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

• RSS feed from a Zoho site blog?

  Does the Zoho Site blog have an RSS feed associated with it? I would like to have this picked up on a business Facebook page. thanks

• Refresh token not appearing

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• How would I collect a signature in person on Zoho sign?

  Suppose I have a customer show up at my office and we close a deal. I have an iPad ready to go, and I need to have the customer sign the document right there. How would I do it?

• What's New in Zoho Analytics - June 2025

  Hello Users, We're delighted to bring you new features and enhancements designed to make your analytics experience smarter and more powerful than ever. AutoML Enhancements We’re thrilled to introduce powerful new AutoML enhancements, making machine learning

• CRM Client scripts via extension?

  I've made a lot of industry specific customization to zoho CRM, using custom modules, workflows/automations, deluge scripts, api calls, and client scripting. I have had organic interest explaining what i've done to other small business owners in my industry.

• How to import data via Excel for a multi-select lookup field?

  In the Accounts module, I have a multi-select lookup field to the Contacts module. When I import Accounts data via Excel, I want to enter the contact email address (which is used as the identifier) under the column name for the multi-select lookup field.

• Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account

  Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments.  Currently reconciling the undeposited funds account is a fairly tedious process for us.  Since the deposits and payments are just thrown into a "bucket"

• Customized folder permissions in web Zoho WorkDrive won't apply to Sync

  Hi, within the 'Deals' macro-folder I created a folder for each Sales person (att. 1). Within each Sales person's folder a subfolder is automatically generated via function every time a new deal record is created in Zoho CRM, i.e. 1 deal record = 1 deal

• What happens after trial period

  Dear Support, We are planning to use ZOHO CRM for our organization. We are now registered for a 15 days trial version. I would like to know what happens with our account and our data after these 15 days. Will it automatically change into a 'free' account

• Forte's Extra Costs

  Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service

• SEPA stripe vs gocardless

  Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to

• Zoho Commerce - Zoho Shop (Multilanguage)

  hi there we have a shop in zoho commerce, can I change the language in the shop, i mean, can I create a German and a French version, as an instance or something? If yes, how it works? thanks for your answers greetings prisca

• French Tutorials

  Is there any Zoho projects tutorials, ebook, video or else in french? If so, where can I fin it please? Thx

• My zoho mail has been disabled and cannot send email

  I’m the super admin for my company’s email accounts, but my own email address has been unexpectedly locked. I’m seeing the following error message: Could you please assist in unlocking my account so I can resume sending emails?

• SMTP error

  I am using SMTP from Zoho the account is accounts@khlaklaeeb.com it was working fine then started to have Error and unable to delivery messages SMTP host SMTP.zoho,com SMTP user: accounts@khlaklaeeb.com SMTP port 465 PAssword: App Password it was working

• Zoho Books Roadshows are back in the UAE!

  Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're

• Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

  I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• Co-existing with Google Workspace

  We currently use GWS and due to legacy practices, we cannot migrate away from it. Not easily anyway. The issue we have is that while we have Zoho Mail, we get duplicate copies of emails. Our setup is that GWS is our primary. We have Zoho MX records in

• Stop Zoho Projects From Automatically Adding Client Users

  I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

• dd Linked Note to Comments & History via Custom Function + Zoho Document View Feature

  Hi all, I have a couple of custom functions running in Zoho (specifically in Inventory/Books), and I'm trying to streamline it. Here’s the scenario: When a Purchase Receive is processed, my custom function automatically creates a Package. I'd like to

• How to break line in zohoCRM

  Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead of

• Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

  Hello Marketers! Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate

• Zoho Live chat doesnt chat on CRM Contact page????

  We have used Salesforce Live Agent for the last 8 years and the chat comes in on the Contact record which is logical and intuitive as the chat agent can see the customers sales history and open opportunities...etc... We just migrated to Zoho CRM and I

• Image Quality Issue on Zoho Assist

  Hello, For the past two days, I've been experiencing a significant image quality issue on Zoho Assist when connecting to one of my computers. I’ve tried reinstalling the application, but the issue persists across multiple devices. The internet connection

• New views to manage activities within a record

  Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of

• Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

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• Sent Mail not in "Sent" IMAP folder

  I have configured ZOHO to use IMAP. When I send an email from within Zoho, the email does not show up in my "Sent" IMAP folder. Every email client I have ever used, stores sent mails in the "Sent" folder. This is a serious flaw!  Please fix this ASAP! Oliver

• Add additional field to quick search results

  IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

• Admin Control for Subscribing Users to Bots in Zoho Cliq

  Hello, I would like to request an enhancement to Zoho Cliq, specifically related to subscribing users to bots. Current Issue: When using the Zoho Desk integration with Cliq, notifications such as Mentions, Happiness Ratings, and Pending Blueprint Transitions

• Eighth Insight - Oversee module relationships with Lookups

  The Wheels of Ticketing - Desk Stories Oversee module relationships with Lookups ‌Learning about lookups A lookup field provides a powerful way to display and utilize data from another module directly within a field of your current module. This functionality

• New capabilities for custom buttons: Elevate UX and CX with just a click!

  -------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happy

• Client Side Scripts for Meetings Module

  Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

• CRM APP

  So the crm can now have image uploads. Great for us doing site surveys and linking them to customers. Unfortunatley the crm app does not show the image fields.  Any ideas of must we create a form and then link that?

• Zia Summary for Account - What is its reach

  Hello! I've been working with the Zia summary feature and it's very useful. However, it seems to pull in notes and things directly "on" the Account. If I have a meeting or phone call and provided detailed summaries with the event associated to the account,

• Search a custom module record based on a date range

  Hi , I hope you can share some guidance. I need to look up a record from a custom module based on the Closing Date of a Deal (in the Deals module). Here’s the context: 1. I have a custom module that stores quarterly values (e.g., rates or thresholds).

• How do I associate an expense to multiple projects?

  How do I associate itemized expenses to multiple projects, like assigning each line to the respective project

• So what's the limit?

  Recently our team encountered an error popping out when sending a service report. Although the report was sent successfully to zoho desk but the site asset record isn't updated. We notice this error occur only when line items [subform record] exceeds

• Charge to add client users to a ZOHO Project?

  Is there a charge to add client users to access a zoho project portal?  An additional license charge or any other additional costs?  Thank You

• Zoho CRM Notifications API - Channel Expiry

  Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low code

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