default exchange rate changes back to old exc rate on each new page
I have set the new default rate but each time I add a new expense the rate goes back to the OLD default not the new one.
recording expenses is mono currency... we need to enter expenses in * currencies
Please, people. Get the currency functions __out of the mono currency mind set__. We pay bills/expenses in LOTS of currencies! Your Software is supposed to save time __not__ absorb time requiring humans to do data checking against numbers on a different
Is Zoho CRM and Zoho Books integrated???
Hi, I've been a CRM user for about a year now, and have been invoicing out if it. My major issue is that I allow my clients to pay part invoices over time, and there is no way for me to track what is still remaining, unless I do it manually (at the moment I am just leaving notes against the invoice), but this means that I can not just run a report! I am looking into Zoho Books, but I need to know if it is integrated with the Invoices section of CRM... Thanks! Ben
Tax deduction
This is a difficult question as it might be specific for some specific countries, in my case Italy. Normally when I received an invoice from a counsaltant the procedures is that the company who pays the bill pays also the tax for the counsaltat. To better explain here below I put an example: Invoice amount: 2000$ VAT: 21% = 420$ Total invoice: 2420$ Tax deduction: 20%= 484$ My company pays to the counsaltant: 2420-484= 1936$ My company pays to the tax agency as a third party payer: 484$ As per our
I need a report that shows credit/debit by currency
I need a report that shows credit/debit by currency for expenses/bills/invoices.
Can not change Payment received date
I have tried many times to alter a date that has been input incorrectly for a payment received for an invoice. It should be 2010 not 2011. It will not update...please can you let me know how to do this. thanks
how to find all accounts that have an exchange rate of zero?
I need to find and correct all invoices and bills made against an international currency but still have a exchange rate of zero. How do I do that in Zoho Books? And When will exchange rate lookup be enabled?
typo on site: we will know that we wont need to bill you for the next month.
we will know that we wont need to bill you for the next month. should be we will know that we won't need to bill you for the next month.
Wire Transfer as a Payment Option
Hi I would like to have Wire Tansfer as a Payment option with Zoho Books. This is specially important for international transactions. I could be a simple link to a page displaying the bank account info, routing number, etc. Is there a way to add wire transfer to the already available payment options? Thanks, W.
How to pay a Liability
Hi, I have a Loan that I am paying back. It is current as of the start of the financial year. SO I would be setting it up as a opening balance with the amount. 1. I would like to be able to set it up so I can make direct transfer of payment against the liability. IE Make payments straight from my business account to pay back the loan. I have tried all the recommended liability accounts, however none are able to do this as they do not show up in accounts I can transfer too. To make it work, do I need
Invoice Number (reference number) disappear in "payment history" report
urgent! we found that the "invoice number" column for "payment history" is missing starting this or past month... Previous month february2012, when we exported "payment history" to csv format and the "invoice number" column is still there. Now it's disappeared. We really need the invoice number to track the invoice record. Our reason is, one client could have many invoices, if the "invoice number" column being deleted, means we have to click the "customer name" to jump to another page to check. Also
Zoho Books features
Great achievement in integrating Yodlee with Zoho books..... a few questions: I live in Canada and Canada's biggest bank is RBC. Yodlee does not support RBC but small players like the Amex Card??? Still a pain to me. Reconciling expense items with bank entries is very nice!!!!! Just one more thing: can I link the image of a receipt slip to the actual expense? This is both for record keeping, and for audit purposes.
same attachments with every customer every month... make it easier to send invoices with contracts attached!
We send invoices every month and every month a new assistant accountant will ask for the contract that justifies payment against the invoice. Please, allow us to attach certain documents (notably contracts!) against customers account information. You know how people try to delay payments (Oh, where is the contract please saying you should get paid?) ... please make it easier for us to get paid! thank you
Automatic bank account/credit card integration coming to ZB?
Hi, is there any time frame for real bank account/credit card integration, so that charges are automatically imported each night? I am new to Zoho Books so I may have missed this. If so, instructions for how to do it would be great. Thanks!
Automatically download bank transactions?
Am I missing this feature somewhere? Can you automatically download your bank transactions like Quickbooks? If not, is this coming soon?
Importing Bank statements in Zoho Books
Can bank statements be downloaded into Zoho Books for bank reconciliations?
Welcome to Zoho Books forums!
Welcome to the Zoho Books user community and support forum. We encourage our users to actively participate here and discuss ideas openly on Zoho Books and accounting in general. Get answers for your questions on Zoho Books. Meet and greet other Zoho Books users and share Zoho Books tips and tricks with them. Knowledge shared is knowledge multiplied. Let's all take this movement towards online accounting forward.
How can I pay a short term liability from a bank account?
I created a short term liability account and would like to record a transfer that happened between my bank account to settle part of the short term liability. If I try using the "transfer" function on the bank page, the short term liability account is not listed among those that can be transfered to. If I try using the manual journal, the bank account is not listed among the accounts I can use. Am I missing something? Thanks for your help.
timesheet filter
Hi, on begining of month I usualy have to/want to see whole last month, but I can't. It seems to me as good idea to have such filter in Show menu. goran
Change a Money Out to a Returned Item -- Credit?
If I purchase an item and enter is as a Money Out item (say ... a Cost of Goods Sold item) and then I return the item and my account is refunded the money by the vendor, how do I document this in Books? I don't see a way to do this. Yet, this seem so basic of an action item. Thanks!
ZOHO Books, General preferences, customize titles - Tax
Hi, I just started with Books. It seems to me that customization for Tax is really missing. Thanks, Goran
Specifying the starting # for Auto Generated Invoice/Estimate numbers in BOOKS
I recently imported my data from Zoho Invoice to Books. All seemed to work well. ZohoBooks did NOT change my Invoice numbers Auto Generated by ZohoInvoice. But, now I would like to start Auto Generating the Invoice Numbers (and Estimate numbers) from WHERE I LEFT OFF with ZohoInvoice. But the first Invoice I created in Books was INV-1. I need it to be INV-134. How can I change this in ZohoBooks?
Merge Service Tax and Service Tax (Compound)
For some reason I used Service Tax on some invoices while I used Service (Compound) on others. Is there a way to bulk modify the records to use only one of them instead?
Service tax increased from April 2012
Hi My CA told me that I would need to now charge 12.36 service tax from 1st April 2012 onwards. So if I modify the current service tax, will the previous entries get changed as well? If yes, then what do I have to do to ensure that it does not? The new service tax should be applicable only on the invoices that I raise from today onwards. Rishi
bank and credit card transactions
We are already using zoho books do you have pay additional money to use this bank/credit card transactions or will it be part of zoho books we are already using? Kelly Internet Advertising Made Easy!
Bank Feeds - not working
Hi, I have tried to setup bank feeds for my accounts. Bother for St. George (AUS) and PayPal. However both fail to work.
How to get a bank registered.
I'm a beginner. How do I get my bank registered?
External Link in Email Notifications
Hi, Is it possible to include external links in the email notifications. Right now we can insert the company URL but additionaly we would like to have the option of inserting other links to other sections of our company website i.e. Terms and Conditions. Do the emails fully support HTML? Thanks, W.
Additional Email Notification
Hi, We would like to have an additional email notification. For example, an Estimate Notification in English and additionally an Estimate Notification in Spanish. Is it possible to have custom email notifications? Best, W.
user restrictions
is there a way to set restrictions upon what each user is able to access in Books? I will have technicians creating estimates and invoices for car repairs. However, I don't want them to be able to see all of the company financials.
Expense Tax Report in Zoho Books
I can't find how to generate a report for expense tax summary in Zoho Books. There is one in Zoho Invoice, but not Books. Any suggestions? Thanks.
How to handle clients or bank accounts operating in different currencies
We have some clients to which we do not always invoice in the same currency. Must we open two client accounts for them or is it possible to share balance in both currencies in one single account? We also have the same problem with the bank accounts. Sometimes clients invoices in USD finally pay us in EUR to an EUR account, but the system don't let us to record a payment in USD to a EUR account. Any workaround here?
Remove Organisation
Hi, I tried out Zoho books for one of my businesses but decided to stick to Zoho Invoice. I do however use Zoho books for another business. When I go to the zoho books page it still shows the "trial" organisation. Is there a way of erasing an organisation from Zoho books? Thanks
How to record Down payments (client up front payments)
how can i record and track down payments from my costumers? case: travel agency i record and sent an invoice on 1. january 2012 with 100 usd to my costumer he is requested to pay 10% of this invoice till 15. january and the balance on 15. april 2012 i dont want to have to whole 100 usd in my january accountings as income - but the 10% the costumer has paid i want to have to balance of 90 usd accounted as receivables in april. how to do this in zoho books?
How can i save the bank reconciliation as a word or excel or pdf file
Hi, i used the reconcile option and reconciled the bank statements for 2 months. Is there any way i can store the reconciliation details as a word / excel or pdf file. Our auditor asks for bank reconciliation statements for every month.... Thanks, Aarti
Withheld in Payment Invoices and in Bills Payments, Clonning Bills and Recurrent Bills
Dear Zoho team, I think you have a very good program for Invoicing, but with many limitations for Payments. The problem is the Books are for both. There are three topics to discuss: 1) Withheld in Payment Invoices only allows one Item, but sometimes there are more than one cause. 2) Withheld in Bills Payments. Actually is not possible. How to handle this for a while? 3) Clonning Bills. If you have the same vendors each month, is not easy to Copy / Paste. 4) Recurrent Bills. If is possible to have
Does ZoHo Books have any features that integrate with PayPal?
Does ZoHo Books have any features that integrate with PayPal?
Import Microsoft/Quicken Files
OK, so I'm adding my credit card and bank accounts and realize that my main bank isn't supported. They were not supported on QuickBooks online either, so I'm guessing it's a problem with my bank and not you guys. However, on QuickBooks online, I was able to import quicken files that I could download manually from my bank. Is there such a feature on ZohoBooks?
Dowloading Transactions Directly From Bank Account Online
There is any way to link my bank account to Zoho so I can dowload my transaction. That is a time saving deal. Keep me posted. Luis G.
How to add expenses to aging summary in dashboard
Currently not using any accounting software, and trialling zoho books. Cashflow management is important, so want to know how to include 'expenses' and 'recurring expenses' in the aging summary in the dashboard - it only seems to show bills. many thanks
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