Customer payments
Hi, Can you please explain how to journal a payment from one customer account to another. I have allocated a payment and matched it up on my January bank reconciliation and closed off the period. So the payment went to Customer A's account and cleared invoice 1. But the payment should have went to Customer B's account and cleared invoice 2. Both invoices were for the exact same amount.
Webinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing
Billing Error
I have created a PO dated 15th February. I am now trying to convert this PO to a bill. I am using todays date (22nd Feb) as the bill date. I keep getting an error message saying Transactions before 31 Jan 2016 has been locked. Hence action cannot be performed. Can you please advise? Thanks, Emma
Feature Request - VAT Return
If you want to make Zoho Books much more appealing/successful within the UK market, then you need to get the basics right first: A an example of this is the VAT (Tax) return. Most accounting / Bookkeeping packages allow you to output this information
email reminders not sending for some contacts
Hi, My invoice reminders work for most clients, but i have a couple that the email isn't sending, and i'm getting the internal reminder instead. I've double checked that they have an email and that its set as primary contact... any clues? Thanks
Zoho Books API Response
Hi I found that whenever I am making API calls for Zoho Books, I get "1" appended at last in the response of API. Please find the sample as follows for your reference. {"code":0,"message":"The item has been added.","item":{"item_id":"259236000000178017","name":"Hard Drive 2","sku":"","image_name":"","status":"active","source":"api","is_linked_with_zohocrm":false,"zcrm_product_id":"","unit":"","description":"1TB, USB 3.0 interface 2400 rpm, protective hard case.","rate":190.00,"account_id":"259236000000000388","account_name":"Sales","tax_id":"","tax_name":"","tax_percentage":0,"tax_type":"","purchase_description":"","pricebook_rate":190.00,"purchase_rate":0.00,"purchase_account_id":"","purchase_account_name":"","inventory_account_id":"","inventory_account_name":"","item_type":"sales","is_taxable":true,"tax_exemption_id":"","tax_exemption_code":"","reorder_level":"","initial_stock":"","initial_stock_rate":"","vendor_id":"","vendor_name":"","custom_fields":[]}}
Confirming purchase order
How can the vendor confirms the purchaseorder? Best regards Alenka
Invoice layout
Hello there, I want to know if there is a way to show the total price of a single item in invoice before discount and total after.. is there any way to show? Please see the attached item total shall be between "Rate" & "Discount" columns the the "amount" shall reflect the total amount after discount which is correct now. Thank you for your help in advance
Adding E-commerce function in client portal
Hello, I had contacted support team for customization of client portal of Zoho books - Option Not available is the answer. - If our hosting is at zoho sites with e-commerce, and we create a client portal for the client, Can we embed the Zoho books client portal - in to e-commerce (zoho's site) client portal? - If not Can we integrate the data from zoho books - client portal to client portal ( we have to design and create - since you guys are not allowing to customize) of zoho sites? Awaiting for
Error when trying to accept payment
Someone paid me via STRIPE and that amount now shows in my undeposited funds account like the rest have (but from paypal, etc). When I try to record and move the payment but add the 52 cent fee, I do that and clikc on save and I get the following error message: Bank charges are applied. Please select a bank account. For some reason there is NOT a selection or drop down etc to put what account I want the 52 cents to be added to like it had for the others. Has anyone else run into this? What am I missing
Importing bank statements into Zoho books vs Bank feeds
I have tried many times going step by step from the instructions and just changing this and that and i cant seem to get my imports to match when imported if it gets that far. I bank with CBA and the feeds seem to be the only way I can use it in books, however add & match is confusing and when an import makes it into books i am then left with double ups... There must be an easier way since it looks so easy... Also how can you delete already imported and bank feeds so I can start over???
How to have different branded invoices
Hi, We have are a company that owns/runs several boutique resorts, and the location of each resort needs to be on the customer invoice as the company address. One resort even has its own logo - we bought the the resort a year ago and will keep the original logo for another year until we can phase it out. How can i create an invoice template for each resort with different address and different logo, that can be selected by the sales people depending on the resort they are making the booking for? Thanks
Auto-Generate Number for projects in timesheet?
Is it possible Auto-Generate Number for projects in timesheet? Thank you Alenka
Contacts
How can I Add contacts as ‘vendors' & ‘customers’
Cannot change font color of customer name on invoices
Hello I changed the font color for the customer name in the invoice template. On the preview it shows my changes, but on the actual invoice it is still the default dark blue (see attachments) Please advise, thank you!
Make it easy to say shipping address is same as billing address
It should take 1 click to make shipping address same as billing address, not require user to type in shipping address again.
Can't use Price List
I created a Price List, which I would like to assigns to an specific client... however, after creating it I can't find where to assign ti, nor to an invoice / estimate or a client. Please help!
FIFO cost tracking report
Hi, I started using Zoho books from 1 feb 2016. when i check the FIFO cost tracking report it is showing me all the products in and products out from feb 1 to feb 7th 2016. but it is not showing after feb 7th . i dont know why, but we had so many purchase order, bills, sales invoices after feb 7 to till date. Please reply us ASAP Thank you
How to establish units amount to an item?
I have several items (services) that use the same unit, but the amounts for each one is different Example Item 1: To Airport - Standard SUV Unit: Standard SUV Service Hour Unit Amount: 2 Item 2: Point to Point - Standard SUV Unit: Standard SUV Service
Invoice email problem
In the past if I created a new invoice and ticked the appropriate customer contact emails at the bottom of the screen and then clicked on "save and send" then those contact emails that I had clicked on would automatically be filled in as email destination addresses. This no longer happens, I have to manually select the destination contacts. I assume this is a bug that has crept in. Bill
NEW ZOHO BOOKS???
Can you explain what the new zoho books is all about? Why would we need to sign up for it? Thank You, Bobby
Import Bank Statement, using .OFX format
I am trying to import a bank statement, using the .OFX format - which is the format that our French bank are using for exporting the statements. I am unable to do it, it stops in the following error 24 Amount: The value for this column is either incorrect or it is not the expected value. Looking at the .OFX file in notepad, line 24 is the data holding the bank account number. In our case line 24 look like: <TRNUID>300770419515185xxxxxxEUR (the x's are my replacements of numbers) Anyone have any
i cant login to my zoho books via portal
Hi, help me Why when i go to the portal url https://books.zoho.com/portal/akunjak i can't login with my zoho account email ? thanks
Tax Report - VAT
In a VAT return to the authorities we are required to present the total of input VAT and the total of output VAT. Unfortunately although the tax detail report in Zoho does give the necessary figures there is no way to total the figures and no way to export the report to Excel in order to do it manually. This is major feature requirement and I don't believe any large company that is doing VAT would be able to use Zoho without this feature. Is it possible to export reports in csv or excel to solve
Why not make Bills billable to my customers?
It would be great to have this feature. thanks
newbie questions Zoho books
Hello I am interested in using Zoho for my translation business and have a couple questions. First, I charge different rates for the same service (for example translation of German to English) depending on the complexity, topic, etc. Can I set up one article (called Translation DE=EN for example), give it a default price value, and then change that value on an invoice by invoice basis, or will that screw things up? If I can't do that, what would be the best way to handle this? I am also having trouble
Reporting FICA Withholding in Zoho Books?
I have a payroll service that I use in addition to Zoho Books. The payroll service deducts employee salaries from my company's bank account, then makes a separate deduction for payroll taxes. I created a deduction for employee salaries, but do I also report the taxes withheld as an employee salary expense or do I report it as some kind of tax? Thank you.
Where can I find document history?
The old version worked perfectly, but after the latest update, I can not find where I can view the document history. Overall, the latest update is much much worse than previous version, not easy to upload and check in too, How can I revert back to old version?
Add images on items?
Hi there, I was wondering if I could add a picture to an item. Thanks in advance
Packing Slip - Add Contact Details to "Ship to" address
Hi, Is it in anyway possible to add contact details (name, tel #, email,..) only to the "Ship To" address. In more than a few cases we have to ship to a client's external warehouse, where obviously a different contact is used than the standard contact person of the client. thanks,
Upload receipt file attachment vs. upload invoice file attachment
In the Banking section, when uploading a receipt to match a transaction, I am provided with the option to choose "Attach from Cloud" or "Attach from Desktop." Contrast that process with the Sales / Invoices / Record Payment workflow where I am only provided with "Upload File" and I cannot get to my Cloud account documents unless the file has been synced with its respective desktop applications (Z-docs, G-docs, Box, Dropbox etc.). Can the Sales workflow be improved and work like the Banking workflow?
How do I cancel my account?
How do I cancel my account?
Problem with profit and loss statement (wrong calculation)
Hi, I have attached a screenshot of my profit and loss statement. (checked year to date option also) This month statement it showing perfectly . but Year to date column is adding Sales + cost of goods sold =gross profit .... instead of Sales - cost of goods sold =gross profit Am i doing anything wrong?
Sales Person request
Would be great if you can asign customers to a sales person and stablish the % commision they get over that client, so at the end of the month you can generate a report with the commision amounts you must pay to every sales person
How to expense made on behalf of another group company
We have incurred some expenses on behalf of one of our Group Companies..how to book this in Zoho and raise debit note..Ideally it should not be reflected in my other receivable.. Regards, vikas
Zoho Books Video Tutorial
Hi Where can I find videos I can use for staff training on following products; CRM PLus Books Recruit? Thanks,
Error: E-Mail ID already exists
Hello! I am trying to change an e-mail address but receive the before mentioned error. The user "padinhatemp@mcm-swiss.net" has been registered before but was deleted and reinstalled with a temporary email, which we would like to change back to the one before. Please advise how to proceed. Thanks for your feedback!
when will you connect books to crm together
when will you connect books to crm together so our accouting department can pull sales orders from crm
Multi Level Employee Expenses
Hi all I am planning to implement ZOHO books for my Logistics Business.Before proceeding i need certain clarification in our business we give cash handling to different employees and each of them give us the expenses associated with that manually.Now i would like to do it using zoho For example MD pays 50K to the Accountant which was withdrawan from bank . Accountant pays to Manager 10k , Junior Assitant 5K. Now i want my Manager and Junior Assistant enter their expenses directly so that i can
How to customize Invoice templates
Hello To Everyone: We are new to Zoho and in the process of customizing an Invoice template. We are looking to add some fields and remove some fields. The problem that we are having is that some fields that we have added into zoho invoice template are
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