On creation invoice and selectiong Customer, update custom field "Transporter"
we have made a custom field in customer "Transporter" ,When new invoice is created and a customer is selected, i wish to fetch transporter and put it in notes, please reply with the script as soon as possible
Hang on! We're updating your transactions and this might take a while. Please check after sometime Error
When looking at our balance sheet I'm getting a bar across the top of the page that reads "Hang on! We're updating your transactions and this might take a while. Please check after sometime". It also is not reflecting a recent inventory adjustment I made.
Bug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bit
Berichtstags in Books - Stolperstellen
Wir kennen das alle, hinterher ist man immer schlauer. Das ist unsere Erfahrung mit Berichtstags in Zoho Books. Für das Controlling verwenden wir "Warengruppen" zu den einzelnen Artikeln. Am Anfang benutzten wir die Kategorie um unsere Warengruppen-Struktur
Books API - how to change customerpayments fields of card_type and last_four_digits?
Hi, I'm trying to edit these two fields, card_type (such as visa) and last_four_digits (i.e. 1234) with a PUT request to /customerpayments/{id}. At the same time I'm sending bank_charges (a float, such as 1.23). The bank_charges are saved, but the other
Notifications and Triggers based on Payment Information being updated
When the customer updates their Payment Information (using the Request Payment Information link), I need to: Send notification to the Sales Rep that this step is complete (I can create this in Flow or use any native capabilities) Trigger an update (through
How to trigger a workflow every time a partial payment is applied to an invoice?
I want to run a workflow when a partial payment is recorded for an invoice. This configuration does not work. Is that because a partial payment action is not an attribute of an invoice?
24 hourto12 hour
Hi, is there really no way to change the time format in Books to 12 hour? This is for a custom field in an invoice/estimate template. Thanks.
Multiple exchange rate - AUD to USD
Hi everyone, All our products are sourced from China and we either pay in USD or CNY. This is converted from AUD. For these PO's, we are issued an invoice with 30% deposit and balance paid when goods have been shipped. This can mean a massive difference
does workdrive permissions apply to files imported into zoho books?
Hello say i have imported a file from workdrive into zoho books documents, does the permissions that used to be applied to this file in workdrive still apply in zoho books? or is it that anyone who has documents permissions in zoho books will be able
Set Up Reminders For Recurring Bills
I know how to set up reminders for bills. However, only seems to work on one-time bills. I need a reminder even for recurring bills. How can this be done?
Card on File
I have myself in the system as a test client. as a client, I added a card to run in future Went back in as the business, and made the invoice. While making the invoice, does it not give you any sort of reminder or option to charge the card on file before
Language Change
Hi All, my question is very simple I need to change the language on Zoho Books, I can not find a tab to change the language any advise please ?
Zoho Books - Zoho CRM INTEGRATION. FULL OF LIMITATIONS = RENDERED USELESS.
A word of caution for anyone thinking of trying the integration. This might save you loads of time. SHAME this isn't clarified in the guidance notes. THE MAIN PROBLEM AREAS THAT RENDER THE ZOHO BOOKS - ZOHO CRM INTEGRATION LARGELY USELESS: 1. The GUI of Inventory Modules (from ZohoBooks) are significantly archaic in comparison to the ones in the CRM + with lots of limitations. Limited fields and field types. 2. Record View Page: NO record details view. Once you create an estimate (for example)
Cost Centre Option in Zoho Books
Dear Team, Greetings!!! I have noticed there is no option for Cost Centre creation option in Accounitng ZOHOBOOKS. There should be alternative option to create & alter for Cost centre same as option of creating Ledgers & Groups.
How to write off a long-term loan?
How do you write off a long-term loan in Zoho books. The loan was given to a company which has subsequently closed down but it still shows up on our balance sheet. Any help would be appreciated. Thanks
Standard Plan - How to record payments
Hello, I am new to this but after all the reviews I am trying to like Zoho. I finally received some customer support and was told that the standard plan would be sufficient for my little business. I have spent countless hours getting things setup on the
what permissions should my accountant role have
Hello i want to create a new role in my org for an accountant, i'm wondering what permissions should this employee have, especially if they were from outside my organization. i want them to only access modules and data an accountant is supposed to access
Stripe, books and e commerce
We take online orders through ecwid which we have tied into stripe, It is automated with a stripe clearing account etc. in our company it is important to be able to find individuals invoices so the office has been creating a books invoice with the payment
Is it possible to pass tax value instead of tax ids to sales order API request body?
Hi, I'm using sales order API to create a sales order and in the request body, there are the parameters for tax_id on both levels i.e items_level and entity_level. In my case, there are different tax values for different items in a single sales order.
Unable to add the Indian Bank Account
i cant add the bank account from India
契約開始日から契約終了日を表示する
契約開始日から契約終了日を表示する関数を作成しました。 目的の日付は表示されますが、関数のエラーが発生しているようです。 エラーの解除方法についてアドバイスいただければありがたいです。 よろしくお願いします。 以下に、詳細を記載します。 関数作成画面でのテスト(保存して実行する)ではエラーは発生しません。 《関数作成画面でのテスト画面》 《エラー表示画面》 《失敗の理由》 Value is empty and 'addDay' function cannot be appliedat lineNumber
Undo Last Bank Statement Import
I have import my bank statement but have the description and payee mapped incorrectly. Now I have done about 2mth worth of invoice and was about to my expenses such as citylink and personal spend such as transfer to holiday account and now none of the
Zoho books
Can I use Zoho Books for personal use? or is Zoho Books can only be purchased
How can give access to an accountant to one organisation only and not the other organisation I have in the same account?
I have a Zoho account with more than one organisation, and different staff.
Merge two organizations in zoho Books
I need to close one organization in Zoho Books and export the information to another organization under my control. Can this be done? Thanks.
First Citizen Bank Bank Integration issue
We have Zoho Books USA Premium Version, facing issue in First Citizen Bank Integration (Bank Feeds fetching) We have Open ticket with Zoho books team , Ticket no is 76522012, we are chasing since May 22 , lots of back-and-forth Email, screenshots,
Designate Bank Account as Clearing Account
It would be nice if, in the Banking section, users were allowed to designate a bank account as a clearing account. We have several e-commerce sites, each with several payment options. I currently have 12 clearing accounts, all set up as bank accounts.
Add sales during the month which can be invoiced at the end of the month
I have clients that purchase services from me which I invoice them for at the end of the month. I would like a way to track these items and add them to a recurring invoice I have created for them at the end of the month. What is the best way to do t
Bulk update next invoice date for recurring invoices
Is there a way using a custom button or API or deluge or Zoho Flow or some functionality to update the "next invoice date"? We have 500 invoices each month so it would need to work in bulk. We often bill on the same day each month but it can change each
Delete old suggested matches in transactions
Hello, is it possible to delete suggested matches that have already been manually categorised, matched and reconciled? Many are displaying that go back months, before I was able to add bank feeds. I saw a similar question from a customer posted four years
Unused Credits
I have customers who have made overpayments and from the app, it goes to unused credits. how do i transfer the amounts to future invoices so that it appears to have paid in advance
Braintree Gateway "Auto" Charge
It's super annoying that I can't manually charge a customer's credit card using Braintree, even though there is supposedly an integration. Why is the mis-named "auto" charge functionality (which also applies to manually-applied payments, apparently) limited
Select the associated bill number or bill type in Vendor Credit (Debit Note rather)
I am trying to create Vendor Credit Note, which is nothing but Debit note in standard terms, it is showing me error of "Select the associated bill number or bill type.", there is no option to specify bills associated. Can some one help on this? Here is
BANK CHARGES
When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message : Bank charges are applied. Please select a bank account. And it will not let
Prepaid Expenses Account Automatic Entries from Customer Invoices
I just started using Zoho Books a few months ago and while checking my balance sheet I noticed that there are entries to the Prepaid Expenses account from Customer Invoices. They are seemingly random amounts and I'm trying to figure out why this is happening
Zoho Package not showing custom items
Hi, I have been trying to setup the package side of books, how ever alot of our items are custom and not in inventory, When I try and create a package the line item is missing. Is there a setting we can turn on to show custom items? in the images attached
Showing Direct Debit Schedule in an Invoice
I'm looking for ways to display or send a direct debit schedule of dates and payments with VAT within an invoice, I've tried custom fields but don't seem to be able to find a way to make this appear within the invoice template - when I select Multi line
Zoho Time tracking option with automated screen shots.
Time tracking option with automated screen shots would be an exceptionally good feature, any plans to develop something like that? Please do the needful. Thank you, Raj Rajinc
Export documentation using Zoho books
We are creating the Invoice from Zoho Books. For export documentation we need to create PACKING LIST from Zoho. How we create the packing list from Zoho books. Any possibility to customise packing slip / delivery challan.. Please help.
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