What's New in Zoho Books - October 2016
Well, October is here and the festive season is officially upon us. With Oktoberfest in Germany, Halloween in U.S. and Diwali in India, if you're wondering what treats we have for you this month, you're in luck! Prepare yourself to know about all the spooktacular and cool new features Zoho Books has rolled out this month. 1) LET'S ROLL THE i - WAY Zoho Books recently released a ton of new features in the iOS app. a) Power packed Zoho Books version 4.0 With the all new Zoho Books Version 4.0
Recurring Bills: Duplicate / Copy
Please add the 'duplicate' or 'copy' function in Recurring Bills. Thank you! -Gina
Accounting tips for a better year
Accounting is tedious, time-consuming, yet a critical part of your growing business. Here are a few accounting tips that might help your business. Increase your cash reserve Use the Customer Balances report in Zoho Books to see if there are any outstanding balances and send reminders to those customers who are yet to pay for your invoices. Write off bad debts Unfortunately, not all of your clients are going to pay you. If this happens, you can write the invoices off as bad debt, if you think
Sending an email alert from Custom functions
I've noticed that workflow rules will not allow the preferred sequence of actions to follow (Custom function then email alert I needed!) so I need to send an email alert from a custom function, can you tell me the correct syntax please ? Update : I wrote the email code into the custom function so an answer is only required for anyone else's future queries relating to this !
Closing Account Company End of Year
How to Closing Account Company End of Year 2016? TQ
Invoice entry - Questions & Suggestions
Please see attached image
Items below ReOrder level
If the item is on order - a column showing the "On Order" Qty should be displayed also, this can lead to confusion & the reordering of the same item !!
Import data from Tally ERP
Hello, Is there an option to import Company information from Tally EPR ? Thanks!
Custom function for payments received
Is there a way to get this info in a custom function when a payment is received ??..... InvoiceID Invoice number Payment value Payment Mode ????
System wide managers messages
Be great to have a notice area for us to post relevant messages for staff in the different modules :-)
Sales form entry enhancement
Some of us have a lot of items to add to sales orders/invoices & it would make it a lot faster to enter this data if we could have this enhanced, instead of "add another line", "add another # line(s)" would be more efficient, also copy the line above to another new line will be a real blessing for some ! see attached image
Close 2016
Hi Totady 01/01/2017 when I wanted to creat a sales invoice the number of invoice not 0001 it is for example 887 So,How Can i close 2016 accounts on zoho and start with 2017 Thanks
Custom views in sales|invoices
Wow - is the "New custom view" in sales/invoices something new or have I just missed it before ? All that's missing from this feature is "Duplicate", sort by & additional criteria to just "AND" Amazing feature, I am truly impressed - nice one Zoho team :-)
salesperson_name in email templates
Can you tell me how to get this please - there's no placeholders for it ?
Concern over time taken to display lists
I have only entered 300+ invoices outstanding so far to begin the new year. I do hope the very slow response time of 6 - 7 seconds to display these will not degenerate with the many, many thousands of invoices that will build up over the coming months ? My internet connection is 80Mb/s, my processor is an i7, and with 16Gb ram & SSD it's not my pc that's not performing !!
ZOHO books - import statement, why there only one line item be accept?
When I import statement, zoho always says "statement line(s) that are ready to be imported (1)", although there are more than one line in my statement!!! There should be more than one! if I click import, than there only one line from my statement will be posted, the others are ignored by ZOHO. Do any one know how to fix it?
Zoho CRM and Zoho Books
Does any Zoho CRM subscription include Zoho Books? or I have to buy them both?
Invoices Custom View - Sorting
Hello... I've created a custom view on the Invoices list, the custom view is to filter Invoices for a specific customer. The filter works great, but the sorting is not working at all, it always show the rows in natural order. On an ascending date it also shows natural order, since the invoices were entered chronologically you can't tell it is not sorted, it is more evident by ordering on invoice amount or some other column. Anyway, sorting is not working for a custom view on Invoices... I haven't
Date sorting
Is date sorting performed on the actual sales doc date or the creation date ? Not working by doc date in my eyes ?
Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached.
Final post before festivities begin - Vendor payments
Zoho team are probably sighing in relief, Mr Bean is giving us a break (sorry!) - LOL Merry Christmas and a Healthy, Happy & Prosperous new year to all. Please see attached Vendor payment request....
Google sheets Webhooks
Is this currently available or on the horizon ?
Reorder items
What a fantastically handy feature the Contacts | Vendor Reorder items view is, I'd like to see .... Links on the names for the items to reorder please. I think that often I'm going to find stuff in here that needs to have the reorder point edited ! The
Practice file
Be great for new users to be able to copy their file to a "practice" file automatically. Took me 3 hours today to set this up to train staff, best way for them to learn is to make mistakes on a practice file :-)
Zoho Christmas gifts
Dear Santa, I would like 4 little things .... In order of preference.... A "To be sent Status" for invoices Create purchase orders from Invoices AutoCalc in number fields Additional User defined statuses A lot of companies do NOT send invoices until the
How to match bank transaction to advance payment I made?
After I create the advance payment (vendor credits), and the payment transaction will show on next day's bank import statement. How can I match the bank payment with the vendor credits in ZOHO? When I do the match, the vendor credits will not show up on the possible match or through search criteria. So, do I have to use categorize manually?
Record a payment higher than the invoice amount?
Hi Team zohobooks I want to know how I can give the change to my customers in the billing area if I make a sale and when registering the payment and I put a value higher than that in the total of the invoice he does not accept. Gives the message to say "THE AMOUNT TO BE PAID IS ABOVE THE INVOICE VALUE" How do I do it? Being that I intend to put in a restaurant to effect billing. Thank you.
Open more chart of accounts
Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better
Templates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Books presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,
organization billing address
My company has tax registrations in 3 different states. When I bill from one particular state, I need to use the address from that state. But Zoho only takes the option of registering a single organization address. I can use multiple warehouses for inventory using Zoho Inventory. But, I cannot invoice to customers from different states. How do you think I will be able to do this?
Can I add dimention and weight of packages on packing list?
Can I add some info. like marks, dimenstions, total cubic feet(or meter), and etc. shown in red boxes below image to a packing list? Or, can I customize a template of packing list to make look like below packing list?
Can I have multiple companies in Zoho Books connect to a single Zoho Inventory ?
Can I have multiple companies in Zoho Books connect to a single Zoho Inventory ?
Portal Linkage in Books
My organization is a municipal authority. Our billing is done with each property address set up as a separate customer. Some of the properties have the same owner. Is there a way to link portals so that a single property owner is able to access all of their properties by logging into one client/customer portal? If not is there a way to link invoices to more than one customer so they can be aggregated to one login portal? Each property would still be set up as a separate customer (in case a property
proplem in system
Hi We have a problem in our system when i do any transaction system doesnt work like No1 in the Picture and also there are lots of transaction whem i nead to see or review system doesnot work like No2 in the picture
how do i put two pieces in a box?
Hi there, when I create a new item on Zoho Books and I need to specify that there are 2 pieces in one carton, how do I do that? You have to specify a number of cartons per unit but the system doesn't allow you to specify a 0,5 of a carton. Your kind reply
Settlement discounts
Would love to see some sort of feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
Company AND contact name for BILL TO?
Hi there Why do we only get an option in the invoice template to BILL TO a company OR contact name? And not both? I want to sometimes sync my Zoho CRM contacts to a company and invoice to the company. And sometimes I work with a single person with NO company, and want to invoice the person. It seems that if I sync Zoho CRM to Contacts, then I can't use a company name on the invoice. or if I sync Accounts and Their Contacts to Zoho CRM, then I can't add a single company-less person to an invoice.
Invoice to be send in email
Hi, I am using Zoho Books and we create an Invoice through an API, whenever we create an invoice, we often get an error: This transaction failed to sync with Avalara So first of all i do not knowwhat is wrong with it, i clicked Sync Now and it asked me about address incomplete. 1.If this sync fails, why i cannot see this in my response code so the basis of that i can build my update code which can sync this from api call itself. because I also want to use the Functionality of emailing the Invoice,
Entering Item details into sales forms - editing amount value
We can edit the rate for the items but not the calculated amount value, it is extremely difficult to calculate a rate that would match the amount you want it to be if we are dealing with fractional amounts in quantity. As we are able to amend the rate
Zoho notifications
We quite often see.... We've made some changes to Zoho Books while you were working on it. Complete your tasks and reload. I would be really interested to know what these changes are, in case I'm missing out on some sort of new feature, even if it is something really minor! Could Zoho please make it a clickable link so that a pop-up appears to give us a brief summary of what this change is :-)
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