MONEY IN >>ESTIMATE STATUS
it is not possible to change the estimate status to overdue or not accepted by the client. it would be great to have to status added to list of possible ones
Vendor invoice attachment
When I receive an invoice from vendor, I'd like to record the bill in Zoho Books, and AT THE SAME TIME, attach the PDF image of the vendor invoice to the Zoho Books invoice object...... can this be implemented? This is for audit and informational pu
Vendor currency issue
I set up a Contact as both Vendor and Customer. The Customer currency is fine, for CNY. When I generate a vendor report, the currency is not current. The Contact currency is CNY, and it's not copied over. The Vendor report still shows USD. Also I am waiting
BOOKS
Hello, I sync Books with CRM. The thing is, can I asignated one fix discount in an account for the invoices and estimates. It should be convennient, cause different clients use to have a special discount. Thanks
Zoho Books: payment reference ID
If I record a credit to a customer or vendor, there is a credit note #. But if I record a payment from a vendor, the payment reference # is not generated. How nice would it be to have a payment reference ID, so for future audits and for book keeping,
Clone time-sheet entries
I am using Zoho Books to manage my project. So I enter hours worked per day. For a month I need to enter 30 rows!!! I wonder if I can clone each row, and then just change the date on each row??? Please add this feature, thanks!!!
need new feature in zoho book
Xero & API-EZ (when compare to these product I feel zoho book is so flexible & impressive) has a new feature i.e photo/picture of bills we spend can be uploaded with the expense detail when we feed,so no need to safe guard the bills/receipts of miscellaneous
tip: open all reports in new tab as ZohoBooks does not provide a way to access last used custom reports
When looking at reports, esp reports with custom dates, be sure to open the reports in a new tab. If you don't open the report in a new tab then you'll have to reset your custom search patterns over and over again. TIP: OPEN ALL REPORTS IN A NEW TAB and
Zia Search in Books -> Support the Purchase Orders Module
When using Zia Search to search for something relating to a Purchase Order, Zia does not currently support searching the Purchase Orders Module. This request is to add the Purchase Orders Module within Books for Zia Search, exactly as Zia Search supports
Changing "CREDENTIALS OF LOGIN USER?" of current connection
Hi, Our partner set up custom function scripts based on a connection which has CREDENTIALS OF LOGIN USER? Yes So the scripts run only on entities created by them. Is there a way to change it? Rather than create a new one and change all the scripts?
VAT filing Other Countries
Hi am wondering if you can consider adding the VAT filing module to customers who are based outside UK as even though the tax reports are great but would be very helpful but I don't think they highlight what transactions haven't been returned as they
Send pdf to shared resource using Zoho Deluge
I'm getting attached pdf to invoice in Zoho books. I will use GET request (using invokeUrl or postUrl functions). I'm getting result already in Postman: https://gyazo.com/e3a74ff1e5051928ddb162c0e01dbdd8 I'm getting content of Pdf in bin format. But I'm
Partially billing for timesheet time entries tracking time written off by project task
I am trying to understand how I might go about better managing my client project billing. I track time logs in PEOPLE which is then integrated to BOOKS from where we do the invoicing for client projects. Our projects will have estimated hours set against
How can I add more blocks in Zoho Books
I want to organize in my Offers and Invoices as good as possible. So I need to add more blocks as showen in the picture, where and how can I do this?
Zoho Books
Hi, I'd like to know why my project task and timesheets are not showing on client portal? Thanks.
What's New this May 2020 in Zoho Books.
Hello Users! The COVID-19 pandemic has affected every aspect of life and has made it a challenge for many to run their businesses smoothly. To help such businesses in need, we came up with a few relief initiatives. At Zoho, as many of you already know, we are working Working remotely to ensure that our employees are safe and to provide you with uninterrupted service. We have been working constantly to enhance our product and to give you the best accounting experience. Here are the most important
Invalid value passed for file_name
hi im getting this error when editing a particular sales order Invalid value passed for file_name
Custom View - Customer Name
In Custom View Filter there is no way to list all invoices except particular Company. When i define the criteria- Csutomer Name - i get only "is" can you also add filter "except" or "is not"
COGs vs Inventory Asset
Hello Zoho, While entering certain items , the account details are automatically fetched as Cost of Goods sold while for some items it fetches Inventory Asset. Can you help me understand this ?
how to book various type of expenses in zoho
how to book various type of expenses voucher i.e -salary voucher/expenses/reimbursement etc. like we create in Tally ERP.
Zoho Mail in Zoho books somehow?
When I go to a contact and then goto mails I only see the option to integrate with gmail or outlook. You mean we can't integrate our Zoho mails with Zoho books like CRM does? How odd, its the same company. Can I get the same thing setting up Outlook operating
Discount per item on purchase bill
How can I give a discount to an item in purchase invoice. My supplier gives a discount per item not on overall bill
Entering a loan repayment with interest
How exactly do I enter a loan with interest on a repayment schedule?
Allow 2 type of auto-generating invoice numbers
Dear ZOHO Team, Kindly allow 2 type of auto-generating invoice numbers Because I am air Ticketing agent & I have created 2 type of invoice for example, Tax invoice start with INV-000001 Out of scope invoice start with DM-000001 So it most important for
Filtering Receivables through select customers
We have our own sales persons visiting different areas on daily basis. For each day, they need the report of receivables only for the customers in that particular area. It is possible in Quickbooks. How is this possible in zoho books?
Multiple Organizations with Common Customer Base
Hello Does anyone know if it is possible to share a customer base between multiple organizations inside Zoho Books? We have an existing company with a couple hundred current customers. We are in the process of starting a new organization and would like
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies? I didn't find the right solution from the internet. References https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7167702-allow-multiple-currencies-per-client Business Explainer Video Examples
Is there a way to create invoices in multiple currencies with 1 customer? base currency vs foreign currency
In Zbooks only one currency can be mapped to one customer. So you will have 2 customers with the same info except the currency. e.g. original customer daryl K - SRD and second customer daryl K usd - USD (foreign currency). The problem is that almost
bank transaction charges
How can i enter the transaction charges for cash withdraw or transfer of amount from one bank to other of our own company? EXAMPLE:IN MY HDFC ACCOUNT 2006 RUPEES TRANSFERED TO ICICI, BUT IN ICICI I GET ONLY 2000,HOW CAN I ACCOUNT THE 6 RUPEES AS BANK
Ability to save report parameters for Zoho Books reports
Hello, I was just told by a support representative that Zoho Books currently does not have the ability to save customized report parameters into a custom report. It is very cumbersome to have to reenter custom report parameters every time for frequently
Different Customer Address Formats for different invoice templates?
We're using different invoice templates for international customers and would like to customize the Customer Address Format to each region (e.g. Dutch formatting is zipcode - city whereas US formatting is city - state - zipcode). Every change I make in
Credit notes
I have a false 'credit note applies to this invoice' notification when there has been no credit note issued or created and the phantom notes do not appear in my list of credit notes so cannot be deleted. We would like to understand why this is happening
Text to Hyperlink in templates
How do I change text to a hyperlink in the templates on zoho? When I copy and paste it from our company website, its not allowing it to be a link. Please help :)
WHMCS invoices to Zoho Books
Anyone here know of an easy way to transfer my WHMCS invoices to Zoho books. Have there been any integrations built or alternatively what is the most efficient way to do this manually? ANy help will be appriciated.
Template Ticket
How do i change the template fields. Each template looks a like. I want to add fields and delete some fields. For instance, Template A should fields A Template B should have fields B Right now Template A have all the fields.
Automatic drop down custom fields
It would be great if we could create a drop down custom field or reporting tag that could automatically include all customer names or vendor names or items etc.. This could be useful for recording/reporting which customer certain items on a PO are being
Bulk change in Template Style
Guys you need to put the following options in Zoho. 1)Change in Template Style - I do not want to goto every invoice and change the template style for the invoice. Please give me an option where i can change the template style for 42 invoices with a few
Zoho Books Projects need Sales Orders!
The Zoho Books Projects section is great except that at least for us, the lack of sales orders makes the entire section useless. What is a project if not something that gets fulfilled over time? And what's the one Zoho entity that supports tracking fulfillment
Z Books Accountant/Bookkeeper Needed
We are looking for a qualified firm or individual to "fix" our Zbooks and continue with us to provide standard accounting and bookkeeping services. We are located in Texas and we do about 1M in revenue. Our books were not professionally setup to begin
Adding RATIO ANALYSIS On Reports
Generating reports based on RATIO ANALYSIS.
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