service. Please reply as soon as possible.
API for Zoho Books
Hello, I am very new to API for Zoho Books and I have been able to write PHP scripts to list invoices, expenses journals etc... For example, to get list of journals I use this URL in my PHP script: https://books.zoho.com/api/v3/journals?authtoken=[MyToken] But I do not understand how to get details of a journal. The documentation says "GET /journals/:journal_id" How can I use it with PHP script. I tried all possibilities and I always get this error: {"code":5,"message":"Invalid URL Passed"}
States Name wont show up on invoices
I can not get the state abbreviation to show up on my invoices. Any one have the same issue?
Expert Deluge script writer challenge :-)
Please excuse me Zoho team, is this sort of thing allowed in here ?.....Is this actually viable, creating a new item with Deluge ? I'll happily pay for it or accept it with much appreciation if anyone would like a little project in their spare time :-)
Composite Item in Zoho books
Hello there, I need to create a composite item in Zoho books and track its inventory. How do I enable this feature. I notice that the "composite item" feature is available in "Zoho Inventory" only. I hope the inventory of individual items reflect automatically when there is a sale or purchase of the composite item. Pls confirm.
How to record transfer deposits to checking account from Amazon sales
I sell on Amazon. From the gross sales, amazon takes out all kinds of fees and adjustments, and I am left with an amount to deposit into my checking account. How do I categorize these deposits, and from what account? I do not want this to be show up in my sales or income... since it is not my gross sales. I will be manually entering my gross sales totals each month from Amazon. Chat customer service didn't seem to understand this. They said I can't categorize it as a transfer since I don't
New Docs feature
WoW !!! Zoho books gets better every day - I'm loving it :-)
Handling Market place Orders in Zoho books
We sell through eCommerce Market places like Amazon, Flipkart etc. End customers order our products through the Market place. We Invoice the end customer directly and ship the products to the end customers. The value in the Invoice is the gross amount including Taxes, FEES and shipping charges. The amount for the Invoice is settled by the Marketplace (Amazon / Flipkart) directly after deducting the fees and shipping charges. There is NO way to handle this in Zoho books. In Quickbooks there is a work
How to add transaction in iOS app?
Hi Guys Could someone please tell me where the "Add Transation" button is in the iOS version of Zoho Books ?
2016 - Zoho Books Journey.
Hello, Everyone! Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2016. Keep an eye out for more exciting features this year! Well, that reminds me, did you see the What's New for January 2017 yet? If not, do check it out Also here is a very cool looking picture of all of us from Zoho Books wishing you a very Happy New Year!
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