updated wish list for Zoho Books
The forum does not support lots of text so I've attached the pdf
Cloning of expenses
Hi, Kindly include cloning of expenses like the current option available for cloning the invoices, in your future release. It would make recording recurring expenses and similar types of expenses easy. Thanks, Nawaz
Users
It is not showing me users - i have scanned the entire system for them. Under Home > Users the screen is blank?
Permissions users
Friends come to raise a question: How to restrict users to perform only releases and not deleting them. Zoho is improving these permissions?
Having trouble with invoices
So I'm desperately trying to get away from quickbooks because I need a cloud based solution that also has a good mobile invoicing system. Zoho invoice has really impressed me, so now I'm signed up. Downside is that I have to enter everything into zoho invoice, then my bookkeeper has to enter everything into quickbooks. All work is doubled. Zoho books looks really nice. I know it doesn't do integration with banks, but my bookkeeper hated that feature anyways because qb would dupe stuff, or miscategorize
Tax in expenses on non-percentage basis - URGENT
How can you include a non standard amount of tax to expense lines? While the rate of VAT in my country is a standard 15% it is only applied to certain items. If a receipt contains both VAT and zero rated items then the amount of tax will be anywhere between 0 and 15%. The exported CSV includes a Tax Amount field, however when I import a CSV either with OR without the Tax Name and Percentage completed, Zoho Books appears to ignore the Tax Amount and overwrite it. If the tax name and amount are left
Approved button integrated with estimates
I really like the ability to allow our customers to click a "approve" button when they view an estimate. Freshbooks offers this option and does make for easy approvals. Thanks, Bobby
In ZOHO Books: How do I get the receivables and payables and unused credits to show up under the contacts tab?
In ZOHO Books: How do I get the receivables and payables and unused credits to show up under the contacts tab? It appears that these numbers will show up if I create the invoice, or bill (etc) from contacts, BUT when I create an invoice (for example) from "Money Out" and select my "contact" from the drop down, the amounts don't appear under "Contacts." Thanks in advance, Nick
Closed Invoices cannot be edit???????
Why suddenly we cannot edit closed invoices? You Don't have a payment receipt for invoices!!!!! You taught me a work around is to choose a template as payment receipt to send to my customers after received payment. Now we cannot edit closed invoices, how can I issue and email payment receipt as pdf to my customers?????
Is not possible to change a bill date on ZOHO BOOKS anymore? Until friday it was possible...
Is not possible to change a bill date anymore? Until friday it was possible...
how to transfer credit from 1 account to another account
I try to transfer the credit from 1 acct to another acct because my client have 2 difference acct so he request the credit to be transfer. Please kind assist asap. thank you
Can the payment gateway option be added into the estimate?
As we use Zoho Books we find that it would save on having to send our customers two separate documents to contract project. We require a deposit for every job and we typically get our deposit with signed estimate. It would be great if you could add the pay online option check box with our estimates. This would allow us to send one estimate, customer makes payment, we convert to invoice and send invoice for final payment. By the way keep up the good service. It is why we decided to go with Zoho. Bobby
Year wise TDS record
My CA began to look at Zoho Books and wanted to know how to maintain year wise TDS record. I renamed Advance Tax to TDS, but he insisted that we track this by year as it gets carry forwarded. Can you help revert with a response to this question?
migrated from INVOICE to BOOKS
[11:00:21] Eugenio Ascione: Hi, We have a huge problem. We migrated from INVOICE to BOOKS. After the migration we noticed that by default BOOKS reported sales to "undeposited funds account." To clear this account we have used the "opening balance" but
Any Plans For Customer Management Integrtaed with Books?
We currently use Quickbooks manager to manage our customers/projects. It offers the ability to assign data to a specific customer as well as their customer. We work with builders which have a different clientel. We need to be able to log calls received from our customers about certain projects such as: We may have a customer call and change the color, design, location, etc.. of our product after it has already become an contract. Right now we keep track of this and much more.. Let me know if this
filter button in money in - invoices?
Hi everyone, I don't know if maybe I am going crazy but I could have sworn there was a filter button in the Money In Invoices section? What happened to it?
How do we assign the proper Chart of Accounts?
Once we create a invoice and Record a payment the only options available are: Deposit To: Petty Cash Undeposited Funds Why aren't the other chart of accounts options available? Bobby Green Any help would be greatly appreciated as we are stuck and cannot move forward until we get this resolved.
Undeposited Funds
How do I find account transactions - undeposited funds list in Zoho books
Invoice titles?
In my old system we had titles for our invoices and this makes it easier to identify the invoice I am looking for in a long list. Zoho doesn't seem to have this though and it is a hassle every time I want to look for a particular invoice. Is there an option somewhere that I have missed or that I can turn on where I can give the invoices titles? I have also found the tour not to be very helpful. Could you also please tell me what the PO# is? Thanks.
Invoices and Estimates settings available under Preferences
Hi, You may not find your 'Invoice or Estimate Settings' in Zoho Books. Do not panic. A centralized preference settings option is now available so you can set all your preferences at one go! Changes Made: 1. Invoice and Estimate sub-links are clubbed to a single 'Preference' point. Under Preferences you have several settings option available for invoices,estimates and credit notes. For more information, please refer to our Help Documentation. 2. For your convenience and to save time, you can save
PayPal payment disappeared from my ZOHO Books.
Hi, A client paid me using their credit card through PayPal, and the payment showed up fine against their invoice in ZOHO, just like normal. But two days later, I am in ZOHO and their payment is gone - the funds were sitting in Undeposited Funds in my account and now they're not and the invoice is marked as still unpaid. I reviewed my PayPal account and it says the money is there. Any ideas? I know I can fix this manually, but I am concerned that the payment may pop up again in the system later
Shipping Information is not propogating
I have filled in the billing address and checked to add shipping address and when I print or email estimate the shipping area is left blank. The only way I can get the shipping information to show up is to edit the shipping information box after saving the estimate. I have tried using existing estimate template "Product" Modern with same results. It is as if the %CustomerSAddress% work with the shipping field. Bobby See HTML Below: <style> #customizeContentArea { padding:10px;
How do I do a month end?
I can't see a way to do a month end or a year end for my company. Please help!!!
How to transfer the "recorded payment" to customer credit and reuse it?
We had recorded payment for an invoice, but later we want cancel this invoice and transfer the payment to customer "CREDIT", then use this "CREDIT" for another new invoice. My question is how to transfer it in ZOHO BOOKS? Urgent.
regular or compound tax
What's the difference between these two? Should I be using regular or compound tax? any why?
any professional accountants using Zoho Books, if yes, we are interested in contracting you
Greetings We are facing an audit and NONE of the documents/reports that Zoho Books produces is satisfying our accountant. We would like to get a second opinion on our accounts. Please contact us via the forum.
short list of issues and requests for Zoho Books
I have been fairly happy with most of Zoho Books. The service on the phone has been superb. However, there are a few things that need to be addressed IMHO. zoho books wish list accountant chart of accounts by Fiscal year by quarter export the whole ledger by FY and Q as spreadsheet with each account on separate page use case: our accountant requires full ledger of all account activity as a ledger support more training videos to show how ZohoBooks can save at tax and audit time reason show users how
How can I insert a field that shows the sales rep that prepared the estimate?
I have already used the (3) available estimate fields and still need to add a field that would insert the "Users" name next to "Estimate Prepared By:" %NewUserLableValue%. Is there a way to do this? Bobby
Import .csv fails
I try to import my expenses as a test, but keep getting the alert: The input file does not conform with CSV/TSV file format. Please check the content and try again. 1. Used your sample file 2. after some research I have even saved it as .csv in UTF-8 3. but even when I simply test it with your sample content I get the above message. Please help - I'm using Excel 2010. I can send you my file if that's a help.
Can you guys add the ability to Clone Items
We have a ton of Items that have very similar descripions and al we have to change or add is a small amount of information. I know this is a small detail, but it would save a lot of typing. Thanks Jennifer.
how do I get a Zoho Books expert to assist on ZB questions/problems with ZB?
We have noticed a number of inconsistencies in our chart of accounts. For example our bank charges shows XX.XX when in fact the bank charges are more like XXXX.XX Further, Travel Expenses shows 00.00 in the chart of accounts but in fact Travel Expenses are more like XXX.XX Please, we need someone from ZB to help clarify these mysterious inconsistencies. A screen sharing session is much preferred.
how do I see chart of accounts by fiscal year, notably LAST FY?
I need to export the chart of accounts for LAST FY only. How does ZohoBooks help me do this?
Invoice related
Is there a way to change the invoice number to the one that I am going to send to the client? Here is the issue... Some clients prefer to pay in cash and they do not want me to charge them the sells tax. On those cases I can not use the number that BOOKs gives me, because then when I make a new invoice to a different client the tax department will know that I jump one invoice. Even thou is not my problem, but the clients problem (under our law), I still do not want to have to respond to the tax department
Over paid on a specific invoice
Hi I raised an invoice to a customer for 3 months. They said they would like to pay for it in 3 parts, so I accepted the first part Now they asked me revise the invoice and send me 3 separate invoices, one for each part. When I modified the first invoice, the amount is lower than the amount they paid. How do I fix this? Rishi
Cannot delete Payment inside Invoice under payment history
we could delete the payment record directly under payment history inside invoice, but why there is only edit option available now?
Much better granular detail & options for reports in Books
I'm starting to use the reports functionality within Books with much more regularity, and the amount of detail and control over reports is ever more apparent in comparison to QuickBooks. In particular, here are some very key reports Quickbooks can do and which Books cannot: * Report that shows sales by item and further splits down per invoice, with the ability to live-preview an invoice or sale that is reflected in a report. I use Zoho Books to keep track of work done by my subcontractors and seeing
Currencies
Hi, We issue invoices in a number of currencies. This works and recording receipts seems to work. However, when considering aging invoices or other reports, the different currencies are all added together at 1:1 and so reports are of little use. Am I missing a setting somewhere or is the functionality to present reports in a single currency at current exchange rates just not there yet. Thank you R
Paying deposits to suppliers
Hi! I'm new to use ZOHO books. Can you help me please? I work in a small incoming tour operating company. We pay bills to our suppliers (hotels, restaurants, etc). At the end of every month we get the confirmations of services rendered to our clients. Usually there are some corrections of amounts. For ex: We pay to hotel as per a bill 10 000 USD for 10 people. Only 8 people arrived (2 people cancelled their trip) At the end of the month we get a confirmation from hotel that 2000 is remaining in hotel
Help! Two year long set of records/data base disappeared!
I am a teacher and for two years students have been reviewing books and entering them on our bookshelf. It's been great because we could search by genre, author, reader, etc. The whole thing has disappeared! The database comes up and says that it's empty -no records! Any idea what happened? amy.lesemann@gmail.com Alesemann
Is there a way that I can assign a staff member access with 'view only'?
It would be great if I could assign a colleague access to Books but only allowing him/her to view outstanding payments etc. I.e. this person can not create or delete any invoices, bills, etc. Thanks for your feed back.
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