Hide Clients
I want to use Zoho enviroment in our company. Using CRM from office and do bussines online budgets from the tablet from zoho books Creating a budget and a customer, the budget only can see your creator, but the customer see for all zoho bokks users. It is possible the the client sees only from creator?
bad-mailbox Daignostic-Code smtp;550 5.1.1
We are having this happen to emails that we are sending out now. Just started. We haven't changed anything. Please help
Volume calculations (CBM)
I want to be able to list the CBM (cubic meters) and other items on the invoice generated by zoho books. How do i customize it? I see an old unanswered question, maybe someone else was working on the same issue https://help.zoho.com/portal/en/community/topic/sum-product-volume-and-packages-inside-invoice As a possible solution, if i use zoho inventory will it then bring the volume information into the invoice? Thank you!
Unearned Revenue Showing in Balance Sheet
Hi Zoho Team & Experts! I am working on a zoho books. I have added Payment directly into banks because my employer didn't provided me detail of invoices. But When i have done. I have checked the reports. I can see un-earned revenue. I check the zoho forum and found that we can't do that in that way. so i have deleted those transactions and added new invoices with same amounts. But Those invoices payment not showing in reconciliation. How I can manage every thing properly. I need assistance of expert
Purchase supplies with credit card
Hello All - New Here, and had a question: For my company, office supplies are purchased with a company credit card. The purchase is made, and I get a receipt for the transaction as paid. How to I properly do a manual entry? For a test, I logged an "Expense" to account "Office Supplies". What confuses me, is the "Paid Through" field. What would be the correct option to select within the "Paid Through" field? Thank you in advance for your kind replies. GT
Error message: Invalid Account Number
Hi When I create my bank account, I have an error message "Invalid Account Number". Is the bank account no has a specific format? My Cheque account no is 043-xxx-0-006436-3 My main account no is 043-xxxxxxx-8
Contact
When viewing contact info, there is a timeline of clients history and that is amazing but it would be even better if comments entered by users would show there as well, we would have entire clients history at our fingertips, right now you need to know which invoice you added a note to look it up I think this would be very useful to everyone
How to record a Long-term assets
I'm setting up a new account and I want to record a Long-term assets like a Brand Value. That was part of an owner's equity. Where can I record this type of transaction?
Transactions: ALL
Under a Contact record, Transaction link, there is a filter drop down for invoices, credits, etc. Please add an option "All" to the filter so we can see a list of all transactions on the same page. Thank you, Rob
Deleting all banking transactions
Hi I would like to know how to delete multiple banking transactions in the Zoho Books at once which are un catagorized.I couldnt find a way for that. Thanks in advance
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically Customer issues a PO. We enter the PO into a Sales Order or convert a quote into a sales order.. We should be able to set up workflow rules to do the following: 1. email confirmation to customer and attach Sales Order to email 2. email warehouse a choose a different sales order template attachment without pricing 3 email transportation a different sales order templete attachment with the information
Batch-categorize expenses
Sometimes my credit card has hundreds even thousands of expense items per month. In that scenario, I need to batch-process the transactions, categorize the expenses, assign tax codes etc. I don't see that now; I can only do individual processing. Can you add this functionality?
Proper formatting of JSONString in API POST
We are using an external issue tracker and send our logged time into Zoho. Currently some of our POSTs work and some fail. It seems to be around how the JSONString parameter is formatted in the POST URL. Any time we try to send in an "&" or line break we get the error "JSON is not well formed". We are processing all of this through a node server where we are trying to properly encode the URL but it always gets rejected by Zoho. What is the proper method for encoding these characters so that the
P&L Statment
Hello there, I have a deal won in 20 Dec 2015 with $100,000 (so the invoice generated on the same date) however this deal will cost me around $75,000 this cost shall be paid to a vendor. The vendor generate the invoice of $75,000 on March 2016, so I created a bill with the same amount and date which is Mar 2016. Now the P&L statement is screwed and shows that I am in loss position since the cost of a won deal in 2015 has been recorded in 2016. Do you recommend any other solutions? Shall I change
Custom fields for Zoho Books articles
Hi, Is there any way to add custom fields in Articles? Thanks Regards
Vat Calculation on Invoice incorrect
Hi, I created an invoice whereby the totals all add up correctly but when the VAT is calculated at the bottom of the invoice it is being calculated at an incorrect rate. This is only happening when I invoice a particular range of products. I have checked and when the items were set up they were set up with a VAT rate of 14% but on the invoice the VAT is being charged at just over 12%. Any ideas what might be happening here??
Zoho books can be used for enterprise production?
We want to track an inventory of items that do not enter the purchase information is not? Since we are enterprises production. If you do not fill out the purchase information, we can not keep track of inventory. Zoho is no way resolve this case?
How does the recurring bills function work?
Are the bills created by Zoho automatically on the "next bill date"? If so, can I assume that recurring bills would not be appropriate for monthly bills with varying amounts, such as an electric bill. Are recurring bills and recurring expenses only appropriate for items that have a repeatable amount due each period?
Error while sending mail using php
Hi There, I am using zoho mail it not creating any issue when i am sending mail using gmail/yahoo/rediff/hotmail. It is creating issue when i am try to use php code to send the mail. Here is code:- ini_set("sendmail_from", "mymail.domain.com"); ini_set("auth_username", "mymail.domain.com"); ini_set("auth_password", "password"); ini_set("SMTP", "smtp.zoho.com"); ini_set("smtp_port", "465"); mail('abc@abc.cm','test', 'Test', 'No Repy!'); Please help me if i am missing something.
Can a contact be a Vendor and Customer?
Can a contact be a Vendor and Customer? Thanks, Nick
Creditors
Is there a way I record creditors on zoho books?
Block on Customer Invoice
Hi, Is it possible to put a block on creating a customer invoice if that particular item is not listed in stock on Zoho?
subcustomers
i need to have subcustomers (subcontacts or whatever zoho calls customers). example: i have a customer who has 10 different locations, each with unique name/address/contacts/salesperson on my team/contract/transactions/phone/email/custom field values/accts rcv history/etc. so ea subcustomer must be an entire record of its own but tracked as a sub of the parent customer record b/c we need to know that these 10 locations are all related to the parent. how do i achieve this in ZB?
Posting Periods on Transactions
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results? i need to track every transaction & contact by an assigned territory. then i need to be able to filter & organize my reports by territory. if i cant, then at the least i need to export my transactions/contacts w/ this territory data. additionally i want to control user permissions by territory too (but that can come later).
Posting Periods on Transactions
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results? i need a posting period on transactions so that i can track transactions by period regardless of the date of a transaction. for example, i have an invoice dated 1/1/2015 & another invoice dated 3/4/2015, and i want them both to post in FEB 2015 (because what period both are charging for). then i want to select FEB 2015 from a dropdown on each transaction. i want calendar months
Territory based tracking for transactions & contacts
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results? i need every transaction & contact to have an assigned territory. then i need to be able to filter & organize my reports by territory. this field should be per line item on the transactions for max flexiblity, but a transaction level field is fine too if it means the solution is available sooner. additionally i want to control user permissions by territory too (but that can
MAINTAINING ACCOUNTING TRANSACTIONS TERRITORY WISE
Dear We have different territories in different locations. How can we make separate entries for each territory. At the same time how can we check the report of each territory separately & jointly. Regards Durgesh Dixit MD CMCI PVT LTD. Mo. 9044717272 www.cmci.in
Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can
Invoiced expense that is reimbursed is showing up in Taxable income for GST report but not in Trial balance
I invoiced a client for expenses that were reimbursed. It appears to be recorded correctly with the expenses being credited (and it does not show up in income when I look at my trial balance for end of year) however, when I do the GST report, the total amount of reimbursements is showing up in income. The two income totals do not match and I can't figure out why and how to fix this. I'm still in trial period and not sure if I want to make the move or not... running out of time so a quick response
Sales taxes in Canada
In Canada, we have 3 types of taxes which are paid on purchases or collected on sales: PST (provincial sales tax): only applicable for sales or purchases in home province GST (general sales tax): federal tax of 5%, applicable on sales or purchases in 8 of 13 provinces & territories HST (harmonized sales tax): includes a federal and provincial component, can be 13%, 14% or 15% depending on the province, administered by the federal taxation authority, applicable on sales or purchases in 5 of 13 provinces
API : is_added_in_portal
Hi all! I'm thinking about a self-activating system for customer's portal. E.G.: Through some PHP page I would develop, client insert his/her email address and something else, like their ZIP code, and the system checks if they already have had transactions, then enables their portal, but I'm wondering if the "is_added_in_portal" key does send the activation email once its value is set to true?
Customer Language in Workflow Rules
Hi All, I basicly have two main languages: english and italian. I created a workflow rule that sends an email when an order is voided, but it doesn't let me filter the customer's language. I want to send the english template if customer's language is english and so on. Here is the screenshot of how appears the customer language menu on the workflow rules. What am I missing?
Customize Ship-To information in purchase order
Hi, Does anyone know if it is possible to better customize the Ship-To fields when generating a Purchase Order in Zoho Books? We sell equipment to universities and many times the Ship-to is going to a central receiving location and, in some cases, we do not want any contact names in this information. From what I can tell, the PO ship-to pulls from the Company Name and Contact Display Name field in the contact. Is this correct? Can someone tell me if there is more customization available in the ship-to
Estimates and Invoicing, including a service agreement
Hello, I'm not to Zoho and was trying to set up my templates for Estimates and Invoicing. I have a service agreement terms and conditions document that I want to add to the estimates and invoice as one singular file rather than as an attachment. Is there a way to add this additional one page document to the estimate/invoice or if not, is there a work around for it?
Work Order Document Type
The Sales Order document module is a little different, dealing with expenses and what not - It is not ideal for using as a work order system. I like Zoho Books. It is nearly a start to finish product for our business. But here's an idea : What our company, which is service oriented, needs is something similar to a dispatch or work order document module. Currently we use the Estimate module for both estimates and work orders, but this can cause mild confusion to our customers who receive a copy of
One item shall generate additional items in an estimate
Hi We have some items that automatically shall generate other items in an estimate. Is this something that can be done with a web hook or work flow rule? Best Regards Tomas
End of Year earnings distribution
Hi, We finished our accounting year's auditing and everything is done now. What will be the best way to record the shareholders' earning distribution? Assuming that we have multiple bank accounts with multiple currencies, what will be the best way to record this as credited from our banks to the owners? Appreciate your cooperation. Thanks.
Associating Stripe customers to Zoho Books
Hi everyone, I have several customers cards registered in Stripe, and since I migrated to ZB I couldnt find any way to import and/or match customers from Stripe into ZB. The "Add New Card" feature would do the trick but I cannot retrieve cards numbers once they're into Stripe (and I do not keep records of my clients cards), so I should ask them their card details again but they won't be very happy.. I saw that APIs keep records of some card ID and last 4 digits, what's the process of assigning IDs
date on bank feed is different than real date of transaction
I've noticed dates in zoho books for my chequing account are the day before than the date of transaction in my bank. My settings are in correct time zone. Why is this happening and how can we prevent it? Thanks Update: It pulled same transactions 2 times, with different dates
zoho books can't import zoho crm vendors?
just want to know if that is true, or on the way?
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