why is my contact who is a vendor not showing up with payment history?
I have a contact X. X is a vendor. X receives expense item "salary" but when I view X details there is no payment history. Why? and please turn off the sub-forum ... this is the only site that I have ever used that insists on sub forums.
document generator
It would be an enourmous improvement if it was possible to be able to create your own standardized documents, generated on the basis of invoices, estimates, credit notes, bills etc. and being able to use placeholders. eg. you could create your own reminder
why is my contact who is a vendor not showing up with payment history?
I have a contact X. X is a vendor. X receives expense item "salary" but when I view X details there is no payment history. "There are no payments recorded yet. " but there are NINE payments made already... read on... It gets worse. When I view expenses by vendor I see X has 9 payments but none of the tabs show any payments at all! I would say that is a bug at worst and a very poor UI at best. and please turn off the sub-forum ... this is the only site that I have ever used that insists on sub forums.
ability to flag entries for future review
I would like to flag certain items so when I sit with staff re: their expenses or with clients: re questions about invoices I'll be able to find those particular items quickly.
Books, CRM and tasks
I'm stumped. I want to keep track of tasks for time management (knowing what's due and/or upcoming to prioritize work) and for billing. I can create tasks in CRM with due dates, etc, but can't track time associated with those tasks. I can create tasks for projects within Books, but there are no due dates, nor does there appear to be any way to just list all tasks (short of drilling into each project separately). Also seems to be no way to integrate tasks between CRM and Books. Any suggestions? or
Imported Transactions in unmatched transactions
Hi, I recently imported all my withdrawals into Zoho Books. But all my transactions are sitting as unmatched Imported Statement Lines. I do not understand what/why I am matching them to any lines. The whole point of importing the transactions was to avoid matching. Even if I try to match the transactions, the matching fields are not set up to match withdrawals. CK
Switch . and , in prices inside invoices and estimates
Hello there, We work from a country where we have inverted . and , in our numbers, in other words what you would normally write as this : 36,000.42 (thirty six thousands, fourty two cents) Is written as : 36.000,42 You can see how much of a big deal it is, since those 36000 are read as only 36. Please tell me we have an option to switch these?
printing taxes with invoices
Every month y accountant wants: items i billed broken down by amount, tax, total items i paid broken down by amount, tax total Where do i find this report? I have looked everywhere and cannot give him taxes separated from billigns.
Recording Checks Written
Do I need to record every check that I write in "money out" expense or will it automatically record when I reconcile the account? Also, should I wait to month end to reconcile the account or do it frequently?
welcome to 2013... how to re-start invoice to numer ONE?
Hi guys i closed 2012 with xyz number of invoices... 2013 is arrived and i need to reset the counter and start from number one if I try to issue an invoice I still numbering 2012 what steps to reset and start from one? thanks a lot nicola :)) ... and a great new year :-D
How to log interest on long-term loan
I have a l ong-term shareholder loan. I created an account for it, and correctly created a loan for $16,000. Now the loan is acquiring interest owed, although it is not yet in repayment. I tried entering a manual journal entry like this: Financing charge
Any Fix For The inability to resize description box in firefox??
I had emailed the support dept. and they said they experienced the same thing as I have. I still cannot re-size the description box in order to see all of its contents, Bobby
Wanting to freeze account
Is it possible to freeze the "books" account from creating new invoices, but keep the information available?
Does Books have a manual?
I just bought the program, but can't find the owner's manual.
can't undo an error
I can not figure out how to record when paypal is involved. I have read all forums. I can make paypal a bank account, but I first recorded the payment. invoice, $2000, paypal fee $58.30. I only transferred $1900 to the bank account. I recorded the payment as $2000 and $58.30 as fee. Now the invoice says $58.3 due. I cannot undo this, cannont void or delete it. It is stuck in the system incorrectly. Please send us method for recording this type of transaction. Also, how to fix the mistake.
Budgeting, Purchase Orders and Sales Orders
We are migrating from quicbooks to zohobooks. I noticed ZB doesnt have budgeting. Also no purchase orders or standing orders. is this coming any time soon. Since Zoho CRM has PO's and SO's i feel its only natural for them to be in ZB. I would apreciate timelines please
Zoho Books bashing!
I've been a Zoho Books user for several months now & keep an eye on the forum via the RSS feed. As a user I have nothing but praise for the product since it meets my requirements as a single user with modest, uncomplicated books. I understand that everyone's
Change of Font Colors in PDF Reports
Hi, Any way we can change the font color in the PDF reports to BLACK? Some of the fonts are in light grey, and when printed out can hardly be seen. It would be best that all reports printed will use the default black color fonts.
Recurring Invoice with a start date in 2014 NOT appearing in list for ALL Recurring Invoices
I created a recurring invoice with a start date of 1/1/2014 and saved it. However, it does NOT show up in the list of recurring invoices when the show filter is set to ALL invoices. All other invoices appear that have start dates in 2013. Also, since it doesn't show ... at first I assumed it didn't save. So, I tried creating another one with the same "name" and an message appears at the top of the screen saying a recurring invoice with that name already exists. Is there a bug in Books that won't
Zoho Books Bank Feeds Problem....
Hello, We had previously tried out Zoho Books and we really did like it, as a result we subscribed to it yesterday. However, when we try to refresh bank feeds it just says "Zoho Books is fetching your feeds. This would take a while, you can continue working until then." , and nothing really happens, its stuck at that. I cant refresh feeds at all. Without bank feeds, Zoho Books is not a viable option for us. Please help us troubleshoot this problem.
More granularity for staff permissions
I think there needs to be some more granularity in user permissions. As a bare minimum you should be able to restrict staff to either the Payables or Receivables sides of things, like QuickBooks Online does, but honesly that's really not granular enough.
Ideas for vendors section improvements
Credit notes for vendors Vendors statements (similar to customers) Advance payments and overpayments for vendors bills
Imported American Express history through CSV - payments and credits are reversed
I just exported information from my American Express account and imported it via CSV. Apparently all of my charges imported as payments and payments as charges. Now what do I do? Thanks.
Credit Note
Hi I have input a bill into the system which was disputed and I have subsequently received a credit note for part of the value. I can see an option to raise a credit note on the system but can't find anywhere to record one received. Can you let me know how I record it please.
How do I record refunds from vendors?
We receive refunds from vendors in case a good is not delivered or the items sent to us were damaged. Another example is that we have to give deposit amounts for booking venues. When this deposit comes back, how do I record it? I need to record these refunds in our books. How do I do it?
Legal reporting for Spanish Tax Authorities.Profil and los+Balance Sheet+Taxes
Does Zoho books include the mandatory legal reporting for the Spanish legal requirements?
zoho books matching bug
say Customer A, with Inv 1 and 2 customer A made a partial payment for Inv 2, 50%, on Oct. I have matching the Oct bank statement. customer A made a full payment for inv 1 on Dec. Now, I would like to change the payment details for Inv 1, from "deposit to" account A to B. the system says This transaction has been matched with a statement line. Hence, the fields which affect the transaction amount cannot be modified. and I have to delete the payment for Inv 1, and record the payment again, in order
Books Invoicing Template; adding contact person name
Hi, I tried to post this earlier however cannot see where it went to. I'm adding Contact names above the Address on Invoices, however having problems with these appearing on the pdf's. The people concerned are loaded in the system as 'contact persons' and their names are ticked on the invoice edit page. When the invoice is saved and the pdf loaded up, the contact person' name only half appears and sometimes displays nothing or %LastName% instead of the value. Am I doing something wrong here or is
Wish List - Tab with dotted line option within the description field Estimate/Invoice
We would like to have the ability to use the tab function with dots in order to organize our description area. Can this be done? I was thinking that the option to add this function could be within the template options. Below is a couple of Item descriptions:
No Tax for COGS - No refund Account possible?
Hi. Initial test of Zoho for me. The statement import transaction matching is great, but I ran into problems on the first transaction. Can you help as below please. This is for Australia and using GST. eg. Payment to Vendor1 COGS - 10% Tax Refund from Vendor1 COGS - 10% Tax **zoho does not record TAX for COGS Payments or Refunds in bank import. Further, I cant't see how to allocate a refund to the COGS category form the bank import. Payment from Customer1 Sales - 10% Tax Refund to Customer1
Can not print whole page of a spreadsheet.
In the last couple of days I have been unable to print whole spreadsheets. It only prints about the first 60 rows. Leone
Server Problems today.
We have not been able to use our account all day. We can log on sometimes and when we try any other function, we get a server error message or cannot log on to this web page and to try again. We have attempted with 4 different computers at 2 different locations as well as Firefox, Chrome and IE. Bobby
personal and business sets of books
Being a small business owner we sometimes move money back and forth......and back and forth......between personal and business bank accounts. Sometimes expenditures get a little mixed up too... I am sure no one else does this.... Anyway... Can I set up 2 sets of books one for personal and one for business that will interact with one another? Or do I need to do it like I do elsewhere just have 2 different independent sets of books? thanks for you time.. Lisa
Importing
I would like to ask some help in importing files from QuickBooks to Zoho Books. I did the instructions given but it says "The import data does not match with the allowed file formats . Please check your data and the file format." Looking forward for quick response. Thanks.
Great Job on the Bulk Printing as well as the Estimate Status !
These two additions will help a lot. I hope you guys are planning on integrating the status option to be sent out to our customers via email and allow them to accept or decline. This would be a huge time saver.
Description Box does not drag correctly anymore when using Firefox
Has anyone else had or having this problem? I changed over to Firefox so that the box would show up and be functional and now it has stopped functioning properly. The problem I am having is: When I move cursor over the corner selection area the box starts to move but then stops and the odd thing is when I move the cursor back to the box (Anywhere in the box) the box will move inward but not outward. I just tried it with chrome and the box is functioning properly there.
Bank Rules - Where are they?
Hello. Somewhere I saw a way to automatically match and classify certain bank transactions. However, I can't find this now. How do I do this?
New accounts added not showing when I create a manual journal
Hi, Why are new accounts I added not showing when I create a manual journal? Thanks!
printing list of invoices
how do i print a export a list of invoices. When i do an export i get all the line items for the invoices. I just want what i see on the invoices screen
Printing Multiple Invoices
We need the ability to print multiple invoices at once. We have to print many invoices at a time and it is very time consuming with ZOHO Books. We first have to wait until it opens as a pdf, then print. Please provide a feature where we can check all or select the invoices that we would like to print. All of the major accounting programs allows this. Thanks, Bobby
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