Cash received from company's director
Hi. Please help me on below issue. I received cash from company's director. The money is used to purchase all office equipments and supplies. The question is how do I record the cash received from director? And if I record an expense how to click on the right account the money comes out from the cash received from director? Thank you in advance for your help.
BUG: TIMESHEET DETAILS REPORTS
When the box for "View the time entries for other users" is unchecked (under Users > Permissions > Timesheets > Projects), each user is still able to see the time entries of other users when viewing the Timsheets Details Report. It should be categorized as a bug because currently, when a user generates a Timesheet Details report, they can't see all the logged time for all users when selecting an individual customer/project, but they can see all the logged time for all other users when selecting "All"
Does zoho books integrate with worldpay?
Or card save? Thanks
Virgin Credit Card Feed
Hi, I have recently reported a Virgin Credit Card Feed breakage,had reply saying the feed company will look into it but thats it...... The login page is different in zoho books https://uk.virginmoney.com/virgin/service/credit-card/ compared to the actual login on Virgins website https://creditcards.virginmoney.com/VM_Consumer/Login.do So I am wondering if this is why i cannot connect to the feed? Regards Steve
change status of invoice
How can I change the status of an invoice? I ship products based off of paid invoices. Is it possible to change an invoice status from "paid" to "Shipped". Is there some sort of work around here if the above is not possible? Invoices are getting buried and I am having a hard time figuring out which ones have shipped and which still need to be filled! Help!! -B
How to get Zoho books contact with CRM Details ?
How to get Zoho Books Contact with CRM Details? I can get only Books Contacts data . but I need CRM Contacts fields data.
Zoho Books and Zapier
Hello When the api for Zoho Books and Zapier will be available? So far only zoho invoice which we are not using anymore is available https://zapier.com/help/search/?q=zoho+books Please let me know Thank you
Thank you note option in Zoho books
Hi, I am looking to use the Thank you note option in Zoho books but I'm unsure how to set it up. Help please
How to attach multiple exspenses to one item on an invoice?
How can I attach multiple exspences to a single item in an invoice. For example if I have a large number of exspenses (30 or 40 recipts) and I would like to show a total cost for these reciepts under one item such as (Materials) with out showing 40 lines of exspences on an invoice.????
Enhancement in Payables Aging Summary & Details Report
Hello Everyone, Last time, we made it really easy for you to find out if your customers are paying you on time and how much they owe you, with few customization under Accounts Receivable report section. It's only fair that you have to find out how much YOU owe your vendors and suppliers, with the same ease! That's exactly why we've enhanced the Aging Summary & Aging Details Reports in Accounts Payable section as you know, paying a few of your vendors might have a more pressing need than
general guide to using projects with books
Hello. Is there a general guide to how to use Projects with Books? I'm a books user, but am wondering if using books as a way to do things similar to "class" in Quickbooks might be worthwhile.
Send an overdue invoice reminder to a customer once a potential won
I am looking for a solution to send an automatic overdue invoice reminder once a potential won. Any Help?
import vendor list
I am trying to import a vendor list but when I get to the mapping there is no contact field on the zoho side? anyone know how to add that? it also tells me no records can be imported because the custom fields arent configured but the names matched in the mapping. what else do you have to do?
Add URL to invoice
Our bank feeds currently link to Zoho Books and we wish to offer our Bank's merchant payment system in addition to paypal as payments would automatically go to our bank account and therefore be fed into Zoho Books. We will have a secure payment link on our website, but I want to be able to insert the URL to this location on our invoice so that clients can "click" and be redirected. How can I add a clickable URL to the Zoho invoice created in Zoho Books?
PO From Invoice - Not only from SO
Hey guys, Based on different companies workflows, an SO may not always be relevant. Our company in particular goes straight to invoice as paid because we receive payment at the same time as our orders are placed by customers. I love the fact that we can go from SO to PO, but I think it would be amazing if we could have the same function from invoice. This would save on duplicate entry work, prevent issues from having to manually carry over the information and just create a more seamless system.
Zoho Books online ordering and messaging
I want to enable my customers to place their orders online. Let me explain it by telling you basically how it must work. I want my customer to log on and go to a link,and log in with a username and password. When my customer logs in,his/her specific order form will open up.Customers must be able to review their orders or place a new order. I want them to be able to change the status of the order. Does anyone know if this has been done?
Write Off
Hi there, When an unpaid invoice is written-off in Zoho Books (Invoice > More > Write Off), how is the written-off amount (and date) captured/tracked in the system? How can I view all the write-offs over a certain period of time? Is it captured in any chart of accounts? Thanks, LP
How do you receive a check that is paying for a Retainer invoice and a regular invoice?
Client has a RETAINER invoice for $2 and a REGULAR invoice for $1. Sends a check for $3 How do i receive this? Thank you, Bob
Reciept voucher
Hi, I just received a check from one of our clients and they would like to get a receipt voucher. Can we do that in zoho? Regards, Jasdeep Singh
How I can move items between my 3 warehouses? Please assist
Hi, can't find the setups to create several warehouses between which my stock might be transfered, please assist
UPDATE: Scheduled Maintenance planned for 9th May 2015
Dear Zoho Books users, We have planned for a scheduled maintenance on 9th May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during this period. We apologize for any inconvenience that may be caused due to this. Regards Sherry
payments of bills planned for my buyers
I need Have payments of bills planned for my buyers .
in Italy it is normal to be paid by buyers scheduled dates in 30 days - 60 days - 90 days after finishing the work .
book does not handle this as I can do to get alerts deadlines and division of the amounts ? -------- Ho bisogno di Avere pagamenti delle Fatture pianificati per i miei acquirenti. in italia è normale essere pagati dagli acquirenti in date schedulate 30 giorni - 60 giorni - 90 giorni dopo aver finito il lavoro.
libro non gestisce
Two Merchant Accounts with Zoho Books?
Is it possible to integrate two merchant accounts with Zoho Books (one for Invoices and one for Retainer Invoices)? Basically, we have one bank account for Invoices and one Trust account for Retainer Invoices (ie. unearned revenue). Each account has their own merchant account/ID. Please let me know. Louis
Missing features prevent upgrade
Hi, I'm really impressed with the program but a couple of features prevent me from upgrading. My business buys goods in the USA in US dollars and sells them in Canada in Canadian dollars. I am frustrated that I can enter my item purchase costs in US dollars. I have noted that I can't record expenses in foreign currency (I travel to the US on business). I wish the handling of exchange rates was automatic (like with Wave or FreeAgent). I wish the system could handle partial deliveries from suppliers
How to handle credit card balances
If you are using a business credit card, which is personally guaranteed, do you keep it open and carry the balance year on year like the business bank account, or should it be thought of as a director's loan because he is personally liable? (Our business credit card is guaranteed by my partner, I use personal credit cards for expenses too). Should either balance be transferred into a director's loan account (owner drawings?) at year end?
create deferred email template
Howdy! I'm am new to Zoho, I've been using it for about 3 months. I am looking for advice on how to create an email template that will be sent out at a deferred date - 1 week after - the date of the estimate. Any advice is truly appreciated!
Huge Problem
I stopped using Zoho in the 2013/2014 financial year. I now have a free account. When I logged in today & tried to access my data for that financial year it wasn't available? Can I get it back? Please help
Bank Reconciliation Reports
How do you print/export the Reconciliation History (and Reconciliation Details)? This is required for audit purposes.
Vendor Address Missing on Check
Hello, How do I get the vendor address to print on a check? I have the address in the system, but when I create a bill and record a check payment, the address does not show on the check. I have gone into the Template but it only allows me to adjust the check alignment. I cannot figure out how to get it to include the address. Thank you.
Automatic sending of invoices
We are forming the invoices appellants. Is it possible to do that on having sent the automatic invoice to the client this one already sends like paid?
How to Record Payment of VAT in Zoho Books
Good Afternoon, I am due to pay VAT for goods purchased during the last quarter by my company. Can you please let me know how I record this in Zoho Books? Kind Regards Coast Bearings
Bill Entry - Tax only Line item
Hi I am entering an invoice from a Customs Clearance Broker for import duty I need to enter a tax only item (GST) Is this possible - or how do I get round the problem ?
How to handle blanket orders?
I receive blanket orders from customers. They want to give an order for 3 months usage and want me to deliver a portion weekly. Do i use an estimate for the blanket order adn release from that or put in a total sales order and invoice the weekly deliveries from that? Richard / California
credit charges into zoho procedure
When I accept a credit card, do I change the total amount of the invoice by subtracting the fee or does zoho do that?
accounts receivable
I have entered all account balances and new invoices as of Jan 1, 2015 for our company. I received payments for invoices from 2014. How can I adjust the AR balance to reflect those payments coming in? When I try to make a manual journal entry AR is not an option. What is the best way to proceed?
'Internal error' when converting sale order to invoice
This afternoon Zoho books is broken, I get an 'Internal error' when converting sale order to invoice and system locks up, I have tried two different PCs and three different browsers (IE, Chrome & Firefox). When will it be fixed?
Banking matches shown as paid in cash :-(
Hi there, when matching a single batched payment into our bank account with several invoices, these invoices are shown as having been paid "in Cash", when they were actually paid by PDQ machine (Debit or credit card) - how can we change the default payment method? (see screenshot: http://take.ms/F5e8g) Many thanks James
Import Items - Fields explained
Completely newby into Zoho Books so apologies in advance if this has already been asked or even solved!! I am trying to import new items into Zoho Books. These items would (ideally) just be imported as Purchase Items - I buy these items from my providers. I have downloaded the sample csv file but I then found that there are more fields on the importing feature that shown on the sample file. Could you explain what these are? Specifically: - Item Type Also, if I just sell clothes what am I supposed
Post Items
Hi Am trying to post a item from C# code but am unable to do it.any sample code is their to post item in ZohoBooks API. Thanking you
Items - Multi Currency Purchase Rates ?
Hi, We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting. Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option. Rates in Exchange Where can we input the rates or exchanges on a daily basis on Zoho? BR -
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