Multiple problems and they never get resolved

Multiple problems and they never get resolved

Zoho Problems as at 31.01.2021

1)    Orders placed on Amazon, do not sync through from Zoho to quickbooks online correctly with correct taxes. So none of my orders from Amazon are in QBO. I now have over 7 months of transactions missing from my accounts- so I have no idea about the status of my accounts.

2)    If an invoice from Zoho doesn’t sync through to QBO, (and believe me this happens for multiple silly reasons) you receive no warning or alert. So unless you search through activity logs, or constantly run tables of invoice numbers in QBO and zoho to find any gaps you are none the wiser, and again your accounts in QBO are meaningless as so much data is missing, but the alrming thing is you don’t even know that!

3)    Packing lists are so basic that your customer, on receiving a parcel, cannot see how many items they ordered and how many were shipped. They only get a list of how many were shipped, so they have no idea if the items not listed have simply been missed of the order, or if there is a stock issue. You need 2 columns- qty ordered and qty shipped

4)    This links into the fact that you cannot have a zero qty line item on an invoice/ packing slip- so again, the customer has no idea if you simply missed the item off the order, or it was OOS

5)    The next invoices in a sequence automatically toggle to ‘Vat Inclusive’ after an order from Shopify or Amazon has come in. This would not be an issue except that Zoho does not understand the basic principle that the overall value of the invoice should not change but the item prices displayed will change. So you have an item which is £5.00 ex VAT. If you choose to display prices as Including VAT it should then show as £6.00.  This is how other accounting software such as quickbooks/ XERO etc  works . So the overall invoice total shouldn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that- so if you don’t notice that that option has been toggled without your knowledge, you land up with piles of invoices sent out to clients with the total value too low, because that switch has been toggled, and effectively the customer has not been charged the £5.00 + vat or £6.00 inc VAT. They have suddenly been charged £5.00 inc VAT!! I have tried to explain this to ZOHO but they don’t seem to understand it. The only reason I picked this problem up is that I noticed when customers were making payments, which I was recording in Zoho as instructed, that the payment wasn’t able to allocate in QBO, because some of the invoices were ‘missing’ in QBO. On investigating why the invoices were missing in QBO, I discovered that they had not exported from Zoho due to being toggled to ‘Vat inclusive’ which QuickBooks didn’t accept because the overall invoice value was wrong. Again, there was no warning message that the invoice had failed to export to QBO!!

6)    Zoho Doesn’t handle VAT Inclusive/ vat exclusive correctly. So you have an item which is £5.00 ex VAT. If you choose to display prices as ‘Including VAT’ it should then show as £6.00.  This is how other accounting software such a QuickBooks works So the overall invoice total doesn’t change. It’s just how the prices are shown.  But Zoho doesn’t understand that, and I have lost hundreds of pounds as customers have been sent invoices with the wrong values, and paid them, and then refused to pay when I have noticed and corrected

7)    ZOHO and QBO don’t talk the same language with VAT – sometimes invoice totals differ by a few pence in quickbooks and Zoho – and so payments don’t allocate correctly in QBO

8)    ZOHO reports are not suitable for managing inventory:- so for example, you receive an item into stock and you know lots of people are waiting for it, but you have no way of running a report to find out who is waiting for it?? You can see there is X qty of committed stock- but can you see who it is for? NO? This is supposed to be inventory software. In quickbooks you can see how many items are on back order, and then drill down on that qty and see who is waiting?

9)    Zoho workflow for PO is too rigid, such that you cannot actually keep track of what inventory you have ordered and what you have received! So for example, you place a PO for 3 line items. The vendor issues a bill for those items, you pay it, and they commence manufacture. However, they may ship some of the order by air, and some by sea (perhaps you are in a hurry for it or perhaps they could not make everything at once? 0 But Zoho will not let you make a partial receive if the bill has been issued- Unless you divide it into 2 bills, or delete the bill and payment,  Which is not feasible as you paid the whole bill up front. And deleting the bill in Zoho does not then do that in QBO_ so again your accounts are inaccurate! You should be able to choose how many items you receive and when- after all this is inventory system not accounts system!! I chose ZOHO because it was listed as integrating with QBO- but there are SO many flaws in this integration.

10) I can’t seem to run reports to show average monthly sales of items?

11) There is no option to decide at which point physical stock has ‘left inventory’ so you cannot keep track of stock if several customer order the same low stock item on the same day- you will only be aware of a problem at the end of the day when you ship all the parcels. I would like the option to set my inventory to reduce once I have made a packing slip or invoice, so as soon as it is allocated to one customer it is no longer available to allocate to another. At the moment the default is that it leaves inventory only when the parcel is  actually shipped which causes me lots of problems   of overbooked inventory. 

12) If you offer discounts on a bill, there are no VAT codes for this. 

13) If you have items in a group with 4 colour variations, and 10 sizes and then you decide to add another 2 colours to your collection, there is no way to add these options. You. Have to create a new group and make the 20 new items, and then move them to a group. Again, crazy- this is supposed to be an inventory system capable of handling variants!

14) There are regular updates,  (refreshes) but we never know what has been updated, and frequently these updates cause a random problem- we need to know what we are updating when we press that yellow ‘refresh button’ 

 

 

I know there are many other problems I face on a daily basis, but these 14 really make Zoho very difficult to use on a daily basis, and the number of errors I have in my accounts is huge.  I have been struggling away with Zoho since June 2020, and I am now very much regretting my choice and want to change to another provider, but I cannot even do that as I do not have a full set of accounts to export. SO I am stuck. I am probably the only person in the world thankful it is COVID times because my business is quiet enough to struggle along with these problems but honestly, the stress it is causing me!!  I Have had multiple support calls with various member of the team, and I am often told – ‘this is almost ready be patient’, or ‘no, this is not possible right now but we will tell the development team.  At this stage I would not recommend ZOHO to anybody. Which is sad. - I like the guys and  when I first started testing it I thought it was fab. But as I tried to run my business, more and more problems revealed themselves!

    • Recent Topics

    • Add Domain

      Hello Zoho Support, My Zoho Sites project accidentally auto-added domains with http:// prefix and duplicated domain entries. Current domains list shows: http://www.kinhtethethao.com.vn (Primary – cannot be removed) http://www.kinhtethethao.com.vn (verification

    • Kaizen #221: Workflow & Actions Reports APIs

      Over the last few weeks, we have joined Zylker Cloud Services as they restructured their automation ecosystem using Workflow APIs and Actions APIs. Along the way, we discovered how to audit workflows, update old rules, create new ones, and manage associated

    • Having an Issue with the Entity ID

      I'm having an issue when trying to use Zoho Flow and the notes function. I currently have it set up when a new response comes into a particular form, all of their responses will go into the notes section of their contact on the CRM. I'm currently mapping

    • For Each Loop in Zoho Flow

      I am using Zoho flow to create rows in an google sheets for every new order in Shopify but the issue is that it is creating one row per order and all line items are comma separated values but I want separate rows for each line item. Is there a way to

    • Debug and Test not receiving updates

      Hello, I've been trying to debug two of my simple flows between Zoho Projects and Clockify but it seems like the Debug and Test feature is not working for me. When I click the Play button on any of the flows and then perform the trigger actions nothing

    • Attendance, Reimagined: Smarter Views for Teams and Individuals

      Tracking attendance shouldn’t feel like a chore. With the revamped Attendance module UI, Zoho FSM makes it easier than ever to monitor work hours, check-in activity, and team availability—whether you’re managing an entire workforce or just keeping an

    • Logistics Industry: Learn to create amazing appointment scheduling sites

      In the logistics industry, the quality of service is something that cannot be shown to others unless they experience it.  Sure, there are metrics that show how you fare when compared to your competition, but then, it only communicates little with respect to quality. The usual route which firms in logistics took are advertisements, to which the internet has opened alternatives in today’s digital age like websites and appointment scheduling sites. A great online presence can help you communicate with

    • Customer Management: # 1 Pick a Convenient Way to Onboard Customer

      When Meera opened her bookstore, onboarding customers was effortless. A customer walked in, picked a book and left with a handwritten bill. As the store gained popularity, things changed. " Can I place an order over the phone?" a customer asked one day.

    • Tracking Emails sent through Outlook

      All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

    • Fetch ALL items from Inventory and send to Google Sheet using Flow

      The title says it all -- I want to fetch the Item name, SKU, Purchase rate, and Sales rate for ALL items in Zoho Inventory and have them populate a tab in an existing Google Sheet. I have already successfully made this work for one item, so the flow is

    • Why Document Integrity Matters at Every Stage of the Contract Lifecycle

      Contracts are legal records that must stay authentic and traceable from creation to expiry or termination. In Zoho Contracts, several design decisions focus on protecting the integrity of every document. These measures ensure that no important details

    • affichage pièces jointes impossible

      Bonjour, aujourd'hui je n'arrive pas à afficher ni à télécharger les pièces jointes dans ZOHO CRM. J'utilise Chrome, j'ai vidé les caches et les cookies. Mais cela ne change rien. Merci de votre aide

    • Reminder to renew subscription.

      Whenever I try to add to one of my notes a " renew your subscription" window pops out and won't Close disallowing me to edit. Why should I renew my subscription on an application with at best such bugs and at worse such underhanded ways to force ren

    • Fields not coming through, not pulling data

      Forgive the noviceness of my vocabulary. I am in Zoho flow connecting CRM and Projects. When an opportunity hits a certain stage, it will create the project in Projects, and bring in data from the opportunity. Everything is working, except for two fields

    • Smartsheet Integration

      Has any in the community been able to integrate Zoho Desk with Smartsheets using Zoho Flow? I am trying to get the Smartsheet Row ID based on ticket data and cannot find documentation on the Get Row function for Smartsheet. It is asking for a Query String

    • CRM Campaign - how to mass remove contacts?

      Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option. 

    • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

      Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

    • Cadence Support in Zoho Vertical Studio

      We would like to know whether it is possible to create and configure Cadences in Zoho Vertical Studio, similar to the Cadence feature available in Zoho CRM. Please confirm if Vertical Studio supports creating cadences for modules and users, and whether

    • Removing "Products" as mandatory field from Sales Order creation page

      Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to

    • Zoho Books says "The customer "Hakimuddin P A Ali" already exists. Please specify a different name.""

      One of my transaction is not getting posted from Stripe to Zoho books. I already checked in Zoho books that there is no customer already present in Zoho books with the same name (as the error mentions) I already raised this complaint on Zoho flow portal,

    • Is it possible to automate a file to be directly uploaded to a specific subfolder in Zoho Workdrive?

      I am establishing a workflow so that when a new task is marked "complete", the document submitted in the task (under the "Documents" tab) is automatically uploaded to a specific subfolder in the associated WorkDrive for the project. However, the dilemma

    • Steuerberater der Zoho benutzt in Deutschland

      I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst

    • Why are some folders not showing up as an action trigger in Zoho Flow?

      I am currently working on a flow that automates the process of creating a folder in WorkDrive once a Task List is created. When I am selecting a destination for the folder, some projects are not showing up. I intend to create a folder within a specific

    • Getting Date from PostgreSQL error

      I am pulling data from PostgreSQL table into a CRM record via FLOW but the field is coming out empty. Need some suggestions: Field Type in CRM: Date/Time Field value in PostgreSQL: 2024-12-05 21:06:32.479 Field value in FLOW "Fetch Row": created : "2024-12-05T21:06:32.479382000",

    • Zoho Flow to SendOwl API error

      SendOwl is listed in the apps list of Zoho Flow. When trying to connect through the API with valid key and secret, the error given is: SendOwl says "HTTP Basic: Access denied" It seems Zoho doesn't connect via HTTPS. I've already tried using webhooks,

    • decisions based on content of a ticket

      Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based

    • Newline Character "\n" parsing problem in webhooks

      Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()

    • One Company, multi branches, multi warehouses and I need to manage this in one organization

      Dears,  I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to

    • Migration Evernote

      Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel

    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

    • On Zoho Flow, Record deleted trigger from Zoho Creator

      On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record

    • Zoho Flow Switch On Not Working

      I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect

    • MS Teams Flow Integration Question

      Where can I find the chat ID for the "Post message to chat" target?

    • Zoho Flow - Access denied to recover recording from call module - OpenAI

      Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission

    • Unable to send price in big commerce from zoho flow.

      I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the

    • Not sending mail to new lead in zoho flow

      I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them

    • Access query string from incoming webhook URL in Zoho Flow

      I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal

    • Unable to access my Zoho forms account

      For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed

    • Identify Unused Deluge Functions in Zoho CRM

      Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview

    • User Automation: User based workflow rules & webhooks

      User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

    • Next Page