AdminReshma (Community Manager, Zoho Corporation)

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  1. 15 votes
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    2 comments  ·  Zoho Subscriptions » Usability  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Everyone,

    Now, configure Single Sign-on (SSO) for your portal on the go with Zoho Subscriptions.

    Wonder how to set up? Take a look at our latest documentation on SSO set up – https://www.zoho.com/subscriptions/help/customer-portal-sso.html

    1. Guidelines for SSO with Google -
    https://www.zoho.com/subscriptions/help/sso-with-google-idp.html

    2. Guidelines for SSO with OneLogin -
    https://www.zoho.com/subscriptions/help/sso-with-onelogin-idp.html

    3. Guidelines for SSO with your own application -
    https://www.zoho.com/subscriptions/help/sso-with-custom-application.html

    For queries, you may reach out to us at support[at]zohosubscriptions[dot]com

  2. 7 votes
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    2 comments  ·  Zoho Expense » Expense  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Thank you for the suggestion.

    We would like to inform that we now support Class tracking in Zoho Expense. We allow the classes in QuickBooks to be imported as Tag options in Zoho Expense which can be selected while recording the expenses. Same will be synced with the corresponding classes when the Expense Report is exported to QuickBooks.

    Cheers,
    Zoho Expense Team.

  3. 10 votes
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    1 comment  ·  Zoho Expense » Integration  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Thank you for the suggestion.

    We would like to inform that our team is already working on the integration with SAGE and we will soon roll out our Beta access.

    Please drop us an email at support@zohoexpense.com, and we will keep you posted on the updates.

    Cheers,
    Zoho Expense Team.

  4. 3 votes
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    1 comment  ·  Zoho Inventory  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi,

    Please contact us at support@zoho-inventory.com

    Regards,
    Team Inventory

  5. 14 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello All,

    We have added an option to enable HSN/SAC wise tax summary in invoices. Currently, it is available in Spreadsheet and Spreadsheet Plus invoice templates. 



    To enable this,

    Navigate to Settings -> Templates-> Edit the template -> Click on Total in the left panel and Scroll down -> Enable the 'Show HSN/SAC Summary -> Click on Save.


    Please note that the HSN/SAC field needs to be enabled in Item Preferences for the HSN/SAC summary to be displayed in the invoice.

    

To do that,

    Navigate to Settings -> Preferences-> Items -> Enable 'Would you like to enable HSN or SAC field?' option -> Click Save.


    If you have any queries, please feel free to write to support.india@zohobooks.com

  6. 1 vote
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    2 comments  ·  Zoho Invoice » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi there,

    We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.

    In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi there,

    Can you please drop an email to support[at]zohoinvoice[dot]com with a screenshot of the 'Contacts' section of your account? Our support team shall take a closer look at your account and help you quickly on this.

    Regards,
    Reshma

  7. 11 votes
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    1 comment  ·  Zoho Books » Banking  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi,

    We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when the bank is available for connection in Zoho Books.

    Regards,

  8. 33 votes
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    4 comments  ·  Zoho Books » online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi there,

    As of now you will be able to receive payments for Invoice through PayUMoney wallet using Razor Pay integration in Zoho Books.

    Regards.

  9. 1 vote
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    1 comment  ·  Zoho Books » Banking  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi,

    A site request has been raised for Allahabad corporate account and you will be notified once the bank is available in Zoho Books.

    Regards,

  10. 3 votes
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    2 comments  ·  Zoho Inventory » Feedback  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Mrinal,

    Regarding the search functionality, we can enable the 'contains' search from our end that let you search better. Please mail us to support@zoho-inventory.com with the org ID for which you would like this functionality to be enabled.

  11. 17 votes
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    4 comments  ·  Zoho Books  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi everyone!



    We have come up with a video on Tally migration.

This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly.

If you have any queries, you can right to us at support.india@zohobooks.com

    https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be

    Thank you.

  12. 23 votes
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    5 comments  ·  Zoho Books » Migration  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi everyone!



    We have come up with a video on Tally migration.

This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly.

If you have any queries, you can right to us at support.india@zohobooks.com

    https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be

    Thank you.

  13. 8 votes
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    Not For Now  ·  2 comments  ·  Zoho Books » Inventory  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Pankaj,

    We do not have this in our immediate plans for Zoho books but we would suggest you to take a look at Zoho Inventory. They have the display of stocks in the dashboard.

    This would be helpful for you. For the inventory value we would suggest you to take a look our inventory valuation report for now.

    Hope this helps.

  14. 21 votes
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    2 comments  ·  Zoho Books » Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →

    Hi there.

    We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.

    This way you can customise it for each of your templates separately.

    Hope this helps.

    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi there.

    We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.

    This way you can customise it for each of your templates separately.

    Hope this helps.

  15. 426 votes
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    18 comments  ·  Zoho Books » Items  ·  Flag idea as inappropriate…  ·  Admin →

    Hi there,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items – We currently do not have this option

    5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Franco,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link - https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items - We currently do not have this option

    5 - search of the items should be enhanced - For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

  16. 0 votes
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    1 comment  ·  Zoho Books  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hello Vijay,

    If the items are taxable, then it would be right to show the tax in Delivery Challan. Based on the support query you had raised with us, your scenario was based on taxable items.
    If you have any out of scope scenario with respect to Delivery Challan, please let us know, we can check the feasibility.

    Delivery Challans do not have Billing Address like Invoice and hence we do not have the option to copy the Billing Address.

    Please write to us at support.india@zohobooks.com in case of any clarifications.

  17. 0 votes
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    1 comment  ·  Zoho Books » Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Debbi,

    You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.

    Hope this helps.

    Thank you.

    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Debbi,

    You can go to the contact and click on the More option-> Email Contact -> there will be an option to send the outstanding emails to the customer.

    Hope this helps.

    Thank you.

  18. 1 vote
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    Planned  ·  2 comments  ·  Zoho Books » Banking  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Doug,

    You can choose the option to categorise a transaction manually in the banking section and select category as customer payment. You can then choose to send a thank you not when you scroll down while categorising itself.

    We currently do not have this option while matching it directly. You can use this as a workaround and we will update once this feature is implemented.

    Thank you.

  19. 1 vote
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    3 comments  ·  Zoho Inventory  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Vignesh,

    Thank you for writing to us.

    We have initiated work on this particular feature. We will keep you updated on the status.

    Meanwhile, if you have any other suggestions or ideas to share then, feel free to write to us.

  20. 3 votes
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    2 comments  ·  Zoho Inventory  ·  Flag idea as inappropriate…  ·  Admin →
    AdminReshma (Community Manager, Zoho Corporation) commented  · 

    Hi Jeff,

    Thank you for writing to us.

    Currently, in price lists, you can round off the figure to the nearest whole number. Have you tried that option? Can you share with us a scenario which can further help us to identify the issue and understand what the exact requirements of your business are?

    I will get in touch with the team and get more insights on this query.

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