Same contact as both customer and vendor (Debit and Credit)
Hello, I believe what I am asking for is what many of your clients have been asking over and over. Below is the request again: A contact in zoho books should be allowed to have both credit and debit entries, should be allowed to have both bills and invoices, should have a single ledger statement. And no, linking of a customer and vendor is not THE option. It will never be. Please get this fixed on priority. Don't say no to this request or put it in your roadmap. Its something which needs to be implemented
Can I give different statuses to Estimates?
Apart from Draft, Sent, Invoiced, I would like to have a status Accepted and Declined for Estimates. Is this possible? Thank you
Cost price with inventory
Let's say I already have a item that is in inventory and paid 100$, I buy 1 more from my supplier at 50$. Is there anything in the inventory that reconize that one was paid 100$? Because the way I see it if I change my cost/selling price it doesn't take
Accounting on the Go Series-31: Streamlining e-Way Bills: On-the-Go Efficiency with Zoho Books
Hello all, Welcome back to our series. This Thursday, we would like to showcase the creation of e-Way bills directly from your mobile device in the Indian edition of Zoho Books. In the realm of GST, e-way bills are crucial electronic documents required
Accessing/ Creating Global Variable from Widget in Zoho Books
Hello! I am trying to create an extension for Zoho Books. I have a widget in which the user needs to search through all the custom fields and select a specific one (so i can map it to a field in other third party app). All good till now...after this I
Customer wise Sales Report with Discount details
Hello, I want to run the report of sales where I can get a discount column in the same report. I would need to have the following column in that report. Customer Name - Invoice Number - Invoice amount with Discount - Invoice amount without discount -
opening balance
hi over the years my bank balance and the running balance do not match is any way I can change the balances too match
Edit the name or label of account group
Hello, Is there a way to edit the account group name in report? For example "Operating Income"? Thank you.
updating balances
Hey Everyone, I did a deposit from my CC processor using the method stated here. how come the amounts aren't updating. There seem to be a "running total", that is accurate, but the amount listed "on Zoho" isn't correct
NO OPTION OF SPLIT BANK Charges in TRANSFER TO ANOTHER ACCOUNT.
Problem 1 Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT.. Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07. Where i Create 3.07 as expense or Bank Charges. There is not option there for create
Getting the list of partially received PO
Our purchase team needs to know which PO has *not* been fullfilled yet (the goal is to follow up our vendors). We can filter Partially Received PO, but we like to have a more details report, displaying also which item has not been received. How can I build such a report in Books ?
Payment reminders in different languages
We are a company in country with multiple languages. For the invoices, estimates, ... there are no problems, because you can make different templates in different languages and associate the correct templates to to correct language from your customer.
Need help in Invoice API to get line_item details
Dear community, Appreciate if you guys could give a little help, have been struggling.. I am building a dashboard with Power BI to analyse data from Invoice. If I were to export the invoice into an excel file, I can view details such as item name and description. However, if I were to directly link the Power BI to Invoice API database, I am unable to retrieve any data of line_items such as item id, item name, description etc. May I know if I'm getting the data from the correct source?
One Sale Order to Many Purchase Orders
Hi ! We are exploring Zoho Inventory (+ CRM Plus) and cannot find the following feature We are selling packages to our customers, these packages usually contains : - Software we buy from Supplier A - Hosting we buy from Supplier B - Configuration that in done at our place by a technician When we sell this package to customer (in one Sale Order), we would like to create the corresponding Purchase Orders (one purchase order for each of the product, to the corresponding supplier) Does Zoho CRM + Inventory
Script error
Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently to
Is it possible to filter reports by bank account
this yearI had a to merge my personal and business profiles when I went to the standard plan and have a question. I keep my personal and business funds in completely separate bank accounts. When I run report say profit and loss report, it runs a report
Email message (default)
Hello, When I send a client a receipt the email message they receive automatically says "Dear [customer], Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!" I need to change this text to something
Owner's transactions & Journal Entries In Zoho
Journal Entry Issues I think Zoho has great features, however I am kind of desapointed by the way I have to record owner's transactions in Zoho. I can't record checks to owners out of the bank account because when I try to record the expense the equity account is not listed in the "expense account drop down list" and I can't make a journal entry to record the transaction because the bank account is not listed in the "account drop down list" in the journal entry form. the only way to do it is recording
Fiscal year setting
Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the period
Merging Books customer, what about their CRM accounts?
Hi, I've noticed that I have multiple customer that are in fact the same. They can be merged in Books. But they are synchronized with CRM Accounts and contacts. What happens to the CRM Accounts, when I merge Books customers ? Example: Books customers
Tracking Transactions by Custom Categories (Department, Class, Location etc.)
Hello, The report tags is very useful but I noticed that it is not shown in the general ledger or detailed ledger report line by line. Is there a work-around or a functionality within Zoho to achieve this or maybe add a new column in between? Thank
On-Charge Transaction Fees to Customers
We use stripe to accept credit card payments and they charge 1.75% + $0.30 for domestic cards 2.9% + $0.30 for International cards. Many of the other apps we used to use before changing to Zoho (Xero, Quickbooks, ServiceM8) allow us to choose to automatically
Import historic cost of goods sold per item
Hello, I am importing historic sales wherein the standard cost of goods sold per unit varies over time. Zoho is computing cost of sales based on the current cgs per unit, which is incorrect. I want to import the Item cost applicate at the date of sale.
Signed documents will not be listed in any of the bulk actions.
Dear All While we are trying to sign digitally in single page invoice its working perfectly . But when we are trying to take 3 copies (original, duplicate, triplicate ) print out after clicking digital sign tab ,its not working not in a single page .All
SubTotaks for Item Headers in Estimates
Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank You
Daily back up of Books of accounts
According to Rule 3 of the Companies (Accounts) Rules, 2014 (‘Accounts Rules’), books and records in electronic mode should meet the following conditions: Amended Rule 3(5) requires companies to maintain the backup of the books of accounts and other relevant
MSME Flat for Vendor
Is there a way to flag a particular vendor as MSME and pull out periodical reports? Reason being in India, we need this type of report for compliance pusposes
Retained Earnings issue?
Hello, I have an LLC for tracking profit, loss, accounts. I don't use invoices. Every income is posted as a 'Sales without Invoices'. At the end of a monthly period I take Owner Drawings. My issue is with the Balance Sheet report. Suppose for 2019 there is a Current Year Earnings of $10,000 and Owner Drawings of $10,000. My Retained Earnings is displayed in the subsequent year's (2020) report as though there was no Owner Drawing. The Retained Earning for 2020 always displays $10,000. Shouldn't it
Accounting on the Go Series-30:Seamlessly Customize Your Business Profile with Zoho Books Mobile App.
Hello Zoho Books Users, We've often discussed customization, and today is another opportunity to explore customization of organisation details in our series. With Zoho Books' mobile app, you have the power to keep your business profile up-to-date and
recurring expense doesn't show on report
i entry rent and employee salaty in to recuring expense, let them repeat every month. but this expense doesnot show on report like profit & lost.
Add Image in zoho books Item API
Hello Team, Please find below the code for uploading images to Zoho Books items using the API. Kindly review it. itemID = item.get("item_id"); organizationID = organization.get("organization_id"); GetItemDetails = invokeurl [ url :"https://www.zohoapis.com/books/v3/items/2755065000008594950?organization_id="
How do they make this program so terrible?
It's so terrible and frustrating that I don't know where to start. Please if anyone knows of a better platform that is possible for a small struggling start up to use post it here. They want to tell you how to set up your chart of accounts, what accounts
Bulk Journal Entries with Multiple Dates?
Hi Everyone, Good day. As the title say, is there an option in Manual Journal entry where you can batch process? This is helpful for me when doing bank entries as our business model is B2C. There is a similar function in the expense module but the accounts
Alguien con el problema CFDI40186 - El valor del campo Importe que corresponde a Retención no se encuentra entre el limite inferior y superior permitido.
Desde hace tiempo tengo un problema al querer timbrar algunas facturas (cabe mencionar que son diferentes clientes y son solo con algunas facturas, nos hemos percatado que es cuando son mas de 4 productos y con cantidades no tan grandes) los productos
How does the paid version work
I would like to sign up for the basic version of Zoho (Paid). I am a new business and would like to know how many invoices and receipts I can generate in a month. Thank you
Payoneer Sync
I can see that Zoho fixed Payoneer feed. Now the transactions are fetched successfully (it only took you a year, wow). However, there is one significant fault: deposit transactions are fetched as withdrawals and vice versa. Now, having fetched 30 lines of transactions I have to MANUALLY remove them. And then enter them the good old way that is - manually. Zoho, is there at least one thing you do the right way and not backasswards? Just curious.
Resource Does not exist error while importing invoices
Hi I have been importing invoices every month. But this month, it shows the error "Resource does not exist" Can anyone assist asap?
Add graphics to invoice template
Hi Im using the normal template of invoice that exist already in the Books, I would like to add small graphic that I made in PNG or JPG format and paste it is some place on the invoice. I have few graphics that I want to paste depending the customer.
Add a "bill up to" functionality to recurring invoices.
We use recurring invoices to automatically generate 500 invoices when everyone's time has been entered for a specific period. The time is not fully collected for approximately. It would be helpful to have a "bill up to" function that lets you create the
API or Deluge script for Zoho Books Attachment Custom Field
I have created a Custom Field with field type as Attachment (Not the default Attachments) for Contact module in Zoho Books. This field should be populated whenever a record is created or the Image (Attachment field) shall be updated from external system
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