Ageing debtor per customer balance
how can i get my ageing debtors and creditors balance per customer as at a specific date?
Credit Card account name too long
I get this error when I try to add a credit card: The account name must have at most 50 characters I don't think I can change the account name at this point of adding it. What do I do?
Zoho books: payments versus credits
I like the "credit" function as each credit is created with a "Credit Memo" with a Memo #. But not the same with payments!!!!! So I can track credit notes, but not payments!!!! I would like each payment from a customer created with a Payment # as well.... this way I can track it... and if a payment is applied to 3 invoices, I can pinpoint which payment was applied to what invoices, and for how much each..... guys, good work, and keep it up!!!!
any custom tab in zoho books?
if customers pay by paypal, I can't find a easy to view those payments, even if I link my back account(s), or credit card(s) inside zohobooks already. Will be great that if I can create a custom tab and can open paypal.com site. (like the way zoho crm has). Not a big deal, just curious. Thanks James
american express feeds
my american express feed is not working. please help.
invoice number starting from 1001?
Hi: Zoho Books support By default, the invoice number will be: INV-1, INV-2, Can you change and starting with: INV-1001? or any kind of number? Thanks James
Can we get more than 500 Characters in the desription area.
I have many items that are very detailed and I need to show all of the details to my customers so that there isn't any confusion with their purchase. Thanks, Bobby Green
Credit Card Fees Question
How do we record Credit Card Fees the correct way? Hypothetical Situation: A customer provides us with American Express Card for deposit of $5,000.00. The Fees are 150.00. With American Express, they pay the 5,000.00 less the 150.00 for a payment of $4,850.00. The problem we are having is: When we Record Payment for the $4,850.00 we are left with a balance due for this customer. With Visa, Master Card etc.. We get the total amount deposited into our account and then the fees are payed at the end
Fees and payments
Hi I like the new payment system, however: I take payment by Credit Card / Bank Account though a merchant. So I would charge the customer say.. 92.99 a month (so I use recurring invoice). The customer is charged the $92.99, the funds are transferred to
Where can I see invoice number and payment date on the same report and PLEASE Allow users to create their own reports!
I have wasted hours trying to find a report that will show me the invoice number and payment date on the same page. Where is this? And if it does not exist please allow us to either A)view invoice numbers and payment dates or B) allow users to create their own reports {#invoice_number, #invoice_payment_date}
Payments Received report is deeply flawed
Payments Received report is deeply flawed What good is a Payments Received report if it does not include the INVOICE NUMBER?! https://books.zoho.com/view/ZB_Main/ZB_Reports/ZB_ReportsPaymentTableView_VWrapper?FILTER_PERIOD=5&SELECTED_ID=Payment
Tax Reports
zoho books shows no transaction amount for my 0% tax items in report section?
TAX
Hi, We have 21% VAT on sales and purchases. Should I use a VAT SALES and VAT PURCHASES account or is it ok to allow all the 21% to go into the same account? Thanks
Zoho books has been updated?
I am recording expenses and I have just noticed that it seems a little different. it also seems to be loading quicker and it doesn't have that horrible delay when i click the vendor dropdown (this drives me mental). If you guys have done something then thank you! it is working much better at the moment.
Invoices from Projects - some issues
Hi I have managed to generate an invoice from a project. In order to do so, I had to select a project from which to draw tasks. It only made invoices for tasks that had time logged for them. ISSUE 1: If I have lots of staff working on a dynamic set of tasks across a lot of projects, how would I know which projects to generate invoices for? As it stands, it looks like I will have to manually generate invoices for every project, and then discard those for which there are no task entries. This is
Come on zoho - Start showing improvements before youe reputation is damaged forever!
I really like a large portion of ZOHO Books but, the improvements are taking way to long. Have talk with upper management and let them know that their customers would really like to see actual progress and to loose the same worn our responses that say they are working on other priorities. If you do not think that Zohos reputation is on the line google zoho sucks and you will see.
Payment receipt amount in base currency does not turn out right
Hi, We are currently exploring Zoho Books to replace our accounting system. Our base currency is in SGD. However, we do send invoices in USD. For USD invoices, we receive payments from customers in USD directly into our SGD bank account. We entered a payment received for a USD invoice, including the exchange rate that was used to convert the original USD invoice amount into the SGD amount that we actually received in our bank. However, when we checked under the Banking section, the SGD amount is
BB&T?
Does Zoho fetch transactions from BB&T? I couldn't find any combination of their name when trying to add? Am I correct on this thinking?
Zoho books and invoice without Zoho CRM
Hi there team At present I do not wish to use Zoho CRM. However I do wish to use Zoho Books. Am I able to use Zoho Books without having to use CRM ? In other words am I able to use Zoho Books simply by using contacts and invoice ? Do I need Zoho invoice if I am using Books ? Thanks Jai
Setup Guide
Is there a good step by step setup guide or checklist? I don't want to be caught trying to use Zoho books with a new client present and find that something is incomplete or not setup correctly. It seems that there Zoho has quite a lot to offer and I want to make sure I set everything up properly.
Problem with Bills. Their Due Dates do not adjust properly.
I have Vendors that are set up on 30 day net. No matter what date I enter as the bill date the Due Date stays 4.19.12 I am entering them today but, my invoice date is on 3.26.12 so the due date should change to 4.26.12. We rarely get our invoices on the day that we make a purchase and we are not always able to input bills on the exact day they are issued so this field should change based on the invoice date and not the day that they are entered. Bobby
Invoice Details are missing date paid or amount paid and the currency
When I think Invoice Details, I think At minimum will have: date invoiced date paid company invoice number currency invoice amount status Zoho Books __does not__ indicate: date paid or amount paid currency Please fix the invoice details to include date paid or amount paid currency as soon as possible
question regarding invoices
I need to invoice a client for a part payment of a quote and what i would like to do is create the invoice for the TOTAL amount owing, and on the invoice specify exactly how much is owing at the time i send the invoice.. ie. the total on the invoice is $2500, but i want it to say that the current amount owing is $1000. Can I do this? if so, how?
New Accounts - Not showing up in expense as an option
If I add a new 'Other Asset' account, why does it not show up when I try to move an expense there??
Delivery/Despatch dockets
Hello, Can Books generate delivery or despatch dockets for production/warehouse that just has the items pruchased and not the costs etc. Thanks
Help
I am trying to import contacts from Zoho CRM to Zoho Books, however Zoho books says " Import from Zoho CRM is in progress. The link is enabled once the import is completed." Please advise how I can fix this?
CSV Statement Import in Books
I've just tried the CSV import of (in this example) credit card transactions into Books. Two problems that strike me are - firstly the CSV file appears to require a header line. HSBC in the UK don't export that so unless I modify each file between download and import it's too much trouble to be useful. Also the Payee field didn't seem to appear anywhere in Books after import. It wasn't put into the Vendor field but also it didn't offer me the change to create a new Vendor from the Payee data or more
show notes in rollover in report view
https://books.zoho.com/view/ZB_Main/ZB_Reports/ZGL_ExpenseSummaryByCategory_VWrapper?FILTER_PERIOD=5 When looking at Expense Details By Category it would really really help if the rollover notes option was there. Having to open each and every item is
One Stop Shop Monthly Fee To Use All Applications?
Is there a one monthly price for all of the ZOHO applications for unlimited use or do you have to pay a monthly fee separately for each application such as , CRM, BOOKS, PROJECTS Recruitment, Invoice, ETC,ETC?
Zoho systems are not user friendly
The longer I use Zoho (books, crm, support, projects) the more frustrating I am finding it. eg. I click to view an invoice, then I want to go back to the previous page, BUT when I go back it either takes me to a completely different page or it takes me back to the previous page but I have to do the filter again, and again, and again..... I also want to be able to open pages in new tabs, but a lot of the time it doesn't allow this. I think these systems could be really good if you guys fixed things
Tax summary report question
What's the difference between accrual and cash?
show notes in rollover in report view
https://books.zoho.com/view/ZB_Main/ZB_Reports/ZGL_ExpenseSummaryByCategory_VWrapper?FILTER_PERIOD=5 When looking at Expense Details By Category it would really really help if the rollover notes option was there. Having to open each and every item is annoying when all I need is a quick reminder of what the expense was for.
Does Adobe Export PDF work for export PDF from Zoho Books to a XLS ou XLSX format, enough to work with generated data?
Adobe ExportPDF US $19,99/year Converting existing PDF files into Microsoft Word, Microsoft Excel, or RTF files for easy editing with convenient online services from Adobe. Adobe CreatePDF US $99,99/year Create your own PDF files to share with others, or turn existing PDF files into Word, Excel, or RTF files for easy editing. No download or software install required X X Convert PDF files to Word format (DOC, DOCX) X X Convert PDF files to Excel format (XLSX) X X Convert PDF files to Rich
Single payment for multiple invoices
I am a big fan of Zoho and would love to start using Zoho Books. Unfortunately, it seems that an ESSENTIAL feature is missing. When a client pays two invoices at once, I can't find a way to attribute a single payment to multiple invoices. If I split it into two payments, my bank statement won't match up with my accounts. Please resolve this issue ASAP! Thanks, John
please include attachments in email history in invoices
Please, people! When sending an invoice there are USUALLY attachments... contracts, copies of expenses, photos, etc. Please include the attachments in the emails history.
multiple currencies
I have vendors paying in multiple currencies... can you guys consider allowing multiple currency balances for a single vendor/customer?
How do I associate a bill and / or expense in ZOHO BOOKS with a project
How do I associate a bill and / or expense in ZOHO BOOKS with a project I want to be able to run a report for particular clients and project. How do I do this? Thank you Nick
Prioritized Commitments
Support Staff, Please provide the list of prioritized commitments. This should at least let us know what ZOHO determines to be a priority. Thank You, Bobby
How to calculate Salex tax when tax basis is "Cash" (Not Accrual) and Credit Note is applied on Invoice?
Hi Support, I have created one invoice, Invoice has three item, each item price is $ 100 and tax is $ 10 %. Tax basis is "Cash" not accrual. Credit Note is created on Item 1 with tax (10%) : $100 (Item Price) + $ 10 (Tax) = $ 110. So invoice is as below Name Qty Price Tax Amount Item 1 1 100 10% 100 Item 2 1 100 10% 100 Item 3 1 100 10% 100 ================================
Accounting for Payments to someone for acquisition of their clients?
I acquired the clientele of another company/person and made arrangements with this person where I would make monthly payments to him for the acquisition of those clients. One of my clients is a CPA and she stated that my payments to this person/company is "Goodwill" and is an amortizable asset. Up until now, I've simply entered the payment as a "Misc. Expense" in Zoho Books. How do I go about entering it as "Goodwill" and a amortizable asset? Many thanks for any help!
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