Title: Fundamental features of a Zoho Books extension | Community | Zoho Finance

• Topic Participants

• Nanditha Somasundaram Somasundaram

  

• Sticky Posts

• Building extensions #5: Creating custom connections for extensions

  In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of

• Building extensions #4: Integrating Zoho Books with applications using connections

  In our last post, we looked at an overview of the key features available for creating a Zoho Books extension, including connections. In this post, we'll go over connections in depth, including their types and applications. What are connections? "Connections"

• Building extensions #3: Fundamental features of a Zoho Books extension

  In our earlier posts, we covered how to create, test, and publish an extension for Zoho Finance suite applications. Moving forward, we'll look specifically at instances relating to one of the products from the Zoho Finance suite: Zoho Books. In this post,

• Building extensions #2: Publishing an extension

  Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons

• Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications

  Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using

• Recent Topics

• Kaizen #164 : Client Credentials

  Hello everyone, Welcome back to Kaizen. In this post, we will discuss Client Credentials Flow and when it can be used. What is Client Credentials Flow? According to RFC6749, the official specification for the OAuth 2.0 authorization framework, "The client

• CRM Email Template Align Left Instead of Center

  Is there a way to make a basic template align to the left instead of center? I know I'm likely forced to the 600px wide with the basic templates but I would REALLY like to set the email to the left instead of center. The basic templates make all the emails

• Client Script - "Click' Button on Purchase Order - Specify "To Contact" or "To Supplier"

  The send email button is unique on the purchase order in that is has an additional submenu to send email "To Contact" or "To Supplier" It appears that the "click" event in Client script doesn't work correctly, probably because the button click didn't

• Add Client Credentials Flow to Python SDK

  The Zoho CRM API supports a client credentials flow to automatically generate ephemeral access tokens, and this can be done programatically. The Python SDK however requires you to provide a grant token, refresh token, or access token when initializing

• Conditional display of fields in Zoho Books Custom modules based on another field

  We're currently working with a Custom Module in Zoho Books and have a question about improving data entry efficiency and user experience. Our module includes a "Client Type" dropdown field, which determines the type of information to be collected. Each

• Background Image for page in Zoho Creator

  Is it possible to use an image as the background in a page in Zoho Creator? I see it is possible to use an image as the background within a panel, but about about the page itself?

• Zoho IP address blocked by Microsoft

  Today I tried to send emails to Outlook email addresses and all of them failed. The log displays like this: Reporting-MTA: dns; mx.zohomail.jp Arrival-Date: Fri, 27 Jun 2025 12:52:30 +0800 Original-Recipient: rfc822; ######@outlook.com Final-Recipient:

• Request to Enable Full DNS Management Access for My Domain

  Hello Zoho Support Team, I have purchased the domain "digimarts365.online" through Zoho, and I need to add A and CNAME records to connect it with my Shopify store. However, DNS Toolkit is not allowing me to edit or add any records. Kindly enable full

• Backup flow, see change log / history

  Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flows

• Problème de validation du domaine spelam.ma

  Bonjour équipe Zoho, J’ai l’honneur de vous contacter car je rencontre un problème technique au niveau de la validation de mon compte ou de mon domaine spelam.ma. En effet, j’ai déjà acheté le domaine, mais la validation ne semble pas être correctement

• Critical:- Eneble TDS filing for 26Q from the zoho book

  We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and

• Add a way of clearing fields values in Flow actions

  It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

• Writer loads as a blank page.

  Hi, I'm new to zoho but I liked the idea of an online wordprocessor that I can use from multiple computers. I signed up a few hours ago while at work where our computers use Linus Ubuntu and a Firefox browser and the Writer came up fine. Now I'm home and using my Windows machine with Norton Firewall and Firefox and the writer opens as a blank page. I've checked my security options in both Firefox & Norton and I have received all the cookies from Zoho. What gives?

• Ensure Consistent Service Delivery with Comprehensive Job Sheets

  We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• JOB Sheet can not send PDF as service rapports and more info needed other topic

  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

• Publish a single Sheet stopped working

  I used to have a published sheet on my Zoho Spreadsheet and that stopped working. If I want to publish it again, I only get the message that says "Published externally", but that does nothing, and if I change tabs and come back, the sheet gives me the

• Does Zoho Contracts support white-labeling?

  As the title says, do you provide us white-labeling solution?

• Constantly getting error 429 "Too Many Requests" despite not sending many requests.

  I am currently working on developing an integration between our company's app and our zoho books setup using the api. When testing new functionality, I am very often having the calls fail with Error 429 'You have made too many requests continuously. Please

• Not receiving emails

  I'm able to send emails, but I can't receive any. Please help

• Capturing knowledge across many channels

  We actively use Cliq for client discussions, product management etc. Often there are great answers to questions or key announcements. We have no way to tag or capture them along the way. Pinning only gets us so far. For example, imagine a product channel

• Prepayment of a sales order

  How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

• Zoho Campaigns Account Keeps Shutting Down

  Hey hey, I am completely at a loss here. For months we have been back and forth with Zoho Campaigns Support on Spam Trap hits. Each time they can never provide us with a full list of emails, only 1 here or there. So internally we have setup a integration

• Need a way to run a client script longet than 10 seconds

  By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?

• Last activity time is acting like last modified time

  When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-time

• Can multiple agents be assigned to one ticket on purpose?

  Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

• What’s New in 2025 (So Far)

  Hey Recruiters, We’ve wrapped up the first half of 2025 with a few focused enhancements in Zoho Recruit—all aimed at simplifying your day-to-day recruitment tasks. Here’s a quick video that walks you through what’s new so far this year: Here’s a brief

• Zoho Pagesense really this slow??? 5s delay...

  I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

• Multi-Department Approval for a Single Bill in Zoho Books

  Hello everyone, Hope you're all doing well. I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books: Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects or

• Zoho Landing Page "Something went wrong" Error

  Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,

• Composite items are not seen in zoho commerce

  Composite items are not seen in zoho commerce. Are you scheduled to fix this error?

• not able to access Zoho from home WIFI

  for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connection

• Zoho Books for Service Enterproses

  I would like to know how to use Zoho Books for services such as car rental, travel agency, and hotel services. I notice that Zoho Books is good for goods, but for services, it's very difficult to track the profit or loss on each invoice. I need to capture

• Email Relay in Zoho Books

  I have set up the email relay in Zoho books and the SMTP test was successful. However, I can't figure out how to sent the POs and invoices via the relay so the copy of the message shows in google workspace sent mail. Any guidance is appreciated

• E-invoicing/Facturacion Electronica in Peru, SUNAT authority

  Hi Zoho, you are promoting your product very actively in south america as well as in Peru, but since few years there is an obligation for e-invoicing, transmitting information directly to peruvian tax authority SUNAT. Do you have any solution for this?

• Project Accounting

  Hello Zoho, Can we also bring project accounting in Zohobooks as a ne feature in upcoming developments? This will be helpful for specific business and industries. Thanks

• Accounts Payable

  hi there  i am using the free version to trial the software. I am working on the acrual basis. When i received a vendor invoice, it gets keyed into the systems as an unpaid invoice as the payment to from the vendor is 14 days. the unpaid invoice does

• Approval Processes "Record Modification"

  I didn't find any information about the "Record Modification" item in Zoho articles and Tutorials. I see that this item didn't exist a year ago. Help understand how it works, I tested it and didn't see any difference between "all fields" and "no fie

• How do i add another purchase information heading?

  i would like to add another section right here to enter an amount which then link directly to the cost of goods sold account

• Help with Zoho CRM API Integration in C# WinForms (Token Generation Issue)

  Hi everyone, I need your help with integrating the Zoho CRM API into a C# desktop application. My goal is to build a WinForms app in Visual Studio that does the following: Fetch the full list of client projects (module: Deals) and display them in a searchable

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