INSURANCE MANAGEMENT SOLUTION - FINANCE/ERP/CRM
We are looking for an Insurance Management ERP system which we can use for our Insurance Brokerage and Aggregator Platform. Kindly Suggest if you have any.
Credit Note - Status need to be changed in Invoices
Dear Zoho Book Team , After user create new Credit for specific invoices , it is a must to have status changed for invoices from Paid to : 1/ Returned : credit note approved but not yet refund 2/ Refunded : creadit note approved and Refunded to customer
Accountant Access
Is the only way to give an accountant access to use a paid license for them? Thanks
Banking feeds not working properly since January 2022
We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. So for example, there was a 24.99 USD charge on a card, which got exchanged for
Function #31: Auto-populate warranty expiry date of items in invoices
Hello everyone, and welcome back to our series! Warranties play a vital role in influencing a customer's decision to buy a product. They represent a guarantee from the manufacturer or seller that the product will meet specific standards of quality and
Complete reset
How do I reset the whole program and redo all posting of invoices etc?
Custom Report - Formula Row - Option to Show Percentages in Correct Format
In a Customized P&L report I added a formula row at the end to show Net Profit %. In the formula I attempted to input: As can be seen in the screenshot above, you cannot add anything that is not selectable from the dropdown. Without being able to multiply
Accounting on the Go Series-50: Auto Arithmetic Calculation for item rate in Zoho Books iOS app
Hello everyone, We’re thrilled to reach a milestone today—our 50th series! 🎉 We hope you’ve found these updates useful and look forward to sharing more tips and tricks in the future. This week, we’re keeping it simple yet effective with a nifty feature
Job Costing
Dear Zoho Books team, We are using Zoho Books, and it is a great product, however we are stuck in something and hoping you can help us in it. Our company carries out around 500-600 jobs per year, and we need not only to send Estimates/Sales Order / Invoices
Printing on 80mm bluetooth Pos Printer
Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the
Multi-Month Profit And Loss - Remove Rows with Zero Balances
I have created a customized P&L Report with the following Critieria: Date Range: This Month (can be what ever month you want to start with) Compare Based on Period / Year Compare With: Previous Periods, Number of Periods: 6 (Can be changed to however
Invalid value passed for siret_number
Invalid value passed for siret_number will you please assist how to resolve this error when adding new clients thanks
Default Country list suggestions on CRM is different then on Book; how do/did others address this?
So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with
Import ticket sales from another platform (TicketSpice)
I produce live performance events and use TicketSpice as my ticketing platform. Tickets are sold there, and we get weekly payouts for the tickets sold. They have processing fees, and we receive the net payout. For example, a $20 ticket gets sold. My online
How do add VAT to Shipping Charge?
Hi, I am currently trialing your program which has been asbolsutely excellent, However... I noticed when I finish my invoice there is no VAT added to the shipping charge? only the total of the items?.. VAT is always added to the shipping charge too with
Restricted / Tiered Access to Books and Invoicing
Hi! Is there a way to restrict access to books? For example, I'd like to have staff create and send invoices, but not have visibility on the full suite of invoices sent, etc. Anyone know a way to do this?
Trigger an automation when Stock on Hand changes
We need to run a custom function when the stock level of an item changes - specifically when it goes out of stock or comes into stock, but it wouldn't matter if it was triggered by any change. At the moment, it's triggered when any field in the item is
Ewaybill Split and Ewaybill Extension
Please suggest when will Ewaybill Split and Ewaybill Extension be made available in Zohobooks. Both are very very important. Example Ewaybill Split is used when materials do not fit in one vehicle and the consignment is split in multiple vehicles Ewaybill
Single Payment received to be applied to 2 client accounts
Client A has made a payment of ₹ 1,00,000/- to us, And says client B paid me ₹50000/- to pay you. Now when i am trying to pass debit/credit entry in UNEARNED REVENUE account by crediting A account and Debiting B account through Manual Journals, its not
Zoho Books GL issue/question with Invoice from AP Bill
Hello All. We have been using Zoho books for the last several months. One thing that we use extensively is during the bill entry in Accounts Payable we enter the customer in the line item section so when we bill the customer we can click on "bills" and
Push Notificatication syntax
Dear team, Using deluge can you please tell me how can I notify my accounts team that an new invoice has been raised? I dont mind push notification or Email. The syntax what i found on net is pushNotification[to : <email_address>message : <your_message>]
Zoho Books Get Records for Custom field
Hi all, I need to get records from Zoho Books custom field in Creator using api. I have tried different ways still not ways with Zoho.Books.Getrecords,but it's not suitable for custom field. Pls help me with this.
Does Zoho Books work well for non-profits?
I run a nonprofit and am looking into Zoho Books as we are just starting out. Is there a version of this that is tailored to non profit organizations? If not, are there any suggestions for how to use Zoho books if you are a nonprofit? For example, how
Custom Status for Bills
We can create custom statuses for Sales Orders. However, can we please create custom statuses for vendor Bills too? eg ON HOLD - when a bill is disputed and should not be paid
Accounting on the Go Series-49: Effortless Bank Integration-Sync and Manage Your Finances with Plaid in Zoho Books Android app
Hello everyone, Today, we're here to discuss an exciting feature in the Zoho Books mobile app that will make managing your finances even easier. You already know that Zoho Books offers robust banking integrations to help you seamlessly sync your bank
Get the invoice detail through the API
Good day. I have a problem regarding the bills module. There are bills that are taxed depending on the country and there are cases in which taxes are not applied. The problem is that when making a call with the "bill_number" parameter it returns the basic
REMOVE FIELD VALUE IN BOOK USING DELUGE
I have a custom script that updates a custom field in books based on a set a rules. But with the way rest api works, I cannot see a custom field if it doesn't have any data in it. Therefore my work around was to set a default value and update later. The
Auth_Token Using Client_ID , Getting Multi-System Invoices
Hey, I am working on a system which needs to get invoices from 100s of Zoho Accounts and validate their invoices and send mail to them. I have their Developer Console's Client_ID Client_Secret but when i need to get their invoices i need. auth_token which
Send To Email address is blank
I am new to Zoho books and trying to figure how estimates, sales orders and invoices work within the Zoho Finance module. I added a dummy account that is tied to a personal address. when creating an estimate, I am able to pick an item, quantity; it calculates
snail mail credits purchasing not working
I'm unable to purchase new snail mail credits. Keep getting an error "operation failed." My credit card information is up to date.
Zoho Creating Contacts
So I have had this code snippet working for sometime now. I create a contact on zoho books with it but today it started giving back 302 responses and redirecting me to a different url. I decided to check toke validity this is what I did but i get 302
Migration of Accounts from Tally to Zoho Books !
As ZOHO BOOKS doesn't have any mandatory feature in it for 'COST CENTRE' it has a dedicated name as 'Reporting tags'. But while importing data in ZOHO BOOKS as in TALLY they have dedicated cost center for each and every transaction. And also please let
Zoho book journal entry
How to see statement of zoho book journal entry with opening balance. We are able to see opening balance for sales, purchase,invoice etc.
Sending ACH Payments to Vendors
Hi, We'd like to use Forte to send ACH payments to Vendors in Zoho Books/Inventory. Is it possible to do this, and if so, how? Thanks!
Zoho Books Extension
I have been trying to create a extension for Books and i have 2 problems. 1. Nowhere to enter global fields in the "Test your extension" sandbox 2. The following code returns the error (inside the "Test your extension" sandbox): " {"code":6041,"message":"This
ZOHO FINANCE WORKSHOP
Has anyone ever assisted a Zoho Finance Workshop. If so, do you think it was worth it? What'd you learn from it?
Customer Selection in Invoice and Quotes Makes Page Unresponsive
Every time I try to select a customer for a new invoice or quote it freezes up and makes the page unresponsive.
[Webinar] Navigate e-invoicing compliance with Zoho Books
Hello everyone, We are excited to announce our August webinar series on e-invoicing! This series is designed to help businesses streamline their invoicing processes and ensure compliance with regional regulations using Zoho Books. Our experts will cover:
Editing Automated Journals with sales invoice
So when I am importing bills, the accounts which the journal is hitting are not the ones which I want. How can I edit the accounts that are being associated in the journal?
writing checks
hi - i know payments made OUTSIDE Soho can be "recorded" or "entered"....... but how do you WRITE checks FROM Zoho? using a standard tri-part check remittance form (top part is the check itself, the middle and bottom parts are the vendor's and my remittance
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