Default bank acount
Hey guys, Will you please consider this ..... I have to set up a default bank account - Undeposited funds - so that all payments go to this account for normal transactions like invoice payments (invoice deposits - staff wouldn't think of changing this)... But when making payments to vendors they generally go out of a specific account & this default account has to be changed every time I make a payment to a vendor. Can we please have a "remembered" account for certain transactions ? Loving Zoho more
Send Email Statement for <Vendor>
It would be nice for the following to be rectified .... Re-size the email template text to fit the row count if under a max size. ( So that a lot of white space is reduced ) Place the "Send" & "Cancel" buttons on a fixed bar at the bottom. Pain in the a%$3 having to scroll down when using a standard monitor !
Improting CSV text shows up as ???
Hello I am importing a CSV and instead of text I get ???. Probably it's because the csv is in my native language so it has something to do with the fonts. Is there any specific font I should use to upload to Zoho books?
Quotation custom
Can I put a box with formulated field? I would like to put a box that is: total amount * differential
Import Contacts from LinkedIn
Hi, just on trial of this recruitment software and wondering if you can import contacts from LinkedIn?
Is it possible to search a field (text) with both "contains" and "not contains"?
Hello I have a field called job title and I want to search records based on this field. For example I am trying to search for CTO. The problem is when I do a searching asking for records those job title "contains" "CTO", I also find a lot of records those job title is "director of ...". What I would like to do is to search this field doing something like this: - contains "cto" - not contains "director" Any way to do that? Thanks
Invalid value passed for authtoken.","code":14}
when i am trying to create or edit custom function getting issue:- " Unable to perform this operation. Please contact support@zohobooks.com.".
Always Tax Inclusive
Why cant you consider ALWAYS TAX INCLUSIVE addition to the existing options.. Since we are doing GST invoices, It is compulsory to keep TAX Inclusive in each invoice. Now we have to update the same to tax inclusive or check and confirm the same. In the retail Invoice there is no option to select the same. so we are suppose to alter the invoice after saving/posting. Kindly help us to solve the issue.
The in why to syn coontact woth fedena school manager
I want to get the student and parent information in zoho books
Custom Invoice/Estimate Numbers
Hello there, I have a specific invoice / estimate number system which was so far based on a number of parameters: For estimates, my numbering takes on the following format: EST-YYAA-MMDD/NN.RR Where, YY is the year in which the estimate was created (e.g. 17 for 2017) AA is a alphanumeric project code (taken from a custom dropdown field called "Project Type" I created under Estimate Preferences, it's 2 or 3 characters long) MM is the month in which the estimate was created (e.g. 12 for December)
VAT KSA Implementing Regulations-Offline System
According to VAT Implementaion regulation of Saudi arabia, it is necessary to have the servers physically available in the country. to follow this rule one in KSA cannot go with zoho books as long as it is Online. Zoho should provide offline access as well. I was in the last stages of its implementation and now cannot proceed with Zoho Online Books/Inventory
How to send a file along with a statement email with cURL and Zoho Books API ?
I'm trying to add a PDF file to a POST request to the API via PHP and cURL. But I cannot find the right way to add it. Every time, I get this error message : Invalid value passed for multipart_or_formdata Here is an example PHP code : $file_path = '/location/to/file.pdf'; $file = new CurlFile($file_path, 'application/pdf', 'file'); $data = new stdClass; $data->multipart_or_formdata = $file; $post_data = array( 'JSONString' => json_encode($data), ); // POST /contacts/{:contact_id}/statements/email
Api
Is it possible to stop automations running when updating custom fields through the api ? I have an invoice delivery date custom field which gets updated quite frequently ( Google Calendar updates Zoho via api ) & I don't want automations to run because of this ! This is a workflow that notifies invoice payment so it's triggered when edited, no suitable field filters available except the statuses ! This will be obsolete when Zoho guys bring out the LONG AWAITED customer payments workflow ! :-)
Create Payment Automation Script
Hi there, I am trying to automate some routine tasks. I have integration with Shopify, all paid orders from Shopify automatically create Invoices in Zoho Books. To track the payment inside Zoho usually you need to manually track the Payment by clicking on this action – https://www.dropbox.com/s/cfkrngbsxkqc4sk/2017-12-16_18-14-45.png?dl=0 I want to automate this process for Invoices that created from Shopify. To do so I have created automation script which will be performed via Workflow Rules. Here
Square Integration - does customer data sync?
I am currently on a trial for Zoho One. I have integrated Square and sales data is syncing seamlessly. The challenge is that specific customer data is not integrating. Only a generic, "Square Customer" is coming over. Is there a way to integrate Sync specific customer information from Square into Books and there sync into Zoho CRM?
Custom functions not working properly since server problems this morning
Is it due to the work load backed up on the servers ? A few have fired up but not all !
Automations
How come the custom functions I've created in Books do not fire when docs such as purchase orders, invoices etc are created in Inventory ?
Fetching dropdown recods based on selection of another record
Hi, I am using Bills category under Purchase in Zoho Books. I need to fetch the other dropdown records based on the selection of other dropdown record value.
Pushing data from Creator to books
I am new to ZOHO. I have had the application about 4 months. I have an online customer apparel business. I would like for my customer to input data in my online form, add all the items detail and submit to Creator. From creator, I would to be able to create an estimate or invoice based a group of items. I know nothing about delug. I have spent the last 2 weeks reading and watching videos. I am more confused now than before. Please help. Where do I start? I have created a form in Creator.
Production Management
Hi, Any third party production module to intergrate with Zoho?
Zoho Books API Error Code: 11016
I am receiving this error code what does it mean?
How to customize statement
Hi, Is there a way to customize the standard Client statement, I would like to see only unpaid invoices, without the opening balance. Not a must, but if we could have an aging, it would be great. Thanks Marie-Andrée
Bar code in Zoho Invoice
How to add Barcoding in Zoho invoice
How Can I manage Multiple Companies in Zoho books
We have a retail business in Bahrain and Saudia Arabia. The Main branch is in Bahrain and the other branch is in Saudia Arabia. How can I manage both the branches(Business). The problem is, sometimes we take some of the inventory from one location(Bahrain) to other(Saudia Arabia). Kindly, explain me how can I manage such business in zohobooks. If you dont have this function, kindly let me know, either you can do some custom work for me or not? PS: Currently i am using trial version of the software,
Trigger workflow in CRM when invoice paid
Hi there...Is it possible, through the integration with Zoho CRM to have this happen: An invoice is automatically created via stage mapping in CRM (already works) A customer pays invoice and invoice gets updated in Zoho Books automatically (already works) Zoho Books send out notification email (already works) Zoho Books initiates a trigger for a workflow in Zoho CRM to do "something" (this is my questions) That "something" could be: create a task in the associated Potential that created the invoice
i have to deduct the bill amount against a invoice made.
Actually i am buying the part from customer and value adding and again invoicing it to the same customer. Customer pays only for the service added. 1. How i have to close the payment for the bill generated for part received from customer and 2. How i have to close the invoice with payment receipt from customer and balance payment against bill raised.
Check Printing Question
I already have my address on my checks. How can I prevent Zoho from printing my address again?
How to get group_id in zoho book by api of item list reply me asap
How to get group_id in zoho book by api of item list reply me asap
Integrations Between 2 Separate Companies
How can I integrate two separate ZOHO companies in ZOHO Books so that when a purchase order is created in one company, an invoice is automatically created in the other company
Is there a way to generate such a report automatically and email?
Is there a way to: Generate a daily report of total billed time and the equivalent value in the respective currency and send it to x,y,z email addresses daily? For example, Hi team, Total hours billed today: 2.5 Total value of billed time: Rs. 5,040
TDS on Vendor Payment
Hi there , i need to deduct TDS on vendor payment. Please help me out with a way out. Thanks Vikrant
SO Creation on Customer Portal
what is the possibility of enabling customer portal, sales order creation. so the customers can create SO as per their requirement.
Automated Inventory/Books integration with Sites
I would like a way to add inventory items from either Inventory, or Books directly on to Sites. Is this possible using Creator?
Reports
what is meant by reporting tag and what is the use of it? how many types of forms are there?
retrieve data from Mollie (third party)
Hi there, I have to make a connection between Zoho Books and Mollie (payment integration). Through Webhooks I was able to make the connection and send contact-data to Mollie. But in order to update the contact-data in Mollie, when I update the contact-data in Zoho Books, Mollie requires his own generated id. How can I save this Mollie-id back into Zoho Books. I have made a custom field mollie_id in Zoho Books. But then what to do? Best regards, Lianne van Oudenallen
Zoho for builders and contractors who need to track budgets vs expenses by the job
Is there a way to enter a budget for a project (not tracking Hours) and track the actual expenses. We build homes and we bill by expense, and categories. Some expenses are billed as a fixed cost, and our actual expenses may be lower or higher. I need to be able to generate a client specific budget report for my Project Managers to track the cost associated with building their homes. See the attached report I am able to generate in Quickbooks, I need something similar to that. Your product is
Updating Invoice custom fields according to certain datetime values
Hi, I have a custom field in Invoice that must be updated with a certain datetime value as soon as the Invoice is created through the Recurring Invoice module. I found that I cannot use the integrated placeholders (%DD.MM.YYYY%) feature for updating the custom field, so I will appreciate your suggestion to do that in another way. In particular, when the Recurring invoice is created my custom field should be updated with the value from RecurringInvoice.next_invoice_date field (which is the date when
API Post Bill create work fine but return 405 error
Good day! I'm developing an application with Embarcadero Delphi, from this application using the component TSslHttpCli package from Overbyte ICS and send a request for creating a new bill. Send in the json string before that checked me in Postman, and successfully created a new bill. When i send this json string using TSslHttpCli the bill also builds successfully, but the server returns an error 405 "Method not allowed". In the web interface, I see that the bill created. Why error is returned?
Customer as vendor
Is there a way now to set up an entity in Zoho Books both as Customer and Vendor? so the debits and credits can write off against each other. thanks.
Error: Invalid valued passed for authtoken on Getrecordsbyid method
I have written a custom function for Sales Order Module. In the custom function, I need to get zcrm_contact_id of the customer. I get the customer id from the sales order and use getrecordsbyid method to get the customer details. My code is below. customerid = salesorder.get("customer_id"); salesorderdate = salesorder.get("date").toDate(); response = zoho.books.getRecordsByID("Contacts","xxxxxxx",customerid); x = response.get("message"); info x; I am getting the Invalid value passed for authtoken.
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