Zoho Books
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136 results found
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While we view ledger or Books, we can not see accounting entry narration ( description field in Zoho Books)
Every accounting software shows narration for each entry while view any ledger or Accounting books. Narration is very important concept in accounting. It must me displayed in Ledger or Books as well as it should be printed while printing. You can also give option in ledger or books for narration i.e. user require it or Not
1 voteHi there,
We now have the option to include the description field in the Detailed General Ledger report.
To do so, please go to Reports→ Select the Detailed General Ledger→ Click on customise report and include the description field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team -
Salesperson added to Estimate Details Report
It would be helpful to have "Salesperson" added to the Estimate Details report.
3 votesHi all,
We have added the Sales Person filter for the Estimate details report. Navigate to Reports > Estimate Details report > Customize report > Advanced filter > here you can choose the sales person and run the report.
Regards,
Zoho Books Team -
Unique Customer , Vendor & Stock Item Code
We are having branches in Emirates and some customers & Vendors are same in all four branches. we would like to have a unique code for Vendor , Customer & Stock Items to be maintained at all our four branches.
We would appreciate your assistance in this regards.
1 voteHi there,
To find details pertaining to a particular branch or location, Zoho Books lets you associate Reporting Tags for contacts and items. You can also filter the reports based on these tags.
(Refer: https://www.zoho.com/books/help/settings/reporting-tags.html#associate)
Regards,
Zoho Books team -
Allow attachments to email templates and workflows
It has just been confirmed by Zoho that the attachment option to email templates does not work. We wish to create a workflow to send an email to a customer along with an attachment. We have attached a file and the email gets sent but without the attachment.
6 votesHi there,
We currently have the option to add attachments via email templates and you will be able to select these templates while creating emails alerts for workflows.
Hope this helps.
Regards,
Zoho Cares -
Customized Reports
if we want to see or print Customized Statement of Accounts for clients or vendors, we cannot,, for example if I want to have Statement for unpaid invoices only for my client for last quarter,, I cannot have it,, it gives me with all details for paid and unpaid... must be worked on it.
1 voteHi,
You can go to the contact→ ‘Statement’ → Next to the date option there is a ‘Filter’ option which you can use to view the outstanding invoices of the customer.
Hope this helps.
Thank you.
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sync mails from zoho books to zoho mail
The said feature will allow the user to maintain records of the mails being sent from zoho books such as estimates , invoices and this is important for those who are involved in multitasking
2 votesHi all,
We have added Zoho Finance eWidget Apps in Zoho Mail. To know more about this feature, please have a look at this link – https://www.zoho.com/mail/help/zohomail-finance-plus-integration.html#books
Regards,
Zoho Books team -
Print the order numbers in the retail template
We are using Zoho books for a beauty salon. We are utilizing the invoice order number to manage the customers queue but unfortunately it is being printed in the retail invoice template.
We have to write the order number manually in the invoice receipt.
It would be great if we can print the order number in the retail template to avoid this manual writing.
Thank you
1 vote -
Option to Edit the Voucher after Bank Reconcilliation
After Bank Reconciliation, voucher entry needs to be edit by administrator if require.
3 votesHi all,
We have added the option to Undo Reconciliation (last reconciliation) so that you can edit the transactions and process the reconciliation.
Regards,
Zoho Books Team -
cc users on statements
would like the ability to cc and bcc my coworkers when emailing customer statements
0 votesHi all,
While sending customer statements, you will be able to choose your coworker’s emails in cc and bcc field if they are added as users in Zoho Books.
If Customer statement is sent in bulk, ensure to add the email addresses in cc and bcc field of Customer Statement email template.
Regards
Zoho Books team. -
Do not default sender of emails on estimates, etc.
Sender of email should reflect the person logged in and not require selecting an sender email address from a drop down menu.
1 voteHi all,
Only for the first time the email address has to be selected in the From dropdown while sending the emails in Zoho Books. The next time whenever the user sends an email, the email address will get picked automatically.
Regards
Zoho Books team. -
to add the ability to add custom fields to Vendor credits
As per our business requirements, we need to capture more information regarding a vendor credit, thus we need have custom fields for vendor credits also. Therefore could you please add the ability to add custom fields to vendor credits also.
3 votesHi there,
To create custom fields for Vendor Credits module, navigate to Settings >> Preferences >> Vendor Credits >> Field Customization >> +New Custom Field.
Regards,
Zoho Books team. -
Bank charges in vendor payment via banking - Categorise manually
have an option to split bank charges and vendor payment amount while recording vendor payment from bank feed in categorise manually option. The bank feed is one consolidated amount including vendor payment and bank charges which needs to be split while recording the same. With this option lot of time is saved. This option is available while recording customer payment. Same can be made available for vendor payments as well.
1 voteHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL
PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL
7 votesHi there,
A predefined discount column is now available in the total section of the bill.
If you have any further queries please feel to write to us at support@zohobooks.com
Hope this helps.
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1 vote
Hi all,
You can now digitally sign your Invoices in Zoho Books using DSC dongle.
Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.Here is the help document for your reference: https://www.zoho.com/in/books/help/digital-signature/
Best regards,
Zoho Books Team -
Facture
quand vous envoyez une facture réglée il faut retirer la mention "en votre aimable règlement"et pouvoir ajouter les références de paiement
1 voteHi there,
While sending a paid invoice, you will be able to choose the email template. We would suggest you to create an email template first and then while sending the invoice choose the email template from the template dropdown in email to screen.
Regards.
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Apply one customer payment to multiple invoices.
We run a private school and it is very common that balances owed on an invoice need to be converted to a recurring invoice to break their balance down into smaller payments over time. What we would like to be able to do is create a regular invoice stating their overall tuition owed. The create a recurring invoice for the balance owed. When one of our students pays their recurring invoice, I would like to be able to take that payment and also link it to their regular invoice without creating two separate payments.
1 voteHi,
An Invoice can be made as recurring invoice in Zoho Books. While creating an invoice, there appears an option called Make recurring, click on that and specify the expiry date and also the repetitive time period. Once they make payment for the invoices, it will be reflected in the Recurring profile.
Hope this helps.
Regards
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In the profit and loss account - can we see the sales in two parts - Domestic and Exports
In the profit and loss account - can we see the sales in two parts - Domestic and Exports
1 voteHi,
To show the Profit and Loss statement separately for Domestic and Export you can make use of Reporting tags. You will have to associate corresponding tag to each transaction so that you can generate P and L reports based on the tags associated.
Regards.
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option not to print balance due on delivery notes
when printing delivery note there is no option to take off balance due
1 voteHi,
Go to Settings > Preferences > Delivery note settings. Uncheck the Balance Due option and now balance due will not appear when the delivery notes are printed for invoices.
Regards,
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api limit
Create a dashboard with the API limits (a simple pie chart showing how many requests are left for the next 24 hours).
There is no similar feature for people who are using just Zoho Books.
1 voteHi,
API Usage pie chart is available in Zoho Books. To access the report, go to “Reports > Activity > API Usage” and the total API calls, used API calls and remaining API calls can be viewed there.
Regards,
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1 vote
Hi,
Requisite permission for editing the payment receipts can be enabled under: Settings > Users & Roles > Roles. Edit a role and under Sales > Customer Payments the Edit option should be checked to give access to edit Payment receipts.Regards,
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